Intuitive Surgical Exceeds Expectations, Raises 2025 Outlook

In October 2025, Intuitive Surgical, the pioneering company in robotic surgery, has reported impressive results that have exceeded Wall Street's expectations. The company has not only surpassed its Q3 2025 earnings targets but has also raised its outlook for procedure growth in 2025.

Intuitive Surgical's flagship da Vinci robotic system has seen a surge in demand, with the company now anticipating a 17% increase in procedures performed using the system in 2025. This is a significant upward revision from the previous forecast of a 16.4% increase. The growth in da Vinci procedures is a crucial metric for Intuitive, as it directly drives the demand for the company's one-time instruments and accessories.

The company's strong performance has been reflected in its financial results. Intuitive Surgical reported Q3 2025 sales of $2.51 billion, surpassing the analyst expectations of $2.41 billion. Additionally, the company's adjusted earnings per share came in at $2.40, well above the forecasted $1.99. This impressive financial performance has led to a sharp jump in Intuitive Surgical's stock price, which has risen by more than 18% in after-hours trading.

Fueling this growth is Intuitive Surgical's continued expansion of its da Vinci system installations. During the third quarter, the company installed 427 new da Vinci systems, including 240 units of its latest da Vinci 5 model. This represents a significant increase compared to the same period last year, when the company installed 379 total systems and 110 da Vinci 5 units.