Intuitive Surgical Q4 EPS Rises 12.4% to $2.53 with $2.87B Revenue Beat
Intuitive Surgical reported fourth-quarter 2025 adjusted EPS of $2.53, surpassing consensus by 12.4%, while revenues of $2.87 billion beat estimates by 4.7%. The company’s estimated long-term earnings growth rate of 15.7% exceeds the industry’s 14%, with an average surprise of 13.2% over the past four quarters.
1. Q4 2025 Financial Results
Intuitive Surgical delivered adjusted EPS of $2.53 in the fourth quarter of 2025, exceeding the consensus estimate by 12.4%. Revenue reached $2.87 billion, surpassing analyst forecasts by 4.7%, driven by strong demand for robotic surgery systems and recurring service revenue.
2. Long-Term Growth Outlook
Management projects a long-term earnings growth rate of 15.7%, outpacing the industry average of 14%. This robust outlook reflects ongoing investments in product development and expansion in key international markets.
3. Consistent Earnings Surprises
The company has beaten earnings estimates in each of the past four quarters, with an average surprise of 13.2%. This consistency underscores effective cost management and growing procedure volume adoption.
4. Analyst Ranking and Implications
Intuitive Surgical holds a buy rating with a #2 rank, signaling positive analyst sentiment. Continued earnings beats and a strong growth trajectory may support multiple expansion and drive further stock appreciation.