earnings
confidence high
sentiment negative
materiality 0.85
Align Q2 revenue $1.01B (-1.6% YoY); guides Q3 down, announces restructuring with $150-170M charges
ALIGN TECHNOLOGY INC
2025-Q2 EPS reported
$2.98
revenue$1,991,711,000
- Q2'25 revenue $1,012.4M (-1.6% YoY); GAAP EPS $1.72, non-GAAP $2.49.
- Clear Aligner revenue $804.6M (-3.3% YoY); volume flat at 644k cases.
- Restructuring: workforce reduction & asset write-downs; one-time charges $150-170M in H2 2025.
- Q3'25 revenue guidance $965-985M (down seq.); FY2025 revenue flat to slightly up.
- Board authorized $1.0B buyback (April 2025); UK VAT favorable ruling upheld but appeal pending.