NASDAQ$ISRG

Intuitive Surgical Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Intuitive Surgical's revenue increased driven by growth in da Vinci procedure volume and an increase in the installed base of systems.

Intuitive Surgical announced strong Q2 2023 results, with revenue reaching $1.76 billion, a 15% increase compared to Q2 2022. The company's growth was fueled by a rise in da Vinci procedures and an expansion of its installed base. GAAP net income was $421 million, or $1.18 per diluted share, while non-GAAP net income was $507 million, or $1.42 per diluted share.

  • Worldwide da Vinci procedures grew approximately 22% compared with the second quarter of 2022.
  • The company placed 331 da Vinci surgical systems, compared with 279 in the second quarter of 2022.
  • The company grew its da Vinci surgical system installed base to 8,042 systems as of June 30, 2023, an increase of 13% compared with the second quarter of 2022.
  • Second quarter 2023 revenue of $1.76 billion increased 15% compared with the second quarter of 2022.

Headline financials

Total Revenue

$1.76B

Previous: $1.52B+15.4%
EPS (adj)

$1.42

Previous: $1.14+24.6%
Da Vinci systems installed base

8.0K

Previous: 7.1K+12.7%
Total da Vinci system placements

331

Previous: 279+18.6%
Free Cash Flow

$421M

Previous: $308M+36.7%
Net Income

$421M

Previous: $308M+36.7%
Operating Income

$463M

Previous: $398M+16.5%
Gross Profit

$1.17B

Previous: $1.02B+14.5%
Cash & Equivalents

$7.13B

Previous: $8.18B-12.8%
Total Assets

$13.9B

Previous: $13.7B+1.4%
Stock-Based Comp

$147M

Previous: $127M+15.6%

Revenue & EPS history

Intuitive Surgical · Revenue · Quarterly

$1.76B

Q2 2023+15.4%vs Q2 2022
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

Intuitive Surgical · $1.76B total across 3 segments · Q2 2023

  • Instruments and accessories
    $1.08B+20.2%
  • Systems
    $393M+4.7%
  • Services
    $287M+14.1%

Forward guidance

The company did not provide specific forward guidance in this earnings report.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

+1.9%

Avg return

Earnings day

+1.3%

Avg return

5 days after

+3.1%

Avg return

30 days after

55%

40 / 73 earnings

Positive

+31.1%

Q2 2009

Best reaction

-16.7%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.8%-3.5%-9.3%
Q4 2025-3.1%+4.4%-2.8%
Q3 2025-2.3%+19.1%+21.4%
Q2 2025+0.7%+0.7%-5.7%
Q1 2025+1.9%+7.4%+12.7%
Q4 2024-4.0%+4.1%+2.7%
Q3 2024+9.3%+8.6%+10.7%
Q2 2024+6.8%+6.8%+12.4%
Q1 2024-2.1%+0.8%+6.6%
Q4 2023-1.5%+10.6%+17.7%
Q3 2023-3.1%+0.7%+10.8%
Q2 2023-3.7%-5.4%-18.2%
Q1 2023+11.0%+11.7%+16.1%
Q4 2022-4.8%-4.6%-9.6%
Q3 2022+11.1%+14.9%+37.2%
Q2 2022-3.4%-1.1%+2.5%
Q1 2022-16.7%-19.3%-27.7%
Q4 2021-8.2%-6.2%-13.7%
Q3 2021+2.3%+2.8%+8.1%
Q2 2021+1.4%+4.7%+13.2%
Q1 2021+9.9%+7.9%+2.6%
Q4 2020-6.8%-1.3%+2.5%
Q3 2020+0.2%-2.4%+0.3%
Q2 2020+2.1%+1.2%+3.8%
Q1 2020+3.0%-2.8%+1.8%
Q4 2019-3.4%-6.6%+0.5%
Q3 2019+6.8%+1.0%+7.4%
Q2 2019+1.0%+2.7%-5.4%
Q1 2019-6.5%-4.7%-6.6%
Q4 2018-2.8%-6.7%+4.1%
Q3 2018-7.1%-6.6%-4.5%
Q2 2018-2.1%-0.9%-0.6%
Q1 2018+12.6%+9.1%+9.5%
Q4 2017+0.6%-2.2%-2.3%
Q3 2017+4.3%+4.8%+10.8%
Q2 2017-4.1%-2.3%+1.8%
Q1 2017+5.1%+5.9%+11.9%
Q4 2016+6.9%+0.4%+6.5%
Q3 2016-4.0%-4.4%-7.7%
Q2 2016+4.9%+2.8%+2.2%
Q1 2016+2.8%
Q4 2015+2.1%
Q3 2015+4.4%
Q2 2015+10.5%
Q1 2015-6.5%
Q4 2014-0.1%
Q3 2014-0.7%
Q2 2014+18.8%
Q1 2014-9.0%
Q4 2013-6.5%
Q3 2013-6.2%
Q2 2013-5.5%
Q1 2013-4.5%
Q4 2012+11.6%
Q3 2012+3.9%
Q2 2012-9.3%
Q1 2012+8.0%
Q4 2011+0.4%
Q3 2011+9.3%
Q2 2011+10.3%
Q1 2011+2.0%
Q4 2010+1.5%
Q1 2009+1.5%
Q3 2010-7.9%
Q2 2010+7.4%
Q1 2010+0.2%
Q4 2007-1.9%
Q4 2009-1.9%
Q3 2009-3.1%
Q3 2008-3.1%
Q2 2008+31.1%
Q4 2008+31.1%
Q2 2009+31.1%

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