ALGN · 8-K · 20261028PR000077

Guidance and Outlook

ALIGN TECHNOLOGY INC · 2026-10-28 · Importance 75 · Surprise 60 · No source text

For Q4 2026, Align expects worldwide revenue of $1.000 billion to $1.020 billion, GAAP gross margin of approximately 71.0%, non-GAAP gross margin of approximately 72.0%, GAAP operating margin of approximately 20.0%, and non-GAAP operating margin of approximately 26.0%. For full-year 2026, it expects revenue of $4.110 billion to $4.130 billion, capital expenditures of $125 million to $150 million, and non-GAAP operating margin of approximately 23.7%, a 100-basis-point year-over-year improvement. Management expects to repurchase approximately $500 million of shares in 2026 and said its preliminary 2027 plan anticipates revenue growth and margin expansion in an operating environment consistent with current conditions.

Key facts

• Align expected Q4 2026 worldwide revenues of $1,000 million to $1,020 million. source
• Align expected Q4 2026 Systems & Services revenue of $170 million to $180 million. source
• Align expected 2026 worldwide revenue of $4,110 million to $4,130 million. source
• Align expected 2026 Systems & Services revenue of $715 million to $725 million. source
• Align expected 2026 GAAP operating margin of approximately 16.2%, up approximately 2.7 points year-over-year. source
• Align expected 2026 non-GAAP operating margin of approximately 23.7%, a 100-basis-point year-over-year improvement. source
• Align expected Q4 2026 GAAP operating margin of approximately 20.0% and non-GAAP operating margin of approximately 26.0%. source
• Align expected fiscal 2027 GAAP and non-GAAP operating margins to improve by approximately 100 basis points year-over-year. source

Impact estimates