Tempe, Ariz.-based Align Technology reported a 4.2% year-over-year increase in clear aligner revenue for the third quarter of 2026.
The Invisalign manufacturer released its third quarter financial report Oct. 28.
Eight notes:
1. Align Technology brought in $1.01 billion in Q3 revenue, up 1.9% year over year.
2. Revenue for imaging systems and CAD/CAM services was $175.5 million, a 7.6% decline year over year.
3. Clear aligner revenue was $839.3 million, up 4.2% year over year but down 3.6% from the second quarter. The number of clear aligner cases rose 6.6% year over year, hitting 690,600.
4. CEO Joe Hogan said orthodontist shipments in North America rose year over year for the first time in six quarters and that shipments to DSOs were up by double digits for orthodontists and general dentists.
5. CFO John Morici said demand continues to be affected by softer discretionary healthcare spending and capital equipment investment.
6. Align expects to bring in between $1 billion and $1.02 billion in Q4 revenue. Full-year 2026 revenue is predicted to be between $4.11 billion and $4.13 billion.
7. The company repurchased about 627,000 shares of common stock, and it plans to buy back up to $300 million more during the fourth quarter.
8. The company plans to launch a pilot of Invisalign Sports Guard, a 3D-printed custom mouth guard, in the U.S. this week.
