earnings
confidence high
sentiment positive
materiality 0.75
Align Tech Q3 rev $995.7M beats guidance; non-GAAP EPS $2.61; guides Q4 rev $1.025-1.045B
ALIGN TECHNOLOGY INC
2025-Q3 EPS reported
$3.77
revenue$2,987,403,000
- Q3 total revenues $995.7M, up 1.8% YoY, above guidance range of $965M-$985M.
- Clear Aligner volume 647.8k cases, up 4.9% YoY; teens & kids volume up 8.3% YoY to 256.0k cases.
- Non-GAAP operating margin 23.9% (above ~22% outlook); non-GAAP diluted EPS $2.61 vs $2.35 YoY.
- GAAP net income $56.8M ($0.78 EPS) includes $88.3M restructuring/impairment charges; non-GAAP net income $189.0M.
- Q4 guidance: rev $1,025-1,045M, non-GAAP op margin ~26%, sequential improvements expected.