AL
ALGN
ALGN What Align Technology promised, and what happened
Guidance
What management said, and what became of it
13 of 20 judged targets kept · 55 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Clear Aligner average selling price | flat sequentially and year-over-year | Mar 2026 | Q2 '26 revenues and Clear Aligner volumes were in line with our outlook, while Clear Aligner ASPs and non-GAAP operating margin of 22.9% exceeded our expectations. | Achieved |
| GAAP operating margin | approximately 16.4% | Mar 2026 | Our second quarter operating income of $154 million resulted in an operating margin of 14.6%, down approximately 1.5 points year-over-year. | Missed |
| Non-GAAP operating margin | approximately 23.7% | Mar 2026 | We expect 2026 non-GAAP operating margin to be approximately 23%, a 100 basis point improvement year-over-year, consistent with our previous guidance. | Revised Down |
The full ledger
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The rest of the ledger
Pro opens all 75 tracked commitments for Align Technology
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.