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Align Technology, Inc. entered a $270 million accelerated share repurchase agreement with Goldman Sachs & Co. LLC under its $1.0 billion program, with initial delivery of approximately 1.44 million shares and settlement expected no later than approximately December 29, 2026.
Align reported Q3 revenue of $1,014.8 million, up 1.9% year-over-year, and expects 2026 revenue of approximately $4.11 billion to $4.13 billion. Jennifer Davis will become CEO and President on December 31st, succeeding Joe Hogan.
Align Technology, Inc. appointed Jennifer L. Davis CEO-elect and director effective November 2, 2026, and President and CEO effective December 31, 2026; Joseph M. Hogan will retire as President and CEO then and become a strategic advisor.
Align Technology reported Q3'26 revenue of $1,014.8 million, up 1.9% year-over-year, and non-GAAP operating margin of 24.4%. It expects Q4'26 revenue of $1,000M to $1,020M and plans up to $300M of Q4'26 repurchases.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Q3 revenue, Clear Aligner volume, profitability and EPS improved, scanner placements and doctor utilization expanded, and fiscal 2026 guidance calls for Clear Aligner growth, margin expansion and approximately $500 million of buybacks. Management also previewed 2027 revenue growth and at-least-100-basis-point non-GAAP operating-margin improvement without assuming a consumer recovery, launched new 3D-printing initiatives, and appointed Jennifer Davis CEO successor, while Systems & Services revenue and Clear Aligner ASP declined, reported-revenue guidance was reduced, Q3 non-GAAP gross margin missed its approximately 71% outlook, and Joe Hogan is stepping down.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Clear Aligner case volume for teens and growing patients | 239.2K | the three months ended June 30, 2026 filing | — |
| Total utilization rate (case shipments divided by the number of doctor submitters) | 7.8 | the second quarter of 2026 filing | — |
| average price | $169.45 | Q2'26 | — |
| Clear Aligner Revenue Per Case Shipment** | $1,260 | Q2 2026 | — |
| Clear Aligner volume | 691.8K | Q2'26 | — |
| doctor customers | 302K | Q2'26 | — |
| gross margin non-GAAP | 72.3% | Q2'26 | — |
| Invisalign Trained Doctor Utilization Rates* | 7.8% | Q2 2026 | — |
| Number of Invisalign Trained Doctors Cases Were Shipped To | 89,175 | Q2 2026 | — |
| operating margin non-GAAP | 22.9% | Q2'26 | — |
| remaining available for repurchases of our common stock | $733.3M | as of June 30, 2026 | — |
| shares of our common stock | 393.4K | Q2'26 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ALGN
this stock
Align Technology Inc
|
$11.86B | +7.8% | +23.9% | 24.5 | 5.8% |
|
ISRG
Intuitive Surgical Inc
|
$153.77B | -21.7% | +20.5% | 53.8 | 2.0% |
|
BDX
Becton Dickinson & Co
|
$59.39B | — | +8.2% | 96.5 | 3.0% |
|
MDLN
Medline Inc.
|
$51.92B | -6.0% | +11.5% | — | 2.9% |
|
ALC
Alcon Inc
|
$35.61B | -6.0% | +10.5% | — | 3.8% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Align Technology, Inc. entered a $270 million accelerated share repurchase agreement with Goldman Sachs & Co. LLC under its $1.0 billion program, with initial delivery of approximately 1.44 million shares and settlement expected no later than approximately December 29, 2026.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ALGN | +1.4% | +14.3% | +2.9% | +12.3% | +7.8% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -1.2% | +15.4% | +2.4% | +12.5% | -2.8% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
