Intuitive Surgical maintains its global growth outlook as it navigates U.S. procedure deceleration and intense competition in China, with long-term expansion focused on da Vinci 5 upgrades and new surgical sites.
Intuitive Surgical maintained global procedure growth guidance and reported strong financials, but faces U.S. slowdown and China pressure.
Intuitive Surgical reaffirmed its global procedure growth guidance of 13.5% to 15.5% despite facing a recent U.S. slowdown and competitive headwinds in China. While the company reported strong 21% revenue growth and robust margins, executives highlighted that visibility in the Chinese market remains limited until 2027.
The company maintains a global procedure-growth outlook of 13.5% to 15.5%, expecting results to land near the midpoint of that range.
The company faces intense local competition and slower tender activity, leading to limited visibility on market momentum until at least 2027.