Verified peer comparison

BDX vs ISRG

Becton, Dickinson and Company compared with Intuitive Surgical, Inc.. This page compares both source-verified company profiles and does not introduce an unverified price target.

BDX

Becton, Dickinson and Company

$189.43

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ISRG

Intuitive Surgical, Inc.

$189.43

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Company-specific comparison

Business exposure

BDX: Health Care Equipment

ISRG: Health Care Equipment

Upside lens

BDX: A broad installed base supports repeat demand for needles, syringes, diagnostic consumables and medication-management supplies. New pharmacy automation, microbiology and interventional products can improve mix and customer workflows. A focused separation can simplify the remaining business and sharpen capital allocation if executed cleanly.

ISRG: Continued da Vinci and Ion procedure growth increases utilization and expands recurring instruments, accessories, and service demand. Growing da Vinci 5 placements can refresh the installed base, deepen customer adoption, and support higher system and recurring revenue over time. Expansion of the da Vinci and Ion installed bases increases the platform available for future procedures, services, and instruments and accessories revenue.

Risk lens

BDX: Carve-out costs, stranded overhead and operational disruption could dilute expected portfolio benefits. Medical-device recalls, remediation or regulatory findings can interrupt supply and raise costs. Provider labor and capital constraints can delay equipment upgrades and pressure pricing.

ISRG: Tariffs are expected to reduce gross margin, and additional measures beyond those assumed in guidance could have a material financial effect. New systems and indications require regulatory clearances, while expanding robotic-surgery competition could pressure placements, pricing, or utilization. A large share of systems placed under operating leases increases exposure to customer utilization and can delay revenue recognition relative to outright sales.

Verified sources

BD Reports Second Quarter Fiscal 2026 Financial ResultsBecton, Dickinson and Company · earningsVerified