| ALGN |
Report |
Q2 2026 revenue |
BEAT |
pred ~$1.065B vs. cons $1.052B |
MEDIUM |
| ALGN |
Report |
Q2 2026 clear-aligner shipments |
BEAT |
pred ~703K vs. cons 695K |
LOW |
| ALGN |
Report |
Q2 2026 non-GAAP operating margin |
BEAT |
pred ~22.0% vs. cons 21.5% |
MEDIUM |
| ALGN |
Guide |
Q3 2026 revenue |
LOWER |
guide ~$1.015B vs. cons $1.025B (Q3 2026) |
MEDIUM |
| ALGN |
Guide |
Full-year revenue growth |
UNCHANGED |
guide ~3.5% vs. cons 3.5% (FY2026) |
HIGH |
| ALGN |
Guide |
Full-year non-GAAP operating margin |
UNCHANGED |
guide ~23.7% vs. cons 23.7% (FY2026) |
MEDIUM |
| ALGN |
Guide |
Full-year clear-aligner volume growth |
UNCHANGED |
guide ~5.5% vs. cons 5.5% (FY2026) |
MEDIUM |
| ALGN |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
MEDIUM |
| ALGN |
Return |
5-day cumulative residual |
-1.5% (STABILIZE) |
A modest Q2 beat is likely overshadowed initially by Q3 revenue guidance roughly $10M below consensus and continued North America caution. The unchanged FY2026 revenue and margin outlook limits full-year estimate cuts, allowing the initial selloff to stabilize rather than produce sustained negative follow-through. |
MEDIUM |