Intuitive Surgical Q3业绩全面超预期，但4.5亿美元诉讼和解费与手术量指引收紧，盘后一度暴跌约11%

Intuitive Surgical press release ( ISRG ): Q3 Non-GAAP EPS of $3.00 beats by $0.36 . Revenue of $3.05B (+21.5% Y/Y) beats by $140M . Worldwide procedures ( da Vinci and Ion combined) grew approximately 15% compared with the third quarter of 2025. Da Vinci procedures grew approximately 14%, and Ion procedures grew approximately 31%. The Company placed 546 da Vinci surgical systems, compared with 427 in the third quarter of 2025. The third quarter 2026 da Vinci surgical system placements included 315 da Vinci 5 systems, compared with 240 in the third quarter of 2025. The Company placed 56 Ion endoluminal systems, compared with 50 in the third quarter of 2025. The Company grew its da Vinci surgical system installed base to 12,094 systems as of September 30, 2026, an increase of 12% compared with 10,763 as of September 30, 2025. The Company grew its Ion endoluminal system installed base to 1,152 systems as of September 30, 2026, an increase of 21% compared with 954 as of September 30, 2025. The Company expects the following results for the full year of 2026: Worldwide da Vinci procedure growth of approximately 14% to 15% in 2026. The Company expects to be closer to the midpoint of this range. Non-GAAP* gross profit margin to be within a range of 68.7% to 69.3% of revenue in 2026. This range includes an estimated impact from tariffs of 0.9% of revenue (excluding recognized tariff refunds). Non-GAAP* operating expense growth of 11% to 13% in 2026. Shares +2% .