Align Technology Q2'26: revenue up 4.3%, Q3 guidance steps down
Align Technology is a Neutral this quarter: revenue of $1.06 billion rose 4.3% year-over-year and gross margin reached 71.7%, but GAAP EPS of $1.51 fell from $1.72 on a UK VAT charge and other items. Non-GAAP EPS of $2.64 came in just below the $2.66 consensus, and the Q3 revenue guide sits under the quarter just reported. Clear aligners are growing; scanner sales are not.
1 · Expected vs. Actual
Free preview belowGAAP diluted EPS of $1.51 is down from $1.72 a year ago, while non-GAAP EPS of $2.64 is up $0.15 year-over-year. The $1.13 gap is mostly the $38.7 million legal settlements and contingencies line plus $45.6 million of stock-based compensation. Against the $2.66 consensus non-GAAP estimate, the quarter was a small miss, not a beat.
Revenue of $1.06 billion was a record for a second quarter, up 4.3% year-over-year and 1.5% sequentially. Clear Aligner revenue of $870.9 million rose 8.2% on 691.8 thousand cases, while Systems and Services revenue of $185.3 million fell 10.8%. The two segments now split 82.4% aligners to 17.6% scanners and services, so the aligner engine carries the quarter.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-09-17
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