Align Q3'26 Revenue $1.01B, EPS $1.90; Q4 Guide $1.00-1.02B
ALGN sits 18% above its 52-week low of $130.23.
Summary
Align reported Q3'26 revenue of $1.015 billion (+1.9% year-over-year) with GAAP EPS of $1.90 and non-GAAP diluted EPS of $2.80, and guided Q4'26 revenue to $1.00-1.02 billion with non-GAAP operating margin around 26%.
Updated with a Wiseek News report · What changed
Updates
· Wiseek News — Align Technology reported Q3'26 revenue of $1,014.8M, up 1.9% YoY, and non-GAAP diluted EPS of $2.80.
- Clear Aligner volume grew 6.6% year-over-year.
- FX reduced GAAP EPS by $0.24 year-over-year.
Key Events · Earnings and Guidance · ALGN
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Updated · · Wiseek News
Q3'26 Revenue $1.015B, Up 1.9%
Total revenues were $1,014.8 million, up 1.9% year-over-year but down 3.9% sequentially. Clear Aligner revenue rose 4.2% to $839.3 million and Clear Aligner volume grew 6.6% year-over-year, while Imaging Systems and CAD/CAM fell 7.6% to $175.5 million.
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Updated · · Wiseek News
Margins and EPS Improve Sharply
GAAP operating margin was 16.7% versus 9.7% a year ago, and non-GAAP operating margin was 24.4%. GAAP diluted EPS was $1.90 versus $0.78; non-GAAP diluted EPS was $2.80 versus $2.61, and FX reduced GAAP EPS by $0.24 year-over-year.
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Q4'26 Guidance $1.00-1.02B
Q4'26 revenue is guided to $1,000M-$1,020M, with GAAP gross margin around 71.0%, non-GAAP gross margin around 72.0%, and non-GAAP operating margin around 26.0%. FY2026 revenue is guided to $4,110M-$4,130M.
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Buyback: $630M Remaining, $300M Planned
Align repurchased about 627.3 thousand shares in Q3'26 at an average of $164.73 and expects to repurchase up to $300.0 million in Q4'26; $630.0 million remains available under the $1.0 billion program.
Analysis · ALGN · Industrial Applications And Services
Profitability, not top-line growth, drove the quarter: revenue rose just 1.9% year-over-year to $1.015 billion, yet GAAP operating margin nearly doubled to 16.7% from 9.7% and GAAP EPS jumped to $1.90 from $0.78, while non-GAAP diluted EPS was $2.80; foreign exchange reduced GAAP EPS by $0.24 year-over-year. The Q4 guide of $1.00-1.02 billion implies essentially flat to slightly down sequential revenue, and management said its 2027 plan does not require a consumer recovery — a cautious read on discretionary dental demand. Clear Aligner growth (+4.2% revenue, +6.6% volume) carried the quarter while Imaging Systems fell 7.6%.
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In the 30 days to Oct 29, 2026, 31.1% of the 1661 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was 0.00%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, ALGN was trading at $153.62 on NASDAQ in the Industrial Applications And Services sector, with a market capitalization of approximately $10.9B. The 52-week trading range was $130.23 to $200.44. This filing was assessed with neutral market sentiment and an importance score of 7 out of 10.