The earnings call reflected mixed results with growth in the Systems and Services segment and milestones in teen treatments. However, there were significant challenges, including a decline in clear aligner revenues, economic uncertainty impacting performance in North America and Europe, and planned restructuring efforts to address these issues.

Company Guidance -

Q3 2025

During Align's second quarter 2025 earnings call, the company reported mixed results with total revenues at $1.012 billion, reflecting a 3.4% sequential increase but a 1.6% decline year-over-year. The Systems and Services segment saw a robust 13.9% sequential growth to $207.8 million, driven by strong sales of iTero Lumina scanner wand upgrades, despite a shortfall in full system sales. Clear aligner revenues were $804.6 million, up 1% sequentially, largely due to favorable foreign exchange rates, but down 3.3% year-over-year owing to lower ASPs and product mix shifts. The company noted a lower-than-expected volume in North America and Europe, attributed to economic uncertainties, fewer orthodontic starts, and increased competition from traditional braces. Align anticipates continued economic challenges and is planning a series of cost-reduction and operational realignment measures, expecting a GAAP operating margin of 13% to 14% for 2025. Looking ahead, the company projects Q3 2025 revenues between $965 million and $985 million, with a cautious outlook on the demand for clear aligners and new iTero systems, amid ongoing macroeconomic uncertainties.

Growth in Systems and Services Segment

Q2 revenues in Systems and Services were $207.8 million, an increase of 13.9% sequentially and 5.6% year-over-year, driven by iTero Lumina wand upgrades and increased services.

Record Teen Treatment Milestone

Over 6 million teens and kids have been treated with the Invisalign system globally, with a record number of teen cases in Q2.

Strong Performance in APAC Region

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

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.