ALGN · 10-Q · 2026Q2 · Full report

Revenue Performance and Mix

ALIGN TECHNOLOGY INC · 2026-08-05 · Importance 37 · Surprise 32 · In source text

Second-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 $1,726.9 million year to date, driven by higher case volume, favorable foreign exchange and pricing. Systems and Services revenue declined 10.8% to $185.3 million in the quarter and 5.3% to $369.4 million year to date, primarily because of lower-priced product mix and weaker scanner wand sales.

Key facts

• Imaging Systems and CAD/CAM services revenues for the three months ended June 30, 2026: $185 million, a decrease of 10.8% year-over-year. source
• Systems and Services net revenues for the three months ended June 30, 2026: $185.3 million compared to $207.8 million prior year, change $(22.5) million (10.8% decrease). source
• Revenues for the three months ended June 30, 2026: $1,056 million, an increase of 4.3% year-over-year. source
• Clear Aligner revenues for the three months ended June 30, 2026: $871 million, an increase of 8.2% year-over-year. source
• Total net revenues for the three months ended June 30, 2026: $1,056.2 million compared to $1,012.4 million in the prior year, a $43.7 million increase (4.3%). source
• Total Clear Aligner net revenues for the three months ended June 30, 2026: $870.9 million compared to $804.6 million prior year, change $66.3 million (8.2%). source
• For the three months ended June 30, 2026, Clear Aligner net revenues increased by $66 million compared to same period in 2025, primarily due to increase in volume which increased net revenues by $53 million and $13 million from favorable foreign exchange rates and price increases. source
• Net income for the three months ended June 30, 2026: $108 million with diluted net income per share of $1.51. source

Impact estimates