Align Technology Inc (LTS:0HCK)
$ 181.68 +2.69 (+1.5%) Market Cap: 12.93 Bil Enterprise Value: 11.99 Bil PE Ratio: 30.30 PB Ratio: 3.12 GF Score: 91/100

Align Technology Inc at Barclays Global Healthcare Conference Transcript

Mar 11, 2026 / 12:30PM GMT
Release Date Price: $176.27 (+2.65%)
Glen Santangelo
Barclays Services Corp - Equity Analyst

Good morning, everyone. Thank you. Why don't we get started. Thank you for joining us today. For those of you who don't know me, I'm Glenn Santangelo. I'm the analyst at Barclays that covers Align Technology. We're very excited to have from Align with us, John Morici. He's the Executive Vice President of Global Finance and the Chief Financial Officer for the company. I think many of you have probably known John for some time, so we're obviously very excited to host the presentation here this morning. So John, welcome. Why don't we get started?

Questions & Answers

Glen Santangelo
Barclays Services Corp - Equity Analyst

All right, excellent. So I think a good place to start the conversation might back up to the recent 4Q results. I mean it was a pretty extraordinary result, right? 5% sort of revenue growth on a sequential basis and year-over-year and it just sort of feels like to us, well, I'll let you start and sort of give your take on '25 and how it's sort of progressed and how you close the

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