Dental device maker Align's Q3 revenue beats expectations
Overview
Align Q3 2025 revenue up 1.8% yr/yr, beating analyst expectations
Adjusted EPS for Q3 2025 beats consensus, driven by strong international performance
Company repurchased 0.5 mln shares at $136.77 average price
Outlook
Company expects Q4'25 revenues between $1,025M and $1,045M
Align sees Q4'25 GAAP gross margin at 65.5% to 66.0%
Company forecasts 2025 Clear Aligner volume growth in mid-single digits
Result Drivers
CLEAR ALIGNER VOLUME - Clear Aligner volumes increased 4.9% yr/yr, driven by strength in international markets and growth in the teens and kids segment
FOREIGN EXCHANGE IMPACT - Revenue and operating margins were favorably impacted by foreign exchange, contributing $15.6 mln to revenue yr/yr
IMAGING SYSTEMS DECLINE - Imaging Systems and CAD/CAM Services revenues fell 0.6% yr/yr due to capital equipment seasonality
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Revenue | Beat | $995.70 mln | $976.33 mln (12 Analysts) |
Q3 Adjusted EPS | Beat | $2.61 | $2.40 (13 Analysts) |
Q3 EPS |
| $0.78 |
|
Q3 Adjusted Net Income | Beat | $189 mln | $172.89 mln (11 Analysts) |
Q3 Net Income |
| $56.80 mln |
|
Q3 Adjusted Operating Income | Beat | $237.80 mln | $206.92 mln (12 Analysts) |
Q3 Adjusted Operating Margin |
| 23.90% |
|
Q3 Gross Profit |
| $639.20 mln |
|
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 8 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the medical equipment, supplies & distribution peer group is "buy"
Wall Street's median 12-month price target for Align Technology Inc is $171.00, about 22.1% above its October 28 closing price of $133.14
The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 18 three months ago
Press Release: ID:nBwpCKcZa
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