NASDAQ$ISRG

Intuitive Surgical Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Intuitive Surgical's Q3 2024 financial results were announced, demonstrating growth in revenue, da Vinci procedures, and system placements.

Intuitive Surgical announced strong Q3 2024 results, with revenue reaching $2.04 billion, a 17% increase compared to Q3 2023. The company saw growth in da Vinci procedures and an increase in the installed base of systems, placing 379 da Vinci surgical systems during the quarter.

  • Worldwide da Vinci procedures grew approximately 18% compared to Q3 2023.
  • The company placed 379 da Vinci surgical systems, including 110 da Vinci 5 systems, compared to 312 in Q3 2023.
  • The da Vinci surgical system installed base grew to 9,539 systems as of September 30, 2024, a 15% increase year-over-year.
  • Q3 2024 GAAP net income attributable to Intuitive was $565 million, or $1.56 per diluted share, compared to $416 million, or $1.16 per diluted share, in Q3 2023.

Headline financials

Total Revenue

$2.04B

Previous: $1.74B+16.9%
EPS

$1.56

Previous: $1.46+6.8%
Da Vinci systems installed base

9.5K

Previous: 8.3K+15.1%
Total da Vinci system placements

379

Previous: 312+21.5%
Da Vinci 5 system placements

110

No prior period
Capital Expenditures

-$248M

No prior period
Free Cash Flow

$565M

Previous: $416M+35.9%
Net Income

$565M

Previous: $416M+35.9%
Operating Income

$577M

Previous: $466M+23.9%
Gross Profit

$1.37B

Previous: $1.17B+17.7%
R&D Expense

$286M

No prior period
Stock-Based Comp

$173M

Previous: $156M+10.8%

Revenue & EPS history

Intuitive Surgical · Revenue · Quarterly

$2.04B

Q3 2024+16.9%vs Q3 2023
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

The press release does not contain forward guidance. Therefore, this section is left blank.

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 2024

Historical avgQ3 2024

+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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