Align Technology reported third quarter 2026 total revenue of $1.015 billion, a 1.9% increase year-over-year, alongside a significant beat on non-GAAP EPS. Growth was primarily fueled by record Clear Aligner case volumes which reached 690.6 thousand, up 6.6% year-over-year, offsetting a 7.6% decline in imaging systems revenue caused by soft capital equipment demand.

Key Highlights

  • Clear Aligner volumes reached a record 690.6 thousand cases, reflecting a 6.6% year-over-year increase and exceeding estimates.
  • Non-GAAP operating margin expanded to 24.4%, surpassing internal guidance due to disciplined expense management and productivity gains.
  • North American orthodontist shipments increased year-over-year for the first time in six quarters, signaling a stabilization in mature markets.
  • Imaging Systems and Services revenue declined 7.6% to $175.5 million as dental practices deferred capital equipment investments in a soft discretionary environment.