NASDAQ$ISRG

Intuitive Surgical Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Intuitive Surgical's Q3 2023 performance reflected strong procedure growth and installed base expansion with increased revenue and net income.

Intuitive Surgical announced strong Q3 2023 results, with revenue increasing by 12% to $1.74 billion. The company's GAAP net income rose to $416 million, or $1.16 per diluted share, while non-GAAP net income reached $524 million, or $1.46 per diluted share. Growth was driven by increased da Vinci procedure volume and expansion of the installed base.

  • Worldwide da Vinci procedures grew by approximately 19% compared to Q3 2022.
  • The company placed 312 da Vinci surgical systems, compared to 305 in Q3 2022.
  • The da Vinci surgical system installed base increased to 8,285 systems as of September 30, 2023, a 13% increase year-over-year.
  • Third quarter revenue reached $1.74 billion, a 12% increase compared to the previous year.

Headline financials

Total Revenue

$1.74B

Previous: $1.56B+12.0%
EPS (adj)

$1.46

Previous: $1.19+22.7%
Da Vinci systems installed base

8.3K

Previous: 7.4K+12.5%
Total da Vinci system placements

312

Previous: 305+2.3%
Free Cash Flow

$416M

Previous: $324M+28.3%
Net Income

$416M

Previous: $324M+28.3%
Operating Income

$466M

Previous: $399M+16.8%
Gross Profit

$1.17B

Previous: $1.05B+10.9%
Cash & Equivalents

$7.52B

Previous: $7.39B+1.7%
Total Assets

$14.7B

Previous: $13.3B+10.9%
Stock-Based Comp

$156M

Previous: $138M+13.0%

Revenue & EPS history

Intuitive Surgical · Revenue · Quarterly

$1.74B

Q3 2023+12%vs Q3 2022
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

Intuitive Surgical · $1.74B total across 3 segments · Q3 2023

  • Instruments and accessories
    $1.07B+22.9%
  • Systems
    $379M-10.9%
  • Services
    $293M+12.7%

Forward guidance

Intuitive Surgical 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 Q3 2023

Historical avgQ3 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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