ALGN · 10-Q · 2026Q3 · Full report
Revenue Performance and Mix
ALIGN TECHNOLOGY INC · 2026-11-04 · Importance 25 · Surprise 32 · In source text
Third-quarter 2026 revenue increased 1.9% year over year to $1,014.8 million, while revenue for the first nine months increased 4.1% to $3,111.0 million. Clear Aligner revenue rose 4.2% to $839.3 million in the quarter and 6.6% to $2,566.2 million for nine months; quarterly growth reflected $48 million of volume gains, partly offset by $11 million from mix shift to lower-priced countries and products and $4 million from unfavorable foreign exchange. Systems and Services revenue declined 7.6% to $175.5 million in the quarter and 6.1% to $544.9 million for nine months, with quarterly declines driven primarily by lower-priced product mix and unfavorable foreign exchange. Clear Aligner case volume increased 6.6% in the quarter to 690.6 thousand, while revenue per case fell 2.4% year over year to $1,215.
Key facts
- For the first nine months of 2026, Align’s Clear Aligner revenue increase was driven by $150 million from volume and $45 million from favorable foreign exchange, partly offset by $36 million from higher discounts and mix shift to lower-priced countries and products. source
- Align’s Clear Aligner revenue increase in Q3 2026 was driven by $48 million from higher volume, partly offset by $11 million from mix shift to lower-priced countries and products and $4 million from unfavorable foreign exchange. source
- For the first nine months of 2026, Align’s Systems and Services revenue decrease included $64 million from mix shift to lower-priced products and $32 million from lower scanner-wand sales, partly offset by $38 million from higher system volume and $23 million from higher non-system sales and favorable foreign exchange. source
- For Q3 2026, Align’s Systems and Services revenue decrease included $19 million from mix shift to lower-priced products and unfavorable foreign exchange and $3 million from lower scanner-wand sales, partly offset by $3 million from higher system volume and $5 million from higher non-system sales. source
- Align says evolving preferences may cause larger and unpredictable geographic and product-mix and selling-price variations, including a shift from products with higher average selling prices to lower-ASP products. source
- Align’s clear aligner revenue per case shipment decreased 2.4%, from $1,245 in Q3 2025 to $1,215 in Q3 2026. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +14.8% | For the first nine months of 2026, Align’s Clear Aligner revenue increase was driven by $150 million from volume and $45 million from… |
| revenue | positive | realized | +4.4% | For the first nine months of 2026, Align’s Clear Aligner revenue increase was driven by $150 million from volume and $45 million from… |
| revenue | negative | realized | -3.5% | For the first nine months of 2026, Align’s Clear Aligner revenue increase was driven by $150 million from volume and $45 million from… |