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Align Tech (ALGN)
NASDAQ:ALGN
Earnings Data
Report Date
Apr 29, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
2.29Last Year’s EPS
2.13Same Quarter Last Year
Moderate Buy
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a broadly positive operational and financial position: record quarterly and annual revenues, record clear aligner volumes, strong DSO momentum, improved profitability (non-GAAP), and constructive 2026 guidance. Notable challenges include YoY GAAP gross margin pressure, ASP declines, North America retail softness, China procurement uncertainty, and early margin dilution from direct fabrication. On balance, the company reported more significant and material positive developments than negatives and reiterated disciplined execution and cautious optimism for 2026.Company Guidance
Record Quarterly and Annual Revenues
Q4 revenues reached a record $1,048,000,000, up 5.3% year-over-year and 5.2% sequentially; fiscal 2025 revenues were a record $4,000,000,000, up 1.0% year-over-year.
Record Clear Aligner Volumes and Revenue
Fiscal 2025 clear aligner volumes were a record 2,600,000 cases, up 4.7% year-over-year; fiscal clear aligner revenues were $3,200,000,000, up 0.5% year-over-year. Q4 clear aligner volumes hit a record 677,000 cases, up 7.7% year-over-year, and Q4 clear aligner revenue was $838,100,000, up 5.5% year-over-year and 4.0% sequentially.
Strong Growth in Teens & Kids and DSP Touch-ups
A record 936,000 teens and kids started treatment in 2025, up 7.8% year-over-year. Total DSP touch-up cases shipped exceeded 136,000, up 36% versus 2024. Q4 teen and growing-kids starts were 230,000, up 7% year-over-year.
Improved Profitability and Margins
Fiscal 2025 non-GAAP operating margin was 22.7%, above outlook and the highest non-GAAP operating margin since 2021. Q4 non-GAAP operating margin was 26.1%, up 2.3 points sequentially and up 3.0 points year-over-year.
Systems & Services Momentum (iTero / Exocad)
Q4 systems and services revenue was $209,400,000, up 4.2% year-over-year and 10% sequentially. Lumina represented ~86% of full system units in the quarter and Exocad continued sequential/year-over-year revenue growth with pilots of ART in Europe.
Strong DSO Adoption and Channel Performance
DSOs represent ~25% of volume and remain high-growth partners; top 10 DSOs in The Americas grew double digits year-over-year with double-digit retention improvement, driving utilization and adoption across regions and channels.
Healthy Cash Position and Share Repurchases
Cash and cash equivalents were $1,094,900,000 as of 12/31/2025 (up $90.3M sequentially). The company repurchased ~2.9M shares in 2025 for $465.9M and has ~$831M remaining under the $1.0B repurchase program.
2026 Guidance and Confidence
Q1 2026 revenue guidance of $1,010,000,000–$1,030,000,000 (up 3%–5% YoY). Fiscal 2026 guidance: revenue growth of 3%–4% YoY, clear aligner volume growth mid-single digits, and non-GAAP operating margin target of ~23.7% (100 bps improvement YoY).
ALGN Earnings History
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 |
|---|---|---|---|
Feb 04, 2026 | $161.30 | $175.62 | +8.88% |
Oct 29, 2025 | $131.91 | $138.43 | +4.94% |
Jul 30, 2025 | $203.57 | $129.01 | -36.63% |
Apr 30, 2025 | $173.30 | $176.74 | +1.98% |
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.
FAQ
When does Align Tech (ALGN) report earnings?
Align Tech (ALGN) is schdueled to report earning on Apr 29, 2026, After Close (Confirmed).
What is Align Tech (ALGN) earnings time?
Align Tech (ALGN) earnings time is at Apr 29, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ALGN EPS forecast?
ALGN EPS forecast for the fiscal quarter 2026 (Q1) is 2.29.
