Short answer
Align Technology (ALGN) filed its Q2 2026 10-Q quarterly report on Aug 5, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $1.1B (up 4.3% year over year) with net income of $108M.
Q2 2026 key financials · XBRL
- Revenue
- $1.1B
- +4.3% YoY · +1.5% QoQ
- Net income
- $108M
- −13.1% YoY · −4.0% QoQ
- Operating margin
- 14.6%
- Gross margin
- 71.7%
- EPS (diluted)
- $1.52
- −11.1% YoY · −3.2% QoQ
Source: XBRL data from the Align Technology (ALGN) Q2 2026 10-Q on SEC EDGAR. USD.
Align Technology Q2 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $1,056.2M, up 4.3% YoY from $1,012.4M
- Operating margin 14.6% vs 16.1% YoY; gross margin 71.7% vs 69.9%
- Best segment Clear Aligner revenue $870.9M, up 8.2%; operating margin 37.4% vs 33.2%
- Worst segment Systems and Services revenue $185.3M, down 10.8%; operating margin 41.9% vs 41.3%
- Cash $1,103M; operating cash flow $193M; capital expenditures $36M
- Headwinds: tariffs, geopolitical tensions, consumer uncertainty, lower orthodontic starts, and $37.5M UK VAT contingency
Risk Factors
- New Section 301 duties imposed July 24, 2026 on imports from the top 60 U.S. trade partners, potentially indefinitely
- Regulatory risk from uncertain tariff rates, scope, duration, and pending litigation outcomes
- Middle East hostilities affecting Israel-based iTero operations, oil shipments, logistics, and energy prices
- Competition from AI-enabled orthodontic and scanner products threatening technology relevance and pricing
- Foreign-currency exposure from significant international revenues and expenses despite forward-contract hedging
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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