| Metric | Oct 17, 2024 FY24 Q3 | Jan 15, 2025 FY24 Q4 | Apr 22, 2025 FY25 Q1 | Jul 22, 2025 FY25 Q2 | Oct 21, 2025 FY25 Q3 | Jan 14, 2026 FY25 Q4 | Apr 21, 2026 FY26 Q1 | Jul 16, 2026 FY26 Q2 |
|---|---|---|---|---|---|---|---|---|
| For FY2026 | ||||||||
| Estimated impact from tariffs on non-GAAP gross profit margin | — | — | — | — | — | — | New“1.0% of revenue” | — |
| Non-GAAP gross profit margin | — | — | — | — | — | — | New“within a range of 67.5% and 68.5% of revenue” | Raised“68.0% to 69.0% of revenue” |
| Non-GAAP operating expense growth | — | — | — | — | — | — | New“11% to 14%” | Narrowed“11% to 13%” |
| Worldwide da Vinci procedure growth | — | — | — | — | — | New“approximately 13% to 15%” | Raised“approximately 13.5% to 15.5%” | Reiterated“approximately 13.5% to 15.5%” |
| For FY2025 | ||||||||
| Estimated impact from tariffs on non-GAAP gross profit margin | — | — | New“1.7% of revenue, plus or minus 30 basis points” | — | Lowered“0.7% of revenue, plus or minus 10 basis points” | — | — | — |
| Estimated tariff impact included in non-GAAP* gross profit margin range | — | — | — | New“1.0% of revenue, plus or minus 20 basis points” | — | — | — | — |
| Non-GAAP gross profit margin | — | — | New“within a range of 65% and 66.5% of revenue” | Raised“within a range of 66% and 67% of revenue” | Raised“within a range of 67% and 67.5% of revenue” | — | — | — |
| Non-GAAP operating expense growth | — | — | New“10% to 14%” | Reiterated“10% to 14%” | Narrowed“11% to 13%” | — | — | — |
| Worldwide da Vinci procedure growth | — | New“approximately 13% to 16%” | Raised“approximately 15% to 17%” | Narrowed“approximately 15.5% to 17%” | Raised“approximately 17% to 17.5%” | — | — | — |