Key Takeaways ALGN is expanding Invisalign with new products and international regulatory approvals. ALGN's iTero Lumina scanner gains traction with added restorative features and software upgrades. Align Technology has zero debt and strong cash flow, but forex pressures continue to impact revenues.Align Technology’s (ALGN) successful efforts to broaden the Invisalign business are poised to bring significant growth in the upcoming quarters. Also, iTero is gaining from the rapidly evolving intraoral scanni ...

Align Technology (ALGN) 2025 Conference June 04, 2025 08:10 AM ET Speaker0 Alright. Good morning, everyone. My name is Mike Sarcone. I'm an analyst on the US Medical Supplies and Devices team and welcome to day one of Jefferies twenty twenty five New York Healthcare Conference. This is a track for Align Technologies and from the company, we've got Simon Beard, EVP and managing director for the EMEA region, also joined by Shirley Stacy who's VP finance Corporate Communications and Investor Relations, and we ...

Align Technology (ALGN) 2025 Conference Summary Company Overview - **Company**: Align Technology (ALGN) - **Event**: 2025 Stifel Jaws and Paws Conference - **Date**: May 28, 2025 Key Points Industry and Market Dynamics - **Overall Market Growth**: Align Technology reported double-digit growth in Asia and Europe, while North America remained relatively flat [4][20] - **Consumer Confidence**: The company noted a divergence between Google Trends and consumer confidence indices, suggesting that both metrics should be considered together for a comprehensive view of market interest [8][11] - **Geographic Performance**: - **APAC**: Strong growth due to stable economies post-COVID, with Japan and China performing well [21][22] - **EMEA**: Mixed results with strong performance in Spain, Italy, and the UAE, while Germany faced challenges [24] Financial Performance and Guidance - **Revenue Guidance**: The company raised its revenue guidance for 2025, attributing this to favorable foreign exchange rates and consistent volume growth [15][17] - **Gross Margin**: The gross margin was reported at 22.5%, with efforts to offset tariff impacts and improve productivity [17][18] - **Long-Range Plan (LRP)**: The company expressed confidence in achieving double-digit growth in APAC and EMEA, with modest growth expected in North America [42][43] Product and Innovation - **New Products**: Introduction of new products like IPE and MAOB aimed at expanding market reach, particularly in the teen segment [25][29] - **Conversion Tools**: Enhanced conversion rates through new tools that allow immediate treatment simulations during patient consultations [12][13] - **Direct Fabrication**: The company is transitioning to direct fabrication, which is expected to be dilutive in 2025 and 2026 but accretive by 2027 due to material cost savings [61][63] Competitive Landscape - **Market Competition**: Align Technology acknowledged increased competition but noted a more respectful pricing strategy among competitors as the market growth slows [75][78] - **Pricing Strategy**: The company is focused on maintaining pricing integrity while navigating the competitive landscape, particularly against lab-based players [76][79] Strategic Initiatives - **Advertising Strategy**: The company plans to increase direct-to-consumer advertising for new products once they gain traction in the market [30][31] - **Sales Force Engagement**: Strengthening relationships with partners like Heartland to drive consumer demand and leverage distribution channels [27][28] Miscellaneous Insights - **Tariff Impact**: The company is managing a monthly tariff impact of approximately $1 million, primarily affecting scanner flows from Israel to the U.S. [17] - **Technological Advancements**: The introduction of the Lumina platform is expected to set a new standard in intraoral scanning technology, enhancing operational efficiency [50][52] This summary encapsulates the key insights and strategic directions discussed during the Align Technology conference, highlighting the company's performance, market dynamics, and future growth prospects.

Align Technology, Inc.’s (ALGN) Invisalign Palatal Expander System has recently received approval from the National Medical Products Administration ("NMPA") in China. The approval is for broad patient applicability, including growing children, teens and adults (with surgery or other techniques). The Invisalign Palatal Expander will be commercially available during the second half of 2025.The latest development marks a milestone in the company’s efforts to enhance clinical outcomes and efficiency in orthodon ...

Align Technology (ALGN) 2025 Conference May 13, 2025 04:40 PM ET Speaker0 Thanks for joining us. My name is Mike Ryskin. I'm on the Bank of America Life Science Tools and Diagnostics team. And for next session, I'm excited to host Align Technology. We're joined by Frank Gwynn, EVP and managing director of the Americas region, and we also have Shirley Stacy from Investor Relations on board. Frank, Shirley, thanks for being here. Speaker1 Thanks for Speaker2 having us. Having us. Speaker0 Maybe just to kick t ...

The Zacks Medical - Dental Supplies industry in the Medical sector is seeing a robust demand for services since the beginning of this year, driven by patient preferences for timely and convenient care, as well as policy initiatives aimed at enhancing access to dental health services. Clinical practices witnessed heightened patient engagement, as reflected in rising prescription volumes. Meanwhile, the trade deal between the United States and China is likely to be a big relief for all industries, including t ...

Move over, dividends – corporate America is in love with itself again. According to JPMorgan strategist Nikolaos Panigirtzoglou, U.S. corporate share buybacks surged in April, marking the strongest monthly pace in years and reinforcing their role as a stabilizing force in volatile markets.May has kicked off with a fresh surge of stock buyback announcements, and it's not just a sprinkle – it's a full-blown cash confetti storm. Repurchase plans announced since April 1 now add up to $262 billion, suggesting co ...

Align Technology (ALGN) 2025 Investor Day May 06, 2025 10:00 AM ET Speaker0 Good morning. Thank you everyone for joining us. Just a quick reminder, we would like to get started promptly at 10AM. So grab a cup of coffee or a snack and come in and join us in the room. A quick, just reminder if you haven't already provided a business card to the little glass bowl inside the product cafe. We are going to raffle off two Invisalign ultrasonic cleaners for those of you in treatment or about to begin treatment or f ...

Align Technology, Inc. (ALGN) delivered first-quarter 2025 adjusted earnings per share (EPS) of $2.13, up 0.5% from the year-ago level. The reported figure topped the Zacks Consensus Estimate by 7.6%. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)GAAP EPS for the quarter was $1.27, reflecting a decline of 8.6% from $1.39 in the comparable period of 2024. Following the earnings announcement, ALGN stock edged 9.6% in after-market trading yesterday.ALGN’s Q1 RevenuesThe top line decr ...

Align Technology (ALGN) came out with quarterly earnings of $2.13 per share, beating the Zacks Consensus Estimate of $1.98 per share. This compares to earnings of $2.14 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 7.58%. A quarter ago, it was expected that this maker of the Invisalign tooth-straightening system would post earnings of $2.43 per share when it actually produced earnings of $2.44, delivering a surprise of 0.41% ...