Intuitive Surgical Inc.

Intuitive Surgical Inc., a Sunnyvale, California-based manufacturer of minimally invasive robotic-assisted surgical systems, operates as a prime contractor delivering da Vinci surgical platform components, instruments, accessories, and maintenance services to federal healthcare agencies and the Department of Defense on a full-and-open basis, with no set-aside activity and no reliance on subcontractors.

Intuitive Surgical sells concrete goods and maintenance services: da Vinci robotic surgical systems, EndoWrist instruments (staplers, forceps, scissors, needle drivers), surgical accessories (arm drapes, column drapes, universal seals, vessel sealers, cannulas, obturators, clip appliers), specialized components (suction irrigators, biopsy needles, cautery tools), and maintenance and sustainment services. Recent representative awards include a $512,000 delivery order from Defense Logistics Agency (DLA) Troop Support Medical in April 2025 for da Vinci maintenance services (fourth quarter) running through June 2026; a $318,000 medical capital equipment delivery order from DLA in April 2025; and a $100,040 purchase order from NIH Clinical Center awarded in June 2026.

Customer concentration is heavily skewed toward defense healthcare. The top five customer agencies account for 86% of award count and 91% of combined potential value. Defense Logistics Agency Troop Support Medical dominates both rankings with 12,352 awards ($3.06 billion combined potential value). The Department of Veterans Affairs Headquarters anchors significant dollar value ($1.2 billion combined) across a smaller set of 48 awards. VA Veterans Integrated Service Network 22, the Navy Bureau of Medicine and Surgery, and VA VISN 6 round out the active set, each representing material but smaller dollar shares. This split—DLA leading by award volume and dollars, VA HQ concentrated in fewer large contracts—signals a two-tier customer base: routine consumable resupply through DLA task orders and capital equipment procurements through VA.

Intuitive Surgical seats on five parent IDCs. The largest by task-order volume is Indefinite Delivery Contract SPE2D120D7005 (6,883 task orders, $53.6 million combined potential value), a DLA Troop Support Medical vehicle. The DLA Medical Capital Equipment Program generated 5,351 task orders worth $107.6 million. VA's Indefinite Delivery Contract VA11914D0001 anchors 1,393 task orders carrying $667.8 million in combined potential value—the second-largest dollar vehicle. Additional vehicles include contracts 36C10G19D0092 (213 task orders, $251.8 million) and SPE2D120D0006 (116 task orders, $48.4 million). All awards carry no set-aside designations.

The activity trajectory shows sustained high volume across recent years: 1,276 awards in 2022, 1,664 in 2023, and 1,832 in 2024, then a marked drop to 632 in 2025 and a single award in 2026 (source data snapshot current as of mid-July 2026). The recompete cliff in the next twenty-four months is minimal—only one award ($100 thousand combined potential value) faces completion, indicating most of Intuitive Surgical's current volume operates under stable, ongoing IDC vehicles rather than expiring task orders or contracts requiring recompete.

SCI-reported invoiced revenue on federal service contracts covered $10.5 million across FY2023–FY2024 (no FY2022 records). FY2023 showed $5.3 million across 0.4 FTEs, and FY2024 showed $5.2 million across 1.3 FTEs—a modest workforce scale for service-contract activity. Government-paid hourly rates on SCI work ran a wide spectrum: median around $3,637/hr, with senior labor and specialized surgical maintenance pricing through $10,341/hr. SCI is a thin slice of Intuitive Surgical's federal activity; the bulk of work is goods procurement and delivery orders, which SCI excludes. Across SCI-reportable prime contracts, the vendor performed 0% of hours through subcontractors, reflecting Intuitive Surgical's model as a direct manufacturer and service provider rather than a systems integrator.

Intuitive Surgical is a for-profit corporate entity with no federal grant recipient activity in the source (one sub-award on an Oregon Health & Science University grant for fluorophore development in nerve-sparing prostatectomy techniques is noted but represents minimal exposure). The company competes entirely as a full-and-open prime contractor with no minority, women-owned, SDVOSB, HUBZone, or other SBA designation activity in the award footprint. Its federal posture is that of a single-source supplier of specialized medical capital equipment and consumables to defense and VA healthcare systems, with no strategic reliance on teaming, subcontracting, or set-aside vehicles to sustain its federal footprint.