Company Dossier · Health Care
Intuitive Surgical
- S&P 500
- S&P 100
- Nasdaq-100
- Russell 1000
What Intuitive Surgical is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $11.0 billion, up 21% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $3.22 billion, up 62% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $0.48 billion, down 42% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $2.30 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (October 20, 2026): sentiment 0.60 on a −1 to +1 scale (mixed), confidence 0.80 of 1.Palanor Discourse
- Guidance in the last 90 days: 1 outlook figure raised, 0 lowered, 1 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 3, 2026): 0 risk factors added, 1 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $5.0 million on the open market.SEC Form 4
- 2,265 institutional managers reported a position at June 30, 2026 (−59 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 117 (118 a year earlier).U.S. Department of Labor (OFLC)
- Headlines in the last 30 days: 5, of which 1 read positive and 0 negative.Palanor headline tone
Risk events (12 months): 1 — latest OSHA inspection, Mar 18, 2026 →
Company Posture
How Company Posture is measured →What Intuitive Surgical is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Retrenching · Mixed
Expanding ↔ Retrenching
Retrenching
- Capital spending23rd pct
- Debt raised—
- Buybacks vs capex3rd pct
- Hiring filings32nd pct
- Deals and private raises49th pct
- Patent publications56th pct
Confident ↔ Hedging
Mixed
- Call sentiment59th pct
- Call confidence68th pct
- Guidance changes58th pct
- Risk factors added75th pct
- Insider open-market trades44th pct
- + Risk factors added
- + Call confidence
- + Call sentiment
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver47th pct
- Stress filings48th pct
Credit
How these are built →No bond term sheets or tagged debt on file for Intuitive Surgical yet.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Intuitive Surgical, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralQ3 2026 Intuitive Surgical, Inc. Earnings Call Transcript
gurufocus.com · via Marketaux · Oct 21, 2026
- NeutralIntuitive Surgical: The Multiple Fell, The Story Didn't (NASDAQ:ISRG)
seekingalpha.com · via Marketaux · Oct 6, 2026
- NeutralA Look at Intuitive Surgical Inc (ISRG) After 3.8% Gain -- GF Value $631.97 vs Price $406.64
gurufocus.com · via Marketaux · Oct 5, 2026
- NeutralIntuitive Surgical: A Surgical Leader Facing A Valuation Problem (NASDAQ:ISRG)
seekingalpha.com · via Marketaux · Oct 3, 2026
- PositiveIntuitive Surgical Stock: Strong Growth, But Valuation Comes At A Premium (NASDAQ:ISRG)
seekingalpha.com · via Marketaux · Oct 2, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (INTUITIVE SURGICAL, INC.)third_quarter 2026 · $0.2 million
- Oct 20, 2026LobbyingLobbying report (FGS GLOBAL (US) LLC (FKA FGH HOLDINGS LLC))third_quarter 2026 · $0.0 million
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Jul 20, 2026LobbyingLobbying report (INTUITIVE SURGICAL, INC.)second_quarter 2026 · $0.1 million
- Jul 16, 2026LobbyingLobbying report (FGS GLOBAL (US) LLC (FKA FGH HOLDINGS LLC))second_quarter 2026 · $0.0 million
- May 28, 20268-KDirector or officer changeItem 5.02
- May 4, 20268-KDirector or officer changeItem 5.02
- May 4, 20268-KShareholder vote resultsItem 5.07
- Apr 21, 2026LobbyingLobbying report (INTUITIVE SURGICAL, INC.)first_quarter 2026 · $0.2 million
- Apr 13, 2026LobbyingLobbying report (FGS GLOBAL (US) LLC (FKA FGH HOLDINGS LLC))first_quarter 2026 · $0.0 million
- Mar 18, 2026Risk event
- Feb 3, 202610-KAnnual report (10-K)0 risk factors added, 1 removed
- Jan 20, 2026LobbyingLobbying report (INTUITIVE SURGICAL, INC.)fourth_quarter 2025 · $0.1 million
- Jan 14, 2026LobbyingLobbying report (FGS GLOBAL (US) LLC (FKA FGH HOLDINGS LLC))fourth_quarter 2025 · $0.0 million
- Dec 18, 20258-KDirector or officer changeItem 5.02
- May 15, 20258-KDirector or officer changeItem 5.02
- May 5, 20258-KDirector or officer changeItem 5.02
- May 5, 20258-KShareholder vote resultsItem 5.07
- Jan 31, 202510-KAnnual report (10-K)0 risk factors added, 0 removed
- Jan 6, 20258-KDirector or officer changeItem 5.02
- Jan 31, 202410-KAnnual report (10-K)1 risk factors added, 0 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Baxter International BAX | $11.5B | — | Jun 30, 2026 |
| Zimmer Biomet ZBH | $8.5B | $1.5B | Jun 30, 2026 |
| Edwards Lifesciences EW | $6.5B | $1.4B | Jun 30, 2026 |
| Steris STE | $6.0B | $0.9B | Jun 30, 2026 |
| GE HealthCare GEHC | $21.0B | — | Mar 31, 2026 |
| Boston Scientific BSX | $21.0B | $3.6B | Jun 30, 2026 |
| ResMed| RMD | $5.7B | $1.6B | Jun 30, 2026 |
| Becton Dickinson BDX | $22.5B | $2.7B | Jun 30, 2026 |