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Intuitive Surgical10-Q: Supplier concentration

ISRG increases inventory by $267M to combat global supply chain disruption risks.

What happened

The company is buffering against supply chain instability by significantly increasing inventory and pursuing vertical integration.

Source

SEC EDGARApr 22, 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 $267 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/1035267/000103526726000032/isrg-20260331.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
03/31
Filed
Apr 22, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$267M (increase in inventory to mitigate supply chain risk)

Details

CIK
1035267
Accession number
0001035267-26-000032
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Risk management needed
Signal category
Market

Extraction

Confidence
High
Relevance
80%
Sentiment
Negative
Detected
Apr 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/4f9544dc-9e35-46d3-bc0b-087abdc908c1 returns this record as JSON. POST /v1/companies/enrich returns every signal for intuitive.com.

{
  "signal_id": "4f9544dc-9e35-46d3-bc0b-087abdc908c1",
  "signal_type": "sec-10q",
  "signal_subtype": "supplierConcentration",
  "detected_at": "2026-04-28T10:05:23.523+00:00",
  "company": {
    "name": "Intuitive Surgical",
    "domain": "intuitive.com"
  },
  "data": {
    "detail": "The company is buffering against supply chain instability by significantly increasing inventory and pursuing vertical integration. This highlights a critical pain point around supplier reliability and creates opportunities for supply chain visibility software, logistics partners, and advanced manufacturing solutions.",
    "metrics": {
      "timeframe": "current_quarter",
      "dollar_context": "increase in inventory to mitigate supply chain risk",
      "dollar_millions": 267
    },
    "summary": "ISRG increases inventory by $267M to combat global supply chain disruption risks.",
    "excerpts": "Inventory, including the transfer of equipment from inventory to property, plant, and equipment, increased by $267 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/1035267/000103526726000032/isrg-20260331.htm",
    "filing_date": "2026-04-22",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "03/31",
    "sales_relevance": "Risk management needed",
    "signal_category": "market"
  }
}

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