Intuitive Surgical Stock Falls Despite Q2 Earnings Beat

Intuitive Surgical Inc. (NASDAQ:ISRG) posted its second-quarter results after Thursday’s closing bell, beating analyst estimates on the top and bottom lines. Here’s a look at the details inside the report. 

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Intuitive Surgical Q2 Details       

Intuitive Surgical reported quarterly earnings of $2.80 per share, which beat the Street estimate of $2.50 by 12%, according to Benzinga Pro data.

Quarterly revenue came in at $2.89 billion, which beat the analyst consensus estimate of $2.82 billion.

Intuitive Surgical reported the following second-quarter highlights:

• Worldwide procedures (da Vinci and Ion combined) grew approximately 16% compared with the second quarter of 2025. Da Vinci procedures grew approximately 15%, and Ion procedures grew approximately 36%.
• Placed 468 da Vinci surgical systems, compared with 395 in the second quarter of 2025. The second quarter 2026 da Vinci surgical system placements included 246 da Vinci 5 systems, compared with 180 in the second quarter of 2025.
• Grew its da Vinci surgical system installed base to 11,710 systems as of June 30, 2026, an increase of 12% compared with 10,488 as of June 30, 2025.
• Grew its Ion endoluminal system installed base to 1,096 systems as of June 30, 2026, an increase of 21% compared with 905 as of June 30, 2025.

“We are pleased with company performance this quarter, which reflects the strength of our portfolio — from da Vinci and Ion to our growing digital solutions,” said Dave Rosa, Intuitive CEO.

ISRG Stock Price Activity: According to data from Benzinga Pro, Intuitive Surgical stock was down 8.53% to $368.99 in Thursday’s extended trading.  

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