Intuitive sets 2026 da Vinci procedure growth guide at 13.5% to 15.5%

For full-year 2026, Intuitive expects da Vinci procedure growth of about 13.5% to 15.5%, with the company expecting to land closer to the midpoint. It guided to a non-GAAP gross profit margin of 68.0% to 69.0% of revenue, including an estimated 1.0% tariff impact, and to non-GAAP operating expense growth of 11% to 13%. The company did not give a full-year operating margin or tax rate outlook in this release.

• da Vinci procedure growth 13.5% to 15.5%, nearer the midpoint
• Non-GAAP gross profit margin 68.0% to 69.0% of revenue
• Estimated 1.0% tariff impact included in the margin outlook
• Non-GAAP operating expense growth 11% to 13%