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Sentiment · FY2026 Q2
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.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Rick Wise | Stifel | 13 (0%) |
| Travis Steed | Bank of America | 13 (8%) |
| Larry Biegelsen | Wells Fargo | 12 (17%) |
| Robbie Marcus | JPMorgan | 11 (9%) |
| Dave Roman | Goldman Sachs | 11 (0%) |
| Adam Maeder | Piper Sandler | 3 (0%) |
| Patrick Wood | Morgan Stanley | 3 (0%) |
| Ryan Zimmerman | BTIG | 2 (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 | 13 (0%) |
| Bank of America | 1 | 13 (8%) |
| Wells Fargo | 1 | 12 (17%) |
| JPMorgan | 1 |
| 11 (9%) |
| Goldman Sachs | 1 | 11 (0%) |
| Morgan Stanley | 1 | 3 (0%) |
| Piper Sandler | 1 | 3 (0%) |
| BTIG | 1 | 2 (0%) |
Intuitive Surgical delivered robust Q1 2026 results with revenue up 23% to $2.77 billion and GAAP EPS of $2.28, up from $1.92 in the prior year, as total procedures grew 17% across all platforms. Management raised FY2026 da Vinci procedure growth guidance to 13.5-15.5% and non-GAAP gross margin to 67.5-68.5%, reflecting innovation-led revenue premiums above procedure growth. Force Feedback instrumentation broadened availability, and SP platform expansion continued with stapler and new procedure additions. China market headwinds persisted but strong operating margin leverage and cost execution supported earnings growth.
Demand | Product Launch | Innovation & R&D | Geographic Expansion | Competitive Dynamics | Margin | Macroeconomic | Revenue Growth | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 2 | 4 | 3 | 1 | 2 | 3 | 1 | 1 |
| 2025Q1 | 6 | 3 | 1 | 1 | 2 | |||
| 2025Q2 | 2 | 3 | 4 | 1 | 1 | 1 | 1 | 2 |
| 2025Q3 | 7 | 5 | 3 | 1 | 1 | 1 | ||
| 2025Q4 | 4 | 4 | 3 | 2 | 2 | 1 | 1 | 2 |
| 2026Q1 | 3 | 2 | 3 | 3 | 2 | 1 | 2 | |
| 2026Q2 | 4 | 2 | 1 | 1 | 1 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|---|
| Demand | 2 | 6 | 2 | 7 | 4 | 3 | 4 |
| Product Launch | 4 | 3 | 3 | 5 | 4 | 2 | 2 |
| Innovation & R&D | 3 | 1 | 4 | 3 | 3 | 3 | 1 |
| Geographic Expansion | 1 | 1 | 1 | 1 | 2 | 3 | 1 |
| Competitive Dynamics | 2 | 1 | 1 | 2 | 2 | 1 | |
| Margin | 3 | 1 | 1 | 1 | 1 | 1 | |
| Macroeconomic | 1 | 2 | 1 | 1 | 2 | ||
| Revenue Growth | 1 | 2 | 2 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ISRG Intuitive Surgical | 9 | +18.5% | |
| 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% |