Align Technology, Inc. reported second quarter 2025 total revenues of $1,012.4 million on July 30, 2025, a decrease of 1.6% year-over-year and below the company's Q2 outlook. Clear Aligner volumes increased only 0.3% year-over-year, with lower-than-expected volumes in Europe and North America, contributing to the revenue shortfall.
Non-GAAP diluted earnings per share (EPS) for the quarter were $2.49, falling below analyst estimates. The company attributed the mixed results to uneven patient case conversion, a lower seasonal uptick in case starts, U.S. tariff turmoil, less affordable financing options, and a general hesitation toward elective dental procedures.
In response to these challenges, Align Technology significantly cut its full-year 2025 total revenue growth forecast to 0.5%-2.5% (from 3.5%-5.5%) and Clear Aligner volume growth to flat to low-single digits. The company also announced a new restructuring plan for the second half of 2025, including workforce reduction and manufacturing optimization, expecting $150 million to $170 million in one-time charges, with $50 million to $60 million in Q3 2025.
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