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Side-by-side financial comparison of Intuitive Surgical (ISRG) and Western Digital (WDC). Click either name above to swap in a different company.
Western Digital is the larger business by last-quarter revenue ($3.0B vs $2.8B, roughly 1.1× Intuitive Surgical). Western Digital runs the higher net margin — 61.1% vs 29.8%, a 31.2% gap on every dollar of revenue. On growth, Western Digital posted the faster year-over-year revenue change (31.5% vs 23.0%). Over the past eight quarters, Intuitive Surgical's revenue compounded faster (17.4% CAGR vs -6.6%).
Intuitive Surgical, Inc. is an American biotechnology company that develops, manufactures, and markets robotic products designed to improve clinical outcomes of patients through minimally invasive surgery, most notably with the da Vinci Surgical System. The company is part of the Nasdaq-100, S&P 100 and S&P 500. As of 31 December 2021, Intuitive Surgical had an installed base of 6,730 da Vinci Surgical Systems, including 4,139 in the U.S.
Western Digital Corporation, doing business as WD, is an American data storage company headquartered in San Jose, California. Established in 1970, the company is one of the world's largest manufacturers of hard disk drives (HDDs).
ISRG vs WDC — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.8B | $3.0B |
| Net Profit | $826.0M | $1.8B |
| Gross Margin | 66.1% | 45.7% |
| Operating Margin | — | 30.1% |
| Net Margin | 29.8% | 61.1% |
| Revenue YoY | 23.0% | 31.5% |
| Net Profit YoY | 17.4% | 254.2% |
| EPS (diluted) | $2.28 | $4.73 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $2.8B | $3.0B | ||
| Q4 25 | $2.9B | $2.8B | ||
| Q3 25 | $2.5B | — | ||
| Q2 25 | $2.4B | $-1.2B | ||
| Q1 25 | $2.3B | $2.3B | ||
| Q4 24 | $2.4B | $4.3B | ||
| Q3 24 | $2.0B | $4.1B | ||
| Q2 24 | $2.0B | $3.8B |
| Q1 26 | $826.0M | $1.8B | ||
| Q4 25 | $794.8M | $1.2B | ||
| Q3 25 | $704.4M | — | ||
| Q2 25 | $658.4M | $282.0M | ||
| Q1 25 | $698.4M | $520.0M | ||
| Q4 24 | $685.7M | $594.0M | ||
| Q3 24 | $565.1M | $493.0M | ||
| Q2 24 | $526.9M | $39.0M |
| Q1 26 | 66.1% | 45.7% | ||
| Q4 25 | 66.4% | 43.5% | ||
| Q3 25 | 66.4% | — | ||
| Q2 25 | 66.3% | — | ||
| Q1 25 | 64.7% | 39.8% | ||
| Q4 24 | 68.0% | 35.4% | ||
| Q3 24 | 67.4% | 37.9% | ||
| Q2 24 | 68.3% | 35.9% |
| Q1 26 | — | 30.1% | ||
| Q4 25 | 30.2% | 28.1% | ||
| Q3 25 | 30.3% | — | ||
| Q2 25 | 30.5% | — | ||
| Q1 25 | 25.7% | 33.1% | ||
| Q4 24 | 30.4% | 19.9% | ||
| Q3 24 | 28.3% | 18.1% | ||
| Q2 24 | 28.2% | 5.7% |
| Q1 26 | 29.8% | 61.1% | ||
| Q4 25 | 27.7% | 41.9% | ||
| Q3 25 | 28.1% | — | ||
| Q2 25 | 27.0% | -24.4% | ||
| Q1 25 | 31.0% | 22.7% | ||
| Q4 24 | 28.4% | 13.9% | ||
| Q3 24 | 27.7% | 12.0% | ||
| Q2 24 | 26.2% | 1.0% |
| Q1 26 | $2.28 | $4.73 | ||
| Q4 25 | $2.19 | $3.07 | ||
| Q3 25 | $1.95 | — | ||
| Q2 25 | $1.81 | $0.72 | ||
| Q1 25 | $1.92 | $1.42 | ||
| Q4 24 | $1.89 | $1.63 | ||
| Q3 24 | $1.56 | $1.35 | ||
| Q2 24 | $1.46 | $0.15 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $2.0B |
| Total DebtLower is stronger | — | $4.7B |
| Stockholders' EquityBook value | $17.6B | $7.1B |
| Total Assets | $20.1B | $15.6B |
| Debt / EquityLower = less leverage | — | 0.65× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $2.0B | ||
| Q4 25 | $5.9B | $2.0B | ||
| Q3 25 | $4.9B | — | ||
| Q2 25 | $5.3B | $2.1B | ||
| Q1 25 | $4.5B | $3.5B | ||
| Q4 24 | $4.0B | $2.3B | ||
| Q3 24 | $4.2B | $1.7B | ||
| Q2 24 | $4.8B | $1.9B |
| Q1 26 | — | $4.7B | ||
| Q4 25 | — | $4.7B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $4.7B | ||
| Q1 25 | — | $7.3B | ||
| Q4 24 | — | $7.4B | ||
| Q3 24 | — | $7.4B | ||
| Q2 24 | — | $7.4B |
| Q1 26 | $17.6B | $7.1B | ||
| Q4 25 | $17.8B | $5.9B | ||
| Q3 25 | $16.9B | — | ||
| Q2 25 | $17.8B | $5.3B | ||
| Q1 25 | $17.1B | $5.2B | ||
| Q4 24 | $16.4B | $12.1B | ||
| Q3 24 | $15.6B | $11.6B | ||
| Q2 24 | $14.7B | $10.8B |
| Q1 26 | $20.1B | $15.6B | ||
| Q4 25 | $20.5B | $14.4B | ||
| Q3 25 | $19.4B | — | ||
| Q2 25 | $20.2B | $14.0B | ||
| Q1 25 | $19.2B | $16.4B | ||
| Q4 24 | $18.7B | $25.5B | ||
| Q3 24 | $17.7B | $24.8B | ||
| Q2 24 | $16.6B | $24.2B |
| Q1 26 | — | 0.65× | ||
| Q4 25 | — | 0.80× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.89× | ||
| Q1 25 | — | 1.42× | ||
| Q4 24 | — | 0.61× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | — | 0.69× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ISRG
| Instruments and accessories | $1.7B | 61% |
| Systems | $650.7M | 23% |
| Services | $433.7M | 16% |
WDC
| Cloud | $2.7B | 89% |
| Client Devices | $176.0M | 6% |
| Consumer | $168.0M | 6% |
