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Intuitive Surgical10-Q: Supplier concentration

Increased inventory by $515M in H1 2026 to mitigate global supply chain disruption risks.

What happened

The company significantly increased inventory by over half a billion dollars to buffer against supply chain shortages.

Source

SEC EDGARJul 21, 2026

Quarterly report (Form 10-Q)

Intuitive Surgical 10-Q

Filing excerpt

Inventory, including the transfer of equipment from inventory to property, plant, and equipment, increased by $515 million, primarily to address the growth in our business, including the expansion of our leasing business, and to mitigate risks of disruption that could arise from global supply chain shortages.

sec.gov/Archives/edgar/data/1035267/000103526726000058/isrg-20260630.htmRead the full source

Other signals in this filing (9)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Supplier concentration

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
06/30
Filed
Jul 21, 2026

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The full record

From the Signal API record

Numbers

Dollar figure
$515M (Increase in inventory to mitigate supply chain risks during the six months ended June 30, 2026.)

Details

CIK
1035267
Accession number
0001035267-26-000058
Timeframe
Current year
Filing year
2026
Fiscal year
0
Why it matters
Risk management needed
Signal category
Market

Extraction

Confidence
High
Relevance
80%
Sentiment
Negative
Detected
Jul 28, 2026
signal_type
sec-10q
signal_subtype
supplierConcentration

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/b96b62bb-1691-49df-9fbc-9a0ab7b0d985 returns this record as JSON. POST /v1/companies/enrich returns every signal for intuitive.com.

{
  "signal_id": "b96b62bb-1691-49df-9fbc-9a0ab7b0d985",
  "signal_type": "sec-10q",
  "signal_subtype": "supplierConcentration",
  "detected_at": "2026-07-28T07:04:58.413+00:00",
  "company": {
    "name": "Intuitive Surgical",
    "domain": "intuitive.com"
  },
  "data": {
    "detail": "The company significantly increased inventory by over half a billion dollars to buffer against supply chain shortages. This indicates a critical dependency on its supply chain and a strategic focus on improving robustness and resilience, opening opportunities for supply chain visibility and risk management vendors.",
    "metrics": {
      "timeframe": "current_year",
      "dollar_context": "Increase in inventory to mitigate supply chain risks during the six months ended June 30, 2026.",
      "dollar_millions": 515
    },
    "summary": "Increased inventory by $515M in H1 2026 to mitigate global supply chain disruption risks.",
    "excerpts": "Inventory, including the transfer of equipment from inventory to property, plant, and equipment, increased by $515 million, primarily to address the growth in our business, including the expansion of our leasing business, and to mitigate risks of disruption that could arise from global supply chain shortages.",
    "relevance": 0.8,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1035267/000103526726000058/isrg-20260630.htm",
    "filing_date": "2026-07-21",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "06/30",
    "sales_relevance": "Risk management needed",
    "signal_category": "market"
  }
}

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