Align Technology's results for Q3'26 (quarter ended Sep 30, 2026) come from the company's own earnings release, filed with the SEC on 2026-10-28. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.
At a glance
| Item | Value |
|---|---|
| Revenue (GAAP) | $1,015 million (+1.9% vs a year earlier) |
| Diluted EPS (GAAP) | $1.90 |
| Adjusted per-share figure (company's non-GAAP measure; FFO/AFFO for REITs) | $2.80 |
| Full-year guidance | Stated (no change given) |
Guidance
Align expects FY2026 revenue of $4.11–4.13 billion and Q4 revenue of $1.00–1.02 billion; non-GAAP operating margin about 23.7%, consistent with prior guidance.
Why this label: FY2026 revenue $4,110M-$4,130M given with no prior or change wording; 'consistent with our previous guidance' applies only to non-GAAP operating margin (non-core).
| Metric | Period | New | Prior (as stated in the release) |
|---|---|---|---|
| revenue | FY2026 | $4,110–4,130 million | not stated |
| Clear Aligner volume and revenue growth | FY2026 | up approximately 5%–6% y/y | not stated |
| Systems & Services revenue | FY2026 | $715–725 million | not stated |
| GAAP operating margin | FY2026 | approximately 16.2% | not stated |
| non-GAAP operating margin | FY2026 | approximately 23.7% (100 bp y/y improvement) | 100 bp y/y improvement |
| capital expenditures | FY2026 | $125–150 million | not stated |
Next-quarter outlook:
| Metric | Period | Range |
|---|---|---|
| revenue | Q4'26 | $1,000–1,020 million |
| Systems & Services revenue | Q4'26 | $170–180 million |
| GAAP operating margin | Q4'26 | approximately 20.0% |
| non-GAAP operating margin | Q4'26 | approximately 26.0% |
From the release
Revenue: "Net revenues · $ · 1,014,763 · $ · 995,692"
Earnings per share: "Q3'26 diluted net income per share was $1.90, compared with $0.78 in Q3'25. Non-GAAP diluted net income per share was $2.80"
revenue: "We expect 2026 worldwide revenue to be approximately in the range of $4,110M to $4,130M."
Clear Aligner volume and revenue growth: "We expect 2026 Clear Aligner volume and revenue growth to be up approximately 5% to 6% year-over-year"
Systems & Services revenue: "We expect 2026 Systems & Services revenue to be $715M to $725M."
Quotes are copied from the filing; in table rows, cell borders are shown as “·”.
Key fact: Q3 revenue rose 1.9% to $1.015 billion; Clear Aligner volume up 6.6%.
Source
Align Technology earnings release (SEC filing), accession 0001097149-26-000077, filed 2026-10-28.
Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.