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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“This week, we announced the acquisition from ab medica of the da Vinci business in Italy, Spain, Portugal and related territories.”
Intuitive acquired its da Vinci distribution business in Italy, Spain, and Portugal from longtime distributor ab medica for a base price of EUR290 million plus a EUR31 million earn-out, converting those markets to a direct sales model.
Intuitive Surgical achieved a full-year revenue milestone of $10.1 billion with 19% Q4 growth to $2.87 billion, while 2025 pro forma EPS increased 22% marking the third consecutive year above 20% growth. The da Vinci 5 global expansion reached 1,232 installed systems, and physicians used Intuitive systems to treat more than 3.1 million patients in 2025. Initial 2026 guidance projected 14-17% procedure growth and 67-68% gross margins, with FDA cardiac surgery clearance opening a new market opportunity. China competition intensified with lower tender win ratios and approximately 120 basis points of tariff impact was expected in 2026.
Demand | Product Launch | Innovation & R&D | Geographic Expansion | Competitive Dynamics | Margin | Revenue Growth | Cost Pressure | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 2 | 4 | 3 | 1 | 2 | 3 | 1 | 2 |
| 2025Q1 | 6 | 3 | 1 | 1 | 2 | |||
| 2025Q2 | 2 | 3 | 4 | 1 | 1 | 1 | 2 | |
| 2025Q3 | 7 | 5 | 3 | 1 | 1 | 1 | ||
| 2025Q4 | 4 | 4 | 3 | 2 | 2 | 1 | 2 | 1 |
| 2026Q1 | 3 | 2 | 3 | 3 | 2 | 1 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 2 | 6 | 2 | 7 | 4 | 3 |
| Product Launch | 4 | 3 | 3 | 5 | 4 | 2 |
| Innovation & R&D | 3 | 1 | 4 | 3 | 3 | 3 |
| Geographic Expansion | 1 | 1 | 1 | 1 | 2 | 3 |
| Competitive Dynamics | 2 | 1 | 1 | 2 | 2 | |
| Margin | 3 | 1 | 1 | 1 | 1 | |
| Revenue Growth | 1 | 2 | 2 | 2 | ||
| Cost Pressure | 2 | 2 | 1 | 1 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Travis Steed | Bank of America | 12 (0%) |
| Rick Wise | Stifel | 12 (0%) |
| Dave Roman | Goldman Sachs |
| Larry Biegelsen | Wells Fargo | 11 (18%) |
| Robbie Marcus | JPMorgan | 10 (10%) |
| Adam Maeder | Piper Sandler | 3 (0%) |
| Patrick Wood | Morgan Stanley | 3 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Stifel | 1 | 12 (0%) |
| Bank of America | 1 | 12 (0%) |
| Wells Fargo | 1 | 11 (18%) |
| Goldman Sachs | 1 | 11 (0%) |
| JPMorgan | 1 | 10 (10%) |
| Morgan Stanley | 1 | 3 (0%) |
| Piper Sandler | 1 | 3 (0%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ISRG Intuitive Surgical | 9 | +23.0% | |
| BAX Baxter International | 3 | +2.9% | |
| BDX Becton Dickinson | 6 | -10.6% | |
| COO Cooper Companies (The) | 6 | +7.9% | |
| HOLX Hologic | 5 | +2.5% | |
| RMD ResMed | 8 | +10.8% | |
| WST West Pharmaceutical Services | 9 | +21.0% |