Intuitive Q3 revenue $3.05B (+22%), adjusted EPS $3.00; $450M antitrust settlement charge hits GAAP profit

Intuitive Surgical reported third-quarter revenue of $3.05 billion, up 22%, with worldwide procedures up about 15% (da Vinci about 14%, Ion about 31%) and 546 da Vinci systems placed versus 427 a year earlier. Adjusted EPS was $3.00 versus $2.40 a year earlier, while GAAP EPS fell to $1.49 after a $450 million pre-tax charge to settle antitrust class action litigation. It expects 2026 da Vinci procedure growth near the middle of its 14%-15% range.

• Revenue $3.05B, +22% y/y; adjusted EPS $3.00 vs $2.40
• GAAP EPS $1.49 after a $450M pre-tax antitrust settlement charge ($0.99/share after tax)
• Procedures +15%; 546 da Vinci placements vs 427
• 2026 da Vinci procedure growth guided to about 14%-15%, near the midpoint