ISRG大跌7%，CEO說今後受關稅影響成本。不太明白什麽意思，達芬奇手術機器人應該是在美國組裝，零件好多是進口的

Intuitive Surgical drops amid tariff concerns

Intuitive Surgical (NASDAQ:ISRG) was a notable decliner in the S&P 500 on Wednesday, falling ~7% in the afternoon trading as the maker of the da Vinci robotic surgical system flagged tariff-related concerns during an investor event.

At the Wells Fargo Healthcare Conference on Wednesday, CEO David Rosa and CFO Jamie Samath outlined the company’s strategic priorities for the next 5-10 years, and highlighted the impact of the Trump administration’s tariffs.

While the Sunnyvale, California-based MedTech said that its financial goals remain intact, it added that tariff headwinds for next year could exceed its Q2 projection for 2025, which stood at a 100 bps impact on revenue.

“So the 100 basis point guidance for the year is just as it continues to climb over the rest of the year as a function of how tariffs roll through inventory into COGS,” CFO Samath noted, adding that the company will wait until the situation stabilizes to come up with any mitigation strategies.