Intuitive Surgical (ISRG) Reports Q4 Earnings: What Key Metrics Have to Say

For the quarter ended December 2025, Intuitive Surgical, Inc. (ISRG) reported revenue of $2.87 billion, up 18.8% over the same period last year. EPS came in at $2.53, compared to $2.21 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $2.87 billion, representing no surprise. The company delivered an EPS surprise of +12.61%, with the consensus EPS estimate being $2.25.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.Here is how Intuitive Surgical performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Da Vinci Surgical System Installed Base: 11,106 versus the five-analyst average estimate of 11,088.Revenue- Product (Instruments and accessories and Systems): $1.66 billion versus the seven-analyst average estimate of $2.31 billion. The reported number represents a year-over-year change of -19.7%.Revenue- Services: $422 million versus $404.99 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +21.5% change.Revenue- Systems: $785.9 million versus the seven-analyst average estimate of $670.95 million. The reported number represents a year-over-year change of +20.1%.View all Key Company Metrics for Intuitive Surgical here>>>Shares of Intuitive Surgical have returned -9.3% over the past month versus the Zacks S&P 500 composite's +0.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Zacks' Research Chief Names "Stock Most Likely to Double"Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.Free: See Our Top Stock And 4 Runners UpWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Intuitive Surgical, Inc. (ISRG): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks