ISRGINTUITIVE SURGICAL INC
Orthopedic, Prosthetic & Surgical Appliances & Supplies
- Revenue
- $10.1B
- 21% YoY
- Operating margin
- 29.3%
- 4.1% YoY
- EBITDA
- $3.5B
- 27% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear106% of net incomeCash flow under 80% of net income
- Dilutive SBCClear8% of revenueOver 10% of revenue
- Payouts exceed cash flowClear76% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear3% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $5.7B | $6.2B | $7.1B | $8.4B | $10.1B | 21% |
| Operating income | $1.8B | $1.6B | $1.8B | $2.3B | $2.9B | 25% |
| Net income | $1.7B | $1.3B | $1.8B | $2.3B | $2.9B | 23% |
| Operating cash flow | $2.1B | $1.5B | $1.8B | $2.4B | $3.0B | 25% |
| Capex | $340M | $532M | $1.1B | $1.1B | $540M | 51% |
| Stock-based comp | $449M | $513M | $593M | $677M | $788M | 16% |
| Buybacks | $0 | $2.6B | $416M | $0 | $2.3B |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $15M · 18
- Net
- −$15M
Pay vs performance
No pay-versus-performance disclosure yet.