Description

Align Technology: Can A Record 686,000 Case Quarter Survive A Cautious Q2 Outlook?

Align Technology reported first quarter 2026 revenues of $1.04 billion, marking a 6.2% increase year-over-year, primarily driven by strong Clear Aligner volumes and higher average selling prices (ASPs). Clear Aligner shipments reached a record 686,000 cases, up 6.7%, with notable growth in international markets including EMEA, APAC, and Latin America, while North America remained stable. The growth spanned multiple customer channels, including orthodontists, general practitioners (GPs), and dental service organizations (DSOs), with DSOs contributing approximately one-quarter of global volumes. Patient categories of adults, teens, and growing kids all showed positive momentum, including continued adoption of products for younger patients such as Invisalign First, Palatal Expander, and mandibular advancement devices. Systems and Services revenues, encompassing imaging systems like iTero and software solutions such as exocad and X-ray Insights, grew modestly by 0.9% to $184 million.