Key Takeaways
- Tariff costs will increase through 2025, driven by Chinese and US import duties.
Intuitive Surgical is bracing for a $165m hit to its 2025 cost of sales as rising global tariffs look set...
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
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.
More from Strategy
• By
Siemens Healthineers anticipates €400m-€500m tariff impact by 2026 but says it will mitigate losses through structural changes and pricing. Despite a revenue decline in diagnostics due to China’s VBP, diagnostics transformation activities, including cutting product, were “successful."
• By
For the third quarter of 2025, GE HealthCare projects year-over-year organic revenue growth in the range of 2%-3%. However, adjusted EPS is expected to decline in the high single digits year-over-year, reflecting the ongoing effect of tariff costs.
• By
Germany’s CorTec has implanted its wireless brain-computer interface in a stroke patient, launching a trial to test safety and whether brain stimulation during physical therapy can help restore movement where traditional rehab has failed.
• By
Thermo Fisher said the year-over-year impact of tariffs and related effects represented a 5% headwind to adjusted operating income and reduced reported margins by 140 basis points in the second quarter.
More from Medtech Insight
• By
For the third quarter of 2025, GE HealthCare projects year-over-year organic revenue growth in the range of 2%-3%. However, adjusted EPS is expected to decline in the high single digits year-over-year, reflecting the ongoing effect of tariff costs.
• By
Healthtechs are reflecting on the resignation of Sam Roberts as chief executive of NICE and how medtech assessment program changes underway at the England and Wales HTA body might be impacted.
• By
A panel of regulatory pros offered stakeholders tips for avoiding FDA citations after facility inspections. The July 29 webinar, hosted by ProPharma and Hyman Phelps and McNamara, follows the agency’s May announcement that it plans to up random foreign inspections.