Intuitive Surgical's Q3 2025 Earnings Soar with Da Vinci System Expansion

2025-10-22 companies

Sunnyvale, Wednesday, 22 October 2025.
Intuitive Surgical reported a 23% revenue increase in Q3 2025, driven by a 20% rise in procedure volume and significant growth in da Vinci systems installations.

Strong Financial Performance in Q3 2025

Intuitive Surgical (Nasdaq: ISRG) announced its financial results for the third quarter of 2025 on October 21, 2025, revealing a robust performance with a revenue increase of 23% compared to the same period in 2024. This growth was primarily driven by a significant rise in procedure volumes, up by approximately 20% year-over-year [1]. The company’s total revenue for Q3 2025 was reported at $2.51 billion, compared to $2.04 billion in Q3 2024 [2].

Expansion of Da Vinci Systems

The company placed 427 da Vinci surgical systems during the quarter, marking an increase from the 379 systems placed in Q3 2024. Of these, 240 were the advanced da Vinci 5 systems, showcasing the increasing adoption of cutting-edge surgical technology [3]. The installed base of da Vinci systems grew 13% year-over-year, reaching a total of 10,763 systems by the end of September 2025 [4].

Impressive Growth in Procedure Volumes

Da Vinci procedures increased by 19%, while the Ion endoluminal system procedures soared by 52%, reflecting the growing acceptance and effectiveness of these robotic-assisted technologies in minimally invasive surgeries [5]. This surge in procedure volume underscores the company’s continued focus on expanding access to high-quality surgical care globally [6].

Financial Metrics and Future Outlook

In terms of profitability, Intuitive Surgical reported a GAAP net income of $704 million, or $1.95 per diluted share, compared to $565 million, or $1.56 per diluted share, in the previous year [7]. The company’s non-GAAP net income stood at $867 million, or $2.40 per diluted share, which included $0.12 per share in tax benefits [8]. Looking ahead, the company expects da Vinci procedure growth to be between 17% and 17.5% for the full year of 2025, with a non-GAAP gross profit margin projected between 67% and 67.5% [9].

Sources

earnings growth Intuitive Surgical