| Stage | ISRG | % of rev | ZBH | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $3.0B | 100.00% | $2.1B | 100.00% | ISRG ×1.48 |
| Gross profit | $2.1B | 68.37% | $1.5B | 71.18% | ZBH +2.8pp |
| Operating income | $593M | 19.44% | $308M | 14.91% | ISRG +4.5pp |
| Pre-tax income | $668M | 21.92% | $230M | 11.15% | ISRG +10.8pp |
| Net income | $524M | 17.20% | $192M | 9.29% | ISRG +7.9pp |
| Stage | ISRG | ZBH | Gap · A − B |
|---|---|---|---|
| Revenue | $3.0B100.00% | $2.1B100.00% | ISRG ×1.48 |
| Gross profit | 68.37%$2.1B | 71.18%$1.5B | ZBH +2.8pp |
| Operating income | 19.44%$593M | 14.91%$308M | ISRG +4.5pp |
| Pre-tax income | 21.92%$668M | 11.15%$230M | ISRG +10.8pp |
| Net income |
| 17.20%$524M |
| 9.29%$192M |
| ISRG +7.9pp |