AI English summary of an SEC filing — figures as filed
The company said total revenue for Q3 2026 was $1,014.8 million, up 1.9% year over year, and Clear Aligner revenue was $839.3 million, up 4.2%. Clear Aligner volume rose 6.6% to 690.6 thousand cases.
Key points
AI summaryThe company said total revenue for Q3 2026 was $1,014.8 million, up 1.9% year over year, and Clear Aligner revenue was $839.3 million, up 4.2%. Clear Aligner volume rose 6.6% to 690.6 thousand cases.
Align Technology said operating income for Q3 2026 was $169.2 million, with an operating margin of 16.7%, and net income was $135.0 million, or $1.90 per diluted share. It said operating income was unfavorably affected by a $5.6 million accrual related to UK VAT.
The company said non-GAAP gross margin for Q3 2026 was 70.4%, flat year over year, and non-GAAP operating margin was 24.4%, up 0.5 points from 23.9% a year earlier. Non-GAAP diluted net income per share was $2.80, compared with $2.61 a year earlier.
The company said it repurchased approximately 627.3 thousand shares during Q3 2026 at an average price of $164.73. It expects to repurchase up to $300.0 million in Q4 and approximately $500M in 2026. It outlined Q4 revenue in the range of $1,000M to $1,020M.
Summary
AI-writtenAnalysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.
Q3 2026 Total Revenue and Clear Aligner Results
The company said total revenue for Q3 2026 was $1,014.8 million, up 1.9% year over year, and Clear Aligner revenue was $839.3 million, up 4.2%. Clear Aligner volume rose 6.6% to 690.6 thousand cases.
Source · Based on the filing body and exhibits
GAAP Operating Income, Net Income and UK VAT Accrual
Align Technology said operating income for Q3 2026 was $169.2 million, with an operating margin of 16.7%, and net income was $135.0 million, or $1.90 per diluted share. It said operating income was unfavorably affected by a $5.6 million accrual related to UK VAT.
Source · Based on the filing body and exhibits
Non-GAAP Gross Margin, Operating Margin and Earnings per Share
The company said non-GAAP gross margin for Q3 2026 was 70.4%, flat year over year, and non-GAAP operating margin was 24.4%, up 0.5 points from 23.9% a year earlier. Non-GAAP diluted net income per share was $2.80, compared with $2.61 a year earlier.
Source · Based on the filing body and exhibits
Share Repurchases and Q4 and Full-Year Outlook
The company said it repurchased approximately 627.3 thousand shares during Q3 2026 at an average price of $164.73. It expects to repurchase up to $300.0 million in Q4 and approximately $500M in 2026. It outlined Q4 revenue in the range of $1,000M to $1,020M.
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.
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