FINANCE NOTE

Intuitive Surgical (NASDAQ: ISRG) — Q3 2026 Pre Earnings

What to watch
Surgical Robotics Systems is Intuitive Surgical's fastest-growing product

Services is Intuitive Surgical’s Key Earnings Driver, up 20.8%, but has no product within it. Surgical Robotics Systems sits within its Systems segment, 23.7% of revenue, which grew 19.2%. No other company grew faster among the three companies in the Surgical Robotics Systems group.

See every company in Surgical Robotics Systems →
Growth rank
#1 of 3
↑ 19.2% year on year in the reported segment
Size rank
#3 of 3
$685M segment revenue
Share of the combined segments
11.0%
of $6.21B across 3 companies that report one
Dependence on this segment
23.7%
of ISRG’s total revenue

Who else sells Surgical Robotics Systems

The revenue segment each company reports that contains this product. 3 companies.

CompanyQuarterRevenue segmentSegment revenue% of companyGrowth
MDTQ1 FY2027 · Jul 31, 2026Surgical & Endoscopy$1.74B17.8%↑ 8.7%
MDTQ1 FY2027 · Jul 31, 2026Cranial & Spinal Technologies$1.37B14.0%↑ 12.7%
JNJQ2 FY2026 · Jun 28, 2026Orthopaedics$2.42B9.6%↑ 4.9%
ISRGQ2 FY2026 · Jun 30, 2026Systems$685M23.7%↑ 19.2%

Peer rank: year-on-year growth

Growth of the reported segment, latest quarter. A company with several segments shows its fastest.

ISRG
19.2%
MDT
12.7%
JNJ
4.9%

Concentration: share of company revenue

How much of each company’s total revenue sits in the segment above.

MDT
31.8%
ISRG
23.7%
JNJ
9.6%

Combined segment revenue

The 3 companies that report a segment for this product earned this in those segments in their latest quarters. It is the revenue of the whole reported segment, not of the product alone.

$6.21B

Coverage: Nasdaq 100 and S&P 100 companies mapped to Surgical Robotics Systems (3 companies, 3 disclose a segment). Quarters differ by company; each row shows its own period end date.

Source: Revenue segments as reported in each company’s SEC filings. Products are mapped to segments from company pages.

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