Align Technology, Inc. Q3 2026 Earnings Recap

Align reported Q3 revenue of $1.015 billion, up 1.9% year over year, with Clear Aligner shipments up 6.6%; the stock was essentially flat at +0.1%. Gross margin came in modestly below the company’s expectation, while operating margin was above its outlook.

Key Takeaways

• Clear Aligner shipments rose 6.6% to 691,000, at the high end of the company’s expected mid-single-digit growth; record doctor submitters reached 91,000, up more than 3%.
• Systems and Services revenue fell 7.6% to $175.5 million, reflecting a shift toward lower-priced scanner configurations and more flexible acquisition models.
• Non-GAAP gross margin was 70.4%, modestly below expectation due to higher fuel-related transportation costs, lower Clear Aligner ASP and geographic and product mix. Non-GAAP operating margin was 24.4%, above outlook.
• Americas Clear Aligner shipments increased approximately 1.5%; North American DSO shipments grew at a double-digit rate, while the broader retail channel remained pressured, particularly among GP customers.
• Worldwide Zero Additional Aligner volume increased at a triple-digit rate year over year; international younger-patient shipments grew at a double-digit rate.