| ALGN |
Report |
Total revenue |
BEAT |
pred ~$1.071B vs. cons $1.054B |
MEDIUM |
| ALGN |
Report |
Non-GAAP diluted EPS |
BEAT |
pred ~$2.68 vs. cons $2.56 |
MEDIUM |
| ALGN |
Report |
Clear Aligner case shipments |
BEAT |
pred ~704k cases vs. cons 695k cases |
MEDIUM |
| ALGN |
Guide |
FY26 revenue growth |
UNCHANGED |
guide ~3.5% vs. cons 3.5% (FY26) |
HIGH |
| ALGN |
Guide |
FY26 non-GAAP operating margin |
UNCHANGED |
guide ~23.7% vs. cons 23.7% (FY26) |
HIGH |
| ALGN |
Guide |
Q3 total revenue |
LOWER |
guide ~$1.005B vs. cons $1.025B (Q3'26) |
MEDIUM |
| ALGN |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.8% |
— |
MEDIUM |
| ALGN |
Return |
5-day cumulative residual |
-2.5% (FADE) |
A ~$1.071B revenue result versus $1.054B consensus and ~$2.68 EPS versus $2.56 support an initial positive reaction, but reaffirming ~3.5% FY26 growth versus 3.5% consensus while guiding Q3 revenue near $1.005B versus $1.025B leaves weaker implied second-half revenue and margin absorption. That out-period reset should pull FY26/FY27 estimates lower after the headline beat. |
MEDIUM |