ALIGN TECHNOLOGY INC — Form 8-K
Filed October 28, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 42/100
What the filing says
Align Technology reported Q3 2026 revenues of $1,014.8M (+1.9% YoY), with Clear Aligner revenues of $839.3M (+4.2% YoY) and 690.6K case shipments (+6.6% YoY). Non-GAAP operating margin expanded to 24.4% (+50 bps YoY) and non-GAAP diluted EPS was $2.80 (+7.3% YoY to $2.61). The company repurchased 627.3K shares at $164.73/share and plans $300M additional repurchases in Q4 2026. For FY2026, revenue guidance is $4,110M–$4,130M with non-GAAP operating margin of ~23.7%.
Why this rating
Modest top-line growth (1.9% YoY) offset by margin expansion; core Clear Aligner business solid (+4.2%). Relative to $11.1B market cap, ~$1B quarterly revenue is material but growth modest. Routine quarterly results within guidance.
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