Intuitive Surgical, Inc. (ISRG) reported $1.93 billion in revenue for the quarter ended December 2023, representing a year-over-year increase of 16.5%. EPS of $1.60 for the same period compares to $1.23 a year ago. The reported revenue represents a surprise of +0.02% over the Zacks Consensus Estimate of $1.93 billion. With the consensus EPS estimate being $1.47, the EPS surprise was +8.84%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compa ...

公司业绩 - 公司在2023年全年手术数量增长了22%[8] - 全球多孔系统利用率在2023年增长了9%[10] - 公司在2023年的营收达到了71亿美元，同比增长了14%[10] - 2023年总收入为71亿美元，增长14%[20] - 2023年手术数量增长22%，年复合增长率为17%[19] - 2023年系统放置数量增长8%，净新增系统放置增长23%[19] - 2023年回收收入占总收入的83%，同比增长21%[19] - 2023年每股盈利增长22%[20] 新产品和技术研发 - 公司已向FDA提交了下一代多孔系统 da Vinci 5 的510(k)申请[12] - da Vinci 5 拥有比第四代产品高出四个数量级的处理能力[12] - 公司计划在获得FDA批准后，逐步推出da Vinci 5[12] - 公司将继续专注于创新，扩大新平台的适应范围和推出[16] - 公司将继续推动质量和毛利的提升[16] - 公司将继续专注于提高生产效率[16] - da Vinci 5系统的设计变化数百项，预计将带来ASP提升[65] 市场扩张和并购 - 公司将继续专注于提高生产效率[16] - 公司在2023年全年的整体手术增长率为22%，其中美国增长19%，国际市场增长27%[38] - 在国际市场，手术量已经从全球总手术量的20%增长到现在的三分之一[39] - 在亚洲市场，中国的手术量增长领先，而日本市场的手术增长也健康[42] - 公司预计2024年手术增长率为13%至16%，主要受到美国肥胖手术增长率和中国市场影响[91] 未来展望 - 预计2024年总交易量将低于去年，同时预计2024年总系统放置量也将低于2023年[33] - 预计由于da Vinci 5的分阶段推出，Gen 4系统的租赁比例将增加，这可能会对系统收入产生负面影响[34] - 预计新系统的毛利率将从低点开始，并在多年内逐步提高，公司希望最终毛利率能超过70%[35] - 预计2024年经营利润率将受到压力，主要是由于预期推出da Vinci 5、折旧费用增加以及新平台增长对毛利率的不利影响[36] - 预计未来几年公司将通过改善产品成本、扩大规模和降低产品成本来提高毛利率[37]

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SUNNYVALE, Calif., Jan. 23, 2024 (GLOBE NEWSWIRE) -- Intuitive (the "Company") (NASDAQ:ISRG), a global technology leader in minimally invasive care and the pioneer of robotic-assisted surgery, today announced financial results for the quarter ended December 31, 2023. Q4 Highlights + ¢ o o o o o ¢ Worldwide da Vinci procedures grew approximately 21% compared with the fourth quarter of 2022. The Company placed 415 da Vinci surgical systems, compared with 369 in the fourth quarter of 2022. The Company grew its ...

Intuitive Surgical, Inc. (ISRG) is scheduled to release fourth-quarter 2023 results on Jan 23, after the closing bell. The company’s shares have risen 46.4% in the past year against the industry’s 1.1% decline. The S&P 500 Index gained 21.3% in the same time frame. In the last reported quarter, ISRG delivered an earnings surprise of 7.58%. Its earnings beat estimates in three of the trailing four quarters and missed the same in one, delivering an average surprise of 3.03%. Price Return Performance Since 01/ ...

The latest trading session saw Intuitive Surgical, Inc. (ISRG) ending at $374.82, denoting a +0.78% adjustment from its last day's close. This change lagged the S&P 500's 1.23% gain on the day. Elsewhere, the Dow gained 1.06%, while the tech-heavy Nasdaq added 1.7%. Shares of the company have appreciated by 11.54% over the course of the past month, outperforming the Medical sector's gain of 3.16% and the S&P 500's gain of 0.94%. Analysts and investors alike will be keeping a close eye on the performance of ...

Intuitive Surgical, Inc. (ISRG) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Shares of this company have returned +11.5% over the past month versus the Zacks S&P 500 composite's +0.9% change. The Zacks Medical - Instruments industry, to which Intuitive Surgical, Inc. belongs, has gained 3.1% over this period. Now the key question is: Where could the stock be he ...

Intuitive Surgical Inc. (ISRG, Financial) is an absolute monster of a health care stock. The company has returned over 600% over the past 10 years, easily dwarfing the 160% returns of the S&P 500 Index. Over the same period, the Health Care Select Sector ETF (XLV, Financial) returned 148%. Most of the growth in Intuitive Surgical was seen as hospitals, large medical institutions and integrated delivery networks such as Kaiser Permanente jumped onto the trend of using its robotic surgery systems at their hea ...

Intuitive Surgical, Inc. (ISRG) is well poised for growth in the coming quarters, courtesy of its strength in robotics. The optimism, led by solid 2023 results and its progress on the artificial intelligence (AI) front, is expected to contribute further. Risks pertaining to procedure adoption and stiff competition persist. Shares of this currently Zacks Rank #3 (Hold) company have risen 38.4% in the past year against the industry’s 0.1% decline. The S&P 500 Index has gained 20.6% during the same time frame. ...

The most recent trading session ended with Intuitive Surgical, Inc. (ISRG) standing at $362.33, reflecting a -0.38% shift from the previouse trading day's closing. This change lagged the S&P 500's 0.37% loss on the day. Elsewhere, the Dow saw a downswing of 0.62%, while the tech-heavy Nasdaq depreciated by 0.19%. Coming into today, shares of the company had gained 10.74% in the past month. In that same time, the Medical sector gained 4.61%, while the S&P 500 gained 1.56%. The upcoming earnings release of In ...