The earnings call presented a mixed outlook with some strong areas of growth in specific segments and regions. However, the overall performance was overshadowed by significant challenges, particularly in North America and Europe, and a decline in revenue. The company faces ongoing macroeconomic uncertainties and plans restructuring actions to address these challenges.

Company Guidance

In the second quarter of 2025, Align Technology reported mixed financial results, with total Q2 revenues at $1.012 billion, reflecting a sequential increase of 3.4% but a year-over-year decline of 1.6%. Revenues from the Systems and Services segment rose 13.9% sequentially and 5.6% year-over-year, driven by the iTero Lumina wand upgrades, although sales of full iTero Lumina Systems were lower than expected. Clear aligner revenues, at $804.6 million, increased 1% sequentially, primarily due to favorable foreign exchange, but decreased 3.3% year-over-year, impacted by lower ASPs and product mix shifts. The operating margin stood at 16.1%, a 2.7-point increase sequentially, yet a 1.7-point increase year-over-year. Align anticipates further economic uncertainties and plans restructuring actions, expecting onetime charges of $150 million to $170 million in the second half of 2025, with a projected GAAP operating margin of 13% to 14% for the fiscal year. The company aims for a 5% to 15% revenue growth over the long term, despite the current challenges.

Record Number of Doctors

Achieved a record number of doctors shipped to for the second quarter, demonstrating strong engagement with the professional community.

Systems and Services Segment Growth

Q2 '25 revenues for Systems and Services were $207.8 million, an increase of 13.9% sequentially and 5.6% year-over-year, primarily driven by iTero Lumina wand upgrades.

Invisalign First Growth

Invisalign First was a key year-over-year growth driver across all regions, reflecting rising demand for early intervention solutions.

Strong APAC Region Performance

Q2 clear aligner volume grew year-over-year in APAC, with increased submitters across orthodontists and GP channels, particularly driven by China.

Record Milestone for Teen Treatments

Surpassed a significant milestone of over 6 million teens and kids treated with the Invisalign system globally.

Align Tech (ALGN) Earnings, Revenues Date & History

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ALGN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	2.43 / -	2.35	―	―	―
Jul 30, 2025	2025 (Q2)	2.57 / 2.49	2.41	3.32% (+0.08)
Apr 30, 2025	2025 (Q1)	1.99 / 2.13	2.14	-0.47% (-0.01)
Feb 05, 2025	2024 (Q4)	2.45 / 2.44	2.42	0.83% (+0.02)
Oct 23, 2024	2024 (Q3)	2.31 / 2.35	2.14	9.81% (+0.21)
Jul 24, 2024	2024 (Q2)	2.34 / 2.41	2.22	8.56% (+0.19)
Apr 24, 2024	2024 (Q1)	1.97 / 2.14	1.82	17.58% (+0.32)
Jan 31, 2024	2023 (Q4)	2.18 / 2.42	1.73	39.88% (+0.69)
Oct 25, 2023	2023 (Q3)	2.26 / 2.14	1.36	57.35% (+0.78)
Jul 26, 2023	2023 (Q2)	2.04 / 2.22	2	11.00% (+0.22)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ALGN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 30, 2025	$203.57	$129.01	-36.63%
Apr 30, 2025	$173.30	$176.74	+1.98%
Feb 05, 2025	$216.36	$218.38	+0.93%
Oct 23, 2024	$207.66	$216.42	+4.22%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.