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.↗ source
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