Filings monitor · ALGN

What ALIGN TECHNOLOGY INC's SEC filings said

10-Q for 2026Q3, filed 4 Nov 2026, and 1 8-K since. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

1. Guidance and Outlook75 · importance in its document · 8-K exhibit · 28 Oct 2026
   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…
2. Restructuring and Headcount66 · importance in its document · 8-K exhibit · 28 Oct 2026
   Q3'26 restructuring and other charges were $17.2 million, down from $31.8 million in Q3'25. The company said its 2026 and 2025 restructuring plans were intended to reduce headcount, increase efficiency, and lower the overall cost…
3. Capital Return Program64 · importance in its document · 8-K exhibit · 6 Nov 2026
   Align entered into a $270 million accelerated stock repurchase agreement with Goldman Sachs under its $1.0 billion stock repurchase program, approved by the Board in April 2025. The company expects total 2026 share repurchases to reach…
4. Operating Margin Drivers63 · importance in its document · 10-Q · 2026Q3
   Third-quarter 2026 operating income increased $72.9 million year over year to $169.2 million, and operating margin expanded to 16.7% from 9.7%. For the first nine months, operating income increased $74.7 million to $465.1 million and…
5. Liquidity and Cash Position61 · importance in its document · 10-Q · 2026Q3
   Cash and cash equivalents totaled $1,145 million at September 30, 2026, up from $1,095 million at December 31, 2025; approximately $860 million was held by foreign subsidiaries. The company had access to $300 million under its revolving…

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-Q · 2026Q3 filed 4 Nov 2026

Full report · Filing on EDGAR

• Operating Margin DriversImportance 63 · +1 more on this subject
  Third-quarter 2026 operating income increased $72.9 million year over year to $169.2 million, and operating margin expanded to 16.7% from 9.7%. For the first nine months, operating income increased $74.7 million to…
• Liquidity and Cash PositionImportance 61
  Cash and cash equivalents totaled $1,145 million at September 30, 2026, up from $1,095 million at December 31, 2025; approximately $860 million was held by foreign subsidiaries. The company had access to $300 million…
• Hyderabad Manufacturing InvestmentImportance 52
  Align plans to open its first manufacturing facility in India, in Hyderabad, with operations expected to commence in 2027. The company expects to invest approximately $200 million over several years, including capital…
• Manufacturing Capacity ExpansionImportance 52
  Align announced a new manufacturing facility in Hyderabad, India, its first manufacturing site in the country, with operations expected to begin in 2027. The company expects to invest approximately $200 million over…
• Hyderabad Manufacturing ExpansionImportance 52
  During the second quarter of 2026, Align announced plans for its first manufacturing facility in India, in Hyderabad, with operations expected to begin in 2027. The company expects to invest approximately $200 million…
• Capital Expenditure OutlookImportance 48
  Align expected fiscal 2026 capital expenditures of $125 million to $150 million, primarily for technology upgrades, additional manufacturing capacity, and ongoing maintenance. Capital expenditures were $111 million…
• Restructuring and HeadcountImportance 46
  Align initiated a workforce and business-group realignment plan in the third quarter of 2026 to right-size labor in response to the macroeconomic environment. The company expects total plan expenses of $35.0 million to…
• Income Tax Rate ChangesImportance 40
  The effective tax rate declined to 20.6% in the third quarter of 2026 from 40.1% in the prior-year quarter, while income tax provision decreased $3.0 million to $35.0 million. For the first nine months, the effective…
• Trade Policy and TariffsImportance 40
  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,…
• Capital Return ProgramImportance 38
  The April 2025 board authorization permits repurchases of up to $1.0 billion of common stock over a period of up to three years. Align repurchased approximately $201.2 million of shares during the nine months ended…
• Product Launch and TransitionImportance 34
  Align expects customer and patient preferences to evolve as clear-aligner and digital dentistry markets mature. It plans to offer more treatment choices for different goals and budgets, including streamlined Clear…
• Heartland InvestmentImportance 26
  Align invested an additional $100 million in Heartland during the first nine months of 2026. The investment was a principal driver of the $260.8 million of cash used in investing activities during the period. Align…

Capital spending check: Capital spending up sharply (Flagged, rule score 55).

8-K filings last 12 months

• New debt6 Nov 2026 · 8-K Item 2.03 · Routine · rule score 25
  Read from the attached exhibit: Capital Return Program · Liquidity and Cash Position
• CEO exit, planned succession28 Oct 2026 · 8-K Item 5.02 · Flagged · rule score 60
  “Joseph M. Hogan will continue to serve as the Company’s President and CEO through December 31, 2026, at which time he will retire and begin serving as a strategic advisor to the Company under the terms of an Executive Consulting…”
  Read from the attached exhibit: Management Changes · Market Demand Trends
• Results, no stated guidance change28 Oct 2026 · 8-K Item 2.02 · Routine · rule score 10
  Read from the attached exhibit: Guidance and Outlook · Restructuring and Headcount · UK VAT Liability
• Management change (filing not read)31 Aug 2026 · 8-K Item 5.02 · Routine · rule score 20
• Results (release not read)29 Jul 2026 · 8-K Item 2.02 · Routine · rule score 20
• Management change (filing not read)9 Jul 2026 · 8-K Item 5.02 · Routine · rule score 20
• Management change (filing not read)22 Jun 2026 · 8-K Item 5.02 · Routine · rule score 20
• Results (release not read)29 Apr 2026 · 8-K Item 2.02 · Routine · rule score 20
• Results (release not read)4 Feb 2026 · 8-K Item 2.02 · Routine · rule score 20

Earlier reports

• 10-Q · 2026Q2filed 5 Aug 2026
  Litigation and Legal Risk · Capital Expenditure Outlook · Hyderabad Manufacturing Investment

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.