Align Technology (ALGN) Earnings: Q3 2026 Results

The quarter ended September 30, 2026 and Align Technology published the results on October 28, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. Align Technology reports EPS two ways: GAAP, under the accounting rules every US filer follows, and non-GAAP, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• Year-ago GAAP results were reduced by restructuring charges, a $23.1 million impairment on assets held for sale and a $14.9 million inventory impairment, all excluded from non-GAAP EPS.

Source: Align Technology Q3 2026 results, October 28, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How Align Technology splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• Align Technology's Clear Aligner revenue was $839 million in Q3 2026, up 4% from $806 million in Q3 2025, 83% of total revenue.
• Align Technology's Imaging Systems and CAD/CAM Services revenue was $176 million in Q3 2026, down 8% from $190 million in Q3 2025, 17% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

In its Q3 2026 release, Align Technology said:

“We expect Q4'26 worldwide revenues to be in the range of $1,000M to $1,020M.”

“We expect Q4'26 Clear Aligner volume to be up low single-digits year-over-year and Q4'26 Clear Aligner ASP to be down approximately 1% year-over-year.”

“We expect Q4'26 non-GAAP Operating Margin to be approximately 26.0%.”

“We expect 2026 worldwide revenue to be approximately in the range of $4,110M to $4,130M.”

Source: Align Technology Q3 2026 release, Oct 28, 2026.

This is the company's own guidance as of Oct 28, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the ALGN forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP net revenues and diluted EPS, each as first reported in that quarter's release.

We do not hold a confirmed date for Align Technology's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Oct 28, 2026

Align Technology reports two segments. Clear Aligner, mainly Invisalign treatment, brought in $839.3 million of its $1,014.8 million of Q3 2026 net revenues, up 4.2%. Imaging Systems and CAD/CAM Services, which covers iTero intraoral scanners and exocad software, fell 7.6% to $175.5 million. Total revenues rose 1.9% from a year earlier and fell 3.9% from Q2 2026. (Align Technology Q3 2026 release, Oct 28, 2026; Align Technology Form 10-Q, Q3 2026, Nov 4, 2026)

Clear Aligner case shipments rose 6.6% to 690.6 thousand. The 10-Q puts the revenue gain down to volume, worth $48 million, partly offset by $11 million from a mix shift to lower-priced countries and products and $4 million of unfavorable foreign exchange. Clear aligner revenue per case shipment fell 2.4% to $1,215 from $1,245. Shipments for teens and growing patients rose 7.3% to 274.6 thousand. (Align Technology Q3 2026 release, Oct 28, 2026; Align Technology Form 10-Q, Q3 2026, Nov 4, 2026)

Systems and Services revenue fell $14 million, mainly because of $19 million from a mix shift to lower-priced products and unfavorable exchange rates and $3 million from lower scanner wand sales. Align said scanner units placed, including leased, rented and certified pre-owned systems, rose by double digits to more than 157,000 systems globally. (Align Technology Form 10-Q, Q3 2026, Nov 4, 2026; Align Technology Q3 2026 release, Oct 28, 2026)

By where revenue is recognized, the U.S. accounted for $384.3 million in the quarter, down from $410.6 million, Switzerland $220.5 million and other international markets $410.0 million. Doctor submitters rose 3.1% to 90.9 thousand and utilization rose to 7.6 cases per doctor from 7.3. (Align Technology Form 10-Q, Q3 2026, Nov 4, 2026)

Align Technology's GAAP diluted EPS rose to $1.90 from $0.78, and its non-GAAP EPS to $2.80 from $2.61. Non-GAAP net income of $198.9 million adds back $39.0 million of stock-based compensation, $28.5 million of restructuring and other charges, $6.6 million of legal settlements and contingencies and $4.5 million of intangible amortization, less a $14.8 million tax effect. (Align Technology Q3 2026 release, Oct 28, 2026)

The year-ago quarter carried heavier one-off charges: $36.6 million of restructuring, a $23.1 million impairment on assets held for sale, a $14.9 million inventory impairment and $13.7 million of depreciation on assets disposed of under restructuring plans. The effective tax rate fell to 20.6% from 40.1%. Q3 2026 operating income included a $5.6 million accrual related to UK VAT. (Align Technology Q3 2026 release, Oct 28, 2026; Align Technology Form 10-Q, Q3 2026, Nov 4, 2026)

Diluted shares fell to 71,015 thousand from 72,419 thousand. Align repurchased about 627.3 thousand shares at an average price of $164.73 in the quarter, had $630.0 million left under its $1.0 billion program at September 30, 2026, and expects to buy back up to $300.0 million of stock in Q4 2026. (Align Technology Q3 2026 release, Oct 28, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Align Technology gives quarterly and full-year guidance in its release. For Q4 2026 it expects worldwide revenues of $1,000 million to $1,020 million, Clear Aligner volume up low single digits with ASP down about 1%, Systems and Services revenue of $170 million to $180 million, and operating margin of about 20.0% on a GAAP basis and 26.0% non-GAAP. (Align Technology Q3 2026 release, Oct 28, 2026)

For fiscal 2026 Align expects revenue of about $4,110 million to $4,130 million, Clear Aligner volume and revenue growth of about 5% to 6%, a GAAP operating margin of about 16.2% and a non-GAAP operating margin of about 23.7%. Align said Q3 revenues and Clear Aligner volumes were in line with its outlook and non-GAAP operating margin was above it. (Align Technology Q3 2026 release, Oct 28, 2026)

A consensus figure is the average of the models published by the analysts who cover Align Technology, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Align Technology's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning ALGN is on is ALGN a buy or a sell?, what analysts expect next is on the ALGN forecast, and what the company does is on the Align Technology (ALGN) stock page.

Every number on this page can be traced to a document Align Technology published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.