Intuitive Surgical (ISRG) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

By Zacks Equity Research | April 22, 2025, 6:00 PM

For the quarter ended March 2025, Intuitive Surgical, Inc. (ISRG) reported revenue of $2.25 billion, up 19.2% over the same period last year. EPS came in at $1.81, compared to $1.50 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $2.18 billion, representing a surprise of +3.27%. The company delivered an EPS surprise of +5.85%, with the consensus EPS estimate being $1.71.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Intuitive Surgical performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

  • Da Vinci Surgical System Installed Base: 10,189 versus the four-analyst average estimate of 10,194.
  • Revenue- Product (Instruments and accessories and Systems): $1.89 billion versus the seven-analyst average estimate of $1.55 billion. The reported number represents a year-over-year change of +19.9%.
  • Revenue- Services: $363 million versus the seven-analyst average estimate of $356.83 million. The reported number represents a year-over-year change of +15.8%.
  • Revenue- Systems: $522.70 million compared to the $481.95 million average estimate based on seven analysts. The reported number represents a change of +25% year over year.
  • Revenue- Instruments and accessories: $1.37 billion compared to the $1.33 billion average estimate based on seven analysts. The reported number represents a change of +18% year over year.
View all Key Company Metrics for Intuitive Surgical here>>>

Shares of Intuitive Surgical have returned -7.9% over the past month versus the Zacks S&P 500 composite's -8.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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