-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：Intuitive Surgical公佈了強勁的2026年第一季業績，非GAAP每股收益為2.50美元，超越市場普遍預期的2.11美元（年成長38%）。營收飆升至27.7億美元（年增23%），高於市場普遍預期的26億美元，主要得益於全球手術量年增17%，其中達文西手術量增長16%，Ion手術量加速增長39%。達文西手術系統安裝量達到431台，高於2025年第一季的367台；達文西5手術系統安裝量也從147台激增至232台，顯示新一代平台得到了廣泛應用。管理層預計全球達文西手術量將成長13.5%-15.5%，非GAAP毛利率預計為67.5%-68.5%，其中已計入當前收費標準帶來的約1.0%的收入影響。達文西手術系統裝置量達到11,395台（年增12%），非GAAP毛利率從66.4%提升至67.8%，營業收入年增40%，展現出強勁的營運槓桿效應，並擁有79.8億美元的穩健現金儲備。
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$^TASI$SASE:2380$SASE:4012