| ALGN |
Report |
Q2'26 Revenue |
BEAT |
pred ~$1.065B vs. cons $1.05B |
MEDIUM |
| ALGN |
Report |
Q2'26 Non-GAAP EPS |
BEAT |
pred ~$2.68 vs. cons $2.64 |
MEDIUM |
| ALGN |
Report |
Q2'26 Clear Aligner Volume (cases) |
BEAT |
pred ~708K vs. cons 697K |
MEDIUM |
| ALGN |
Guide |
Q3'26 Revenue Guidance |
BETTER |
guide ~$1.075B vs. cons $1.06B (Q3 2026) |
MEDIUM |
| ALGN |
Guide |
Q3'26 Non-GAAP EPS Guidance |
BETTER |
guide ~$2.78 vs. cons $2.72 (Q3 2026) |
MEDIUM |
| ALGN |
Guide |
FY26 Non-GAAP Operating Margin Guidance |
UNCHANGED |
guide ~23.7% vs. cons 23.6% (FY2026) |
LOW |
| ALGN |
Guide |
North America Clear Aligner Volume Trend (y/y) |
BETTER |
guide ~-1% vs. cons -3% (Q3 2026) |
LOW |
| ALGN |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.5% |
— |
MEDIUM |
| ALGN |
Return |
5-day cumulative residual |
+5.0% (STABILIZE) |
A clean top/bottom-line beat with reaffirmed FY26 revenue/margin guidance removes the tail-risk of an implicit out-period cut, supporting the initial pop; but the EU antitrust probe, CLRO/Chairman transitions, and still-tepid (even if 'less bad') North America retail trends cap incremental upside, so analysts likely nudge estimates up modestly rather than sharply re-rate — price consolidates near the day-1 level over the following days rather than extending or reversing sharply. |
LOW |