Intuitive Surgical Q3营收超预期但受4.5亿美元反垄断和解费用拖累、营业利润率同比降12.5pp，盘后一度重挫约7%

Intuitive Surgical ( ISRG ) is down ~7% in after-hours trading Tuesday despite releasing Q3 financial results that beat on both lines as it revealed a $450M settlement In Q3, the maker of the da Vinci surgical system noted that its bottom line was negatively impacted by a $450 million pre-tax charge due to the settlement of previously disclosed antitrust class action litigation. That reduced earnings by $0.99 per diluted share. In addition, Intuitive Surgical narrowed its guidance for growth of da Vinci in 2026. The company expects global da Vinci procedure growth of approximately 14% to 15% this year, but closer to the midpoint. In its Q2 report, the range was 13.5% to 15.5%, and again closer to the midpoint. The Street is expecting 14.6% growth. Non-GAAP gross profit margin is expected to be within a range of 68.7% to 69.3% of revenue, compared to 68%-69% prior. Non-GAAP operating expense of 11%-13% is the same as before. Another negative in Q3 was the company's adjusted operating margin of 26.4%, a 12.5 percentage point decline year over year.