Intuitive Surgical Q4 EPS Tops by 12.4%, Revenues Exceed by 4.7%
Intuitive Surgical delivered Q4 2025 adjusted EPS of $2.53, beating consensus by 12.4%, and posted revenue of $2.87 billion, 4.7% above forecasts. The company holds a Zacks Rank #1 (Strong Buy) with an estimated long-term earnings growth rate of 15.7% and has topped EPS estimates in four straight quarters.
1. Q4 2025 Earnings and Revenue Beat
Intuitive Surgical reported adjusted EPS of $2.53 for the fourth quarter of 2025, surpassing the consensus estimate by 12.4%. Revenues reached $2.87 billion, a 4.7% beat over forecasts, driven by strong demand for its robotic surgical systems.
2. Zacks Rank and Growth Outlook
The company holds a top-tier Zacks Rank #1 (Strong Buy) and carries an estimated long-term earnings growth rate of 15.7%, compared with the industry average of 14%. Recent estimate revisions have trended upward, reflecting confidence in sustained performance.
3. Historical EPS Performance and Surprise Trend
Over the past four quarters, Intuitive Surgical has beaten EPS estimates in every period, with an average surprise of 13.2%. This consistent outperformance underscores the company’s ability to exceed market expectations and may support continued multiple expansion.