Q1 2026 Align Technology Inc Earnings Call Transcript
Key Points
- Align Technology Inc (ALGN) reported better-than-expected first quarter results with revenues of $1.04 billion, up 6.2% year-over-year.
- Clear Aligner shipments reached a record 686,000 cases, increasing 6.7% year-over-year, driven by double-digit growth in international markets.
- The company saw strong growth in the adoption of its Invisalign system across various age groups and geographies, particularly in EMEA, APAC, and Latin America.
- Align Technology Inc (ALGN) continues to expand its digital platform, integrating orthodontics and restorative dentistry, which supports increased iTero scanner utilization.
- The company maintains a disciplined capital return program, announcing an additional $200 million share repurchase plan, reflecting confidence in its business fundamentals.
- Align Technology Inc (ALGN) faces potential adverse impacts from ongoing military action in the Middle East, which could affect patient traffic and consumer demand.
- The North American market showed a modest decline in Clear Aligner volumes, contrasting with strong growth in international markets.
- The company is experiencing higher operating expenses, up 8.3% year-over-year, primarily due to legal settlement costs and higher employee compensation.
- Align Technology Inc (ALGN) is cautious about macroeconomic uncertainties, including potential impacts from foreign exchange fluctuations and inflationary pressures.
- The retail channel in the United States remains mixed, with reports of less patient traffic affecting growth in that segment.
Greetings. Welcome to the Align first quarter 2026 earnings call. (Operator Instructions) Please note this conference is being recorded.
I will now turn the conference over to your host, Shirley Stacy, with Align Technology. You may begin.
Good afternoon and thank you for joining us. I'm Shirley Stacy, Vice President of Corporate Communications and Investor Relations. Joining me for today's conference call is Joe Hogan, President and CEO; and John Morici, CFO.
We issued first quarter 2026 financial results today via Business Wire, which is available on our website at investor.aligntech.com. Today's conference call is being audio webcast and will be archived on our website for approximately one month.
As a reminder, the information provided and discussed today will include forward-looking statements, including statements about Align's future events, product outlook and financial expectations. These forward-looking statements are only
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