Last 7 days
-3.0%
Last 30 days
-2.3%
Last 90 days
-12.7%
Trailing 12 Months
54.7%
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
2023-09-14 | Ladd Amy L | sold | -152,840 | 305 | -500 | - |
2023-08-07 | LEVY ALAN J | sold | -620,000 | 310 | -2,000 | - |
2023-08-07 | LEVY ALAN J | acquired | 172,074 | 86.0371 | 2,000 | - |
2023-07-31 | GUTHART GARY S | sold | -808,207 | 325 | -2,480 | ceo |
2023-07-28 | GUTHART GARY S | gifted | - | - | -16,000 | ceo |
2023-07-28 | GUTHART GARY S | sold | -16,440,700 | 326 | -50,314 | ceo |
2023-07-28 | GUTHART GARY S | acquired | 2,877,980 | 42.6367 | 67,500 | ceo |
2023-07-25 | DeSantis Robert | sold | -732,315 | 323 | -2,265 | evp & chief strategy & corp op |
2023-07-25 | DeSantis Robert | acquired | 590,185 | 232 | 2,535 | evp & chief strategy & corp op |
Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
2023-09-26 | BROOKFIELD Corp /ON/ | reduced | -18.96 | 2,220,940 | 28,437,800 | 0.11% |
2023-09-26 | M Holdings Securities, Inc. | sold off | -100 | -575,000 | - | -% |
2023-09-21 | Baystate Wealth Management LLC | unchanged | - | 4,835 | 19,118 | -% |
2023-09-20 | BARCLAYS PLC | added | 183 | 347,307,000 | 471,619,000 | 0.30% |
2023-09-12 | Farther Finance Advisors, LLC | reduced | -1.99 | 23,976 | 100,872 | 0.02% |
2023-09-12 | Prosperity Financial Group, Inc. | new | - | 237,990 | 237,990 | 0.21% |
2023-09-12 | Prosperity Wealth Management, Inc. | new | - | 371,005 | 371,005 | 0.24% |
2023-09-08 | TUCKER ASSET MANAGEMENT LLC | reduced | -16.67 | 177 | 1,710 | -% |
2023-09-07 | Strategic Financial Concepts, LLC | added | 0.47 | 75,473 | 294,410 | 0.11% |
2023-09-07 | JAG CAPITAL MANAGEMENT, LLC | reduced | -1.91 | 7,082,950 | 29,720,400 | 3.44% |
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Feb 14, 2023 | price t rowe associates inc /md/ | 5.9% | 20,823,995 | SC 13G/A | |
Feb 09, 2023 | vanguard group inc | 8.33% | 29,425,186 | SC 13G/A | |
Feb 03, 2023 | blackrock inc. | 8.0% | 28,447,145 | SC 13G/A | |
Feb 14, 2022 | price t rowe associates inc /md/ | 6.9% | 24,756,021 | SC 13G/A | |
Feb 07, 2022 | blackrock inc. | 7.4% | 26,538,660 | SC 13G/A | |
Feb 16, 2021 | price t rowe associates inc /md/ | 8.1% | 9,599,898 | SC 13G/A | |
Feb 10, 2021 | vanguard group inc | 7.76% | 9,127,891 | SC 13G/A | |
Feb 08, 2021 | fmr llc | - | 0 | SC 13G/A | |
Jan 29, 2021 | blackrock inc. | 7.6% | 8,888,304 | SC 13G/A | |
Feb 14, 2020 | price t rowe associates inc /md/ | 8.9% | 10,347,449 | SC 13G/A |
Date Filed | Form Type | Document | |
---|---|---|---|
Sep 15, 2023 | 4 | Insider Trading | |
Sep 14, 2023 | 144 | Notice of Insider Sale Intent | |
Aug 29, 2023 | 144 | Notice of Insider Sale Intent | |
Aug 14, 2023 | 4 | Insider Trading | |
Aug 11, 2023 | 4 | Insider Trading | |
Aug 11, 2023 | 4 | Insider Trading | |
Aug 11, 2023 | 4 | Insider Trading | |
Aug 11, 2023 | 4 | Insider Trading | |
Aug 11, 2023 | 4 | Insider Trading | |
Aug 11, 2023 | 4 | Insider Trading |
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
MDT | 104.1B | 31.6B | -3.94% | -2.93% | 28.69 | 3.3 | 1.57% | -30.40% |
ISRG | 102.4B | 6.7B | -2.29% | 54.71% | 71.85 | 15.36 | 11.75% | -0.66% |
SYK | 101.2B | 19.5B | -1.64% | 35.04% | 37.36 | 5.2 | 10.36% | 30.30% |
BDX | 71.3B | 19.0B | -6.81% | 13.51% | 44.09 | 3.79 | 0.46% | -5.24% |
EW | 42.6B | 5.7B | -7.61% | -15.82% | 30.67 | 7.53 | 5.64% | -4.53% |
MID-CAP | ||||||||
PEN | 9.2B | 937.8M | -2.31% | 34.57% | 316.65 | 9.84 | 16.30% | 250.21% |
SWAV | 7.3B | 616.6M | -8.54% | -23.02% | 30.01 | 11.87 | 69.52% | 343.68% |
GMED | 5.0B | 1.1B | -9.61% | -15.17% | 23.85 | 4.57 | 12.63% | 50.85% |
IRTC | 2.8B | 452.1M | -18.56% | -28.66% | -28.09 | 6.17 | 24.99% | 24.09% |
TNDM | 1.4B | 790.3M | -22.43% | -53.70% | -6.03 | 1.71 | 3.21% | -1604.53% |
SMALL-CAP | ||||||||
AVNS | 955.9M | 780.7M | -5.52% | -6.22% | -26.55 | 1.22 | 4.68% | -510.17% |
CSII | 839.3M | 239.8M | 0.70% | 0.15% | -22.16 | 3.5 | -4.74% | -31.15% |
BLFS | 610.4M | 162.2M | 25.64% | -36.45% | -7.26 | 3.76 | 9.71% | 12.37% |
SILK | 590.7M | 162.9M | -22.30% | -62.37% | -11.17 | 3.63 | 42.67% | 12.82% |
21.7%
20.2%
8.9%
9.0%
76.2%
38.1%
17.3%
Y-axis is the maximum loss one would have experienced if Intuitive Surgical was unfortunately bought at previous high price.
Income Statement (Last 12 Months) | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
Revenue | 3.6% | 6,665 | 6,431 | 6,222 | 6,118 | 5,964 | 5,906 | 5,710 | 5,489 | 5,163 | 4,551 | 4,358 | 4,307 | 4,358 | 4,604 | 4,479 | 4,247 | 4,040 | 3,850 | 3,724 | 3,570 | 3,457 |
Cost Of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 1,029 |
Gross Profit | 3.5% | 4,448 | 4,299 | 4,196 | 4,146 | 4,065 | 4,066 | 3,959 | 3,794 | 3,546 | 3,026 | 2,861 | 2,861 | 2,923 | 3,179 | 3,110 | 2,950 | 2,807 | 2,680 | 2,604 | 2,502 | 2,428 |
Operating Expenses | 3.0% | 2,826 | 2,743 | 2,619 | 2,491 | 2,367 | 2,253 | 2,138 | 2,007 | 1,932 | 1,842 | 1,811 | 1,830 | 1,796 | 1,774 | 1,736 | 1,641 | 1,550 | 1,505 | 1,405 | 1,306 | 1,265 |
S&GA Expenses | 2.5% | 1,875 | 1,829 | 1,740 | 1,673 | 1,600 | 1,532 | 1,467 | 1,370 | 1,305 | 1,234 | 1,216 | 1,228 | 1,213 | 1,213 | 1,178 | 1,120 | 1,058 | 1,038 | 987 | 921 | 903 |
R&D Expenses | 4.1% | 951 | 913 | 879 | 818 | 767 | 722 | 671 | 637 | 627 | 608 | 595 | 602 | 583 | 560 | 557 | 521 | 492 | 467 | 418 | 385 | 361 |
EBITDA | -100.0% | - | 1,626 | 1,607 | 1,666 | 1,725 | 2,124 | 2,170 | 2,143 | 2,018 | 1,348 | 1,207 | 1,202 | 1,246 | 1,531 | 1,502 | 1,429 | 1,366 | 1,269 | - | - | - |
EBITDA Margin | -100.0% | - | 0.25* | 0.26* | 0.27* | 0.34* | 0.36* | 0.38* | 0.39* | 0.39* | 0.30* | 0.28* | 0.28* | 0.29* | 0.33* | 0.34* | 0.34* | 0.34* | 0.33* | - | - | - |
Earnings Before Taxes | 5.7% | 1,719 | 1,626 | 1,607 | 1,666 | 1,725 | 1,844 | 1,890 | 1,873 | 1,767 | 1,348 | 1,207 | 1,202 | 1,246 | 1,531 | 1,502 | 1,429 | 1,366 | 1,269 | 1,280 | 1,262 | 1,218 |
EBT Margin | -100.0% | - | 0.25* | 0.26* | 0.27* | 0.34* | 0.31* | 0.33* | 0.34* | 0.34* | 0.30* | 0.28* | 0.28* | 0.29* | 0.33* | 0.34* | 0.34* | 0.34* | 0.33* | - | - | - |
Net Income | 8.6% | 1,425 | 1,312 | 1,322 | 1,378 | 1,435 | 1,644 | 1,705 | 1,689 | 1,623 | 1,173 | 1,061 | 1,053 | 1,136 | 1,386 | 1,379 | 1,314 | 1,210 | 1,147 | 1,128 | 804 | 810 |
Net Income Margin | -100.0% | - | 0.20* | 0.21* | 0.23* | 0.29* | 0.28* | 0.30* | 0.31* | 0.31* | 0.26* | 0.24* | 0.24* | 0.26* | 0.30* | 0.31* | 0.31* | 0.30* | 0.30* | - | - | - |
Free Cashflow | -100.0% | - | 1,639 | 1,491 | 1,621 | 1,739 | 1,835 | 2,089 | 2,149 | 1,922 | 1,610 | 1,485 | 1,410 | 1,532 | 1,618 | 1,598 | 1,384 | 1,307 | 1,223 | - | - | - |
Balance Sheet | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
Assets | 6.5% | 13,903 | 13,053 | 12,974 | 13,261 | 13,705 | 13,678 | 13,555 | 12,935 | 12,297 | 11,540 | 11,169 | 10,618 | 10,104 | 9,891 | 9,733 | 9,131 | 8,532 | 8,235 | 7,847 | 7,319 | 6,850 |
Current Assets | 16.8% | 8,032 | 6,877 | 6,253 | 6,293 | 6,293 | 5,803 | 5,845 | 5,728 | 6,017 | 6,066 | 6,626 | 6,300 | 5,899 | 4,692 | 4,663 | 4,317 | 4,072 | 4,025 | 4,333 | 4,253 | 3,986 |
Cash Equivalents | 60.3% | 3,435 | 2,143 | 1,581 | 1,538 | 1,551 | 1,118 | 1,306 | 1,362 | 1,631 | 1,418 | 1,639 | 1,386 | 2,052 | 1,239 | 1,183 | 985 | 805 | 891 | 909 | 1,023 | 1,219 |
Inventory | 6.2% | 1,005 | 947 | 893 | 837 | 724 | 653 | 587 | 585 | 570 | 577 | 602 | 663 | 646 | 620 | 596 | 580 | 513 | 468 | 409 | 370 | 332 |
Net PPE | 9.7% | 2,831 | 2,580 | 2,374 | 2,244 | 2,109 | 1,968 | 1,876 | 1,738 | 1,651 | 1,593 | 1,577 | 1,510 | 1,450 | 1,369 | 1,273 | 1,137 | 1,032 | 935 | 812 | 746 | 689 |
Goodwill | 0% | 349 | 349 | 349 | 348 | 349 | 343 | 344 | 344 | 344 | 345 | 337 | 336 | 337 | 335 | 307 | 305 | 245 | 248 | 6.00 | 236 | 211 |
Liabilities | 10.5% | 1,944 | 1,759 | 1,861 | 1,687 | 1,623 | 1,522 | 1,604 | 1,475 | 1,418 | 1,350 | 1,410 | 1,331 | 1,337 | 1,361 | 1,449 | 1,354 | 1,252 | 1,195 | 1,159 | 1,030 | 980 |
Current Liabilities | 17.7% | 1,538 | 1,307 | 1,422 | 1,233 | 1,175 | 1,112 | 1,150 | 1,027 | 1,005 | 905 | 965 | 895 | 925 | 946 | 1,030 | 931 | 808 | 740 | 821 | 703 | 666 |
Shareholder's Equity | 5.2% | 11,879 | 11,294 | 11,042 | 11,515 | 12,082 | 12,157 | 11,952 | 11,460 | 10,880 | 10,190 | 9,759 | 9,287 | 8,766 | 8,531 | 8,285 | 7,777 | 7,280 | 7,040 | 6,688 | 6,289 | 5,869 |
Retained Earnings | 12.1% | 3,808 | 3,397 | 3,500 | 4,018 | 4,683 | 4,858 | 4,761 | 4,390 | 4,023 | 3,515 | 3,261 | 2,937 | 2,633 | 2,571 | 2,495 | 2,143 | 1,819 | 1,696 | 1,522 | 1,234 | 948 |
Additional Paid-In Capital | 2.8% | 8,151 | 7,928 | 7,704 | 7,685 | 7,484 | 7,355 | 7,164 | 7,015 | 6,804 | 6,627 | 6,445 | 6,304 | 6,085 | 5,927 | 5,757 | 5,601 | 5,430 | 5,329 | 5,170 | 5,063 | 4,929 |
Accumulated Depreciation | - | - | - | 1,238 | - | - | - | 969 | - | - | - | 758 | - | - | - | 563 | - | - | - | 436 | - | - |
Shares Outstanding | 0.3% | 351 | 350 | 350 | 353 | 358 | 358 | 358 | 357 | 356 | 354 | 353 | 352 | 350 | 349 | 348 | 346 | 346 | 345 | 344 | 342 | 341 |
Minority Interest | 5.4% | 81.00 | 77.00 | 71.00 | 59.00 | 59.00 | 55.00 | 50.00 | 49.00 | 42.00 | 37.00 | 28.00 | 29.00 | 26.00 | 24.00 | 21.00 | 16.00 | 14.00 | 16.00 | 9.00 | 8.00 | 9.00 |
Cashflow (Last 12 Months) | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
Cashflow From Operations | 13.4% | 1,858 | 1,639 | 1,491 | 1,621 | 1,739 | 1,835 | 2,089 | 2,149 | 1,922 | 1,610 | 1,485 | 1,410 | 1,532 | 1,618 | 1,598 | 1,384 | 1,307 | 1,223 | 1,170 | 1,164 | 1,198 |
Share Based Compensation | 3.7% | 552 | 532 | 513 | 503 | 485 | 467 | 449 | 435 | 420 | 408 | 395 | 382 | 365 | 350 | 336 | 317 | 298 | 280 | 261 | 246 | 232 |
Cashflow From Investing | 4.2% | 2,250 | 2,159 | 1,371 | 155 | -1,228 | -2,079 | -2,461 | -2,154 | -2,341 | -1,420 | -940 | -1,012 | -203 | -962 | -1,154 | -1,234 | -1,590 | -1,412 | -1,049 | -879 | -566 |
Cashflow From Financing | 19.8% | -2,208 | -2,753 | -2,572 | -1,590 | -595 | -54.70 | 43.00 | -15.40 | 2.00 | -9.20 | -85.70 | 5.00 | -79.10 | -305 | -168 | -185 | -129 | 93.00 | 126 | -150 | -124 |
Buy Backs | -17.5% | 2,351 | 2,851 | 2,607 | 1,607 | 607 | 107 | - | 34.00 | 34.00 | 34.00 | 134 | 100 | 170 | 370 | 270 | 270 | 200 | - | - | 274 | 274 |
Condensed Consolidated Statements of Comprehensive Income (Unaudited) - USD ($) shares in Millions, $ in Millions | 3 Months Ended | 6 Months Ended | ||
---|---|---|---|---|
Jun. 30, 2023 | Jun. 30, 2022 | Jun. 30, 2023 | Jun. 30, 2022 | |
Revenue: | ||||
Total revenue | $ 1,755.9 | $ 1,522.1 | $ 3,452.1 | $ 3,009.8 |
Cost of revenue: | ||||
Total cost of revenue | 584.0 | 498.8 | 1,167.2 | 976.8 |
Gross profit | 1,171.9 | 1,023.3 | 2,284.9 | 2,033.0 |
Operating expenses: | ||||
Selling, general and administrative | 464.3 | 418.4 | 944.8 | 809.5 |
Research and development | 244.4 | 207.3 | 489.3 | 417.8 |
Total operating expenses | 708.7 | 625.7 | 1,434.1 | 1,227.3 |
Income from operations | 463.2 | 397.6 | 850.8 | 805.7 |
Interest and other income, net | 36.0 | 9.3 | 70.2 | 3.6 |
Income before taxes | 499.2 | 406.9 | 921.0 | 809.3 |
Income tax expense | 73.2 | 93.3 | 134.2 | 126.3 |
Net income | 426.0 | 313.6 | 786.8 | 683.0 |
Less: net income attributable to noncontrolling interest in joint venture | 5.2 | 5.8 | 10.7 | 9.6 |
Net income attributable to Intuitive Surgical, Inc. | $ 420.8 | $ 307.8 | $ 776.1 | $ 673.4 |
Net income per share attributable to Intuitive Surgical, Inc.: | ||||
Basic (in dollars per share) | $ 1.20 | $ 0.86 | $ 2.21 | $ 1.88 |
Diluted (in dollars per share) | $ 1.18 | $ 0.85 | $ 2.18 | $ 1.84 |
Shares used in computing net income per share attributable to Intuitive Surgical, Inc.: | ||||
Basic (in shares) | 350.9 | 358.1 | 350.6 | 358.2 |
Diluted (in shares) | 357.3 | 363.9 | 356.6 | 365.3 |
Other comprehensive income (loss), net of tax: | ||||
Unrealized gains on hedge instruments | $ 6.0 | $ 4.4 | $ 8.5 | $ 5.4 |
Unrealized gains (losses) on available-for-sale securities | 13.1 | (33.4) | 50.7 | (124.1) |
Foreign currency translation gains (losses) | 8.5 | (5.5) | 22.7 | (2.0) |
Prior service cost for employee benefit plans | 0.0 | 0.0 | 0.0 | 0.1 |
Other comprehensive income (loss) | 27.6 | (34.5) | 81.9 | (120.6) |
Total comprehensive income | 453.6 | 279.1 | 868.7 | 562.4 |
Less: comprehensive income attributable to noncontrolling interest | 4.1 | 4.8 | 9.9 | 9.0 |
Total comprehensive income attributable to Intuitive Surgical, Inc. | 449.5 | 274.3 | 858.8 | 553.4 |
Corporate Joint Venture | ||||
Operating expenses: | ||||
Less: net income attributable to noncontrolling interest in joint venture | 5.2 | 5.8 | 10.7 | 9.6 |
Product | ||||
Revenue: | ||||
Total revenue | 1,468.6 | 1,270.4 | 2,881.6 | 2,508.8 |
Cost of revenue: | ||||
Total cost of revenue | 498.0 | 421.0 | 991.0 | 818.3 |
Service | ||||
Revenue: | ||||
Total revenue | 287.3 | 251.7 | 570.5 | 501.0 |
Cost of revenue: | ||||
Total cost of revenue | $ 86.0 | $ 77.8 | $ 176.2 | $ 158.5 |
Condensed Consolidated Balance Sheets (Unaudited) - USD ($) $ in Millions | Jun. 30, 2023 | Dec. 31, 2022 |
---|---|---|
Current assets: | ||
Cash and cash equivalents | $ 3,435.4 | $ 1,581.2 |
Short-term investments | 2,363.8 | 2,536.7 |
Accounts receivable, net | 904.2 | 942.1 |
Inventory | 1,005.2 | 893.2 |
Prepaids and other current assets | 323.2 | 299.8 |
Total current assets | 8,031.8 | 6,253.0 |
Property, plant, and equipment, net | 2,830.8 | 2,374.2 |
Long-term investments | 1,332.5 | 2,623.6 |
Deferred tax assets | 666.5 | 664.6 |
Intangible and other assets, net | 693.1 | 710.1 |
Goodwill | 348.6 | 348.5 |
Total assets | 13,903.3 | 12,974.0 |
Current liabilities: | ||
Accounts payable | 199.7 | 147.0 |
Accrued compensation and employee benefits | 346.6 | 401.6 |
Deferred revenue | 405.2 | 397.3 |
Other accrued liabilities | 586.9 | 476.2 |
Total current liabilities | 1,538.4 | 1,422.1 |
Other long-term liabilities | 405.2 | 439.3 |
Total liabilities | 1,943.6 | 1,861.4 |
Contingencies (Note 8) | ||
Stockholders’ equity: | ||
Preferred stock, 2.5 shares authorized, $0.001 par value, issuable in series; zero shares issued and outstanding as of June 30, 2023, and December 31, 2022 | 0.0 | 0.0 |
Common stock, 600.0 shares authorized, $0.001 par value, 351.3 shares and 350.0 shares issued and outstanding as of June 30, 2023, and December 31, 2022, respectively | 0.4 | 0.4 |
Additional paid-in capital | 8,150.8 | 7,703.9 |
Retained earnings | 3,807.7 | 3,500.1 |
Accumulated other comprehensive loss | (79.8) | (162.5) |
Total Intuitive Surgical, Inc. stockholders’ equity | 11,879.1 | 11,041.9 |
Noncontrolling interest in joint venture | 80.6 | 70.7 |
Total stockholders’ equity | 11,959.7 | 11,112.6 |
Total liabilities and stockholders’ equity | $ 13,903.3 | $ 12,974.0 |