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ISRG INTUITIVE SURGICAL INC

Trailing twelve months to 2026-06-30 · as filed 2026-07-21, not restated
Healthcare

Scale

Market cap
$132.2bn
Revenue TTM
$11.0bn
Net income TTM
$3.1bn
Free cash flow
$3.2bn
Composite score
54.7
Sector rank
#92

Valuation

P / E
42.1
EV / EBITDA
EV / sales
11.5
FCF yield
2.44%
Earnings yield vs 10-yr
-2.36pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
28.4%
EBITDA margin
ROE
17.3%
ROIC
26.6%
Revenue growth
20.7%

Insider activity, last 90 days

Net open-market
$-7.12m
Buyers
0
Sellers
5

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

During the three and six months ended June 30, 2026, tariffs and other trade measures recognized in total cost of revenue were $20.8 million and $48.8 million, respectively. Operating income included $213 million and $200 million of share-based compensation expense related to employee stock plans and $24.0 million and $4.8 million of intangible asset-related charges for the three months ended June 30, 2026, and 2025, respectively. • During the three months ended June 30, 2026, we repurchased 0.9 million shares of our common stock with an aggregate value of $0.38 billion. …INTUITIVE SURGICAL INC, 10-Q, period ended 2026-06-30, filed 2026-07-21

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