Analysis published 03 Aug 2026

AI-generated · cited to primary sources · not investment advice

Intuitive Surgical, Inc. - Common Stock (ISRG) Jun 2025 Filing Analysis

01 · Management Credibility

Does management do what it says?

MetMedical Devices And Diagnostics Supply Chain Reconfiguration
85/100

The commitment to higher costs was realized; Q1 2026 results show that higher tariff expenses partially offset product gross margin gains and contributed to a decrease in service gross margin. (1 met across 1 tracked commitment)

Based on the announced and implemented global tariffs as of the date of this report, and assuming such tariffs remain in place, we anticipate a significant increase in our cost of revenues for the second half of 2025, which will impact our results of operations.

Intuitive Surgical, Inc. - Common Stock · QUARTERLY_REPORT · Jun 2025 · p.29

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