Intuitive Surgical Forecasts 14% - 15% Da Vinci Procedure Growth In 2026; 68.7% – 69.3% Gross Margin And 11%–13% Operating Expense Growth

2026 Financial Outlook

The Company expects the following results for the full year of 2026:

• Worldwide da Vinci procedure growth of approximately 14% to 15% in 2026. The Company expects to be closer to the midpoint of this range.
• Non-GAAP* gross profit margin to be within a range of 68.7% to 69.3% of revenue in 2026. This range includes an estimated impact from tariffs of 0.9% of revenue (excluding recognized tariff refunds).
• Non-GAAP* operating expense growth of 11% to 13% in 2026.