Form 10-Q · Quarterly report
Intuitive Surgical 10-Q, filed Oct 21, 2026
- Filed
- CIK
- 0001035267
- Accession no.
- 0001035267-26-000071
Summary
Intuitive Surgical reported that as of September 30, 2026 it had an installed base of 2,023 da Vinci 5 surgical systems and 487 da Vinci SP systems, with regulatory clearances for those platforms in the U.S., Europe, and Asia. U.S. tariff developments included a February 2026 Supreme Court ruling that IEEPA-based tariffs were unlawful and subsequent import surcharges and Section 301 duties.
Key points
- As of September 30, 2026, Intuitive Surgical had 2,023 da Vinci 5 systems installed, of which 177 were outside the U.S., and 487 da Vinci SP systems.
- Da Vinci 5 received FDA clearance in March 2024, South Korea clearance in October 2024, Japan clearance in June 2025, and EU MDR certification in July 2025.
- Da Vinci SP received EU MDR certification in January 2024 and Taiwan clearance in August 2024, and is FDA-cleared for urologic, colorectal, general thoracoscopic, and certain transoral procedures.
- In February 2026, the U.S. Supreme Court ruled that tariffs levied under IEEPA were unlawful, after which the U.S. imposed a temporary 10% Section 122 import surcharge and Section 301 duties on products from 60 trading partners.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
From the filing
ITEM 2. MANAGEMENT’S DISCUSSION Overview As part of our mission, we believe that minimally invasive care is life-enhancing care. Since our founding over 30 years ago, we have been delivering on this mission by combining innovative technology with clinical expertise to advance minimally invasive care. We do so by providing a comprehensive ecosystem that includes robotic-assisted systems, instruments and accessories, customer learning, and support services all connected by a digital portfolio that enables actionable insights across the care continuum. …
An excerpt of the text as filed with the SEC, cut for length.
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