尽管首次遇到真正的竞争，ISRG 仍在持续取胜：手术量实现十几（mid-teens）增长，系统装机量同比增长 28%，显示使用量在上升。55 倍市盈率从不便宜，但当前估值处于十年来最具吸引力的水平之一，而且竞争是受欢迎的。
逐段跳播
好，这里有个有意思的，我们有一阵没聊了。Intuitive Surgical，股票代码ISRG。这当然是机器人手术领域的领导者之一、先行者、头号玩家。这也许是它历史上第一次面对真正的竞争。嗯，但它仍在继续取胜。
All right, here's a fun one we haven't talked about in a while. Intuitive Surgical, ticker ISRG. This, of course, is one of the leaders, first mover, top dog in robotic surgery.
This is maybe the really the first time in its history it's faced like legitimate competition. Uh, but it continues to win.
我们最近刚拿到它的财报。手术量实现十几%的增长，这推动了经常性的耗材销售。嗯，耗材销售。它安装了546台Da Vinci系统，这算是它传统的核心胸腔手术系统；安装了56台Ion系统，也就是它的腔内系统；装机量比去年同期多28%；目前运行的机器人手术系统比一年前多13%；手术量增长15%。
We just got earnings from it recently. Mid- teens procedures growth that drives that recurring consumer sale. uh consumable sales placed 546 of its Da Vinci systems that's like its legacy core thoracic surgery system 56 of its ion systems which is its Indoluminal system that's 28% more systems installed than it did in the same quarter a year ago it has 13% more robotic surgery systems operating now than it did a year ago procedures growth 15%
数据表明，即使竞争出现，外科医生和医疗系统仍在继续增加对该公司的外科系统的使用。市盈率约55倍，自由现金流约40倍。它不便宜。按传统指标衡量，它从来不便宜。这是典型的打破常规者，但这些估值水平仍代表着我们从该公司见过的、或至少过去十年间最有吸引力的水平之一。
the math says that even with competition emerging surgeons and healthare systems continue increasing their usage of the company's surgical systems trades for about 55 times earnings 40 times fast cash flow.
It's not cheap. It's never cheap by traditional me metrics. This is a classic rule breaker but these levels they still represent some of the most attractive we've ever seen from the company or at least in the past decade.
我是说，我喜欢听到这个领域出现竞争，对吧？就像铁磨铁，越磨越利。所以，我不知道，也许它们未来一片光明。是的，这是一个我希望能早点买入的领域、一只我希望能早点买入的股票，在Motley Fool开始覆盖它的时候。
I mean, I like hearing about competition in this space, right? Like iron sharpens iron. So, I don't know, maybe they got a bright future ahead of them. Yeah, this is a space that I stock that I wish I would have bought a long time ago when Mly Fool started covering it.