Align Technology (ALGN) Tops Q4 EPS by 32c; offers guidance

Align Technology (NASDAQ: ALGN) reported Q4 EPS of $3.29, $0.32 better than the analyst estimate of $2.97. Revenue for the quarter came in at $1.05 billion versus the consensus estimate of $1.03 billion.

GUIDANCE:

Align Technology sees Q1 2026 revenue of $1.01-1.03 billion, versus the consensus of $1.014 billion.

Fiscal 2026 Business Outlook

Assuming no circumstances occur beyond our control, such as foreign exchange, macroeconomic conditions, and changes to currently applicable duties, including tariffs or other fees that could impact our business:

Q1\'26:

We expect Q1’26 worldwide revenues to be in the range of $1,010M to $1,030M, up 3% to 5% year-over-year
We expect Q1’26 Clear Aligner volume to be up mid-single digits year-over-year
We expect Q1’26 Clear Aligner average selling price (“ASP”) to be up sequentially from favorable geographic mix
We expect Systems & Services revenue to be down sequentially, consistent with typical Q1 seasonality
We expect our Q1’26 GAAP operating margin to be 12.4% to 12.8%, down sequentially and Q1’26 Non-GAAP operating margin to be approximately 19.5%, consistent with typical Q1 seasonality

For fiscal 2026:

We expect 2026 worldwide revenue growth to be up 3% to 4% year-over-year
We expect 2026 Clear Aligner volume growth to be up mid-single digits year-over-year
We expect the 2026 GAAP operating margin to be slightly below 18.0%, approximately 400 basis points improvement over 2025 and non-GAAP operating margin to be approximately 23.7%, 100 basis points improvement year-over-year as communicated during our third quarter earnings call
We expect our investments in capital expenditures for fiscal 2026 to be $125 million to $150 million. Capital expenditures primarily relate to technology upgrades, additional manufacturing capacity as well as maintenance

For earnings history and earnings-related data on Align Technology (ALGN) click here.

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