Intuitive Surgical Q3 FY26: where the revenue came from and where it went
The whole income statement of Intuitive Surgical for this quarter, as one diagram: what earned the revenue, and what it went on.
- Period
- Jul 1 – Sep 30, 2026
Revenue$3.05B
+22% year over year
Gross profit$2.08B
68% margin
Operating profit$0.59B
19% margin
Net profit$0.52B
17% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 3.05 | 100% | +22% |
| U.S. instruments | 1.18 | 39% | |
| Instruments & accessories | 0.56 | 18% | |
| U.S. systems | 0.44 | 15% | |
| U.S. service | 0.31 | 10% | |
| OUS systems | 0.24 | 8% | |
| OUS service | 0.16 | 5% | |
| Other revenue | 0.16 | 5% | |
| Cost of revenue | −0.96 | 32% | |
| Gross profit | 2.08 | 68% margin | +2pp |
| R&D | −0.41 | 13% | +0pp |
| SG&A | −0.63 | 21% | −2pp |
| Other | −0.45 | 15% | |
| Operating profit | 0.59 | 19% margin | −11pp |
| Other income, net | 0.07 | ||
| Tax | −0.14 | ||
| Net profit | 0.52 | 17% margin | −11pp |
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