ALGN Align (ALGN) Q1 FY26 earnings call
Align Technology delivered better-than-expected Q1 FY26 results, driven by record Clear Aligner volumes and strong international growth across all patient segments and channels. The company demonstrated significant operating margin expansion due to efficiency initiatives, while navigating a mixed retail environment in North America and macroeconomic uncertainties, particularly related to the Middle East conflict. Management reaffirmed full-year guidance, maintaining a prudent stance despite the strong start to the year.
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ALGN operating KPIs by quarter
| KPI | This call Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Clear Aligner shipments | 686KClear Aligner shipments reached a record 686,000 cases, increasing 6.7% year-over-year, reflecting double-digit growth across our international businesses, and continued stability in North America.Source: earnings call transcript | 692KWe delivered a solid second quarter with record revenues of $1.06 billion, up 4.3% year-over-year, driven by record Clear Aligner volumes of 692,000 cases and 8.2% Clear Aligner revenue growth.Source: earnings call transcript | +0.9% |
| Doctors submitting Invisalign cases | 88K+During the quarter, more than 88,000 doctors submitted Invisalign cases globally a year-over-year increase of 3% or an additional 3,000 orthodontists and GP driven primarily by increases in APAC and the Americas, led by Latin America.Source: earnings call transcript | 89.2KDuring the quarter, a record 89,200 doctors submitted Invisalign cases, up globally 3.4% year-over-year, while doctor utilization increased 3.8%, reflecting growth across all regions.Source: earnings call transcript | — |
| Clear Aligner average per case shipment price | $1,250Q1 Clear Aligner average per case shipment price of $1,250, increased 1% or $10 per case on a year-over-year basis, primarily due to favorable foreign exchange, price increases and lower net deferrals, partially offset by higher discounts and mix shift to lower-priced countries and products mentioned previously.Source: earnings call transcript | $1,260Q2 Clear Aligner average per case shipment price of $1,260 increased 0.8% or $10 per case on a year-over-year basis, primarily due to price increases, lower net deferrals, favorable foreign exchange, partially offset by mix shift to lower-priced countries and products and higher discounts.Source: earnings call transcript | +0.8% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.