ALGN · Healthcare
ALIGN TECHNOLOGY INC
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window
News · 2026-08-08
- Capital Return ProgramImportance 64 · Surprise 42Align Technology announced a $200 million share repurchase program alongside its Q2 2026 results. The buyback update was included with the company's Q3 and full-year guidance. The program represents a material…
News · 2026-08-07
- Hyderabad Manufacturing ExpansionImportance 64 · Surprise 42Align Technology plans to invest $200 million in a manufacturing facility in Hyderabad, India. The facility is expected to begin operations in 2027 and create more than 300 jobs. The expansion is intended to bring…
- Market Demand TrendsImportance 31 · Surprise 32Align Technology reported strong Clear Aligner demand in Q2 2026, with Clear Aligner revenue increasing 8.2% year over year. Growth was driven by higher case volumes and average selling prices, while international…
- Competition and Market ShareImportance 23 · Surprise 24Third-party reporting characterized Align as retaining dominant share in clear aligners, with Invisalign reported to account for more than 90% of the market. Competitive pressure reportedly eased after SmileDirectClub…
News · 2026-08-06
- Hyderabad Manufacturing InvestmentImportance 64 · Surprise 42Align Technology plans to invest $200 million in a manufacturing facility in Hyderabad, India. The facility is expected to begin operations in 2027 and create more than 300 jobs. The project is intended to increase…
- UK VAT LiabilityImportance 59 · Surprise 60Align Technology faces an estimated $37.5 million UK VAT liability following an adverse tribunal decision. The liability was reported in connection with the company's Q2 2026 results. The VAT exposure is financially…
- Revenue Performance and MixImportance 31 · Surprise 32Align Technology reported Q2 2026 revenue of $1,056.2 million, up 4.3% year over year. Clear Aligner revenue increased 8.2%, driven by higher case volumes and average selling prices. Systems and Services revenue faced…
- Market Demand TrendsImportance 31 · Surprise 32Align Technology reported strong Clear Aligner demand in Q2 2026, with Clear Aligner revenue increasing 8.2% year over year. Growth was driven by higher case volumes and average selling prices, while international…
10-Q · 2026-08-05
- Litigation and Legal RiskImportance 90 · Surprise 100Align recorded $69.3 million of legal settlements and contingencies during the six months ended June 30, 2026, compared with $4.2 million in the prior-year period. The six-month charge included $31.8 million related to…
- Capital Expenditure OutlookImportance 68 · Surprise 42Align expects fiscal-year 2026 capital expenditures of $125 million to $150 million. Planned spending primarily covers technology upgrades, additional manufacturing capacity, and ongoing maintenance. The outlook…
- Hyderabad Manufacturing InvestmentImportance 64 · Surprise 42Align announced a new manufacturing facility in Hyderabad, India, with operations expected to begin in 2027. The company expects to invest approximately $200 million over several years, including capital expenditures…
- Hyderabad Manufacturing ExpansionImportance 64 · Surprise 42Align announced its first manufacturing facility in India, located in Hyderabad, with operations expected to begin in 2027. The company plans to invest approximately $200 million over several years, including capital…
- Liquidity and Cash PositionImportance 62 · Surprise 46Cash and cash equivalents totaled $1,103 million at June 30, 2026, compared with $1,095 million at December 31, 2025. Approximately $861 million of the June 30 cash balance was held by foreign subsidiaries, and Align…
- UK VAT LiabilityImportance 59 · Surprise 60On July 7, 2026, the United Kingdom Upper Tribunal ruled that clear aligners are not dental prostheses and are subject to the standard value-added tax rate. Align recorded an estimated UK VAT liability of approximately…
- Capital Return ProgramImportance 58 · Surprise 42In April 2025, Align’s Board authorized a program to repurchase up to $1.0 billion of common stock over a period of up to three years. The company repurchased approximately $98 million during the first half of 2026,…
- Income Tax Rate ChangesImportance 41 · Surprise 48The effective tax rate declined to 27.2% in the second quarter of 2026 from 28.2% in the prior-year quarter, reducing tax expense to $40.4 million from $48.9 million. For the first six months, the effective tax rate…
- Revenue Performance and MixImportance 37 · Surprise 32Second-quarter 2026 revenue increased 4.3% year over year to $1,056.2 million, while six-month revenue increased 5.3% to $2,096.3 million. Clear Aligner revenue rose 8.2% to $870.9 million in the quarter and 7.8% to…
- Market Demand TrendsImportance 37 · Surprise 32Clear Aligner revenues increased 8.2% year over year to $871 million in the second quarter of 2026, while case volume rose 7.4% to 691.8 thousand shipments. Invisalign-trained doctor submitters increased 3.4% to 89.2…
- Trade Policy and TariffsImportance 32 · Surprise 24Management identifies uncertainty surrounding tariffs, retaliatory tariffs, and protectionist measures as a risk to revenue and cost of goods sold. The principal jurisdictions identified are the United States, China,…
- Product Launch and TransitionImportance 31 · Surprise 42Align expects customer and patient preferences to evolve as clear aligner and digital dentistry markets mature. The company is expanding treatment options through streamlined Clear Aligner configurations with limited…
- Supply Chain ConstraintsImportance 29 · Surprise 24Align identified potential availability risks for raw materials, components, and parts used in its products and by its suppliers. The company is pursuing supply-chain resiliency and footprint diversification through…
- Gross Margin DriversImportance 25 · Surprise 32Total gross margin increased to 71.7% in the second quarter of 2026 from 69.9% in the prior-year quarter, and to 71.3% for the first six months from 69.7%. Clear Aligner gross margin rose to 71.4% in the quarter and…
- Operating Expense TrendsImportance 24 · Surprise 14Selling, general and administrative expense increased $14.0 million, or 3.1%, to $462.7 million in the second quarter and increased $31.7 million, or 3.5%, to $928.0 million for the first six months. SG&A increases…
- Macroeconomic Factors ImpactImportance 20 · Surprise 24Align reports that inflation, elevated interest rates, energy costs, foreign-exchange volatility, and potential economic slowdowns are weakening consumer confidence and discretionary demand for dental services. Patient…
News · 2026-08-04
- Guidance and OutlookImportance 51 · Surprise 60Align Technology guided to Q3 2026 revenue of approximately $1.01 billion. The Q3 outlook was below analyst estimates because management expects continued migration toward lower-cost scanner models in Systems and…
- Guidance / OutlookImportance 51 · Surprise 60Align Technology issued Q3 and full-year 2026 guidance following its second-quarter results. Q3 revenue guidance was $1.01 billion, below analyst expectations. Management attributed the near-term pressure primarily to…
- Product Launch and TransitionImportance 40 · Surprise 42The Systems and Services segment is experiencing softness as customers shift toward lower-cost scanner models. Align also cited flexible acquisition programs as contributing to the scanner mix change. The transition is…
- Revenue Performance and MixImportance 31 · Surprise 32Align Technology reported Q2 2026 revenue of $1,056.2 million, up 4.3% year over year. Clear Aligner revenue increased 8.2%, driven by higher case volumes and average selling prices. Systems and Services revenue faced…
- Net Income and EPS PerformanceImportance 24 · Surprise 14Align Technology reported Q2 2026 net profit of $108.29 million. Diluted EPS was reported at $1.51 for the quarter ended June 30, 2026. Despite revenue growth of 4.3% to $1.06 billion, net income and diluted EPS…