Although the revenue and EPS for Intuitive Surgical (ISRG) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Intuitive Surgical reported strong Q4 2025 outcomes with adjusted EPS of $2.53, exceeding estimates of $2.26 and increasing by 14.5% from Q4 2024's $2.21. Revenue reached $2.87 billion, a 19% increase year-over-year that surpassed the consensus of $2.75 billion, while full-year revenue hit $10.1 billion (+21%) coupled with adjusted EPS of $8.93.
Although the revenue and EPS for Intuitive Surgical (ISRG) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Intuitive Surgical, Inc. (ISRG) Q4 2025 Earnings Call Transcript
Intuitive Surgical, Inc. (ISRG) came out with quarterly earnings of $2.53 per share, beating the Zacks Consensus Estimate of $2.25 per share. This compares to earnings of $2.21 per share a year ago.
Intuitive Surgical on Thursday beat Wall Street estimates for fourth-quarter profit and revenue on growing demand for its surgical robots used in minimally invasive procedures.
Intuitive Surgical's pure-play robotics focus, rising da Vinci 5 utilization and 85% recurring revenues tilt the risk-reward versus diversified Medtronic.
ISRG heads into Q4 earnings with 18% procedure growth and da Vinci 5 demand, but valuation and tariffs keep the earnings outlook uncertain.
ISRG posts strong preliminary Q4 and full-year 2025 revenue growth, but shares dip as investors weigh procedure trends, margins and outlook.
Intuitive Surgical continues robust double-digit growth, with Q4 2025 revenues up 19% y/y and strong da Vinci 5 adoption. The firm's 2026 procedure growth guidance of 13–15% disappointed versus expectations, triggering a recent share sell-off despite operational strength. Elevated multiples reflect the company's market dominance, but tactical buying on dips remains warranted for long-term growth investors.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Get a deeper insight into the potential performance of Intuitive Surgical (ISRG) for the quarter ended December 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.