Intuitive Surgical: FY26 Q2 earnings call, Jul 16, 2026

Thu, Jul 16Earnings callSpeaker-labelled transcriptIntuitive Surgical

No Kalshi or Polymarket word markets were listed for Intuitive Surgical’s Jul 16, 2026 earnings call (FY26 Q2). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

4 matches for “Tariff”; 3 quoted, at least 25 words apart.

Jamie Samathcompanyprepared · 12:30Hear it 12:24, Jamie Samath

…$36 million pre-tax benefit tied to the refund of previously paid IEEPA tariffs. Total procedures for Q2 grew 16%, reflecting 15% growth in da Vinci…

Jamie Samathcompanyprepared · 23:36Hear it 23:32, Jamie Samath

…in Q2 of last year. Excluding the $36 million benefit from IEEPA tariff refunds, Q2 non-GAAP gross margin would have been 68.7%. The year-over-year improvement…

Dan Connallycompanyprepared · 30:44Hear it 30:38, Dan Connally

…and 68.5% of revenue, which reflected 100 basis points of impact from tariff. We are updating our estimate for non-GAAP gross profit margin to be…

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