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Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jon Block | Stifel | 14 (0%) |
| Jeff Johnson | Robert W. Baird | 13 (15%) |
| Jason Bednar | Piper Sandler | 12 (8%) |
| Elizabeth Anderson | Evercore ISI | 10 (0%) |
| Brandon Vazquez | William Blair | 9 (11%) |
| Mike Cherny | Leerink Partners | 9 (0%) |
| Steve Valiquette | Mizuho Securities | 7 (0%) |
| Mike Ryskin | Bank of America | 7 (43%) |
| Vik Chopra | BMO Capital Markets | 6 (0%) |
| Erin Wright | Morgan Stanley | 6 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Stifel | 1 | 14 (0%) |
| Robert W. Baird | 1 | 13 (15%) |
| Piper Sandler | 1 | 12 (8%) |
| Evercore ISI | 1 |
| 10 (0%) |
| William Blair | 1 | 9 (11%) |
| Leerink Partners | 1 | 9 (0%) |
| Bank of America | 1 | 7 (43%) |
| Mizuho Securities | 1 | 7 (0%) |
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 |
| 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 |
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).
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.
| 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% |