Verified call record已核验电话会记录 · 2026-07-16

ISRG · Intuitive Surgical Q2 FY2026 earnings call record财报电话会记录

Verbatim, receipt-bound excerpts from the earnings-call transcript. This is a source record, not a synthesized analysis or recommendation.来自财报电话会文字记录的原文、可追溯摘录。这是来源记录，不是综合分析或推荐。

Open ticker dossier打开个股档案ISRG

12 exact excerpts 条原文摘录 32 numeric receipts 个数值回执 B governed source tier 治理来源层级 Transcript present电话会文本已具备

The record记录内容

Call language, kept intact.电话会表述，保持原貌。

The excerpts below are selected from the source record under the bounded evidence policy. Wording is not paraphrased; numbers remain the exact spans captured from the call.以下摘录按受限证据策略从来源记录中选出。文字未被改写；数字保持电话会中捕获的精确片段。

guidanceperformancemarginsrisksq_and_a

“On our last call, we forecast non-GAAP gross profit margin to be within a range of 67.5% and 68.5% of revenue, which reflected 100 basis points of impact from tariff.”

Dan Connallyclaim_36f4d45743dc71863b4b882e7c0b8f64

Exact numeric spans精确数值片段67.5%68.5%100

performancedemandq_and_a

“da Vinci INA revenue per procedure increased to approximately $1,830 compared to $1,800 last year, driven by a higher mix of SP and da Vinci 5 procedures, offset by customer ordering patterns, higher colectomy procedures, and lower bariatric procedures.”

Jamie Samath · CEOclaim_f141c93cf1d0841981adc99b6951115f

Exact numeric spans精确数值片段1,8301,8005

Member evidence layer会员证据层

10 more verified excerpts continue below.条更多已核验摘录在下方继续。

You have the public source preview. Essential and Pro unlock the complete call record, every remaining numeric receipt, and the full audit table—without replacing source language with generated opinion.你正在阅读公开来源预览。Essential 与 Pro 可解锁完整电话会记录、全部剩余数值回执和完整审计表——不会用生成式观点替代来源原文。

Unlock full company intelligence解锁完整公司情报

2 public excerpts 条公开摘录10 member excerpts 条会员摘录32 total numeric receipts 个数值回执

Inspect the source receipts检查来源回执44 bound spans个已绑定片段

Each available row identifies the source body, transcript segment and byte span used to verify the visible text.每个可用行都标识用于核验可见文本的来源正文、电话会片段和字节范围。

Claim主张	Kind类型	Segment片段	Byte span字节范围	Text hash文本哈希
`claim_f141c93cf1d0841981adc99b6951115f`	quote	33	0–253	`93db059acfdb9b…`
`claim_ec04434e520e3ceacf9b3a577ab8485d`	numeric	33	63–68	`05c8b3a3d24d7c…`
`claim_34aa4e92514892c2c3bb37617a3f1330`	numeric	33	82–87	`d98159c6c2c137…`
`claim_a92e7779f22c4aa2935d5ef4089da35e`	numeric	33	141–142	`ef2d127de37b94…`
`claim_36f4d45743dc71863b4b882e7c0b8f64`	quote	60	25–191	`d76fa63f484730…`
`claim_08ff9ba1d2d7e0fd4efbe5e4a6ec36f9`	numeric	60	108–113	`0168aea7e81a13…`
`claim_288646929983c34b27823c08a467ac83`	numeric	60	118–123	`c49fec59ebd7dc…`
`claim_142bc05449250b2a48fcadb31d515d26`	numeric	60	152–155	`ad57366865126e…`