Latest news with #Mako4
Yahoo
4 days ago
- Business
- Yahoo
Intuitive Surgical's da Vinci 5: Gaining Precision, Power and Potential
Intuitive Surgical's ISRG da Vinci 5 (dV5) rollout continues to gain traction, reinforcing its position as the next-generation surgical robotics platform. In first-quarter 2025 alone, the company placed 147 dV5 systems and performed over 32,000 procedures using the system, reflecting strong customer response. The system's most notable innovation, Force Feedback technology, has started to show clinical potential. Preliminary data suggest that it enhances surgical precision and post-op recovery, including a significant improvement in bowel function recovery times and reduced suturing errors among novice surgeons. These capabilities not only improve clinical outcomes but also shorten the learning curve, expanding the addressable user base. Additional upgrades, such as real-time 3D model review, integrated simulation software and surgical video review, are expected to be launched mid-year following 510(k) clearance. These improvements aim to bolster procedural insight and surgeon performance. Meanwhile, supply-chain scaling is underway to support a broader launch. Though force feedback instruments are still in limited supply, their adoption is expected to grow steadily through 2025. By aligning innovation with surgeon training needs and operational efficiency, Intuitive Surgical is positioning da Vinci 5 as a cornerstone of its future growth. With strong early adoption and a clear roadmap for advanced features, dV5 is on track to redefine robotic-assisted surgery at scale. Competing Robotic Surgery Updates At the 2025 AAOS Annual Meeting, Stryker SYK introduced its fourth-generation Mako SmartRobotics system, Mako 4, featuring the first FDA-cleared robotic hip revision capability. With this advancement, Stryker enhances surgical planning and execution across hip, knee, spine, and shoulder procedures. Mako 4 integrates Stryker's Q Guidance System, offering improved intraoperative visibility and streamlined workflows. Simultaneously, Globus Medical GMED showcased its ExcelsiusFlex robotic navigation system for Total Knee Arthroplasty. Globus Medical's system offers both CT-based and imageless registration options, providing surgeons with ergonomic control and procedural flexibility. Globus Medical's ExcelsiusFlex is designed to enhance surgical precision and accommodate diverse patient needs and surgeon preferences. ISRG's Price Performance, Valuation and Estimates Shares of ISRG have gained 0.2% in the year-to-date period against the industry's decline of 4.3%. Image Source: Zacks Investment Research From a valuation standpoint, Intuitive Surgical trades at a forward price-to-earnings ratio of 36.05, above the industry average. But, it is still lower than its five-year median of 52.54. DOCS carries a Value Score of D. Image Source: Zacks Investment Research The Zacks Consensus Estimate for Intuitive Surgical's 2025 earnings implies a 2.8% rise from the year-ago period's level. Image Source: Zacks Investment Research The stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Stryker Corporation (SYK) : Free Stock Analysis Report Intuitive Surgical, Inc. (ISRG) : Free Stock Analysis Report Globus Medical, Inc. (GMED) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
03-05-2025
- Business
- Yahoo
Stryker expects $200M tariff hit, lowers earnings forecast
This story was originally published on MedTech Dive. To receive daily news and insights, subscribe to our free daily MedTech Dive newsletter. By the numbers Q1 sales: $5.9 billion 11.9% increase year over year Net earnings: $654 million 17% decrease year over year Stryker expects a $200 million hit to its 2025 earnings from tariffs, the latest medical device company to call out impacts of hundreds of millions of dollars. CFO Preston Wells told investors Thursday that the estimate is based on tariffs that are currently in effect. It does not include the impact of tariffs that were paused for 90 days. Currently, imports from China face 145% tariffs, imports from Canada and Mexico that do not comply with the US-Mexico-Canada Agreement face 25% tariffs, and most imports are subject to a 10% baseline tariff. Last month, the Trump administration paused plans for other country-specific tariffs for 90 days. Wells said the company expects to offset tariffs costs with sales momentum, pricing, optimizing the company's supply chain and better-than-expected foreign currency impacts. Stryker raised its organic sales forecast by half a percentage point to a range of 8.5% to 9.5%. The company lowered its expectations for adjusted net earnings per share by 25 cents to a range of $13.20 to $13.45. When asked on the earnings call how he would manage the business if tariffs decrease in the future, CEO Kevin Lobo said the company would raise its bottom line. 'We would have raised our earnings without question, had the tariffs not appeared at this time,' Lobo said. Wells declined to specify where the tariff impact was coming from in response to an analyst's question, but noted that 2% of Stryker's business is in China. He also declined to provide a forecast for 2026, given 'how quickly this has all changed and continues to change.' Wells said the company does not have plans for major changes to its manufacturing footprint in the long term. Stryker is looking at dual sourcing to help offset tariffs for certain products. 'In our industry, of course, it's very difficult to move a manufacturer, and it takes a long time to do so,' Wells said. Stryker's leaders fielded other questions about upcoming products, procedure rates and demand for capital equipment with a potential recession looming. Stryker recently launched the newest version of its orthopedic robot, Mako 4. The company had record installations of the robot in the first quarter, said Jason Beach, vice president of finance and investor relations. Beach reaffirmed that the company is on track for a full U.S. commercial launch of a spine feature for Mako in the second half of the year and a shoulder feature in the first quarter of 2026. The shoulder feature is currently in a limited release. Lobo said he expects Mako shoulder to be a meaningful contributor to sales next year, predicting the feature would be used by surgeons with a Mako robot for hip and knee procedures who perform a smaller number of shoulder surgeries. Lobo also fielded questions about whether a potential recession could slow hospital demand for capital equipment. The CEO said Stryker has so far not seen any signs of a slowdown. 'Our order book is really elevated,' Lobo said. 'Our backlog is as high as it's ever been.' He expects demand for small capital equipment should persist, even in a recession, because hospitals still need to conduct procedures, and people don't tend to cancel orthopedic surgeries once scheduled. Recommended Reading Stryker to sell spinal implants business Sign in to access your portfolio
