NASDAQ$ISRG

Intuitive Surgical Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Intuitive Surgical's Q4 2023 earnings were announced, demonstrating significant growth in revenue and da Vinci procedures.

Intuitive Surgical announced strong Q4 2023 results, with revenue increasing by 17% year-over-year to $1.93 billion. The company saw growth in da Vinci procedure volume and an increase in the installed base of systems. GAAP net income attributable to Intuitive Surgical was $606 million, or $1.69 per diluted share, while non-GAAP net income was $574 million, or $1.60 per diluted share.

  • Worldwide da Vinci procedures grew approximately 21% compared with Q4 2022.
  • The company placed 415 da Vinci surgical systems, compared with 369 in Q4 2022.
  • Revenue for Q4 2023 reached $1.93 billion, a 17% increase compared to $1.66 billion in Q4 2022.
  • Q4 2023 GAAP net income attributable to Intuitive was $606 million, or $1.69 per diluted share.

Headline financials

Total Revenue

$1.93B

Previous: $1.66B+16.5%
EPS (adj)

$1.60

Previous: $1.23+30.1%
Da Vinci systems installed base

8.6K

Previous: 7.5K+14.1%
Total da Vinci system placements

415

Previous: 369+12.5%
Net Income

$606M

Previous: $337M+80.0%
Operating Income

$450M

Previous: $373M+20.9%
Gross Profit

$1.28B

Previous: $1.11B+15.0%
R&D Expense

$260M

No prior period
Stock-Based Comp

$150M

Previous: $128M+17.9%

Revenue & EPS history

Intuitive Surgical · Revenue · Quarterly

$1.93B

Q4 2023+16.5%vs Q4 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

The company obtained CE mark certification for the da Vinci single-port (SP) surgical system in January 2024 and plans to commercialize the SP system in select major European countries throughout 2024 as part of a measured rollout strategy.

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 2023

Historical avgQ4 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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