Align Technology reported Q3 2025 revenue of $995.7 million, up 1.8% year‑over‑year and down 1.7% sequentially. Net income was $56.8 million, giving a diluted EPS of $0.78. Non‑GAAP net income rose to $189.0 million, or $2.61 per share, reflecting continued cost‑control efforts and margin expansion.
Clear Aligners generated $805.8 million in revenue, a 0.1% sequential increase and 2.4% year‑over‑year growth. Shipments rose 4.9% year‑over‑year to 647,750 units, driven by stronger demand in EMEA, APAC, and Latin America and growth in the teens‑and‑kids segment.
Systems and Services revenue fell 8.6% sequentially to $189.9 million, a 0.6% year‑over‑year decline. Operating income was $96.3 million, a 9.7% margin, 6.4 percentage points lower than the prior quarter, largely due to seasonal scanner sales and a shift toward lower‑priced markets.
Management guided Q4 revenue to $1.04 billion, within a range of $1.025 billion to $1.045 billion. The company reiterated its full‑year 2025 revenue growth outlook as flat to slightly above 2024 levels, and its non‑GAAP operating margin guidance as slightly above 22.5%.
The results were supported by international demand growth and a focus on digital workflow solutions, while North America remained mixed. Restructuring and other charges of $36.6 million to $88.3 million impacted GAAP figures, but management expects these initiatives to improve operational efficiency.
Management highlighted continued investment in product innovation, including ClinCheck Live Plan and iTero Digital Solutions, and emphasized the importance of maintaining pricing power amid cost inflation.
Align Technology repurchased approximately 0.5 million shares of common stock during Q3 2025 as part of its ongoing share‑repurchase program.
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