Intuitive Surgical Systems — Total Revenue decreased by 17.2% to $650.70M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 24.5%, from $522.70M to $650.70M. Over 4 years (FY 2021 to FY 2025), Systems — Total Revenue shows an upward trend with a 9.9% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
An increase suggests strong demand for new capital equipment installations and successful expansion of the installed base, while a decrease may indicate market saturation or longer hospital capital expenditure cycles.
This metric represents the total gross revenue generated from the sale and leasing of robotic surgical systems to health...
Comparable to capital equipment revenue segments in medical device companies, where hardware sales drive long-term utilization of high-margin consumables.
isrg_segment_systems_total_revenue| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $439.60M | $415.20M | $469.90M | $428.10M | $375.10M | $425.90M | $451.00M | $427.40M | $392.70M | $379.40M | $480.20M | $418.20M | $448.20M | $445.00M | $654.60M | $522.70M | $574.70M | $590.40M | $785.90M | $650.70M |
| QoQ Change | — | -5.6% | +13.2% | -8.9% | -12.4% | +13.5% | +5.9% | -5.2% | -8.1% | -3.4% | +26.6% | -12.9% | +7.2% | -0.7% | +47.1% | -20.1% | +9.9% | +2.7% | +33.1% | -17.2% |
| YoY Change | — | — | — | — | -14.7% | +2.6% | -4.0% | -0.2% | +4.7% | -10.9% | +6.5% | -2.2% | +14.1% | +17.3% | +36.3% | +25.0% | +28.2% | +32.7% | +20.1% | +24.5% |
We use cookies for analytics. See our Privacy and Cookie Policy.