# Fundamentals #0012: Intuitive Surgical: 3Q2026 results

Date: 2026-10-21 20:36
URL: https://heniu.blog/en/f-log/flog-2026-10-21-0012/
Author: Heniu (heniu.blog). Text license: CC BY 4.0 (https://creativecommons.org/licenses/by/4.0/).

---


Intuitive Surgical (ISRG) revenue in Q3 was 3.05 billion USD (+21.7% y/y), while earnings per share (GAAP) fell to 1.49 USD (−23.6% y/y).

### Quarterly results

Earnings per share (GAAP, basic) stood at 1.50 USD (−24.2% y/y), while earnings per share (adjusted) increased to 3.00 USD (25.0% y/y). The company's operating income was 592.60 million USD (−22.0% y/y).

### What management says

According to management, a new reusable instruments program will be introduced in the USA at the end of Q1 next year, and in Europe in the second half of next year, which will bring the full effect by the end of next year. Management indicated that the impact of these changes on the gross margin will be minimal, as it will be offset by cost reductions next year.