Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Align Technology (ALGN) is 6/10.
Align Technology grew revenue 6.2% year-over-year to $1.041 billion with record Clear Aligner volumes of 686,000 up 6.7% and non-GAAP EPS of $2.58 rising 21%, as restructuring benefits drove non-GAAP operating margin to 21.5%, up 250 basis points year-over-year. International markets delivered broad-based growth while FX tailwinds significantly boosted reported revenue. North America remained stable but not growing, and management reaffirmed FY2026 guidance for 3-4% revenue growth with 100 basis points of margin improvement.
Scored from Align Technology’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $995M | +4.0% | $1.39 | -15.2% | 70.0% | 14.5% | 10.4% | $263M |
| FY2025 Q1 | $979M | -1.8% | $1.27 | -8.6% | 69.5% | 13.4% | 9.5% | $27M |
| FY2025 Q2 | $1.01B | -1.6% | $1.72 | +34.4% | 69.9% | 16.1% | 12.3% | $154M |
| FY2025 Q3 | $996M | +1.8% | $0.78 | -49.7% | 64.2% | 9.7% | 5.7% | $122M |
| FY2025 Q4 | $1.05B | +5.3% | $1.89 | +36.0% | 65.7% | 15.2% | 13.0% | $290M |
| FY2026 Q1 | $1.04B | +6.2% | $1.57 | +23.6% | 70.8% | 16.6% | 10.8% | $120M |
| FY2026 Q2 | $1.06B | +4.3% | $1.51 | -12.2% | 71.7% | 14.6% | 10.3% | $157M |