Inferra AI / Company / ALGN
Align Technology
ALGN · Health Care
Last earnings Jul 29, 2026
Key results
Revenuequarter
$1,012.4 million
revenues were $1,012.4 million, up 3.4% sequentially and down 1.6% year-over-year Q2'25 total
SEC original ↗Align Technology — Earnings release (8-K exhibit)EX-99Jul 30, 2025
Growthquarter
up 3.4%
revenues were $1,012.4 million, up 3.4% sequentially and down 1.6% year-over-year Q2'25 total
SEC original ↗Align Technology — Earnings release (8-K exhibit)EX-99Jul 30, 2025
revenues were favorably impacted by foreign exchange by approximately $26.4 million, or 2.7% sequentially, and favorably impacted by approximately $5.6 million, or 0.6% year-over-year (1) Q2'25
SEC original ↗Align Technology — Earnings release (8-K exhibit)EX-99Jul 30, 2025
Clear Aligner revenuequarter
$804.6 million
Clear Aligner revenues were $804.6 million, up 1.0% sequentially and down 3.3% year-over-year Q2'25 Clear Aligner volume was 644.4 thousand cases, up 0.3% sequentially and year-over-year Q2'25 Imaging Systems and
SEC original ↗Align Technology — Earnings release (8-K exhibit)EX-99Jul 30, 2025
CAD CAM Services revenuequarter
$207.8 million
CAD CAM Services revenues were $207.8 million, up 13.9% sequentially and up 5.6% year-over-year Q2'25
SEC original ↗Align Technology — Earnings release (8-K exhibit)EX-99Jul 30, 2025
Operating incomequarter
$163.0 million
operating income of $163.0 million and
SEC original ↗Align Technology — Earnings release (8-K exhibit)EX-99Jul 30, 2025
Operating marginquarter
16.1%
operating margin of 16.1%, non-GAAP
SEC original ↗Align Technology — Earnings release (8-K exhibit)EX-99Jul 30, 2025
operating margin of 21.3% (1) Q2'25
SEC original ↗Align Technology — Earnings release (8-K exhibit)EX-99Jul 30, 2025
Net incomequarter
$1.72
GAAP operating margin was favorably impacted by foreign exchange by approximately 1.2 points sequentially and favorably impacted by approximately 0.2 points year-over-year (1) Q2'25 diluted net income per share was $1.72
SEC original ↗Align Technology — Earnings release (8-K exhibit)EX-99Jul 30, 2025
AI analysis
Q2 2025 · reported Jul 30, 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
The quarter in charts
Guidance ladder — revenue
Delivered vs the company's guided range
EX-99 · Jul 30, 2025 Guide as stated by the company; range and midpoint computed from the stated figure.
Segment mix
Business-unit revenue, as stated
Segment revenue figures as stated in the event record.
Headline figures
| Metric | Q2 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Revenue | $1,012.4 million | — | — |
| Growth | up 3.4% | — | — |
| Clear Aligner revenue | $804.6 million | — | — |
| CAD CAM Services revenue | $207.8 million | — | — |
| Operating income | $163.0 million | — | — |
| Operating margin | 16.1% | — | — |
| Net income | $1.72 | — | — |
Guidance · company-stated
“to be 64% to 65%”
“to be 10.5% to 11.5%”
Guidance stated in the release's Business Outlook table; no direction stated — figures as stated in the table.
Margin
Capital allocation
- 4 - Align Technology Announces Second Quarter 2025 Results Q2'25 Stock Repurchase During Q2'25, we repurchased approximately 585.1 thousand shares of our common stock at an average price of $164.14 per share, completing the $225.0 million open market repurchase initiated in Q1'25.
What changed vs last quarter
- Guide midpoint vs latest-quarter revenue -4.7% computed from stated figures
Event summary
Align Technology Q2 2025 — revenues were $1,012.4 million, up 3.4% sequentially and down 1.6% year-over-year Q2'25 total
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
revenues: “revenues to be in the range of $965 million to $985 million”
gross margin: “gross margin to be 64% to 65%”
operating margin: “operating margin to be 10.5% to 11.5%”
revenues (“Business Outlook”)
“revenues to be in the range of $965 million to $985 million”
gross margin (“Business Outlook”)
“gross margin to be 64% to 65%”
operating margin (“Business Outlook”)
“operating margin to be 10.5% to 11.5%”
Guidance stated in the release's Business Outlook table; no direction stated — figures as stated in the table.
Capital allocation
- 4 - Align Technology Announces Second Quarter 2025 Results Q2'25 Stock Repurchase During Q2'25, we repurchased approximately 585.1 thousand shares of our common stock at an average price of $164.14 per share, completing the $225.0 million open market repurchase initiated in Q1'25.
SEC original ↗Align Technology — Earnings release (8-K exhibit)EX-99Jul 30, 2025
This completed our $1.0 billion stock repurchase program approved in January 2023, in its entirety.
SEC original ↗Align Technology — Earnings release (8-K exhibit)EX-99Jul 30, 2025
In April 2025, our Board of Directors authorized a plan to repurchase up to $1.0 billion of our common stock ( April 2025 Repurchase Program ), none of which has been utilized.
SEC original ↗Align Technology — Earnings release (8-K exhibit)EX-99Jul 30, 2025
The April 2025 Repurchase Program is expected to be completed over a period of up to three years.
SEC original ↗Align Technology — Earnings release (8-K exhibit)EX-99Jul 30, 2025
We expect our investments in capital expenditures for fiscal 2025 to be between $100 million and $125 million.
SEC original ↗Align Technology — Earnings release (8-K exhibit)EX-99Jul 30, 2025
Capital expenditures primarily relate to technology upgrades as well as maintenance.
SEC original ↗Align Technology — Earnings release (8-K exhibit)EX-99Jul 30, 2025
Strategy & priorities
Uncertainty not only impacts consumer purchasing decisions but also the decisions that doctors make, especially practices who still use wires brackets and weigh the sunk cost of their inventory and their available time over investing in digital solutions during times of financial uncertainty.
SEC original ↗Align Technology — Earnings release (8-K exhibit)EX-99Jul 30, 2025
We are committed to executing our strategy with discipline and purpose.
SEC original ↗Align Technology — Earnings release (8-K exhibit)EX-99Jul 30, 2025
On June 17, 2025, Align launched an integrated consumer and professional brand campaign focused on Invisalign treatment for kids and teens.
SEC original ↗Align Technology — Earnings release (8-K exhibit)EX-99Jul 30, 2025
On May 22, 2025, Align announced a new professional marketing initiative spanning across the EMEA region and North America to provide doctors with a platform to share their stories about transforming smiles and changing lives for their patients and practices.
SEC original ↗Align Technology — Earnings release (8-K exhibit)EX-99Jul 30, 2025
GAAP fair value hierarchy that prioritizes the inputs to valuation techniques used to measure fair value.
SEC original ↗Align Technology — 10-Q Quarterly report10-QAug 5, 2026
Risks & headwinds
tariff turmoil in and outside of the U.
SEC original ↗Align Technology — Earnings release (8-K exhibit)EX-99Jul 30, 2025
Uncertainty not only impacts consumer purchasing decisions but also the decisions that doctors make, especially practices who still use wires brackets and weigh the sunk cost of their inventory and their available time over investing in digital solutions during times of financial uncertainty.
SEC original ↗Align Technology — Earnings release (8-K exhibit)EX-99Jul 30, 2025
Continued Hogan, As we begin the third quarter and plan for the remainder of the year, our outlook anticipates the potential continued economic uncertainty and spending hesitancy that impacted demand for our clear aligners and new iTero scanner systems in the second quarter, even though we know consumer interest in Invisalign treatment remains strong*.
SEC original ↗Align Technology — Earnings release (8-K exhibit)EX-99Jul 30, 2025
In June of 2025, HMRC filed a Petition to Appeal to the Upper Tribunal to attempt to challenge the First-tier Tribunal's decision.
SEC original ↗Align Technology — Earnings release (8-K exhibit)EX-99Jul 30, 2025
Tariff Update as of July 30, 2025 There is no material change to the expected impact of U.
SEC original ↗Align Technology — Earnings release (8-K exhibit)EX-99Jul 30, 2025
tariffs and we refer you to our Q1'25 press release and earnings materials, as well as our Q2 25 webcast slides which include specifics regarding potential impacts of U.
SEC original ↗Align Technology — Earnings release (8-K exhibit)EX-99Jul 30, 2025
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
32 documents- Q2 2026
- 8-KALGN
Aug 31, 2026
- 10-QALGN
Aug 5, 2026
- 8-KALGN
Jul 29, 2026
- 8-KALGN
Jul 29, 2026
- 8-KALGN
Jul 9, 2026
- Q1 2026
- 8-KALGN
Jun 22, 2026
- EX-99ALGN
Jun 22, 2026
- 8-KALGN
May 20, 2026
- 10-QALGN
May 6, 2026
- 8-KALGN
May 1, 2026
- EX-99ALGN
May 1, 2026
- 8-KALGN
Apr 29, 2026
- Q4 2025
- 10-KALGN
Feb 27, 2026
- 8-KALGN
Feb 26, 2026
- 8-KALGN
Feb 4, 2026
- Q3 2025
- 10-QALGN
Nov 5, 2025
- 8-KALGN
Oct 29, 2025
- Q2 2025
- 8-KALGN
Sep 18, 2025
- 10-QALGN
Aug 6, 2025
- 8-KALGN
Aug 5, 2025
- 8-KALGN
Jul 30, 2025
- 8-KALGN
Jul 2, 2025
- Q1 2025
- 8-KALGN
May 21, 2025
- 10-QALGN
May 8, 2025
- 8-KALGN
May 6, 2025
- 8-KALGN
Apr 30, 2025
- Q4 2024
- 10-KALGN
Feb 28, 2025
- 8-KALGN
Feb 25, 2025
- 8-KALGN
Feb 5, 2025
- Q3 2024
- 10-QALGN
Nov 5, 2024
- 8-KALGN
Oct 25, 2024
- 8-KALGN
Oct 23, 2024
Earnings releases
10 documentsPresentations
0 documentsNo presentations for Align Technology are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Align Technology are held in this edition of the library.
Mentioned by
1 companyOther tracked companies whose held documents mention Align Technology by name or ticker. A mention is counted once per document, from the document text the library holds.
“e with our outlook, while Clear Aligner ASPs and non-GAAP operating margin of 22.9% - 2 - Align Technology Announces Second… …scanner purchases. By lowering the upfront cost of adoption, we can expand patient access to care, grow recurring revenue, a”
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