Stock Analysis on Net

Intuitive Surgical Inc. (NASDAQ:ISRG)

$24.99

Common-Size Balance Sheet: Liabilities and Stockholders’ Equity
Quarterly Data

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Intuitive Surgical Inc., common-size consolidated balance sheet: liabilities and stockholders’ equity (quarterly data)

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Dec 31, 2025 Sep 30, 2025 Jun 30, 2025 Mar 31, 2025 Dec 31, 2024 Sep 30, 2024 Jun 30, 2024 Mar 31, 2024 Dec 31, 2023 Sep 30, 2023 Jun 30, 2023 Mar 31, 2023 Dec 31, 2022 Sep 30, 2022 Jun 30, 2022 Mar 31, 2022 Dec 31, 2021 Sep 30, 2021 Jun 30, 2021 Mar 31, 2021
Accounts payable
Accrued compensation and employee benefits
Deferred revenue
Other accrued liabilities
Current liabilities
Other long-term liabilities
Long-term liabilities
Total liabilities
Preferred stock, $0.001 par value, issuable in series; zero shares issued and outstanding
Common stock, $0.001 par value
Additional paid-in capital
Retained earnings
Accumulated other comprehensive income (loss)
Total Intuitive Surgical, Inc. stockholders’ equity
Noncontrolling interest in joint venture
Total stockholders’ equity
Total liabilities and stockholders’ equity

Based on: 10-K (reporting date: 2025-12-31), 10-Q (reporting date: 2025-09-30), 10-Q (reporting date: 2025-06-30), 10-Q (reporting date: 2025-03-31), 10-K (reporting date: 2024-12-31), 10-Q (reporting date: 2024-09-30), 10-Q (reporting date: 2024-06-30), 10-Q (reporting date: 2024-03-31), 10-K (reporting date: 2023-12-31), 10-Q (reporting date: 2023-09-30), 10-Q (reporting date: 2023-06-30), 10-Q (reporting date: 2023-03-31), 10-K (reporting date: 2022-12-31), 10-Q (reporting date: 2022-09-30), 10-Q (reporting date: 2022-06-30), 10-Q (reporting date: 2022-03-31), 10-K (reporting date: 2021-12-31), 10-Q (reporting date: 2021-09-30), 10-Q (reporting date: 2021-06-30), 10-Q (reporting date: 2021-03-31).


The composition of liabilities and stockholders’ equity exhibited several notable trends over the observed period from March 31, 2021, to December 31, 2025. Current liabilities as a percentage of the total increased through much of the period, peaking in December 2022, before declining somewhat in the most recent quarters. Long-term liabilities showed a generally decreasing trend, while stockholders’ equity remained the dominant component of the capital structure, though with some fluctuations.

Current Liabilities
Current liabilities increased from 7.84% in March 2021 to a high of 11.39% in September 2023, before decreasing to 9.81% by December 2025. This increase was largely driven by increases in accrued compensation and employee benefits, and other accrued liabilities. The rise suggests a potential increase in short-term obligations, possibly related to operational expansion or changes in payment terms. The subsequent decline may indicate improved management of these short-term obligations.
Long-Term Liabilities
Long-term liabilities demonstrated a consistent downward trend, decreasing from 3.86% in March 2021 to 2.50% in December 2025. This suggests a reduction in long-term debt or other long-term obligations, potentially indicating a strengthening financial position or a shift in financing strategy. The decrease was relatively steady throughout the period.
Stockholders’ Equity
Stockholders’ equity consistently represented the largest portion of the capital structure, ranging between 85.11% and 89.53% of the total. While generally stable, a slight decrease was observed from March 2021 (88.30%) to December 2022 (85.65%), followed by a recovery to 87.70% by December 2025. Within stockholders’ equity, retained earnings constituted a significant portion, fluctuating between approximately 27.39% and 34.27%, while additional paid-in capital remained relatively high, ranging from 50.77% to 59.38%. Accumulated other comprehensive income (loss) was a smaller component, and exhibited some volatility, moving from a positive 0.10% to a negative -1.41% before stabilizing around 0.21%.
Accounts Payable & Accrued Liabilities
Accounts payable and accrued compensation and employee benefits both showed an increasing trend throughout the period. Accounts payable increased from 0.89% to 1.25%, while accrued compensation and employee benefits rose from 1.69% to 3.17%. Other accrued liabilities also increased significantly, from 2.15% to 2.91%. These increases suggest a growing volume of short-term obligations related to suppliers, employees, and other operational expenses.
Deferred Revenue
Deferred revenue remained relatively stable, fluctuating between 2.48% and 3.20% of the total. This indicates consistent revenue recognition patterns and a predictable inflow of cash from contracts or subscriptions.

Overall, the company maintained a strong equity base. The observed changes in liabilities suggest dynamic management of short-term obligations and a deliberate reduction in long-term debt. The increases in accounts payable and accrued liabilities warrant continued monitoring to ensure they align with operational growth and do not indicate potential liquidity concerns.