Intuitive Surgical reported Q3 2026 earnings on October 20, with results including revenue of $3.05 billion and non-GAAP EPS of $3.00, both above estimates. Revenue grew 22% year over year. GAAP results included a $450 million one-time antitrust settlement. The stock fell approximately 11% in after-hours trading, with potential factors for the decline including a decrease in operating margin from 30.3% to 19.4% and management flagging tariff exposure on Mexico and Germany manufacturing as a material risk.