NASDAQ$ISRG

Intuitive Surgical Inc · Q4 2021 earnings

Q4 2021 earnings · · Investor relations

Briefing

Intuitive Surgical's Q4 2021 earnings were announced, revealing revenue growth driven by increased da Vinci procedure volume and system placements.

Intuitive Surgical announced its Q4 2021 financial results, with revenue reaching $1.55 billion, a 17% increase compared to Q4 2020. The company shipped 385 da Vinci Surgical Systems, and the installed base grew to 6,730 systems. GAAP net income was $381 million, or $1.04 per diluted share, while non-GAAP net income was $477 million, or $1.30 per diluted share.

  • Worldwide da Vinci procedures increased by approximately 19% compared to Q4 2020.
  • The company shipped 385 da Vinci Surgical Systems, an 18% increase compared to Q4 2020.
  • The da Vinci Surgical System installed base grew to 6,730 systems, a 12% increase year-over-year.
  • Q4 2021 revenue reached $1.55 billion, a 17% increase compared to Q4 2020.

Headline financials

Total Revenue

$1.55B

Previous: $1.33B+16.7%
EPS (adj)

$1.30

Previous: $1.19+9.2%
Da Vinci systems installed base

6.7K

Previous: 6.0K+12.4%
Total da Vinci system placements

385

Previous: 326+18.1%
Net Income

$383M

Previous: $364M+5.3%
Operating Income

$450M

Previous: $416M+8.3%
Gross Profit

$1.06B

Previous: $896M+18.4%
Cash & Equivalents

$8.62B

Previous: $6.87B+25.5%
Total Assets

$13.6B

Previous: $11.2B+21.4%
Stock-Based Comp

$118M

Previous: $103M+14.3%

Revenue & EPS history

Intuitive Surgical · Revenue · Quarterly

$1.55B

Q4 2021+16.7%vs Q4 2020
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

Intuitive Surgical · $1.55B total across 3 segments · Q4 2021

  • Instruments and accessories
    $843M+12.8%
  • Systems
    $470M+28.1%
  • Services
    $238M+10.5%

Forward guidance

This press release contains forward-looking statements that are necessarily estimates reflecting the best judgment of the our management and involve a number of risks and uncertainties that could cause actual results to differ materially from those suggested by the forward-looking statements.

Headwinds

  • The risk that the COVID-19 pandemic could lead to further material delays and cancellations of, or reduced demand for, procedures
  • curtailed or delayed capital spending by hospitals
  • disruption to our supply chain, including increased difficulties in obtaining a sufficient amount of materials in the semiconductor and other markets
  • closures of our facilities
  • delays in surgeon training

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 Q4 2021

Historical avgQ4 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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