Align Technology Stock Earnings Reports
Align Technology Earnings Calls
Release date | Apr 30, 2025 |
EPS estimate | $1.98 |
EPS actual | $2.13 |
EPS Surprise | 7.58% |
Revenue estimate | 975.812M |
Revenue actual | 979.262M |
Revenue Surprise | 0.354% |
Release date | Feb 05, 2025 |
EPS estimate | $2.43 |
EPS actual | $2.44 |
EPS Surprise | 0.412% |
Revenue estimate | 999.155M |
Revenue actual | 995.219M |
Revenue Surprise | -0.394% |
Release date | Oct 23, 2024 |
EPS estimate | $2.31 |
EPS actual | $2.35 |
EPS Surprise | 1.73% |
Revenue estimate | 990.046M |
Revenue actual | 977.872M |
Revenue Surprise | -1.23% |
Release date | Jul 24, 2024 |
EPS estimate | $2.34 |
EPS actual | $2.41 |
EPS Surprise | 2.99% |
Revenue estimate | 1.038B |
Revenue actual | 1.028B |
Revenue Surprise | -0.89% |
Last 4 Quarters for Align Technology
Below you can see how ALGN performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
Release date | Jul 24, 2024 |
Fiscal end date | Jun 30, 2024 |
Price on release | $244.80 |
EPS estimate | $2.34 |
EPS actual | $2.41 |
EPS surprise | 2.99% |
Date | Price |
---|---|
Jul 18, 2024 | $250.66 |
Jul 19, 2024 | $251.60 |
Jul 22, 2024 | $249.31 |
Jul 23, 2024 | $250.65 |
Jul 24, 2024 | $244.80 |
Jul 25, 2024 | $226.05 |
Jul 26, 2024 | $220.45 |
Jul 29, 2024 | $223.96 |
Jul 30, 2024 | $231.16 |
4 days before | -2.34% |
4 days after | -5.57% |
On release day | -7.66% |
Change in period | -7.78% |
Release date | Oct 23, 2024 |
Fiscal end date | Sep 30, 2024 |
Price on release | $207.66 |
EPS estimate | $2.31 |
EPS actual | $2.35 |
EPS surprise | 1.73% |
Date | Price |
---|---|
Oct 17, 2024 | $216.02 |
Oct 18, 2024 | $219.70 |
Oct 21, 2024 | $216.56 |
Oct 22, 2024 | $210.81 |
Oct 23, 2024 | $207.66 |
Oct 24, 2024 | $216.42 |
Oct 25, 2024 | $219.30 |
Oct 28, 2024 | $215.80 |
Oct 29, 2024 | $212.78 |
4 days before | -3.87% |
4 days after | 2.47% |
On release day | 4.22% |
Change in period | -1.50% |
Release date | Feb 05, 2025 |
Fiscal end date | Dec 31, 2024 |
Price on release | $216.36 |
EPS estimate | $2.43 |
EPS actual | $2.44 |
EPS surprise | 0.412% |
Date | Price |
---|---|
Jan 30, 2025 | $225.36 |
Jan 31, 2025 | $219.11 |
Feb 03, 2025 | $215.82 |
Feb 04, 2025 | $214.75 |
Feb 05, 2025 | $216.36 |
Feb 06, 2025 | $218.38 |
Feb 07, 2025 | $210.97 |
Feb 10, 2025 | $212.03 |
Feb 11, 2025 | $210.52 |
4 days before | -3.99% |
4 days after | -2.70% |
On release day | 0.93% |
Change in period | -6.59% |
Release date | Apr 30, 2025 |
Fiscal end date | Mar 31, 2025 |
Price on release | $173.30 |
EPS estimate | $1.98 |
EPS actual | $2.13 |
EPS surprise | 7.58% |
Date | Price |
---|---|
Apr 24, 2025 | $184.27 |
Apr 25, 2025 | $183.35 |
Apr 28, 2025 | $181.09 |
Apr 29, 2025 | $177.75 |
Apr 30, 2025 | $173.30 |
May 01, 2025 | $176.74 |
May 02, 2025 | $179.82 |
May 05, 2025 | $177.61 |
May 06, 2025 | $173.07 |
4 days before | -5.95% |
4 days after | -0.133% |
On release day | 1.98% |
Change in period | -6.08% |
Align Technology Earnings Call Transcript Summary of Q1 2025
Summary of Key Points from Align Technology's Q1 2025 Earnings Call for Investors
Financial Performance
- Q1 Revenues: $979.3 million, slightly down 1.6% sequentially and 1.8% year-over-year.
- Clear Aligner Revenues: $796.8 million, up 0.3% sequentially, but down 2.5% year-over-year due to unfavorable foreign exchange and product mix.
- Operating Margin: Q1 operating margin was 13.4%, down from the prior year, but future operating margin guidance suggests sequential improvement.
- Net Income: $1.27 per diluted share, down $0.13 sequentially and year-over-year.
Market and Product Insights
- Clear Aligner Volume Growth: Grew 6.2% year-over-year, with strong performance across regions, especially EMEA and APAC. North America showed a healthy increase due to the adoption of products like Invisalign First for teens and kids.
- New Product Launches: Key innovations include the Invisalign Palate Expander and the Mandibular Advancement system, which are expected to drive future growth and improve treatment efficiency.
- Expanded Doctor Base: Over 85,000 doctors are now submitting cases, a record number for Q1, indicating growth in practice adoption.
Strategic Developments
- Digital Solutions and DSOs: Align is seeing increasing adoption of its digital tools and services, especially among Dental Service Organizations. Strong growth in these channels is expected to continue.
- Tariff and Foreign Exchange Impact: The company expects to navigate challenges posed by tariffs and foreign exchange fluctuations, guiding for stable margins despite market uncertainties.
Outlook
- Q2 2025 Guidance: Projecting revenues between $1.05 billion to $1.07 billion, reflecting a sequential increase. Guidance indicates expectations for improved operating margins and growth in both Clear Aligner volumes and ASPs.
- Full-Year 2025 Guidance: Anticipating mid-single-digit Clear Aligner volume growth and overall revenue growth in the range of 3.5% to 5.5%.
- Product Pricing: ASPs are expected to decline due to a mix of lower-priced products, with potential for stabilization depending on the success of new products and pricing strategies.
Investor Considerations
Align Technology is poised for growth driven by innovations in its Clear Aligner products, especially for the teen demographic. Attention to foreign exchange impacts and tariff implications are crucial as these factors could influence financial performance longitudinally. The upcoming Investor Day on May 6 is expected to provide further insights into the company's strategic positioning and forecasts.
Investors should keep an eye on Align’s ongoing innovations and market share improvements that may counteract potential headwinds from pricing pressures and foreign economy fluctuations.