Intuitive Surgical (ISRG)
Builds robotic surgical and lung-biopsy platforms with procedure-linked instruments and service.
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Intuitive Surgical places robots in operating rooms, but most of its money arrives after installation, when hospitals buy the tools for each procedure and pay to keep systems running. Its newest da Vinci machines are spreading quickly, while the smaller Ion lung-biopsy platform is growing through heavier use rather than a rush of new placements.
Item facts: FY2025 · year ended Dec 31, 2025, from filings, earnings calls and company pages.
Judgment weights, not filed revenue
The band summarizes business focus and direction. ~ marks estimates.
7 in detail · 15 more below
Da Vinci instruments and accessories
The repeat-purchase engine: tools, staplers and vision parts used during da Vinci surgery brought in about $5.7 billion in FY2025. More operations help; longer approved tool lives reduce sales per operation.
Competes with Hugo RAS instruments (Medtronic) · Versius instruments (CMR Surgical) · Remanufactured Xi instruments (Restore Robotics)
In plain English
Every operation consumes a little of the robot's toolkit. Hospitals and outpatient surgery centers replace wristed tools, stapler loads, energy devices and vision parts after each has been used a set number of times.
It works like buying blades for a durable razor, only each refill can cost hundreds or thousands of dollars. More da Vinci operations mean more replacements, and the tools fit Intuitive's own systems. Hospitals keep buying because a working robot needs the right sterile tools; approvals that let each tool last longer make surgery cheaper for the hospital but trim Intuitive's sales per case.
Service and support
Installation, repairs, parts and remote checks produced $1.57 billion in FY2025, up 20%. Growth follows the expanding fleet; independent repair options and ongoing court disputes could loosen Intuitive's hold on this spending.
Competes with Hugo RAS support and training (Medtronic) · EndoWrist repair (Surgical Instrument Service Company) · Remanufactured Xi instruments (Restore Robotics)
In plain English
The quiet promise is simple: keep every machine ready for the next patient. Intuitive installs systems, replaces parts, checks them from afar and helps hospitals run their robot programs.
Hospitals pay for annual care plans because a costly machine earns its keep only when it is working. More robots create more contracts, turning each placement into years of payments. The weak spot is repair access: hospitals and independent technicians are contesting how tightly Intuitive can control work on its wristed instruments.
Advanced Insights Suite
Software organizes surgery videos and machine data for review, training and hospital planning. It brings in little money directly; its job is to encourage more use and make the wider da Vinci relationship harder to replace.
Competes with Touch Surgery (Medtronic) · ORI and ORION (Caresyntax)
In plain English
Behind each operation sits a record of what happened: video, machine activity and timing. Case Insights and Insights Engine arrange that material so surgeons can review work, teachers can coach, and hospital managers can see how their programs run.
Think of it as the team film room attached to the robot. Intuitive says these learning and digital tools bring in little direct revenue. Their value comes from helping customers improve, perform more procedures and keep their data and training in the same family of products.
Da Vinci 5 surgical system
The newest multi-arm surgery robot adds touch feedback, redesigned controls and more built-in equipment. Roughly 1,700 were installed by June 2026; the next test is whether hospitals keep replacing Xi systems and adding capacity.
Competes with Hugo RAS (Medtronic) · Versius (CMR Surgical)
In plain English
Da Vinci 5 is Intuitive's newest general-purpose surgery robot. A doctor works its controls to guide small wristed tools and a camera, while touch feedback helps convey how hard the tools are pressing.
Hospitals buy the machine or pay over time, then purchase tools and service for years afterward. That makes each placement both a hardware sale and a doorway to repeat payments. Growth depends on regional approvals, hospital budgets, staff training and whether the improvements feel valuable enough to replace an older Xi or justify another operating room.
Da Vinci SP surgical system
One arm carries three bending tools and a camera through a single opening. Procedures grew 61% in Q2 FY2026 off a small base; wider use still depends on approvals, training and a fuller tool set.
Competes with SHURUI Single-Port Robot (Surgerii) · Toumai SP (MicroPort MedBot)
In plain English
Picture three long tools and a camera folded through one doorway. Da Vinci SP is built for operations through a single cut or a natural opening, where the larger multi-arm setup is a poor fit.
Hospitals acquire the system for selected surgery programs, then buy its matching tools, staplers and service as cases build. New kinds of approved surgery give each machine more work to do. The opportunity is growing quickly, but only a few hundred systems are installed, so missing tools or slow staff training can still hold it back.
Da Vinci Xi, X, and XiR systems
Older and lower-cost da Vinci models keep serving hospitals that do not need the newest machine. XiR had roughly 130 systems across about a dozen countries by Q2 FY2026; trade-in quality and long-term support shape supply.
Competes with Versius (CMR Surgical) · Hugo RAS (Medtronic)
In plain English
Not every hospital needs the newest model. Xi remains the established workhorse, X covers narrower or price-sensitive needs, and XiR gives traded-in Xi machines a second life after inspection and rebuilding.
These systems sell or lease for less than a new da Vinci 5, opening smaller hospitals, outpatient surgery centers and tighter-budget countries. Intuitive earns on the placement, then keeps selling compatible tools and service. The model relies on a steady flow of usable trade-ins and enough support for older equipment to remain trustworthy.
Ion endoluminal system
A robotic lung-biopsy system guides a thin tube to suspicious spots and takes tissue samples. Biopsies grew 51% to 144,100 in FY2025 even as placements fell, so growth now rests on hospitals using existing machines more often.
Competes with MONARCH (Johnson & Johnson) · Galaxy (Noah Medical)
In plain English
A lung biopsy means taking a tiny tissue sample so doctors can test a suspicious spot. Ion uses a steerable tube, camera probe and computer guidance to reach deep into the lung without open surgery.
Hospital lung-care programs buy or lease the cart, then pay for the tubes and accessories used in each biopsy, plus service. The pattern is shifting from adding machines to filling their schedules: U.S. customers have been concentrating on doing more biopsies with systems they already own. More screening can create demand, but training, payment coverage and approvals still set the pace.
Da Vinci instruments and accessoriesThe repeat-purchase engine: tools, staplers and vision parts used during da Vinci surgery brought in about $5.7 billion in FY2025. More operations help; longer approved tool lives reduce sales per operation.The repeat-purchase engine: tools, staplers and vision parts used during da Vinci surgery brought in about $5.7 billion in FY2025. More operations help; longer approved tool lives reduce sales per operation.
In plain English
Every operation consumes a little of the robot's toolkit. Hospitals and outpatient surgery centers replace wristed tools, stapler loads, energy devices and vision parts after each has been used a set number of times.
It works like buying blades for a durable razor, only each refill can cost hundreds or thousands of dollars. More da Vinci operations mean more replacements, and the tools fit Intuitive's own systems. Hospitals keep buying because a working robot needs the right sterile tools; approvals that let each tool last longer make surgery cheaper for the hospital but trim Intuitive's sales per case.
Competes with Hugo RAS instruments (Medtronic) · Versius instruments (CMR Surgical) · Remanufactured Xi instruments (Restore Robotics)
Service and supportInstallation, repairs, parts and remote checks produced $1.57 billion in FY2025, up 20%. Growth follows the expanding fleet; independent repair options and ongoing court disputes could loosen Intuitive's hold on this spending.Installation, repairs, parts and remote checks produced $1.57 billion in FY2025, up 20%. Growth follows the expanding fleet; independent repair options and ongoing court disputes could loosen Intuitive's hold on this spending.
In plain English
The quiet promise is simple: keep every machine ready for the next patient. Intuitive installs systems, replaces parts, checks them from afar and helps hospitals run their robot programs.
Hospitals pay for annual care plans because a costly machine earns its keep only when it is working. More robots create more contracts, turning each placement into years of payments. The weak spot is repair access: hospitals and independent technicians are contesting how tightly Intuitive can control work on its wristed instruments.
Competes with Hugo RAS support and training (Medtronic) · EndoWrist repair (Surgical Instrument Service Company) · Remanufactured Xi instruments (Restore Robotics)
Advanced Insights SuiteSoftware organizes surgery videos and machine data for review, training and hospital planning. It brings in little money directly; its job is to encourage more use and make the wider da Vinci relationship harder to replace.Software organizes surgery videos and machine data for review, training and hospital planning. It brings in little money directly; its job is to encourage more use and make the wider da Vinci relationship harder to replace.
In plain English
Behind each operation sits a record of what happened: video, machine activity and timing. Case Insights and Insights Engine arrange that material so surgeons can review work, teachers can coach, and hospital managers can see how their programs run.
Think of it as the team film room attached to the robot. Intuitive says these learning and digital tools bring in little direct revenue. Their value comes from helping customers improve, perform more procedures and keep their data and training in the same family of products.
Competes with Touch Surgery (Medtronic) · ORI and ORION (Caresyntax)
Da Vinci 5 surgical systemThe newest multi-arm surgery robot adds touch feedback, redesigned controls and more built-in equipment. Roughly 1,700 were installed by June 2026; the next test is whether hospitals keep replacing Xi systems and adding capacity.The newest multi-arm surgery robot adds touch feedback, redesigned controls and more built-in equipment. Roughly 1,700 were installed by June 2026; the next test is whether hospitals keep replacing Xi systems and adding capacity.
In plain English
Da Vinci 5 is Intuitive's newest general-purpose surgery robot. A doctor works its controls to guide small wristed tools and a camera, while touch feedback helps convey how hard the tools are pressing.
Hospitals buy the machine or pay over time, then purchase tools and service for years afterward. That makes each placement both a hardware sale and a doorway to repeat payments. Growth depends on regional approvals, hospital budgets, staff training and whether the improvements feel valuable enough to replace an older Xi or justify another operating room.
Competes with Hugo RAS (Medtronic) · Versius (CMR Surgical)
Da Vinci SP surgical systemOne arm carries three bending tools and a camera through a single opening. Procedures grew 61% in Q2 FY2026 off a small base; wider use still depends on approvals, training and a fuller tool set.One arm carries three bending tools and a camera through a single opening. Procedures grew 61% in Q2 FY2026 off a small base; wider use still depends on approvals, training and a fuller tool set.
In plain English
Picture three long tools and a camera folded through one doorway. Da Vinci SP is built for operations through a single cut or a natural opening, where the larger multi-arm setup is a poor fit.
Hospitals acquire the system for selected surgery programs, then buy its matching tools, staplers and service as cases build. New kinds of approved surgery give each machine more work to do. The opportunity is growing quickly, but only a few hundred systems are installed, so missing tools or slow staff training can still hold it back.
Competes with SHURUI Single-Port Robot (Surgerii) · Toumai SP (MicroPort MedBot)
Da Vinci Xi, X, and XiR systemsOlder and lower-cost da Vinci models keep serving hospitals that do not need the newest machine. XiR had roughly 130 systems across about a dozen countries by Q2 FY2026; trade-in quality and long-term support shape supply.Older and lower-cost da Vinci models keep serving hospitals that do not need the newest machine. XiR had roughly 130 systems across about a dozen countries by Q2 FY2026; trade-in quality and long-term support shape supply.
In plain English
Not every hospital needs the newest model. Xi remains the established workhorse, X covers narrower or price-sensitive needs, and XiR gives traded-in Xi machines a second life after inspection and rebuilding.
These systems sell or lease for less than a new da Vinci 5, opening smaller hospitals, outpatient surgery centers and tighter-budget countries. Intuitive earns on the placement, then keeps selling compatible tools and service. The model relies on a steady flow of usable trade-ins and enough support for older equipment to remain trustworthy.
Competes with Versius (CMR Surgical) · Hugo RAS (Medtronic)
Ion endoluminal systemA robotic lung-biopsy system guides a thin tube to suspicious spots and takes tissue samples. Biopsies grew 51% to 144,100 in FY2025 even as placements fell, so growth now rests on hospitals using existing machines more often.A robotic lung-biopsy system guides a thin tube to suspicious spots and takes tissue samples. Biopsies grew 51% to 144,100 in FY2025 even as placements fell, so growth now rests on hospitals using existing machines more often.
In plain English
A lung biopsy means taking a tiny tissue sample so doctors can test a suspicious spot. Ion uses a steerable tube, camera probe and computer guidance to reach deep into the lung without open surgery.
Hospital lung-care programs buy or lease the cart, then pay for the tubes and accessories used in each biopsy, plus service. The pattern is shifting from adding machines to filling their schedules: U.S. customers have been concentrating on doing more biopsies with systems they already own. More screening can create demand, but training, payment coverage and approvals still set the pace.
Competes with MONARCH (Johnson & Johnson) · Galaxy (Noah Medical)
Named in filings, launches and programs
- Force Feedback instrumentsProduct line · RampingDa Vinci 5 tools that let surgeons feel pressure; U.S. approval now allows each one to be used in ten to fifteen procedures.
- SureForm staplersProduct lineWristed stapling tools for da Vinci operations, including a dedicated model designed for the single-arm SP system.
- EndoWrist instrumentsBrandReusable wristed tools at the center of da Vinci surgery and the dispute over who may repair them.
- E-200 generatorProduct · RampingAn energy generator for robotic and conventional surgery, approved in Europe and China as its regional rollout expands.
- Firefly Fluorescence ImagingProductBuilt-in imaging that gives surgeons a real-time fluorescent view during operations on current da Vinci systems.
- My IntuitivePlatformThe online doorway where surgeons and hospital teams find case, training, equipment and program information.
- Intuitive HubPlatformA local computer and procedure-video hub that connects operating-room activity to Intuitive's digital tools.
- SimNowProductA virtual-reality practice system for learning and sharpening da Vinci surgery skills away from patients.
- Intuitive LearningServiceTraining tools, tailored instruction, observation and guided practice that help hospitals build capable surgical teams.
- Extended Use ProgramCustomer program · AnnouncedA planned increase in how many procedures selected core tools can handle, intended to lower hospitals' cost per operation from 2027.
- Da Vinci 5 cardiac programsCustomer program · RampingA limited group of U.S. hospitals is building training, evidence and heart-surgery tools after the system gained approval for cardiac procedures.
- GI endoluminal systemProduct · Pre-revenueAn unnamed early-stage robot for procedures inside the digestive tract; Intuitive has given no launch timing or market estimate.
- Intuitive Surgical-Fosun Joint VentureBrandMajority-owned Shanghai and Hong Kong businesses used for manufacturing and distribution in China with Fosun Pharma.
- Southern Europe direct distribution operationsServiceFormer distributors brought inside Intuitive in March 2026, giving it direct operations across Italy, Spain, Portugal and nearby territories.
- Da Vinci SiProductA third-generation system still used by customers, with its own older tool set that does not fit newer machines.
Force Feedback instrumentsProduct line · Ramping
Da Vinci 5 tools that let surgeons feel pressure; U.S. approval now allows each one to be used in ten to fifteen procedures.
SureForm staplersProduct line
Wristed stapling tools for da Vinci operations, including a dedicated model designed for the single-arm SP system.
EndoWrist instrumentsBrand
Reusable wristed tools at the center of da Vinci surgery and the dispute over who may repair them.
E-200 generatorProduct · Ramping
An energy generator for robotic and conventional surgery, approved in Europe and China as its regional rollout expands.
Firefly Fluorescence ImagingProduct
Built-in imaging that gives surgeons a real-time fluorescent view during operations on current da Vinci systems.
My IntuitivePlatform
The online doorway where surgeons and hospital teams find case, training, equipment and program information.
Intuitive HubPlatform
A local computer and procedure-video hub that connects operating-room activity to Intuitive's digital tools.
SimNowProduct
A virtual-reality practice system for learning and sharpening da Vinci surgery skills away from patients.
Intuitive LearningService
Training tools, tailored instruction, observation and guided practice that help hospitals build capable surgical teams.
Extended Use ProgramCustomer program · Announced
A planned increase in how many procedures selected core tools can handle, intended to lower hospitals' cost per operation from 2027.
Da Vinci 5 cardiac programsCustomer program · Ramping
A limited group of U.S. hospitals is building training, evidence and heart-surgery tools after the system gained approval for cardiac procedures.
GI endoluminal systemProduct · Pre-revenue
An unnamed early-stage robot for procedures inside the digestive tract; Intuitive has given no launch timing or market estimate.
Intuitive Surgical-Fosun Joint VentureBrand
Majority-owned Shanghai and Hong Kong businesses used for manufacturing and distribution in China with Fosun Pharma.
Southern Europe direct distribution operationsService
Former distributors brought inside Intuitive in March 2026, giving it direct operations across Italy, Spain, Portugal and nearby territories.
Da Vinci SiProduct
A third-generation system still used by customers, with its own older tool set that does not fit newer machines.