ALGN · 10-Q · 2026Q3 · Full report

Trade Policy and Tariffs

ALIGN TECHNOLOGY INC · 2026-11-04 · Importance 40 · Surprise 42

The company identifies uncertainty about existing and future tariffs, retaliatory tariffs, and protectionist measures as potential risks to revenue and cost of goods sold. It specifically names the United States, China, Europe, Brazil, Canada, Israel, and Mexico as strategic countries or regions where government actions may affect the business. U.S.-China trade tensions could also limit or prohibit access to raw materials, components, and parts; the company says impacts depend on tariff rates, covered goods, timing, and retaliatory actions, and that it is monitoring and seeking to mitigate exposure.

Key facts

• Align says government actions involving actual or proposed tariffs and retaliation in the United States, China, Europe, Brazil, Canada, Israel and Mexico may adversely affect its revenue and cost of goods sold. source
• Align says US-China trade-war and geopolitical tensions may limit or prohibit availability of raw materials, components and parts needed for its products or its suppliers’ products. source
• Align says the effect of tariffs and trade restrictions may vary by time and region, making operating results uncertain and difficult to predict. source