NASDAQ$ISRG

Intuitive Surgical Inc · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

Intuitive Surgical's Q3 2021 financial results announced, demonstrating revenue growth driven by increased da Vinci system placements and procedures.

Intuitive Surgical announced strong financial results for Q3 2021, with revenue increasing by 30% to $1.40 billion compared to Q3 2020. The growth was driven by higher da Vinci system placements and procedure volume. GAAP net income was $381 million, or $1.04 per diluted share, while non-GAAP net income was $435 million, or $1.19 per diluted share.

  • Worldwide da Vinci procedures grew approximately 20% compared to the third quarter of 2020.
  • The company shipped 336 da Vinci Surgical Systems, a 72% increase compared to the third quarter of 2020.
  • The da Vinci Surgical System installed base grew to 6,525 systems as of September 30, 2021, an 11% increase year-over-year.
  • Third quarter 2021 revenue increased 30% to $1.40 billion compared to $1.08 billion in the third quarter of 2020.

Headline financials

Total Revenue

$1.4B

Previous: $1.08B+30.2%
EPS (adj)

$1.19

Previous: $0.92+29.3%
Da Vinci systems installed base

6.5K

Previous: 5.9K+11.3%
Total da Vinci system placements

336

Previous: 195+72.3%
Free Cash Flow

$381M

Previous: $314M+21.2%
Net Income

$381M

Previous: $314M+21.2%
Operating Income

$443M

Previous: $270M+63.7%
Gross Profit

$971M

Previous: $724M+34.1%
Cash & Equivalents

$1.35B

Previous: $6.36B-78.8%
Total Assets

$12.9B

Previous: $10.6B+21.8%
Stock-Based Comp

$120M

Previous: $106M+13.5%

Revenue & EPS history

Intuitive Surgical · Revenue · Quarterly

$1.4B

Q3 2021+30.2%vs Q3 2020
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

Intuitive Surgical · $1.4B total across 3 segments · Q3 2021

  • Instruments and accessories
    $755M+19.7%
  • Systems
    $415M+55.0%
  • Services
    $233M+29.8%

Forward guidance

The press release does not contain any forward guidance.

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 Q3 2021

Historical avgQ3 2021

+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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