earnings
confidence high
sentiment positive
materiality 0.75
Align Q4 record revenue $1.05B, EPS $1.89; FY2026 revenue growth 3-4%
ALIGN TECHNOLOGY INC
2025-FY EPS reported
$5.65
revenue$4,034,964,000
- Q4'25 total revenue $1,047.6M (+5.3% YoY); Clear Aligner volume record 676.9k cases (+7.7% YoY).
- GAAP diluted EPS $1.89; non-GAAP diluted EPS $3.29; net income $135.8M.
- FY2025 total revenue $4.0B (+0.9%); Clear Aligner volume 2.6M cases (+4.7% YoY).
- Q1'26 revenue guidance $1,010M-$1,030M; FY2026 revenue growth 3-4%, non-GAAP op margin ~23.7%.
- Q4'25 restructuring charges $67.5M; $1B share repurchase program has $831.2M remaining.