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Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
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Company details
Market cap
$160B
P/E ratio
~62×
Revenue (TTM)
~$10.1B
Rev. growth
+23%
Operating margin
~31%
Free cash flow
~$2.8B
Recurring revenue
~86%
Procedure growth
+16%
In plain English
Intuitive Surgical makes the da Vinci surgical robots that perform minimally-invasive operations in hospitals worldwide. Its business is a razor-and-blades model: it places the big robotic systems, then earns most of its money from the single-use instruments and accessories consumed on every procedure, plus the service contracts that keep the installed base running. The new da Vinci 5 is its flagship as challengers like Medtronic's Hugo and J&J's Ottava arrive.
In simple terms
What Intuitive Surgical really sells
Intuitive Surgical makes the da Vinci surgical robots that perform minimally-invasive operations in hospitals worldwide. Its business is a razor-and-blades model: it places the big robotic systems, then earns most of its money from the single-use instruments and accessories consumed on every procedure, plus the service contracts that keep the installed base running. The new da Vinci 5 is its flagship as challengers like Medtronic's Hugo and J&J's Ottava arrive.
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