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Intuitive Surgical's Q3 2026 Investor Presentation, released with its third-quarter 2026 results around October 21, 2026. The 19-page deck covers the company's mission, customer focus areas, 2025 platform scale (3.2M+ procedures and 1,900+ systems placed in 2025; 12,000+ systems in hospitals), capital and revenue trends (84% recurring revenue, +21% YoY revenue in 2025), da Vinci Multi-port, da Vinci 5, da Vinci SP and Ion metrics, and Q3 2026 results: $3.05 billion revenue (22% Y/Y), 14% da Vinci procedure growth, 546 da Vinci systems placed, 69.9% non-GAAP gross margin, $3.00 non-GAAP EPS, and a da Vinci installed base of 12,094 as of September 30, 2026.
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Intuitive Surgical's Q3 2026 Investor Presentation, released with its third-quarter 2026 results around October 21, 2026. The 19-page deck covers the company's mission, customer focus areas, 2025 platform scale (3.2M+ procedures and 1,900+ systems placed in 2025; 12,000+ systems in hospitals), capital and revenue trends (84% recurring revenue, +21% YoY revenue in 2025), da Vinci Multi-port, da Vinci 5, da Vinci SP and Ion metrics, and Q3 2026 results: $3.05 billion revenue (22% Y/Y), 14% da Vinci procedure growth, 546 da Vinci systems placed, 69.9% non-GAAP gross margin, $3.00 non-GAAP EPS, and a da Vinci installed base of 12,094 as of September 30, 2026.
Detailed view of each slide page, including layout, key content and visual elements.
Cover slide with the INTUITIVE wordmark, the title 'Investor Presentation' and the period label 'Q3 2026'.
Full-bleed gradient background; logo top-left, large left-aligned title in the vertical center, period label and copyright footer bottom-left.
Safe-harbor disclaimer under the Private Securities Litigation Reform Act of 1995. It lists risks such as macroeconomic factors, reliance on sole- and single-source suppliers, competition, reimbursement and recalls, and points readers to Intuitive's Form 10-K and 10-Q filings.
Black background with a small title top-left and dense body text in three equal newspaper-style columns; footer logo and copyright.
Mission: minimally invasive care is life-enhancing care, and intelligent technology expands physicians' potential to heal without constraints. Vision: less invasive and profoundly better care, where diseases are identified early and treated quickly. Value pills read Purpose, Value, Innovative, Transformative and Commitment.
Two-column layout: large 'Our mission' / 'Our vision' headings with italic accent words and paragraphs on the left; overlapping rounded-square and circular photo crops on the right, decorated with floating pill labels.
Five customer focus pillars, each with sub-metrics: improve clinical outcomes (length of stay, complications, readmission), enhance patient experience, improve care team experience, lower total cost of care, and expand access to care.
Centered title over five equal columns. Each column has a rounded-square portrait photo threaded on a horizontal blue line, a blue two-line heading and a short list of sub-points.
3.2M+ procedures on Intuitive systems in 2025 and 20.4M+ to date; 1,900+ systems placed in 2025 and 12,000+ systems in hospitals globally; 4,000+ peer-reviewed articles in 2025 and 48,000+ to date. Each number is split by Multiport, Single port and Ion, e.g. 3.0M+ / 55K+ / 140K+ procedures and 10,720+ / 370+ / 990+ installed systems.
Three-column, two-row stat grid separated by thin vertical rules. Each cell has a huge numeral and a label, and four cells add a translucent blue pill bar holding a three-way breakdown. Source footnotes sit at the bottom.
Two stacked bar charts for 2020-2025 (da Vinci only). Left: annual system placements split into greenfield/incremental and trade-in. Right: installed base by United States, Europe, Asia and rest-of-world, with a +12% YoY callout for 2025.
Title top-left, then two side-by-side stacked column charts with Y-axis gridlines and shared-style legends below each; a large '+12% YoY' annotation sits above the final bar on the right.
Stacked revenue bars for 2017-2025 split into recurring and non-recurring revenue. The recurring share is labelled each year, rising from 71% in 2017 to 84% in 2024 and 2025, and 2025 revenue is up 21% YoY. A sidebar gives approximate pricing: $0.6M-$3.1M per da Vinci system, $900-$3,700 per procedure for instruments and accessories, $95K-$225K per year for services, and fixed-payment or usage-based operational leases.
Wide stacked column chart on the left two-thirds, with recurring-share percentages set as step labels between bars and a '+21% YoY' callout on the last bar; a right-hand text sidebar lists the four revenue models with blue bold headers.
Section divider introducing the da Vinci platform family, showing four robotic systems side by side.
Dark navy background with a thin white rounded-rectangle frame. The section title sits on the left; a product lineup render on the right breaks out of the frame.
2020-2025 scorecard. Procedures grew from 1.2M+ to 3.0M+ (17% YoY growth), installed base from 5.9K+ to 10.7K+ (12% YoY), and utilization from 210+ to 300+ (3% YoY).
Title top-left above three equal white rounded cards. Each card has a bold metric label, a big colored growth percentage, 'YoY Growth', and a six-bar column chart with only the first and last values labelled.
da Vinci 5 has clearances in the U.S., Korea, Japan and Europe. As of Dec. 2025 it had 270,000+ procedures performed, 1,200+ systems installed globally, 10,400+ surgeons using it, and 11% higher utilization than Xi (Q4 2025 U.S. estimate).
Three-zone layout: large headline and clearance subtext on the left, a white product close-up (surgeon console viewer) in the center, and a right-hand stack of four blue stats separated by thin rules.
Single-port scorecard for 2020-2025. Procedures rose from 5K+ to 55K+ (87% YoY growth), installed base from 60+ to 370+ (39% YoY), and utilization from 110+ to 180+ (29% YoY).
Same three-card scorecard template as the Multi-port slide: metric label, big growth percentage and a six-year column chart in each card.
Section divider for Ion, Intuitive's robotic endoluminal platform, shown with a close-up of its catheter arm and touchscreen controller.
Dark navy background with a rounded white outline frame. A single-word title sits on the left; the product render on the right extends beyond the frame.
Ion scorecard for 2020-2025. Procedures rose from 1K+ to 140K+ (51% YoY growth), installed base from 30+ to 990+ (24% YoY), and utilization from 80+ to 160+ (9% YoY).
Third use of the three-card scorecard: procedures, installed base and utilization cards, each with a growth percentage and a 2020-2025 column chart.
Section divider opening the Q3 2026 results section.
Full-bleed blue gradient matching the cover, with a large left-aligned title at mid-height and the footer logo.
Operating KPIs: 14% da Vinci procedure growth Y/Y, 12% da Vinci installed base growth Y/Y and 546 da Vinci systems placed. Financial KPIs: $3.05 billion revenue (22% Y/Y), 69.9% non-GAAP gross margin and $3.00 non-GAAP EPS.
Title top-left above two large white rounded cards side by side. Each card stacks three KPIs vertically, with a big blue numeral over a short label; operating metrics are on the left and financials on the right.
12,094 da Vinci systems worldwide as of September 30, 2026: 6,807 in the United States, 2,436 in Europe, 2,176 in Asia and 675 in the rest of the world.
A faint world map fills the background. Two solid blue blocks hold the regional figures (US/Europe on the left, Asia/Rest of World on the right), and connector lines run to a bracketed central total.
The overarching aim is to accelerate access to and quality of minimally invasive care through four priorities: 01 platform growth (global expansion of da Vinci 5, SP and Ion), 02 procedure adoption, 03 quality and manufacturing, and 04 innovation to reach more patients through early-stage R&D for new disease states.
Title and blue tagline in a left column; a two-by-two grid of rounded cards on the right, each with a large black index number, a blue heading and a short description.
Outcomes-focused innovation is presented as core to the business and aligned with Intuitive's environmental sustainability, social responsibility and governance transparency work, with a link to the 2025 Corporate Impact Report.
Full-bleed aerial photo of a park lawn with people. A centered frosted-glass panel holds a serif headline and paragraph, and a blue pill button-link sits below it.
Closing slide showing only the INTUITIVE wordmark.
Full-bleed blue gradient with the centered white logo and no other elements.
Common questions about this slide and the underlying presentation content.
The 19-page deck covers Intuitive's mission and vision, customer focus areas, 2025 scale metrics, worldwide capital and revenue trends, scorecards for da Vinci Multi-port, da Vinci 5, da Vinci SP and Ion, Q3 2026 results, the da Vinci installed base by region, 2026 priorities and corporate impact.
The deck reports $3.05 billion in revenue (22% Y/Y), a 69.9% non-GAAP gross margin, $3.00 non-GAAP EPS, 14% da Vinci procedure growth, 12% da Vinci installed base growth and 546 da Vinci systems placed in the quarter.
As of September 30, 2026 there were 12,094 da Vinci systems worldwide: 6,807 in the United States, 2,436 in Europe, 2,176 in Asia and 675 in the rest of the world.
The revenue trend slide shows recurring revenue rising from 71% of the total in 2017 to 84% in 2024 and 2025, with 2025 revenue up 21% YoY. Instruments and accessories run about $900-$3,700 per da Vinci procedure, and services about $95K-$225K per system per year.
It alternates navy-to-electric-blue gradient dividers with warm off-white or lavender data slides. Metrics sit in white rounded cards with large thin numerals, charts use a blue-periwinkle-teal palette, dark navy product-render dividers introduce each platform, and the closing impact slide uses a frosted-glass panel over a photo.
Yes. This page offers the original PDF and an editable PPTX download. Intuitive Surgical publishes the deck as a PDF; the PPTX is a conversion of that PDF, so every slide's text, charts and layout can be edited in PowerPoint, Keynote or Google Slides. You can also use the Create Slides Like This flow on 2Slides to generate a new deck in the same style with your own content.
Keep the flow of mission, customer value, scale metrics, revenue model, per-product scorecards, quarterly results, regional footprint and priorities. Reuse the three-card scorecard for each product line, swap in your own KPIs and regions, and replace the product renders with your own imagery.
It was published by Intuitive Surgical with its Q3 2026 results, around October 21, 2026, and is available on the company's investor relations site at isrg.intuitive.com.
Official investor relations site where Intuitive publishes quarterly results, SEC filings and investor presentations, including the Q3 2026 Investor Presentation.
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