Align Technology, Inc. (ALGN) Earnings Call Transcripts

Align Technology, Inc.'s Latest Earnings Call - Q3 FY2026

Align Technology, Inc. reported third quarter 2026 results with worldwide revenue of $1.015 billion, reflecting a 1.9% year-over-year increase, and earnings per share (EPS) of $1.90, up from $0.78 in the prior year. The company maintained its guidance for fiscal 2026, projecting total revenue between $4.11 billion and $4.13 billion, but lowered expectations for Clear Aligner volume growth and ASP due to product and geographic mix. Key highlights include record Clear Aligner shipments and improved profitability metrics, although management noted ongoing challenges in consumer spending and a shift towards lower-priced offerings.

Reported metrics

Guidance from management

Align expects Q4 2026 worldwide revenue to be in the range of $1 billion to $1.20 billion, with Clear Aligner volume growth projected to be up low single digits year-over-year. For fiscal 2026, the company anticipates total revenue of approximately $4.11 billion to $4.13 billion.

What management said

Yes, I think what I want to emphasize too and just what John's comment because there's a lot of questions about 2027. We're not predicting 2027 is going to fall off in some way. Just like John said, we expect very -- we can't predict what the economy is going to look like. We feel good about our ability to execute in a difficult situation from a consumer standpoint, and we'll continue to execute that way.

Thank you, everyone, for joining us today. We look forward to meeting and speaking with you at upcoming investor conferences and industry meetings. If you have any follow-up questions or need more information, please contact Align Investor Relations. Thanks, and have a great day.

What analysts pressed on

Analysts expressed concerns regarding the ongoing challenges in consumer spending and the potential impact on case starts. There were also questions about the implications of the new Sports Mouth Guard product on existing offerings and how the company plans to navigate the competitive landscape in orthodontics.

Main topics on the call

• Revenue Performance — Align reported worldwide revenue of $1.015 billion for Q3 2026, which was 'in line with our outlook.' This reflects a year-over-year increase of 1.9%, or 2.4% at constant currency. The performance was driven by record Cl...
• Clear Aligner Growth — Clear Aligner revenue reached $839.3 million, up 4.2% year-over-year, attributed to higher volume and price increases. However, management indicated that ASP per case shipment was down 2.3% year-over-year, primarily due ...
• Profitability Metrics — Align's non-GAAP gross margin was reported at 70.4%, which was 'modestly below our expectation' of approximately 71%. The operating margin improved to 24.4%, above prior expectations, reflecting disciplined expense manag...
• Guidance Adjustments — Management lowered its fiscal 2026 guidance, now expecting worldwide revenue of approximately $4.11 billion to $4.13 billion, down from previous estimates. They anticipate Q4 revenue between $1 billion and $1.20 billion,...

Read the full Align Technology, Inc. transcript (Q3 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 83 Align Technology, Inc. earnings call transcripts on record, spanning January 29, 2020 to October 28, 2026. Based on this history, Align Technology, Inc. reports quarterly. The most recent call on file is dated October 28, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

ALGN

Exchange

NasdaqGS

Country

US

Sector

Health Care

Industry

Health Care Equipment and Supplies

Calls on record

83

First call

January 29, 2020

Most recent

October 28, 2026

Reporting cadence

quarterly