ISRG · Q4 FY25 · Oct 1 – Dec 31, 2025
Intuitive Surgical Q4 FY25: where the revenue came from and where it went
Intuitive Surgical Q4 FY25: revenue $2.9B (+19% year over year). Net profit $0.8B. Largest cohort Instruments and Accessories $1.7B. The whole income statement as a sankey diagram from the SEC filing.
- Period
- Oct 1 – Dec 31, 2025
- Reported
- Feb 3, 2026
Tap the diagram to enlarge · figures in billions of dollars
Revenue$2.9B
+19% year over year
Gross profit$1.9B
66% margin
Operating profit$0.9B
30% margin
Net profit$0.8B
28% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 2.9 | 100% | +19% |
| Instruments and Accessories | 1.7 | 59% | +17% |
| Systems | 0.8 | 28% | +20% |
| Service | 0.4 | 14% | +21% |
| Cost of revenue | −1 | 34% | |
| Gross profit | 1.9 | 66% margin | −2pp |
| Research & development | −0.4 | 12% | +0pp |
| SG&A | −0.6 | 24% | −1pp |
| Operating profit | 0.9 | 30% margin | +0pp |
| Tax | −0.2 | ||
| Net profit | 0.8 | 28% | −1pp |
Older quarters
-
Q2 FY26 6/2026Revenue $2.9B Net margin 28%
-
Q1 FY26 3/2026Revenue $2.8B Net margin 30%
-
Q3 FY25 9/2025Revenue $2.5B Net margin 28%
New results in your inbox
When a big company reports, you get the diagram before anyone has time to comment on it. No spam, one-click unsubscribe.