Core Viewpoint Align Technology, Inc. (ALGN) is expected to report its fourth-quarter 2025 results on February 4, with positive growth anticipated in both revenues and earnings per share (EPS) compared to the previous year. Group 1: Earnings and Revenue Estimates - The Zacks Consensus Estimate for fourth-quarter revenues is $1.03 billion, indicating a 3.9% growth from the previous year [2] - The Zacks Consensus Estimate for earnings is $2.99 per share, reflecting a 22.5% increase from the year-ago figures [2] - Earnings estimates have remained unchanged at $2.99 per share over the past 60 days [3] Group 2: Factors Influencing Q4 Performance - The Clear Aligner segment is expected to benefit from increased volumes, particularly in the EMEA, APAC, and Latin American regions, with growth driven by orthodontists and general dentist channels [4] - Strong contributions are anticipated from products like Invisalign First and DSP touch-up cases, along with the rollout of the Invisalign System with mandibular advancement in Thailand and the Philippines [5] - Recent innovations in treatment planning tools, such as the ClinCheck Live Plan, are expected to enhance operational efficiency and positively impact revenues [6] Group 3: Segment Performance - Clear Aligner revenues are projected to grow by 3.9% year-over-year [7] - The Imaging Systems & CAD/CAM Services segment is likely to see revenue growth from increased scanner services and iTero CAD/CAM sales, with strong performance in scanner leases [8][9] - Recent product innovations within the iTero Digital Solutions ecosystem are expected to resonate well with customers, further driving revenue growth [10] Group 4: Earnings ESP and Zacks Rank - Align Technology has an Earnings ESP of -1.62%, indicating a lower chance of beating estimates [12] - The company currently holds a Zacks Rank of 2 (Buy), suggesting a favorable outlook compared to other stocks [13]

Financial Performance - Q3 2025 total revenues were $9957 million, a 18% year-over-year increase[21] - Q3 2025 Clear Aligner revenues reached $8058 million, up 24% year-over-year[21] - Q3 2025 Systems and Services revenues were $1899 million, a 06% year-over-year decrease[21] - Q3 2025 GAAP operating margin was 97%, a 69 percentage point decrease year-over-year[21] - Q3 2025 non-GAAP operating margin was 239%, a 18 percentage point increase year-over-year[98] Clear Aligner Segment - Q3 2025 worldwide Clear Aligner shipments totaled 6478K cases, a 49% year-over-year increase[22] - International Clear Aligner volume accounted for 52% of the total, while Americas accounted for 48%[28] - Clear Aligner average per case shipment price was $1245, down $30 year-over-year[88] - Over 63 million teens and kids have been treated with the Invisalign System to date[30] Systems and Services Segment - There are over 120K active iTero units globally, representing roughly half of the intraoral scanning global market[16, 62] - CAD/CAM and Services revenues represent approximately 50% of the Systems and Services business[68] Consumer and Marketing - Americas consumer campaigns delivered 25 billion impressions and 52 million unique website visitors[51] - APAC delivered 68 billion impressions and 20 million website visits in Q3[52]

Q2 2025 Financial Results Align Technology, Inc. July 30, 2025 ©2025 Align Technology Inc. All rights reserved. ©2025, Align Technology Inc. All rights reserved. Safe Harbor and Forward-Looking Statements This presentation, including the tables below, contains forward-looking statements, including statements of beliefs and expectations regarding our ability to successfully manage our business and operations, reduce costs, manage investments and pursue our strategic growth drivers, our expectations regarding ...

Q1 2025 Financial Performance - Total revenues reached $979.3 million, a decrease of 1.6% quarter-over-quarter and 1.8% year-over-year[31] - Clear Aligner revenues totaled $796.8 million, up 0.3% quarter-over-quarter but down 2.5% year-over-year[31] - Systems and Services revenues amounted to $182.4 million, down 9.2% quarter-over-quarter but up 1.2% year-over-year[31] - GAAP operating margin was 13.4%, a decrease of 1.1 percentage points quarter-over-quarter and 2.1 percentage points year-over-year[31] Clear Aligner Segment - Worldwide Clear Aligner shipments were 642.3K, an increase of 2.2% quarter-over-quarter and 6.2% year-over-year[33] - Clear Aligner average per case shipment price was $1,240, a decrease of $25 sequentially and $110 year-over-year[96] - Teen and Kids Clear Aligner shipments increased 4.5% quarter-over-quarter and 13.3% year-over-year, reaching approximately 226K[49] Systems and Services Segment - Systems and Services revenues increased 1.2% year-over-year[68] - CAD/CAM and Services revenues represent 49.8% of the Systems and Services business[70] Financial Outlook - The company expects Q2 2025 worldwide revenues to be in the range of $1.05 billion to $1.07 billion[125] - The company expects 2025 year-over-year revenue growth to be in the range of 3.5% to 5.5% at current spot rates[125]