Instruments and accessories
Revenue grew 18% to $1.73 billion in Q2 2026, driven by about 15% da Vinci procedure growth and about 36% Ion procedure growth.
The numbers
What it is
Single-use instruments and accessories are used in each procedure and are the largest and most recurring revenue line. Revenue follows procedure volume across the da Vinci and Ion installed bases.
Why it matters to the stock. This line makes up about 60% of revenue, so its growth is the cleanest read on real surgical demand.
News
Intuitive sets 2026 da Vinci procedure growth guide at 13.5% to 15.5%
For full-year 2026, Intuitive expects da Vinci procedure growth of about 13.5% to 15.5%, with the company expecting to land closer to the midpoint.
Guidance
Intuitive reports Q4 2025 revenue up 19% and guides 2026 da Vinci procedures 13% to 15%
Intuitive reported fourth-quarter 2025 revenue of $2.87 billion, up 19%, with non-GAAP EPS of $2.53 and GAAP EPS of $2.21.
Guidance