Intuitive Surgical Projects $165M Tariff Hit In 2025, Says Wait-And-See On Mitigation

Company Fears Losing Chinese Tender and Signals Strategic Supply Chain Shifts

 
• By Shubham Singh

Despite near-term cost pressures, Intuitive Surgical is expanding manufacturing and R&D in North America and Europe to meet demand for Ion, X and Xi systems.

The da Vinci robotic surgery maker is now forecasting a 1.7 percentage point gross margin headwind from newly implemented and expected trade barriers, primarily driven by escalating US-China tariffs.

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