AI English summary of an SEC filing — figures as filed
Align Technology ALGNAlign Technology said Q2 2025 total revenues were $1,012.4 million, up 3.4% sequentially and down 1.6% year-over-year. Clear Aligner revenues were $804.6 million, and Imaging Systems and CAD/CAM Services revenues were $207.8 million.
Key points
AI summaryAlign Technology said Q2 2025 total revenues were $1,012.4 million, up 3.4% sequentially and down 1.6% year-over-year. Clear Aligner revenues were $804.6 million, and Imaging Systems and CAD/CAM Services revenues were $207.8 million.
The company said Q2 operating income was $163.0 million with an operating margin of 16.1%, and net income was $124.6 million, or $1.72 per diluted share. On a non-GAAP basis, operating margin was 21.3% and diluted net income per share was $2.49.
Align Technology said it expects to take a series of actions in the second half of 2025 to realign certain business groups and reduce its global workforce, and to optimize its manufacturing footprint and dispose of certain manufacturing capital assets. The company said these actions are expected to incur one-time charges of approximately $150 million to $170 million, of which approximately $40 million is expected to be in cash, with approximately $50 million to $60 million expected to be reflected in Q3.
Align Technology said it expects Q3 2025 worldwide revenues to be in the range of $965 million to $985 million, down sequentially from the prior quarter. The company said it expects Q3 GAAP operating margin to be 10.5% to 11.5% and non-GAAP operating margin to be approximately 22%.
Summary
AI-writtenAnalysis scope · Filing body and confirmed press-release exhibitWe analyzed the opening part of the filing body and confirmed exhibits, within a length limit. This is not a review of other exhibits, investor presentations or the full earnings call.
Q2 Revenues $1,012.4 million, Up 3.4% Sequentially
Align Technology said Q2 2025 total revenues were $1,012.4 million, up 3.4% sequentially and down 1.6% year-over-year. Clear Aligner revenues were $804.6 million, and Imaging Systems and CAD/CAM Services revenues were $207.8 million.
Source · Based on the filing body and exhibits
Q2 Operating Income $163.0 million, Operating Margin 16.1%
The company said Q2 operating income was $163.0 million with an operating margin of 16.1%, and net income was $124.6 million, or $1.72 per diluted share. On a non-GAAP basis, operating margin was 21.3% and diluted net income per share was $2.49.
Source · Based on the filing body and exhibits
Second-Half Restructuring and One-Time Charges of $150 million to $170 million
Align Technology said it expects to take a series of actions in the second half of 2025 to realign certain business groups and reduce its global workforce, and to optimize its manufacturing footprint and dispose of certain manufacturing capital assets. The company said these actions are expected to incur one-time charges of approximately $150 million to $170 million, of which approximately $40 million is expected to be in cash, with approximately $50 million to $60 million expected to be reflected in Q3.
Source · Based on the filing body and exhibits
Q3 Revenue Outlook $965 million to $985 million
Align Technology said it expects Q3 2025 worldwide revenues to be in the range of $965 million to $985 million, down sequentially from the prior quarter. The company said it expects Q3 GAAP operating margin to be 10.5% to 11.5% and non-GAAP operating margin to be approximately 22%.
Source · Based on the filing body and exhibits
AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.
Original filing
The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.
Loading the filing text…