Intuitive Surgical disclosed that a phishing‑related cyber attack compromised its internal IT systems on March 13 2026, exposing customer business and contact information, employee records, and corporate data. The breach was identified when the company detected unauthorized access to several internal business applications. The company confirmed that its da Vinci and Ion robotic platforms, as well as associated digital services, remained fully operational and were not affected by the intrusion.
Intuitive is conducting a thorough investigation and has engaged external cybersecurity experts to assess the scope and impact of the incident. The company emphasized its commitment to maintaining robust security measures and protecting stakeholder information, while also notifying relevant data‑privacy regulators and affected customers.
The breach raises concerns about data privacy and could trigger regulatory reviews, but it does not appear to have disrupted the company’s core surgical operations. The incident underscores the importance of network segmentation and incident response protocols in protecting mission‑critical assets.
In the same week, Intuitive reported Q4 2025 results that showed revenue of $2.87 billion, up 19% from $2.41 billion in Q4 2024, and GAAP earnings per share of $2.21, compared with $1.88 in the prior year. Non‑GAAP EPS of $2.53 beat the consensus estimate of $2.26, reflecting strong demand for its surgical systems and disciplined cost management. The company’s gross margin for the quarter was 67.8%, slightly below the 69.5% margin reported in Q4 2024, largely due to tariff and supply‑chain pressures.
Looking ahead, Intuitive’s 2026 guidance projects worldwide da Vinci procedure growth of 13%–15% versus 18% in 2025, and a non‑GAAP gross profit margin of 67%–68% versus 67.6% in 2025. Operating expense growth is expected to be 11%–15%. These guidance figures suggest that, while the company remains confident in its growth trajectory, it is mindful of headwinds such as tariff impacts and the need for continued investment in digital innovation. The cyber‑breach, while serious, is positioned within a broader risk management framework that the company has publicly committed to strengthening.
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