Align Technology zveřejní 28. října výsledky za třetí čtvrtletí; trh očekává tržby ve výši 1,01 miliardy USD a EPS 2,77 USD, což představuje meziroční nárůst o 1,1 %, respektive o 6,1 %.
Key Takeaways Align Technology is set to report Q3 earnings on Oct. 28, with EPS expected to rise 6.1% to $2.77.
Clear Aligner revenues are projected to grow 3.6%, aided by higher volumes and strong international demand.
ALGN's Systems and Services revenues may fall 8% amid capital equipment market challenges and uncertainty.
Align Technology, Inc. (ALGN - Free Report) is set to release third-quarter 2026 results on Oct. 28, after the closing bell.
In the last reported quarter, the company posted adjusted earnings per share (EPS) of $2.64, which surpassed the Zacks Consensus Estimate by 3.13%. Align Technology beat on earnings in each of the trailing four quarters, the average surprise being 9.36%.
ALGN’s Q3 EstimatesThe Zacks Consensus Estimate for revenues is pegged at $1.01 billion, which suggests 1.1% growth from the year-ago reported figure.
The Zacks Consensus Estimate for earnings is pinned at $2.77 per share, which implies a 6.1% rise from the year-ago recorded actuals.
Estimate Revision Trend Ahead of ALGN’s Q3 EarningsEstimates for earnings have moved south 1 cent to $2.77 per share in the past 30 days.
Here’s a brief overview of the company’s performance leading up to this announcement.
Factors Shaping ALGN’s Q3 PerformanceClear AlignerThe segment is likely to have benefited from higher Clear Aligner volumes, with particular strength across the EMEA, APAC and Latin America, with continued stability in North America. Both orthodontists and GP dentist channels may have seen volume growth, driven by growth across adults, teens and growing kids. From a product standpoint, it is likely to have seen strong contributions from Invisalign First, the Invisalign Palatal Expander and the Invisalign Mandibular Advancement with Occlusal Blocks (“MOAB”).
Dental and orthodontic service organizations (DSOs) must have remained a key, scalable growth channel in the to-be-reported quarter, with continued strong progress across all major regions. Meanwhile, the doctor subscription program (DSP), which includes retention, touch-up and relapse cases, is expected to have maintained strong momentum during the quarter.
The Zacks Consensus Estimate for Clear Aligner revenues indicates 3.6% year-over-year growth.
Labcorp Holdings Inc. Price and EPS SurpriseImaging Systems & CAD/CAM Services (Systems and Services)Within this segment, revenues are likely to have faced a negative impact from continued challenges in the capital equipment market with higher interest rates and increased macro uncertainty. However, in the previous quarter, scanner placements to new doctors reached a record level and increased double digits year over year, driven by continued adoption of iTero Lumina. We expect this trend to have continued in the to-be-reported quarter as well.
exocad achieved strong revenue growth, reinforcing the company’s strategy to integrate orthodontics and restorative dentistry within a customer and patient-centric digital platform. We expect this trend to have persisted in the third quarter as well.
The company introduced two new Align Digital Platform capabilities to enhance patient engagement, treatment planning and workflow efficiency. Combined with the Invisalign Palatal Expander platform and customized 3D-printed features, these innovations support a more integrated digital workflow from imaging and diagnosis to treatment delivery. We expect the development to have contributed to the company’s top-line growth.
The Zacks Consensus Estimate for the segment’s revenues implies a decrease of 8% on a year-over-year basis.
What Our Quantitative Model Predicts for ALGNPer our proven model, stocks with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold), along with a positive Earnings ESP, have a higher chance of beating estimates. However, this is not the case here, as you can see below:
Earnings ESP: Align Technology has an Earnings ESP of -2.03%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Zacks Rank: The company currently carries a Zacks Rank #4 (Sell). You can see the complete list of today’s Zacks #1 Rank stocks here.
Stocks Worth a LookHere are some medical stocks worth considering, as these have the right combination of elements to post an earnings beat this time around:
TG Therapeutics (TGTX - Free Report) has an Earnings ESP of +71.43% and a Zacks Rank #1 at present. The company is expected to release third-quarter 2026 results soon.
TGTX’s earnings beat estimates in one of the trailing four quarters and missed on the remaining three occasions, the average surprise being 184.65%. The Zacks Consensus Estimate for third-quarter EPS implies a decrease of 84.8% from the year-ago quarter’s figure.
Revvity (RVTY - Free Report) has an Earnings ESP of +1.03% and a Zacks Rank #2 at present. The company is slated to release third-quarter 2026 results on Nov. 3.
RVTY’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 6.59%. The Zacks Consensus Estimate for third-quarter EPS indicates an increase of 9.3% from the year-ago quarter’s figure.
Acadia Healthcare (ACHC - Free Report) has an Earnings ESP of +4.84% and a Zacks Rank #3 at present. The company is slated to release third-quarter results on Nov. 4.
ACHC’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 47.02%. The Zacks Consensus Estimate for third-quarter EPS calls for a decrease of 36.1% from the year-ago quarter’s figure.
Jednotný patentový soud nařídil společnosti Angelalign stáhnout z trhu a zničit produkty Torque Ridges, které porušují patent společnosti Align, a zaplatit náhradu škody; proti rozhodnutí se lze odvolat.
SAN JOSE, Calif. & TEMPE, Ariz.--(BUSINESS WIRE)--Align Technology, Inc. (“Align”) (Nasdaq: ALGN), a leading global medical device company that designs, manufactures, and sells the Invisalign® System of clear aligners, welcomes the decision of the Unified Patent Court (“UPC”) finding that aligner systems incorporating Angelalign’s Torque Ridges feature infringe Align’s European Patent EP 2 237 738 B1, which relates to Align’s Power Ridge® technology.
In August 2025, Align initiated patent infringement proceedings against several companies within the Angelalign Technology, Inc. corporate group (“Angel”) (Hong Kong Stock Exchange: 6699.HK) in multiple jurisdictions, including before the UPC, which covers participating European Union member states.
On October 16, 2026, the Paris Local Division of the UPC ruled that aligner systems incorporating Angel’s Torque Ridges feature infringe Align’s patent. The Court rejected Angel’s challenges to the validity of the patent, issued an injunction requiring Angel to recall and destroy infringing products, ordered Angel to pay damages to Align, and granted Align other relief. Angel must cease offering infringing aligner systems incorporating Torque Ridges in Austria, Belgium, Bulgaria, Denmark, Estonia, Finland, France, Germany, Italy, Latvia, Lithuania, Luxembourg, Malta, the Netherlands, Portugal, Slovenia, and Sweden. The decision is subject to appeal.
Commenting on the UPC decision, Arthur S. Hsieh, Align Technology vice president, Deputy General Counsel, Intellectual Property & Licensing, said, “The ruling represents a significant victory for Align and underscores the importance of protecting the innovations resulting from Align’s substantial and sustained investment in research and development. Angel has sought to downplay the impact of the ruling by emphasizing that Angel recently discontinued Torque Ridges in Europe and introduced a different feature called ‘Pressure Points.’ This should not obscure the significance of the Court’s decision: Angel’s Torque Ridges were found to infringe Align’s patented technology, and Angel has publicly stated that it will comply with the Court’s ruling, which requires Angel to recall and destroy infringing products, pay damages to Align, and take other remedial actions. Similarly, Angel’s characterization of Pressure Points as an “upgrade” or “next generation” of Torque Ridges should not be understood to establish that the two technologies are technically equivalent or that Pressure Points provide an equivalent alternative to Torque Ridges. Angel’s own public materials describe Pressure Points as based on the longstanding use of “hand-made dimples” to apply targeted forces to teeth. Align does not view Angel’s Pressure Points as a technological upgrade to, or an equivalent replacement for, the ridge-based technology at issue in the UPC proceeding.”
Align’s Power Ridge® technology is designed to apply targeted forces to improve root torque control and support predictable tooth movement. The Power Ridge feature remains available as an integral part of the Invisalign® System, providing doctors with differentiated technology to support high-quality patient care.
Align has not taken a public position on whether Angel’s Pressure Points implicate Align’s intellectual property rights. Align will continue to evaluate products and technologies offered by Angel and other market participants and will take appropriate action when necessary to protect its innovations and intellectual property.
The October 16 decision follows other recent developments in Align’s global patent enforcement actions against Angel. In February 2026, the UPC issued a preliminary injunction requiring Angel to cease infringement of Align’s patented ClinCheck® Live Update technology. That decision was subsequently upheld by the UPC Court of Appeal, and proceedings on the merits remain ongoing. In July 2026, the U.S. International Trade Commission (“ITC”) conducted an evidentiary hearing concerning five patents asserted by Align against Angel. Align expects an initial determination regarding the merits of its claims in November 2026. In August 2026, the Jinan Intermediate People's Court in China issued a first-instance judgment finding that Angel's use of its MasterForce biomechanical simulation system and ATreat digital orthodontic treatment design system to generate A7 and A7 Speed premolar extraction treatment solutions infringes Align's patent rights. The court further found that aligner products manufactured and sold using the accused technology also infringe. Angel has appealed the Jinan Court’s decision. Align continues to pursue additional patent infringement actions against Angel in China.
Align remains committed to advancing orthodontic treatment through differentiated technologies backed by decades of research, engineering, clinical experience, and investment, and to vigorously protecting the intellectual property underlying those innovations.
Align’s Cutting-Edge Global Operations
As a global leader in digital orthodontics and restorative dentistry with nearly 23.5 million Invisalign® patients treated worldwide, Align continues to transform the orthodontic industry through its global operations, advanced manufacturing capabilities, and doctor-directed treatment planning. Annually, Align invests over $300M in technology to give patients of all ages access to the smiles they want and deserve through Invisalign-trained doctors.
Align’s operations span the Americas, EMEA, and APAC regions, with clinical treatment planning centers in Costa Rica, Poland, China (Chengdu), Spain, France, Germany, and Japan. The company’s global aligner manufacturing operations includes world-class facilities in Juarez, Mexico; Wroclaw, Poland; and Ziyang, China; Vienna, Austria; San Jose, CA; and a new aligner manufacturing facility coming online in 2027 in Hyderabad, India, together forming the backbone of the world’s largest 3D printing network for dental aligners (appliances).
Align’s investments in global operations are designed to bring its facilities closer to doctor-customers and their patients. In Mexico, the Juarez facility serves as a strategic node in Align’s global supply chain, enabling fast and cost-effective delivery of aligners to customers in the U.S., Canada, Latin America, and beyond. In China, the Chengdu treatment planning center and Ziyang manufacturing facility are central to Align’s long-term investment strategy for China, supporting the local economy and one of its fastest-growing markets by helping Chinese doctors provide millions of Chinese consumers access to high-quality orthodontic care. Wroclaw, Poland is the operations hub for Align’s EMEA business, bringing operations and support closer to the more than 63,000 Invisalign-trained doctors in the region.
About Align Technology, Inc.
Align Technology designs and manufactures the Invisalign® System, the most advanced clear aligner system in the world, iTero™ intraoral scanners and services, and exocad™ CAD/CAM software. These technology building blocks enable enhanced digital orthodontic and restorative workflows to improve patient outcomes and practice efficiencies for over 302.0 thousand doctor-customers and are key to accessing Align’s 600-million-consumer market opportunity worldwide. Over the past 29 years, Align has helped doctors treat approximately 23.5 million patients with the Invisalign System and is driving the evolution in digital dentistry through the Align™ Digital Platform, our integrated suite of unique, proprietary technologies and services delivered as a seamless, end-to-end solution for patients and consumers, orthodontists and GP dentists, and labs/partners. Visit www.aligntech.com for more information.
For additional information about the Invisalign system or to find an Invisalign doctor in your area, please visit www.invisalign.com. For additional information about the iTero digital scanning system, please visit www.itero.com. For additional information about exocad dental CAD/CAM offerings and a list of exocad reseller partners, please visit www.exocad.com.
Invisalign, iTero, exocad, Align, Align Digital Platform and iTero Lumina are trademarks of Align Technology, Inc.
Align Technology vidí další růst Invisalignu v USA i zahraničí, i když slabší spotřebitelské prostředí brzdí ortodontický trh. Firma říká, že asi 75 % případů v Severní Americe stále používá dráty a zámky.
Why These 3 Tech Stocks Could Be the Best Opportunities You're OverlookingAlign Technology NASDAQ: ALGN sees continued growth potential for Invisalign clear aligners in the United States and internationally despite a challenging consumer environment, Chief Financial Officer John Morici said during a Baird investor conference.
Morici said inflation and patient reluctance to begin treatment have weighed on the orthodontics market over roughly the past 18 months. Those pressures can influence how orthodontists and general practitioners invest in their practices and whether patients move forward with treatment.
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Buy the Dip? These Earnings Misses Offer Long-Term UpsideStill, he said the company sees substantial room to replace traditional wires-and-brackets treatments with clear aligners. Morici said approximately 75% of combined teen and adult orthodontic cases in North America are still performed using wires and brackets.
“We have a huge opportunity to grow in U.S., just like the rest of the world, to get clear aligners, to have Invisalign,” Morici said.
Product and Financing Efforts Target Conversion MarketBeat Week in Review: 12/25 - 12/29Morici said Align is seeking to help doctors compete with the upfront economics of traditional orthodontic treatment by offering products with fewer included refinements. Those offerings can lower initial costs for practices compared with more comprehensive products, while giving doctors the option to pay for refinements later if needed.
The company is also emphasizing consumer financing options, which Morici described as increasingly important in converting potential patients. Align has worked with Healthcare Finance Direct and other lenders, he said, while also seeing financing become a larger consideration in Europe and other international markets.
In addition to financing, Morici said visualization tools that show prospective patients what their teeth may look like after treatment can support conversion at orthodontic and general-practice offices.
Align’s no-AA, or no-refinement, product initially launched with certain dental service organizations, or DSOs, in the U.S. and is being introduced to retail doctors. Morici said adoption has been favorable, although doctors must plan cases carefully when using products designed for limited or no refinements.
He said the strategy is intended to expand utilization by helping doctors choose Invisalign in situations where they might otherwise use wires and brackets because of a lower lab bill. While the company may collect less cash upfront on some cases, Morici said doctors using the products have tended to perform more Invisalign cases.
Align said no-refinement products can support gross-margin improvement by reducing the number of refinements in the product mix. The company is also offering touch-up and lower-stage products intended to meet different clinical and pricing needs. Morici said Align’s focus is primarily on converting wires-and-brackets cases rather than simply taking share from other clear-aligner providers. International Growth and New Product Rollouts Morici said international markets remain underpenetrated and have responded well to newer products, including Invisalign Personalization Experience, or IPE, and touch-up offerings. Align has expanded certain products into Europe and Asia-Pacific, including DSP in Asia during the second half of the year, he said.
He noted that 55% of Align’s business is outside North America and said that business has been growing at double-digit rates. India, Southeast Asia and Brazil have shown strong growth following investments in sales and marketing resources, according to Morici.
Within North America, he said DSOs account for about one-third of the company’s regional business and have also been growing at double-digit rates. The company’s key area of focus is North American retail business, which Morici characterized as roughly 30% of Align’s overall operations.
When discussing the company’s outlook, Morici said Align bases its guidance on recent business trends, current market conditions and product introductions rather than solely on year-over-year comparisons. He said Align’s first-half case volume rose about 7% on average, while its second-half guidance implied approximately 5% to 6% year-over-year volume growth.
China Volume-Based Procurement Could Expand Access Morici also addressed China’s orthodontic volume-based procurement, or VBP, process. Align currently operates predominantly in China’s private market, but Morici said the company expects the effects of VBP on public providers to extend to private pricing over time.
He said about 90% of orthodontic cases in China are performed with wires and brackets, while clear aligners remain a relatively small part of the market. Align expects its portfolio, ranging from comprehensive to more moderate and lower-stage cases, to allow it to compete in the VBP environment.
While pricing pressure could emerge, Morici said Align could gain volume by reaching doctors who previously did not use its products. He also pointed to the company’s manufacturing and treatment-planning operations in China as potential cost offsets.
The VBP process could create opportunities for Align to participate in public hospitals where it has had less exposure, he said. The company would evaluate tenders based on whether pricing, incremental revenue and costs make economic sense.
Margin Framework and Research Spending Morici said Align is pursuing productivity initiatives alongside volume growth, including shifting some manufacturing closer to regional markets to reduce freight costs and delivery times. He also cited a planned India facility focused on serving the Indian market, which he said could improve cycle times while reducing customs and duty costs.
He reiterated the company’s focus on structural profitability improvements, including product mix and operational programs. Morici said Align has discussed about 100 basis points of operating-margin improvement for the current year and at least 100 basis points for the following year.
On research and development, Morici said spending should gain leverage as products move from research into development and commercialization. He said investments in direct fabrication, resin technology and the iTero Lumina platform have increasingly shifted toward development, though the company intends to continue investing in technology and innovation.
About Align Technology (NASDAQ:ALGN)Align Technology, Inc NASDAQ: ALGN is a global medical device company that designs, manufactures and markets products used in orthodontics and digital dentistry. Its best-known product is the Invisalign system, a series of clear, removable aligners intended to gradually straighten teeth and address certain orthodontic conditions under the supervision of dental professionals.
The company also develops digital dentistry technologies, including iTero intraoral scanners and related software, which create digital impressions and support orthodontic, restorative and implant treatment planning.
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Align Technology rozšířila nabídku Invisalign; zahájení léčby u teenagerů a dospělých ve 2. čtvrtletí vzrostlo meziročně o 7,2 % na 240 000 případů. Počet skenů iTero stoupl o 16 %.
Key Takeaways Align Technology broadened Invisalign options, with teen and growing-patient starts up 7.2% year over year.ALGN uses DSO partnerships and digital campaigns to support digital dentistry adoption and volume growth.ALGN's iTero placements hit records, with scans up 16%, despite weak capital-equipment spending. Align Technology (ALGN - Free Report) is well-positioned for growth in the upcoming quarters as it continues to broaden the clinical reach of the Invisalign portfolio beyond traditional adult and teen alignment. The company is focused on increasing adoption of digital dentistry through DSO relationships, doctor support programs and consumer engagement. The iTero business is gaining traction, supported by record new-doctor placements and higher scan volumes. However, weak capital-equipment spending and currency movements continue to pose risks for Align Technology’s results.
Over the past year, this Zacks Rank #3 (Hold) stock has gained 15.1% compared with the 18.2% rise of the industry and the S&P 500 composite’s 16.5% growth.
The renowned medical device company has a market capitalization of $10.80 billion. ALGN projects a long-term estimated earnings growth rate of 10% compared with the 9.3% growth of the industry. Its earnings surpassed estimates in each of the trailing four quarters, the average surprise being 9.4%.
Let’s delve deeper.
Upsides for ALGN StockInvisalign Business Expansion: Align Technology’s Invisalign Palatal Expander, Invisalign First and Invisalign with Mandibular Advancement featuring Occlusal Blocks broaden treatment options for growing patients and more complex cases. The company expanded its Palatal Expander into key EMEA and APAC markets. The product launched commercially in India, Malaysia and Turkey, received a CE mark covering most of Europe and secured regulatory approval in China. Invisalign with Mandibular Advancement featuring Occlusal Blocks also expanded into India, Malaysia, the Philippines and Thailand, adding to its existing availability in the United States, Canada, Australia and New Zealand.
In the second quarter, teen and growing-patient treatment starts increased 7.2% year over year to 240,000 cases, led by China, Japan, Turkey, India and Brazil. Beyond orthodontics, Align Technology is linking clear aligner treatment with restorative care. The company expanded its Advanced Restorative Treatment initiative, and in the second quarter, exocad launched ART software that combines tooth alignment with restorative treatment planning.
Image Source: Zacks Investment Research
Strategic Alliances: Align Technology is leaning on dental service organizations, doctor-support programs and consumer outreach to broaden adoption of digital dentistry. The company has established relationships with DSOs, particularly in the United States, and had previously expanded partnerships with groups such as Smile Doctors and Heartland Dental. The strategy remained relevant in the second quarter of 2026, when DSO Clear Aligner volume grew at a double-digit rate year over year.
Align Technology has used digital campaigns across TikTok, Instagram, YouTube, Snapchat and WeChat, along with regional campaigns in Japan, India, Malaysia and Europe. Management’s second-half 2026 outlook assumes continued execution of these customer-focused initiatives, with financing, DSP, clinical education and DSO collaboration cited as areas showing early traction.
iTero in Focus: The company’s iTero intraoral scanners and exocad CAD/CAM software remain central to its digital dentistry strategy because each scan can connect diagnostics, treatment planning, restorative workflows and Clear Aligner conversion. The scanner business is shifting toward lower-cost configurations, certified pre-owned systems, leases and rentals, which reduce upfront revenues but lower the acquisition barrier for practices.
During the second quarter, scanner placements to new doctors reached a record level, increasing at a double-digit rate year over year, while the active installed base grew about 11%. More than 12.4 million restorative, wellness and orthodontic scans were completed in the quarter, up 16% year over year. Exocad revenues also increased at a double-digit rate.
What Ails ALGN Stock?Macroeconomic Concerns: Align Technology continues to operate in an uneven demand environment because orthodontic treatment and dental capital equipment purchases are sensitive to consumer and practice spending. Management cited softer retail demand and said its outlook does not assume better macroeconomic conditions. The capital equipment market remained weak as higher interest rates and economic uncertainty affected scanner purchasing decisions. This contributed to a 10.8% year-over-year decline in Systems and Services revenues during the second quarter.
Currency Volatility: Foreign exchange remains a recurring source of volatility because a sizable portion of Align Technology’s business is generated outside the United States. In the second quarter of 2026, currency movements reduced gross margin by about 0.8 points and operating margin by about 1.4 points year over year. Management expects the full-year 2026 revenue benefit from foreign exchange to trend toward approximately 100 basis points, but quarter-to-quarter currency changes can still affect ASPs, margins and reported earnings.
ALGN Stock Estimate TrendThe Zacks Consensus Estimate for Align Technology’s 2026 earnings per share (EPS) has remained constant at $11.31 in the past 30 days.
The Zacks Consensus Estimate for 2026 revenues is pegged at 4.17 billion. This suggests a 3.3% rise from the year-ago reported number.
Key PicksSome better-ranked stocks in the broader medical space are Veracyte (VCYT - Free Report) , Globus Medical (GMED - Free Report) and Teleflex (TFX - Free Report) .
Veracyte has an earnings yield of 4.7% against the industry’s negative 1.4% yield. Shares of the company have risen 28.2% against the industry’s 3.8% decline. VCYT’s earnings outpaced estimates in each of the trailing four quarters, the average surprise being 41.8%.
VCYT sports a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Globus Medical, sporting a Zacks Rank #1, has an earnings yield of 6.7% against the industry’s negative 1.4% yield. Its earnings surpassed estimates in each of the trailing four quarters, with the average surprise being 27.9%. GMED shares have rallied 27.3% against the industry’s 3.8% drop over the past year.
Teleflex, carrying a Zacks Rank #2 (Buy), has an estimated long-term earnings growth rate of 20.7% compared with the industry’s 14.5% growth. Its earnings beat estimates in three of the trailing four quarters and missed on one occasion, the average surprise being 3.2%. TFX shares have gained 4% against the industry’s 3.7% decline over the past year.
It has been about a month since the last earnings report for Align Technology (ALGN - Free Report) . Shares have lost about 8.4% in that time frame, underperforming the S&P 500.
But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Align Technology due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important catalysts.
ALGN Q2 Earnings and Revenues Beat, Margins RiseAlign Technology reported second-quarter 2026 non-GAAP earnings of $2.64 per share, up 6.0% year over year. The figure beat the Zacks Consensus Estimate by 3.1%. Revenues increased 4.3% to $1.06 billion and topped the consensus mark by 0.4%.
ALGN’s Clear Aligner Business Drives GrowthClear Aligner revenues increased 8.2% year over year to $870.9 million. This growth reflected higher shipment volumes, price increases, lower net deferrals and favorable foreign exchange. These gains were partly offset by higher discounts and a mix shift toward lower-priced products and countries.
Shipments to orthodontists and general practitioner dentists rose 7.8% and 6.6%, respectively. A record 89,200 doctors submitted Invisalign cases, while doctor utilization increased 3.8% year over year. International momentum was led by double-digit growth across EMEA and APAC, along with record second-quarter shipments in Latin America.
ALGN’s Systems Revenues Face Pricing PressureImaging Systems and CAD/CAM Services revenues declined 10.8% year over year to $185.3 million. Persistent softness in the capital equipment market and a shift toward lower-priced scanners, rentals and leasing programs weighed on reported revenues.
However, scanner unit placements increased by double digits, with placements to new doctors reaching a record. The active scanner installed base grew approximately 11%, while restorative, wellness and orthodontic scans increased 16% to more than 12.4 million. Exocad revenues also posted double-digit growth.
Align’s Margins Expand Despite Higher ExpensesThe second-quarter gross margin expanded 180 basis points year over year to 71.7%, driven by operational efficiencies, a tariff refund and higher Clear Aligner average selling prices. Non-GAAP gross margin also increased 180 basis points to 72.3%.
Operating expenses rose 10.7% to $603.4 million, mainly due to a U.K. value-added tax accrual and higher employee compensation. GAAP operating margin contracted 150 basis points to 14.6%, while non-GAAP operating margin expanded 160 basis points to 22.9%.
ALGN Boosts Cash Flow and Repurchase PlansAlign ended the second quarter with $1.10 billion in cash and cash equivalents, up from $1.06 billion at the end of the first quarter. Operating cash flow totaled $192.8 million, while free cash flow amounted to $157.1 million after capital expenditures of $35.7 million.
The company repurchased roughly 393,400 shares for $67 million during the quarter. Management increased its 2026 repurchase commitment to $400-$500 million. ALGN had $733.3 million remaining under its existing $1 billion authorization at quarter-end.
Align Sets Q3 View and Reaffirms 2026 OutlookFor the third quarter of 2026, Align expects worldwide revenues of $1.00-$1.02 billion. The Zacks Consensus Estimate for revenues is currently pegged at $1.01 billion, implying 1.4% growth.
For 2026, management continues to expect worldwide revenue growth of 3-4%. Clear Aligner volume is now projected to increase approximately 6%, while average selling prices are expected to be flat to slightly lower year over year. The Zacks Consensus Estimate for 2026 revenues is currently pinned at $4.17 billion, projecting 3.3% growth.
How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a downward trend in fresh estimates.
VGM ScoresCurrently, Align Technology has a nice Growth Score of B, though it is lagging a lot on the Momentum Score front with a D. However, the stock has a score of B on the value side, putting it in the second quintile for this investment strategy.
Overall, the stock has an aggregate VGM Score of B. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. Interestingly, Align Technology has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
Performance of an Industry PlayerAlign Technology belongs to the Zacks Medical - Dental Supplies industry. Another stock from the same industry, West Pharmaceutical Services (WST - Free Report) , has gained 1.9% over the past month. More than a month has passed since the company reported results for the quarter ended June 2026.
West Pharmaceutical reported revenues of $872.3 million in the last reported quarter, representing a year-over-year change of +13.8%. EPS of $2.37 for the same period compares with $1.84 a year ago.
For the current quarter, West Pharmaceutical is expected to post earnings of $2.18 per share, indicating a change of +11.2% from the year-ago quarter. The Zacks Consensus Estimate has changed -0.4% over the last 30 days.
The overall direction and magnitude of estimate revisions translate into a Zacks Rank #2 (Buy) for West Pharmaceutical. Also, the stock has a VGM Score of F.
Align ve Spojeném království zaúčtovala závazek z DPH ve výši 37,5 mil. USD po zrušení dřívější výjimky. Od 7. září začne u vybraných produktů účtovat 20% DPH, ceny ale nemění.
Key Takeaways Align recorded a $37.5M U.K. VAT liability after the tribunal reversed the prior tax exemption.Align will charge 20% VAT on certain U.K. products from Sept. 7 while keeping list prices unchanged. ALGN expects about 6% Clear Aligner volume growth as international demand helps offset U.K. uncertainty. Align Technology (ALGN - Free Report) is dealing with a new U.K. tax issue in 2026. A July Upper Tribunal decision overturned the prior value-added tax exemption for clear aligners, adding a fresh earnings and pricing variable.
The ruling arrives as international Clear Aligner demand remains healthy but foreign exchange, softer retail demand and scanner mix continue to complicate the margin picture.
ALGN Absorbs a $37.5 Million U.K. VAT LiabilityAlign recorded an estimated $37.5 million liability, including interest, after the U.K. Upper Tribunal reversed the earlier VAT-exemption ruling. The charge makes the dispute an immediate earnings matter rather than a legal issue with only future consequences.
The accrual also contributed to higher second-quarter operating expenses. Those expenses rose 10.7% year over year to $603.4 million, with the U.K. VAT accrual and higher employee compensation among the main drivers.
In the past year, ALHC shares have risen 25.1% compared with the industry’s 21.5% growth.
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Align Will Add 20% VAT Without Raising List PricesFrom Sept. 7, 2026, Align plans to charge 20% VAT on applicable U.K. Invisalign aligners and Vivera retainers while keeping list prices unchanged. That changes the economics of an established product line without changing published list prices.
The development adds another pricing variable in the U.K. Align already expects 2026 Clear Aligner average selling prices to be flat to slightly down from 2025, reflecting broader mix pressure across countries and products.
Per the Zacks Consensus Estimate, the company’s 2026 revenues are pegged at $4.17 billion, indicating 3.3% year over year growth.
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ALGN’s Appeal Keeps the Final Cost UncertainAlign plans to appeal the tribunal decision, so the final financial outcome remains unresolved. The $37.5 million liability is already recorded, but the longer-term cost and operating consequences will depend on how the appeal process develops.
That distinction matters for investors. The current accrual is visible in 2026 results, while the durability of the VAT treatment remains uncertain and could continue to influence how Align manages the U.K. business.
Align Faces the VAT Issue Amid Other Margin PressuresForeign exchange was already weighing on profitability before the VAT issue became more prominent. In the second quarter, currency movements reduced gross margin by about 0.8 percentage points and operating margin by about 1.4 points year over year.
The broader dental market provides useful context. DENTSPLY SIRONA Inc. (XRAY - Free Report) manufactures professional dental products and technologies across equipment, consumables and specialty products. Henry Schein, Inc. (HSIC - Free Report) supplies office-based dental practitioners with merchandise, equipment and technology solutions, making both relevant industry reference points even though Align’s VAT dispute is company-specific.
ALGN’s Global Growth Helps Offset the U.K. RiskInternational Clear Aligner growth remains a counterweight. Second-quarter volume increased at double-digit rates in both EMEA and APAC, while Latin America delivered record second-quarter shipments.
That geographic momentum supports Align’s broader 2026 volume outlook. Management now expects Clear Aligner volume growth of approximately 6%, leaving investors to weigh expanding international demand against the incremental cost and uncertainty concentrated in the U.K.
Align’s Ratings Point to Caution Around the EventThe VAT ruling has already created a measurable charge, while the appeal leaves the longer-term impact unsettled. For 2026, the issue adds to currency and mix pressures rather than standing alone as the only driver of Align’s earnings outlook.
ALGN currently carries a Zacks Rank #3 (Hold), with a Value Score of B, Growth Score of B, VGM Score of B and Momentum Score of F. The B scores are favorable within the Style Score framework, but the F Momentum Score signals weak timing support. That combination is consistent with monitoring the appeal and operating impact rather than treating the VAT ruling by itself as a decisive bullish or bearish catalyst.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Align Technology (ALGN - Free Report) came out with quarterly earnings of $2.64 per share, beating the Zacks Consensus Estimate of $2.56 per share. This compares to earnings of $2.49 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +3.13%. A quarter ago, it was expected that this maker of the Invisalign tooth-straightening system would post earnings of $2.26 per share when it actually produced earnings of $2.58, delivering a surprise of +14.16%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Align Technology, which belongs to the Zacks Medical - Dental Supplies industry, posted revenues of $1.06 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.43%. This compares to year-ago revenues of $1.01 billion. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Align Technology shares have added about 12.5% since the beginning of the year versus the S&P 500's gain of 8.5%.
What's Next for Align Technology?While Align Technology has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Align Technology was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $2.88 on $1.02 billion in revenues for the coming quarter and $11.36 on $4.19 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical - Dental Supplies is currently in the top 40% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
McKesson (MCK - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 5.
This prescription drug distributor is expected to post quarterly earnings of $9.59 per share in its upcoming report, which represents a year-over-year change of +16.1%. The consensus EPS estimate for the quarter has been revised 0.2% higher over the last 30 days to the current level.
McKesson's revenues are expected to be $104.39 billion, up 6.7% from the year-ago quarter.
Align Technology přidá do správní rady tři nové nezávislé členy a zahájí revizi provozu po jednáních s Elliott Investment Management. Firma zároveň zvýšila cíl zpětného odkupu akcií na 400 až 500 milionů USD.
CompaniesJuly 29 (Reuters) - Align Technology (ALGN.O), opens new tab said on Wednesday it will add three new independent directors to its board and launch a review of its operations, following talks with activist investor Elliott Investment Management.
Shares of the company were down 4.5% in extended trading.
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Align has hired a leading global consulting firm to conduct a comprehensive review of its operations and business model. The company said the review will focus on improving revenue growth and boosting profit margins.
The changes follow discussions with Elliott, one of Align's largest shareholders.
Marc Steinberg, a partner at Elliott, in a statement called Align a market leader with significant growth potential. "We believe the board enhancements and other actions announced today are important steps toward delivering on this opportunity," he said.
The medical device company, best known for making Invisalign clear teeth aligners, said it raised its share buyback target for the year to between $400 million and $500 million, up from the earlier target of $200 million, citing confidence in its long-term value.
Reporting by Padmanabhan Ananthan in Bengaluru; Editing by Shailesh Kuber and Sahal Muhammed
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Align Technology má 29. července oznámit výsledky za 2. čtvrtletí; tržby mají podle odhadu vzrůst meziročně o 3,9 % na 1,05 miliardy USD. Tahounem má být segment Clear Aligner s růstem tržeb o 6,3 %.
Key Takeaways ALGN is set to report Q2 2026 results on July 29, with revenues expected to grow 3.9% year over year. ALGN's Clear Aligner segment is expected to benefit from higher volumes across regions and patient groups.Align Technology's digital tools, scanner adoption and ART pilot may support second-quarter revenue growth. Align Technology, Inc. (ALGN - Free Report) is set to release second-quarter 2026 results on July 29, after the closing bell.
In the last reported quarter, the company posted adjusted earnings per share (EPS) of $2.58, which surpassed the Zacks Consensus Estimate by 14.16%. Align Technology beat on earnings in three of the trailing four quarters and missed on one occasion, the average surprise being 7.80%.
ALGN’s Q2 EstimatesThe Zacks Consensus Estimate for revenues is pegged at $1.05 billion, which suggests 3.9% growth from the year-ago reported figure.
The Zacks Consensus Estimate for earnings is pinned at $2.56 per share, which implies a 2.8% rise from the year-ago recorded actuals.
Estimate Revision Trend Ahead of ALGN’s Q2 EarningsEstimates for second-quarter earnings have remained unchanged at $2.56 per share in the past 30 days.
Here’s a brief overview of the company’s performance leading up to this announcement.
The segment is likely to have benefited from higher Clear Aligner volumes, with particular strength across the EMEA, APAC and Latin America, with continued stability in North America. Both orthodontists and GP dentist channels may have seen volume growth, driven by growth across adults, teens and growing kids. From a product standpoint, it is likely to have seen strong contributions from Invisalign First and the Invisalign Palatal Expander with Mandibular Advancement with Occlusal Blocks.
Dental and orthodontic service organizations (DSOs) must have remained a key, scalable growth channel in the to-be-reported quarter, with continued strong progress across all major regions. Meanwhile, the doctor subscription program (DSP), which includes retention, touch-up and relapse cases, is expected to have maintained strong momentum during the quarter.
The Zacks Consensus Estimate for Clear Aligner revenues indicates 6.3% year-over-year growth.
Align Technology, Inc. Price and EPS SurpriseImaging Systems & CAD/CAM Services (Systems and Services)
Within this segment, revenues are likely to have benefited from higher volumes across all regions and continued adoption of iTero Lumina scanner. In the first quarter, the total installed base of active scanners exceeded 125,000 globally. We expect this trend to have continued in the to-be-reported quarter as well.
exocad achieved strong revenue growth, reinforcing the company’s strategy to integrate orthodontics and restorative dentistry within a customer and patient-centric digital platform. We expect this trend to have persisted in the second quarter as well. Following the successful launch of Invisalign Advanced Restorative Treatment (ART) pilot in the EMEA, Align recently began an Invisalign ART pilot in the United States with labs and doctors beginning training in several markets. We expect the development to have contributed to the company’s top-line growth.
The company’s growing suite of digital diagnostic tools, including Align Oral Health Suite and Align X-ray Insights, helps doctors identify conditions earlier and deliver clearer, more informed treatment recommendations. We expect all these tools to have positively impacted Align Technology’s revenues in the second quarter.
The Zacks Consensus Estimate for the segment’s revenues implies a decrease of 5.5% on a year-over-year basis.
What Our Quantitative Model Predicts for ALGNPer our proven model, stocks with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold), along with a positive Earnings ESP, have a higher chance of beating estimates. However, this is not the case here, as you can see below:
Earnings ESP: Align Technology has an Earnings ESP of 0.00%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Zacks Rank: The company currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank stocks here.
Stocks Worth a LookHere are some medical stocks worth considering, as these have the right combination of elements to post an earnings beat this time around:
Hinge Health Inc. (HNGE - Free Report) has an Earnings ESP of +4.24% and a Zacks Rank #1. The company is expected to release second-quarter 2026 results soon.
In the trailing four quarters, HINGE delivered an average surprise of 179.54%. The Zacks Consensus Estimate for second-quarter EPS implies a decrease of 11.9% from the year-ago quarter’s figure.
Neurocrine Biosciences (NBIX - Free Report) has an Earnings ESP of +40.60% and a Zacks Rank #1 at present. The company is expected to release second-quarter 2026 results soon.
NBIX’s earnings surpassed estimates in three of the trailing four quarters and missed in one, the average surprise being 9.08%. The Zacks Consensus Estimate for the company’s second-quarter EPS calls for an increase of 112.3% from the year-ago quarter’s figure.
West Pharmaceutical Services (WST - Free Report) has an Earnings ESP of +1.09% and a Zacks Rank #2 at present. The company is slated to release second-quarter 2026 results on July 23.
WST’s earnings beat estimates in each of the trailing four quarters, the average surprise being 19.37%. The Zacks Consensus Estimate for WST’s second-quarter EPS implies a rise of 13% from the year-ago reported figure.
Align Technology uvedla, že s Evropskou komisí bude spolupracovat při vyšetřování zahájeném na základě stížnosti konkurenta. Firma obvinění odmítá a tvrdí, že její postupy jsou v souladu s pravidly hospodářské soutěže.
TEMPE, Ariz.--(BUSINESS WIRE)--Align Technology, Inc. (“Align”) (Nasdaq: ALGN), a leading global medical device company that designs, manufactures, and sells the Invisalign® System of clear aligners, iTero™ intraoral scanners, and exocad™ CAD/CAM software for digital orthodontics and restorative dentistry, today responded to the European Commission’s June 30 press release announcing an investigation involving the Company based on a complaint made by an Align competitor.
Align Technology is committed to conducting business with integrity and in full compliance with global competition laws. We believe fair, lawful competition drives innovation, expands choice, and delivers better outcomes for doctors and patients. Our success in the teeth-straightening market is built on the strength of our products and services — quality, innovation, and customer experience — not on unfair practices, and we strongly dispute any suggestion to the contrary.
Align’s iTero intraoral scanning platform is designed to support an open and diverse digital dental ecosystem, and supports a wide range of clinical workflows, including implants, restorative dentistry, digital orthodontics, and clear aligner treatment. iTero generated scans can be freely exported to order aligners other than Invisalign aligners. Align maintains a scan acceptance policy designed to ensure clinical quality, patient safety, and system reliability, including validation requirements for digital file submissions and the operational resources needed to support consistent processing across workflows.
The iTero intraoral scanning platform is used globally by dental professionals across diverse treatment modalities, with millions of scans performed annually, reflecting its role in enabling a broad and competitive marketplace for digital dentistry solutions. Since 2018, the iTero scanner has been used by healthcare professionals to perform over 24 million restorative, wellness, and orthodontic scans.
The Commission’s step is purely procedural and allows it to gather information. It does not reflect a conclusion on the merits of the case, nor does it constitute an accusation or a finding of wrongdoing. The opening of an investigation does not prejudge its outcome.
Align is confident that any review of Align’s scanner and scan acceptance policies will reflect the robust and dynamic nature of the teeth-straightening market and believes its practices comply with applicable competition laws. We will cooperate fully and engage constructively with the Commission through the appropriate channels.
For nearly 30 years, Align Technology has helped transform a market long dominated by wires and brackets, offering meaningful choices to customers across Europe and around the world. By introducing innovative digital dentistry solutions that expand treatment possibilities for doctors and their patients, Align has helped doctors transform smiles and change lives for millions of patients, a testament to the value of innovation and better patient experience. What began as an innovation has grown into a widely accepted treatment category, one that now extends beyond Invisalign aligners and iTero scanners across a diverse and competitive ecosystem.
About Align Technology, Inc.
Align Technology designs and manufactures the Invisalign® System, the most advanced clear aligner system in the world, iTero™ intraoral scanners and services, and exocad™ CAD/CAM software. These technology building blocks enable enhanced digital orthodontic and restorative workflows to improve patient outcomes and practice efficiencies for approximately 299.5 thousand doctor customers and are key to accessing Align’s 600 million consumer market opportunity worldwide. Over the past 29 years, Align has helped doctors treat approximately 22.8 million patients with the Invisalign System and is driving the evolution in digital dentistry through the Align™ Digital Platform, our integrated suite of unique, proprietary technologies and services delivered as a seamless, end-to-end solution for patients and consumers, orthodontists and GP dentists, and lab/partners. Visit www.aligntech.com for more information.
For additional information about the Invisalign system or to find an Invisalign doctor in your area, please visit www.invisalign.com. For additional information about the iTero digital scanning system, please visit www.itero.com. For additional information about exocad dental CAD/CAM offerings and a list of exocad reseller partners, please visit www.exocad.com.
Invisalign, iTero, exocad, Align, Align Digital Platform and iTero Lumina are trademarks of Align Technology, Inc.
