Short answer
Align Technology (ALGN) filed its Q1 2026 10-Q quarterly report on May 6, 2026 for the quarter ended Mar 31, 2026. Quarterly revenue was $1.0B (up 6.2% year over year) with net income of $113M.
Q1 2026 key financials · XBRL
- Revenue
- $1.0B
- +6.2% YoY
- Net income
- $113M
- +21.0% YoY
- Operating margin
- 13.6%
- Gross margin
- 70.8%
- EPS (diluted)
- $1.57
- +23.6% YoY
Source: XBRL data from the Align Technology (ALGN) Q1 2026 10-Q on SEC EDGAR. USD.
Align Technology Q1 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $1,040.1M, up 6.2% YoY from $979.3M
- Gross margin 70.8% vs 69.5% YoY; operating margin 13.6% vs 13.4%
- Clear Aligners strongest segment: revenue $856.0M, up 7.4%; Systems and Services $184.1M, up 0.9%
- Operating cash flow $151M vs $52.7M; cash $1,060M vs $1,095M at December 31
- Capital deployment: $31M capex, $31M share repurchases, $50M Heartland investment; 2026 capex outlook $125M–$150M
- Headwinds: tariffs, geopolitical tensions, weaker consumer sentiment, elevated energy costs, and persistent orthodontic-start declines
Risk Factors
- New Section 122 tariffs triggered February 24, 2026, increasing uncertainty around import costs and gross margin
- Middle East conflict involving Iran and Israel threatens iTero operations, oil flows, shipping, and regional demand
- AI-enabled competitors and lower-priced clear aligners threaten Invisalign and iTero market share
- DSO and OSO purchasing changes could reduce adoption while increasing pricing and payment-term pressure
- Foreign-currency fluctuations could materially adversely affect international revenue, expenses, and cash flows
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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