
Intuitive Surgical, Inc.
NASDAQ•ISRG
CEO: Dr. Gary S. Guthart Ph.D.
セクター: Healthcare
業種: Medical - Instruments & Supplies
上場日: 2000-06-16
Intuitive Surgical, Inc. develops, manufactures, and markets products that enable physicians and healthcare providers to enhance the quality of and access to minimally invasive care in the United States and internationally. The company offers the da Vinci Surgical System that enables complex surgery using a minimally invasive approach; and Ion endoluminal system, which extends its commercial offerings beyond surgery into diagnostic procedures enabling minimally invasive biopsies in the lung. It also provides a suite of stapling, energy, and core instrumentation for its multi-port da Vinci surgical systems; progressive learning pathways to support the use of its technology; infrastructure of service and support specialists, a complement of services to its customers, including installation, repair, maintenance, 24/7 technical support, and proactive system health monitoring; and integrated digital capabilities providing connected offerings, streamlining performance for hospitals with program-enhancing insights. The company sells its products through direct sales organizations, such as capital and clinical sales teams. It has a collaboration agreement with FluoGuide A/S for head & neck cancer. The company was incorporated in 1995 and is headquartered in Sunnyvale, California.
連絡先情報
時価総額
$175.84B
PER (TTM)
61.5
68
配当利回り
--
52週高値
$609.08
52週安値
$425.00
52週レンジ
順位30Top 19.5%
5.1
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 5.1 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q4 2025 データ
売上高
$2.87B+18.76%
直近4四半期の推移
EPS
$2.24+16.67%
直近4四半期の推移
フリーCF
$0.00+0.00%
直近4四半期の推移
2025 Annual 決算ハイライト
主なハイライト
Total Revenue Growth Strong Total revenue reached $10.06 B USD, marking a 21% increase; Instruments revenue grew 19% to $6.02 B USD.
Procedure Volume Accelerates da Vinci procedures grew 18% to 3,153 K procedures; Ion procedures surged 51% to 144.1 K performed in 2025.
Operating Income Rises 25% Operating income increased 25% to $2.95 B USD; da Vinci installed base grew 12% to 11,106 systems.
リスク要因
Competition Pressures Margins Highly competitive landscape risks customer choice shifting away from robotic procedures, potentially reducing revenue and customer base.
Tariff Costs Impact Gross Profit New tariffs increased 2025 cost of revenues by $63.0 M USD; product gross margin fell to 66.3% from 67.2%.
Regulatory and Legal Exposure Subject to complex FDA and foreign regulations; ongoing litigation risks concerning product liability and antitrust claims remain.
見通し
Continued R&D Investment Expect substantial ongoing investments in product development initiatives; R&D expenses anticipated to increase further in future periods.
OUS Expansion Focus Phased launch of da Vinci 5 system continues in OUS markets; China sales remain subject to quotas and governance scrutiny.
System Demand Driven by Procedures Future system placements depend on procedure growth, though customers remain cautious regarding capital spending cycles.
同業比較
売上高 (TTM)
BDX$21.92B
BAX$11.02B
ISRG$10.06B
粗利益率 (最新四半期)
67.2%
ISRG66.6%
RMD62.2%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| ISRG | $175.84B | 61.5 | 16.7% | 0.0% |
| BDX | $48.91B | 27.9 | 6.4% | 32.8% |
| RMD | $38.47B | 26.0 | 24.8% | 11.8% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
8.3%
安定成長
4四半期純利益CAGR
4.4%
収益性の緩やかな改善
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい
深度リサーチ
次回決算:2026年4月20日
EPS:-
|売上高:-
財務レポート
財務データ
全年度
Form 10-K - FY 2025
会計期末: 2025年12月31日|提出日: 2026年2月3日|売上高: $10.06B+20.5%|EPS: $8.00+22.3%予想を上回るForm 10-Q - Q3 2025
会計期末: 2025年9月30日|提出日: 2025年10月22日|売上高: $2.51B+22.9%|EPS: $1.98+24.5%予想通りForm 10-Q - Q2 2025
会計期末: 2025年6月30日|提出日: 2025年7月23日|売上高: $2.44B+21.4%|EPS: $1.84+24.3%予想を下回るForm 10-Q - Q1 2025
会計期末: 2025年3月31日|提出日: 2025年4月23日|売上高: $2.25B+19.2%|EPS: $1.95+26.6%予想を上回るForm 10-K - FY 2024
会計期末: 2024年12月31日|提出日: 2025年1月31日|売上高: $8.35B+17.2%|EPS: $6.54+27.7%予想を下回るForm 10-Q - Q3 2024
会計期末: 2024年9月30日|提出日: 2024年10月18日|売上高: $2.04B+16.9%|EPS: $1.59+34.7%予想を下回るForm 10-Q - Q2 2024
会計期末: 2024年6月30日|提出日: 2024年7月19日|売上高: $2.01B+14.5%|EPS: $1.48+23.3%予想を下回るForm 10-Q - Q1 2024
会計期末: 2024年3月31日|提出日: 2024年4月19日|売上高: $1.89B+11.5%|EPS: $1.54+52.5%予想を上回る