Company facts
- Headquarters
- Sunnyvale, California
- Most recent report
- 8-K, filed Nov 2, 2026
- Incorporated
- Delaware
- Filings on record
- 1,011+ filings
- On EDGAR
- CIK 1035267
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 31
News 8 of 67
Prospectuses and Registrations 7
- S-8 Registration statement for an employee plan Jul 21, 2026
- S-8 Registration statement for an employee plan Jul 23, 2025
- S-8 Registration statement for an employee plan Jul 19, 2024
- S-8 Registration statement for an employee plan Jul 22, 2022
- S-8 Registration statement for an employee plan Jul 21, 2021
- S-8 Registration statement for an employee plan Jul 23, 2020
- S-8 Registration statement for an employee plan Jul 25, 2019
Proxies 8 of 18
- DEFA14A Extra proxy material Mar 13, 2026
- DEF 14A Proxy statement for a shareholder vote Mar 13, 2026
- DEFA14A Extra proxy material Mar 14, 2025
- DEF 14A Proxy statement for a shareholder vote Mar 14, 2025
- DEFA14A Extra proxy material Mar 8, 2024
- DEF 14A Proxy statement for a shareholder vote Mar 8, 2024
- PX14A6G Shareholder's own proxy material Mar 27, 2023
- DEFA14A Extra proxy material Mar 10, 2023
Ownership 8 of 874
- 4 Insider reported a trade Nov 5, 2026
- 4 Insider reported a trade Nov 5, 2026
- 144 Notice of a proposed sale of restricted stock Nov 4, 2026
- 4 Insider reported a trade Nov 2, 2026
- 4 Insider reported a trade Nov 2, 2026
- 144 Notice of a proposed sale of restricted stock Oct 30, 2026
- 4 Insider reported a trade Oct 28, 2026
- 4 Insider reported a trade Oct 26, 2026
Other 8 of 14
- SD Conflict minerals disclosure May 21, 2026
- ARS Annual report sent to shareholders Mar 13, 2026
- SD Conflict minerals disclosure May 23, 2025
- ARS Annual report sent to shareholders Mar 14, 2025
- SD Conflict minerals disclosure May 22, 2024
- ARS Annual report sent to shareholders Mar 8, 2024
- SD Conflict minerals disclosure May 24, 2023
- SD Conflict minerals disclosure May 26, 2022
What to read: Sep 2026 10-Q
SECSift found 3 of 13 sections worth reading, with 4 positive, 7 notable, and 3 negative flags.
Financial Statements (Item 1)
Contains $450M antitrust settlement, $533M acquisition, $4.4B buyback, and large balance-sheet swings.Management's Discussion (Item 2)
MD&A with detailed financials, procedure volumes, tariff impacts, and a $450M litigation settlement.Positive- Total revenue up 22% to $3.05B in Q3 2026, from $2.51B a year ago.
- da Vinci procedures grew 14% to 906,000 in Q3 2026; Ion procedures up 31% to 49,700.
- Systems revenue up 30% to $769M in Q3 2026; 546 da Vinci systems placed, up 28%.
- Gross profit margin improved to 68.4% in Q3 2026 from 66.4% a year ago.
Notable- Tariff costs of $23.4M in Q3 2026; IEEPA refunds of $27.8M reduced cost of revenue.
- U.S. procedure growth slowed to 10% in Q3 2026 from 16% a year ago; bariatric procedures declined low double-digits.
- China system placements fell short of expectations due to competition and governance campaign.
- Expects 3-5% reduction in da Vinci instrument revenue per procedure from pricing actions starting late 2026.
Risk Factors (Item 1A)
New risk factor: third-party remanufactured instruments and unauthorized service threaten revenue and safety.
What changed: Sep 2026 vs. Jun 2026
About 5% of ISRG's Sep 2026 10-Q is new information. 16 paragraphs were added, 171 changed, and 32 removed. Below are the most important lines SECSift identified.
Changed
- Goodwill decreased to $557.8 million as of Sept 30, 2026, from $580.6 million as of June 30, 2026, due to measurement period adjustments.
- Repurchased 7.8 million shares for $2,939.8 million in Q3 2026, up from 4.0 million for $1,919.6 million in Q3 2025.
- Recorded a $450 million antitrust class action settlement charge in Q3 2026, up from $0 in prior period.
- da Vinci 5 installed base rose to 2,023 systems as of Sep 30, 2026 from 1,710 as of Jun 30, 2026.
- Exhibit 3.3 filing date moved to 7/27/2026 from 2/1/2021.
Removed
- Amy L. Ladd's plan from May 10, 2026, for up to 472 shares until May 15, 2027, is no longer listed.
- Gary S. Guthart's plan from May 7, 2026, for up to 107,596 shares until June 15, 2027, is no longer listed.
- Henry L. Charlton's plan from June 7, 2026, for up to 26,124 shares until June 15, 2027, is no longer listed.
- Patricia L. Wadors' plan from May 27, 2026, for up to 3,494 shares until May 29, 2027, is no longer listed.
Everything here comes from Intuitive Surgical Inc's own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Oct 21, 2026, from the 10-Q for Sep 2026.