ALGN Align Technology

company

SEC Filings & Insider Trading Activity 2026

Risk Factors

• • Section 232 investigation by U.S. Dept of Commerce into PPE/medical device imports directly threatens Align's Mexico-manufactured clear aligners shipped to U.S.
• • iTero HQ in Israel near Hamas conflict zone; Mexico manufacturing exposed to drug cartel/gang activity disrupting production and logistics
• • Heavy dependence on sole-source suppliers for specialized resin, rapid prototyping machines, and iTero optics components with no quick replacement path
• • Competitors integrating AI/ML into orthodontic workflows risk commoditizing Invisalign; DTC aligner companies bypassing doctor channel further erode pricing power
• • Revenue concentrated in Invisalign System as primary revenue driver; restructuring plans executed three consecutive fiscal years signal persistent operational instability

Management Discussion & Analysis

• • Revenue $4,035M, up 0.9% YoY ($+$36M); Clear Aligner +0.5% to $3,245M, Systems & Services +2.7% to $790M
• • Gross margin 67.2% vs 70.0%; operating margin 13.5% vs 15.2%; Clear Aligner margin 31.9% vs 35.4%; Systems & Services margin 38.8% vs 35.0%
• • Best segment: Systems & Services op margin 38.8% vs 35.0%; worst: Clear Aligner dragged by $77M accelerated depreciation and ASP decline 3.9% ($1,245 vs $1,295)
• • Operating cash flow $593M vs $738M YoY; capex $102M; buybacks $466M; $831M remaining under repurchase program; no dividends
• • Key risks: tariff volatility, macro uncertainty dampening discretionary spending, orthodontic starts down four consecutive years; FY2026 capex guided $125–$150M

Business Overview

• • Global med-device co: design/manufacture/market Invisalign clear aligners (~80% revenue), iTero scanners, and exocad CAD/CAM software via integrated Align Digital Platform
• • 2025 new launches: iTero Lumina Pro with NIRI technology (March), Align X-ray Insights AI-based caries detection in EU/UK (March), Invisalign MAOB for Class II teen patients (December)
• • Direct fabrication via Cubicure (acquired Jan 2024) scaling toward millions of 3D-printed devices/day; retainers and pre-fab attachments pilot releases planned 2026
• • Headcount ~20,290 as of Dec 31, 2025 — down 3.1% YoY and 6.1% vs 2023, signaling ongoing workforce contraction despite product expansion
• • Invisalign holds only ~10% share of ~22M annual global orthodontic case starts — massive untapped market framing core growth narrative

What are the latest ALGN SEC filings in 2026?

Align Technology (ALGN) has filed a 10-K annual report on February 27, 2026, a 10-Q quarterly report on May 6, 2026, an 8-K current report on July 29, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did ALGN file its most recent 10-K annual report?

Align Technology (ALGN) filed its most recent 10-K annual report on February 27, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view ALGN 10-Q quarterly reports?

Align Technology (ALGN)'s most recent 10-Q quarterly report was filed on May 6, 2026. SignalX displays every ALGN 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has ALGN filed recently?

Align Technology (ALGN)'s most recent 8-K was filed on July 29, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find ALGN insider trading activity (Form 4)?

SignalX aggregates every ALGN Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does ALGN file with the SEC?

Align Technology (ALGN) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new ALGN filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Align Technology (ALGN).

What is ALGN's SEC CIK number?

Align Technology (ALGN)'s SEC CIK (Central Index Key) number is 1097149. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1097149 to look up all ALGN filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find ALGN return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Align Technology (ALGN) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.