Earnings summaries and quarterly performance for ALIGN TECHNOLOGY.
Executive leadership at ALIGN TECHNOLOGY.
Joseph M. Hogan
Detailed
President and Chief Executive Officer
CEO
JF
John F. Morici
Detailed
Chief Financial Officer and Executive Vice President, Global Finance
JC
Julie Coletti
Detailed
Executive Vice President, Chief Legal and Regulatory Officer
SH
Stuart Hockridge
Detailed
Executive Vice President, Global Human Resources
Board of directors at ALIGN TECHNOLOGY.
AL
Andrea L. Saia
Detailed
Director
AM
Anne M. Myong
Detailed
Director
CR
C. Raymond Larkin, Jr.
Detailed
Chairman of the Board
GJ
George J. Morrow
Detailed
Director
JL
Joseph Lacob
Detailed
Director
KJ
Kevin J. Dallas
Detailed
Director
KT
Kevin T. Conroy
Detailed
Director
MP
Mojdeh Poul
Detailed
Director
SE
Susan E. Siegel
Detailed
Director
Research analysts who have asked questions during ALIGN TECHNOLOGY earnings calls.
Elizabeth Anderson
Evercore ISI
6 questions for ALGN
Also covers: AGL, CAH, COR +23 more
EW
Erin Wright
Morgan Stanley
6 questions for ALGN
Also covers: BTSG, CAH, CI +18 more
Jason Bednar
Piper Sandler Companies
6 questions for ALGN
Also covers: COO, EDAP, GEHC +15 more
Michael Cherny
Leerink Partners
6 questions for ALGN
Also covers: ACCD, CAH, CERT +18 more
BV
Brandon Vazquez
William Blair & Company, L.L.C.
5 questions for ALGN
Also covers: CBLL, CVRX, DXCM +17 more
Jonathan Block
Stifel Financial Corp.
5 questions for ALGN
Also covers: COO, CUTR, ELAN +11 more
Michael Ryskin
Bank of America Merrill Lynch
5 questions for ALGN
Also covers: A, AVTR, BRKR +28 more
DS
David Saxon
Needham & Company
4 questions for ALGN
Also covers: ALC, ATEC, AZTA +11 more
Jeffrey Johnson
Robert W. Baird & Co. Inc.
4 questions for ALGN
Also covers: ALC, BBNX, COO +11 more
Kevin Caliendo
UBS
4 questions for ALGN
Also covers: AHCO, AMWL, CAH +15 more
Steven Valiquette
Mizuho
3 questions for ALGN
Also covers: CAH, COR, DOCS +12 more
VC
Vik Chopra
Wells Fargo & Company
3 questions for ALGN
Also covers: ATEC, CNMD, ENOV +8 more
DF
Dylan Finley
B. Riley Securities
2 questions for ALGN
Also covers: XRAY, ZIMV
Jeff Johnson
Robert W. Baird & Co.
2 questions for ALGN
Also covers: ALC, COO, HSIC +3 more
MS
Michael Sarcone
Jefferies
2 questions for ALGN
Also covers: ALC, AXGN, CTSO +12 more
SV
Steve Valiquette
Mizuho Financial Group, Inc.
2 questions for ALGN
Also covers: TALK
GS
Glen Santangelo
Jefferies
1 question for ALGN
Also covers: ANIP, BHC, COR +11 more
JB
Jon Block
Stifel, Nicolaus & Company, Incorporated
1 question for ALGN
Also covers: COO, DXCM, ELAN +4 more
Russell Yuen
William Blair & Company
1 question for ALGN
Also covers: ENOV, NVST
VC
Vikramjeet Chopra
Wells Fargo & Company
1 question for ALGN
Also covers: ATEC, CNMD, ENOV +9 more
Recent press releases and 8-K filings for ALGN.
Align Technology announces Q4 2025 results
ALGN
Earnings
Guidance Update
Share Buyback
- Q4 total revenue of $1.048 billion, up 5.3% YoY; full-year 2025 revenue of $4.0 billion, up 1% YoY
- Q4 clear aligner revenue of $838 million, up 5.5% YoY, on record volume of 677,000 cases, up 7.7% YoY
- Q4 non-GAAP operating margin of 26.1%, the highest since 2021, and GAAP operating margin of 14.8%
- Q4 free cash flow of $187.3 million; cash and cash equivalents of $1.095 billion; repurchased 0.7 million shares at an average $142.87 per share in Q4
- Q1 2026 revenue outlook of $1.01–$1.03 billion (+3%–5% YoY); full-year 2026 revenue growth expected at 3%–4% with non-GAAP operating margin of ~23.7%
16 hours ago
Align Technology reports Q4 2025 results
ALGN
Earnings
Guidance Update
- Record Q4 revenues of $1.048 billion, up 5.3% year-over-year, and full-year 2025 revenues of $4 billion, up 1% year-over-year
- Q4 clear aligner revenues of $838 million with record 677,000 cases shipped, up 5.5% in revenue and 7.7% in volume year-over-year
- Non-GAAP operating margin of 26.1%, the highest since 2021, and non-GAAP gross margin of 72% in Q4
- Q1 2026 revenue guidance of $1.01 billion–$1.03 billion (up 3–5% YoY) and full-year 2026 revenue growth of 3–4%, with GAAP operating margin expected near 18%
17 hours ago
Align Technology reports Q4 2025 results
ALGN
Earnings
Guidance Update
- Q4 revenues $1.048 B, +5.3% y/y; FY 2025 revenues $4.0 B, +1% y/y.
- Q4 clear aligner revenues $838 M, +5.5% y/y; record Q4 volume 677 K cases, +7.7% y/y; FY 2025 volume 2.6 M cases, +4.7% y/y.
- Q4 non-GAAP operating margin 26.1%, up 230 bps sequentially and highest since 2021; FY 2025 non-GAAP operating margin 22.7%.
- Q1 2026 revenue guidance $1.01 B–$1.03 B (+3%–5% y/y); FY 2026 revenue growth guidance +3%–4% with non-GAAP operating margin ~23.7%.
17 hours ago
Align Technology announces Q4 2025 and fiscal 2025 results
ALGN
Earnings
Guidance Update
- Record Q4’25 total revenues of $1,047.6 M (up 5.3% YoY), driven by clear aligner revenues of $838.1 M and 676.9 K aligner cases shipped (up 7.7% YoY).
- FY2025 total revenues of $4.0 B (up 0.9% YoY), clear aligner revenues of $3.2 B, and 2.6 M aligner cases shipped (up 4.7% YoY).
- GAAP Q4’25 gross margin of 65.3% (non-GAAP 72.0%); net income of $135.8 M or $1.89 EPS.
- Q1’26 revenue guidance of $1,010 M–$1,030 M (up 3%–5% YoY) and FY2026 revenue growth of 3%–4%, with mid-single-digit volume growth expected.
19 hours ago
Align Technology reports Q4 and FY 2025 results
ALGN
Earnings
Guidance Update
- Q4’25 total revenues were $1,047.6 M, up 5.2% QoQ and 5.3% YoY; Clear Aligner revenues were $838.1 M with volumes of 676.9 K cases, rising 4.5% QoQ and 7.7% YoY.
- Q4’25 GAAP gross margin was 65.3% and operating margin 14.8%; GAAP net income was $135.8 M or $1.89 diluted EPS (non-GAAP: $236.0 M, $3.29 EPS).
- FY 2025 total revenues reached $4.035 B (+0.9% YoY), with Clear Aligner revenues of $3.245 B (+0.5%) and Systems & Services at $789.6 M (+2.7%).
- FY 2025 GAAP net income was $410.4 M ($5.65 EPS); non-GAAP net income was $763.0 M ($10.51 EPS).
- For Q1’26, management expects revenues of $1,010 M–$1,030 M (+3–5% YoY) and Clear Aligner volumes up mid-single digits; full-year 2026 revenue growth is forecast at 3–4%, GAAP operating margin ~18%, non-GAAP ~23.7%.
19 hours ago
Align Technology launches Invisalign® System with mandibular advancement
ALGN
Product Launch
- Align introduced the Invisalign® System with mandibular advancement featuring occlusal blocks, a clear aligner solution that advances the mandible while straightening teeth to correct Class II skeletal and dental malocclusions.
- The system is intended for growing patients (ages 10–16) in late mixed or early permanent dentition, using occlusal blocks to leverage natural growth potential for efficient Class II correction.
- Benefits include streamlined treatment without auxiliary appliances, improved patient comfort and compliance via SmartTrack™ material, and predictable tooth movement through SmartForce™ and SmartStage™ technologies.
- The product is now commercially available to Invisalign-trained doctors across key Asia Pacific markets, including Australia, New Zealand, Japan, China, and Southeast Asia.
Dec 9, 2025, 2:00 AM
Align Technology outlines product and margin strategy at HealthCONx Conference
ALGN
Product Launch
New Projects/Investments
- Align Technology will launch the Zero by Three no-refinement, three-year aligner product suite broadly in North America in Q1 2026, followed by phased rollouts in Europe and APEC, offering doctors tiered pricing and the option to purchase refinements at $180 each in the U.S.
- CFO John Morici expects a 1%–2% ASP headwind in the near term from country and product mix shifts, offset by a targeted 100 bp operating margin improvement in 2026 driven by portfolio evolution and recent restructuring
- Partnerships with DSOs are delivering double-digit North American growth by emphasizing active patient conversion, digital treatment planning, financing solutions, and leveraging the DSP subscription program for aligners
- The company plans to initiate direct fabrication in 2026 with printed retainers using proprietary high-viscosity resin on Cubicure printers, progressing to more complex aligner products in 2027 to realize material and labor efficiencies
Dec 3, 2025, 1:20 PM
Align Technology outlines product and manufacturing strategy at HealthCONx conference
ALGN
Product Launch
Guidance Update
- Zero by Three product suite introduced, offering a 3-year no-refinement aligner option alongside existing 3- and 5-year plans, enhancing customer choice and aligning deferred revenue accounting across products.
- ASPs projected to decrease 1–2% in the near term due to country and product mix shifts and tiered discounts, while expecting 100 bps gross margin improvement and overall op-margin leverage from product evolution and restructuring.
- Adoption of an active patient engagement model in the U.S.—including intraoral scanning, treatment simulation, targeted financing under $100/month, and localized marketing—has driven double-digit growth in DSO volume.
- Align is positioned in China with end-to-end local operations to navigate evolving Value-Based Purchasing policies, viewing potential cost convergence between clear aligners and wires/brackets as an opportunity to expand its 15% aligner share.
- Direct-fabrication roadmap targets a retainer launch in 2026, using proprietary high-viscosity bio-sourced resin and Cubicure printers, progressing toward mass production of customized aligners with improved material and labor efficiency.
Dec 3, 2025, 1:20 PM
Align Technology details product launches and strategic priorities at HealthCONx Conference
ALGN
Product Launch
- Align to launch Zero by Three, a no-refinement, three-year aligner product in North America in 1Q26, with Europe and APEC rollouts later in the year; refinements priced at $180 per case in the U.S.
- ASP expected to decline 1–2% in the near term due to country and product mix, while targeting a 100 bp operating-margin improvement in 2026 through gross-margin gains and cost restructuring
- U.S. DSO channels experienced double-digit volume growth in 2025, driven by active patient conversion strategies and enhanced doctor support programs
- Direct-fabrication roadmap uses a bio-sourced, high-viscosity resin and the Cubicure platform, with the first 3D-printed retainer launching in 2026 and scale-up to complex aligners by 2027
Dec 3, 2025, 1:20 PM
Align Technology CFO outlines growth strategy at Piper Sandler Conference
ALGN
Product Launch
New Projects/Investments
- CFO John Morici noted US consumer demand remains stable, underpinning active conversion efforts through DSOs and targeted marketing to drive Invisalign case volumes.
- Over 50% of Align’s revenues come from underpenetrated international markets—including India, Southeast Asia and Eastern Europe—which are delivering strong double-digit growth via digital orthodontic adoption and DSO partnerships.
- In China, with <15% clear aligner penetration versus 85% wires/brackets, anticipated VBP reforms may narrow the price gap and accelerate clear aligner conversions, leveraging Align’s local manufacturing footprint.
- The company is expanding its portfolio with zero-refinement and tiered service options to give doctors pricing and treatment flexibility, rolling out broadly in North America in Q1 2026.
- Align’s direct-fabrication scale-up continues: retainers launch mid-2026, followed by more complex appliance production and full aligner manufacturing in 2027.
Dec 2, 2025, 1:00 PM
Quarterly earnings call transcripts for ALIGN TECHNOLOGY.
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