Intuitive Surgical’s Financial Crossroads: Record Growth Meets Margin Pressure

Intuitive Surgical’s latest financial performance presents investors with a complex narrative of impressive operational achievements tempered by concerning financial headwinds. The Silicon Valley-based surgical robotics pioneer reported substantial growth in procedure volumes during Q2 2025, yet simultaneously faces margin compression that has pushed its stock price toward 52-week lows.

The company’s operational performance demonstrates remarkable strength, with global procedures using da Vinci surgical systems surging by 17% year-over-year in the second quarter. This exceptional growth trajectory prompted management to raise their full-year procedure growth guidance to a range of 15.5% to 17%.

The recent launch of the next-generation da Vinci 5 system has significantly contributed to this momentum. Of the 395 systems installed during the quarter, 180 units represented the new flagship model.... Read more...