Align Technology Q4 revenue beats estimates
Overview
Medical device firm's Q4 revenue grew 5.3% yr/yr, beating analyst expectations
Adjusted EPS for Q4 beat analyst expectations
Company repurchased 0.7 mln shares, completing $200 mln buyback plan
Outlook
Align expects Q1'26 worldwide revenue between $1,010M and $1,030M, up 3% to 5% year-over-year
Align expects 2026 worldwide revenue growth of 3% to 4% year-over-year
Align expects 2026 Clear Aligner volume growth to be up mid-single digits year-over-year
Result Drivers
CLEAR ALIGNER VOLUME - Q4 volume reached a record 676.9 thousand cases, driven by growth in EMEA, Latin America, and Asia Pacific, with stability in North America
SYSTEMS AND SERVICES GROWTH - Q4 revenues increased 10.3% sequentially, driven by iTero Lumina scanner sales
FOREIGN EXCHANGE IMPACT - Q4 revenues were unfavorably impacted by foreign exchange sequentially but favorably year-over-year
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Beat | $1.05 bln | $1.03 bln (12 Analysts) |
Q4 Adjusted EPS | Beat | $3.29 | $2.97 (14 Analysts) |
Q4 EPS |
| $1.89 |
|
Q4 Adjusted Net Income | Beat | $236 mln | $214.59 mln (11 Analysts) |
Q4 Net Income |
| $135.80 mln |
|
Q4 Gross Profit |
| $683.60 mln |
|
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 10 "strong buy" or "buy", 7 "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 $180.50, about 14.9% above its February 3 closing price of $157.05
The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 13 three months ago
Press Release: ID:nBw4s7XQya
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
Related Articles
Is Bitcoin’s Four-Year Cycle Dead in 2026?
Is the Bitcoin 4-year cycle dead? After 2025 broke historical records with a red post-halving year, institutional analysts explore if the Bitcoin price has decoupled from the halving countdown. Analyze the impact of spot ETFs, global liquidity, and the roadmap to the 2028 halving in this 2026 market
Google Earnings Preview: Google Cloud Is ‘Make-or-Break’ as Specter of Microsoft Crash Looms
Google will release its Q4 earnings on February 4, Eastern Time. The market's ultra-optimistic expectations imply that if Google fails to deliver a beat this time, Microsoft’s single-day 12% plunge will serve as a cautionary tale.
Google Earnings Preview: It’s a Buy on Strong Projected Cloud Business
Google will release its fourth-quarter earnings report after the market close on February 4, ET. Bloomberg analysts expect Q4 revenue to increase by 16% year-over-year to $95.08 billion. Adjusted net income is projected to grow 19% year-over-year to $38.55 billion, while GAAP earnings per share (EPS
USD Dollar Trend Forecast: Dollar Index Falls Below 97.0 to 4-Year Low, Will the Dollar Continue To Fall or Bottom Out in 2026?
TradingKey - In January 2026, the US Dollar Index continued its downward trend from 2025, officially breaking below the key 97.0 level and reaching a low of 95.5, marking a nearly four-year low since February 2022.
