Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Loading
Start 30 days free, no card. Full Pro access for a month, then decide. Start free
No 8-K events recorded for this window.
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.
Demand | Competitive Dynamics | Pricing | Product Launch | Margin | Macroeconomic | Guidance Reliability | FX | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 5 | 4 | 2 | 2 | 1 | 1 | 3 |
| 2025Q1 | 6 | 2 | 2 | 3 | 2 | 2 | 1 | 3 |
| 2025Q2 | 7 | 7 | 1 | 1 | ||||
| 2025Q3 | 8 | 5 | 3 | 1 | 1 | 1 | 2 | 1 |
| 2025Q4 | 10 | 7 | 5 | 6 | 3 | 3 | 1 | |
| 2026Q1 | 6 | 2 | 3 | 3 | 3 | 6 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 6 | 6 | 7 | 8 | 10 | 6 |
| Competitive Dynamics | 5 | 2 | 7 | 5 | 7 | 2 |
| Pricing | 4 | 2 | 3 | 5 | 3 | |
| Product Launch | 2 | 3 | 1 | 6 | 3 | |
| Margin | 2 | 2 | 1 | 3 | 3 | |
| Macroeconomic | 1 | 2 | 1 | 1 | 6 | |
| Guidance Reliability | 1 | 1 | 1 | 2 | 3 | 1 |
| FX | 3 | 3 | 1 | 1 |
The table scrolls sideways. Swipe it, or select it and use the arrow keys.
| 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 Q1Selected | $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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Calendar quarter Q1 2026Earnings call Apr 29, 2026
FY2026 Q1 in brief
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…
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
GAAP revenue YoY +6.21% → base 6. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for Align Technology (ALGN), FY2026 Q1: 6/10. Scores: Align Technology’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: ALGN daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
What ALGN and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Patient financing in the United States, Healthcare Financial Direct or HFD is now live in over 4,000 offices, enabling patients to prequalify for financing before their first appointment.”
Align's patient-financing partner Healthcare Financial Direct is now deployed in over 4,000 U.S. offices, helping improve affordability and patient conversion for Invisalign treatment.
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jon Block | Stifel | 14 questions · 0% challenging |
| Jeff Johnson | Robert W. Baird | 13 questions · 15% challenging |
| Jason Bednar | Piper Sandler | 12 questions · 8% challenging |
| Elizabeth Anderson | Evercore ISI | 10 questions · 0% challenging |
| Brandon Vazquez | William Blair | 9 questions · 11% challenging |
| Mike Cherny | Leerink Partners | 9 questions · 0% challenging |
| Steve Valiquette | Mizuho Securities | 7 questions · 0% challenging |
| Mike Ryskin | Bank of America | 7 questions · 43% challenging |
| Vik Chopra | BMO Capital Markets | 6 questions · 0% challenging |
| Erin Wright | Morgan Stanley | 6 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Stifel | 1 analyst | 14 questions · 0% challenging |
| Robert W. Baird | 1 analyst | 13 questions · 15% challenging |
| Piper Sandler | 1 analyst | 12 questions · 8% challenging |
| Evercore ISI | 1 analyst | 10 questions · 0% challenging |
| William Blair | 1 analyst | 9 questions · 11% challenging |
| Leerink Partners | 1 analyst | 9 questions · 0% challenging |
| Bank of America | 1 analyst | 7 questions · 43% challenging |
| Mizuho Securities | 1 analyst | 7 questions · 0% challenging |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ALGN Align Technology | 6 | +6.2% | |
| ABT Abbott Laboratories | 6 | +7.8% | |
| BSX Boston Scientific | 6 | +11.6% | |
| DXCM DexCom | 9 | +15.1% | |
| EW Edwards Lifesciences | 9 | +16.7% | |
| MDT Medtronic | 7 | +8.8% | |
| PODD Insulet Corporation | 8 | +33.9% | |
| STE Steris | 7 | +7.3% | |
| SYK Stryker Corporation | 4 | +2.6% | |
| ZBH Zimmer Biomet | 9 | +9.3% |