Align Technology, Inc. filed its quarterly report on Form 10-Q with the SEC on November 4, 2026, covering the fiscal quarter ended September 30, 2026, and reporting net revenues of $1.014 billion and net income of $135.044 million for the period.

Key Highlights

  • Net revenues of $1.014 billion for the three months ended September 30, 2026, compared with $995.692 million in the same period of 2025, according to the filing.
  • Net income of $135.044 million for Q3 2026, up from $56.753 million in Q3 2025, as reported in the condensed consolidated statements of operations.
  • Diluted earnings per share of $1.90 for the third quarter of 2026, compared with $0.78 in the prior-year quarter.
  • Nine-month net income of $356.109 million for the nine months ended September 30, 2026, versus $274.591 million for the same period in 2025.
  • Cash and cash equivalents of $1.144 billion as of September 30, 2026, up from $1.095 billion at December 31, 2025.
  • Common stock repurchases of $202.235 million during the nine months ended September 30, 2026, resulting in the retirement of approximately 1,206 thousand shares.
  • 70,487,053 shares outstanding as of October 30, 2026, as stated on the cover page of the filing.

Align Technology's Third-Quarter 2026 Financial Results

According to the filing, Align Technology (NASDAQ:ALGN) reported net revenues of $1.014763 billion for the three months ended September 30, 2026, an increase from $995.692 million in the third quarter of 2025. Gross profit for the quarter was $697.471 million, compared with $639.201 million in the year-ago period. The company disclosed total operating expenses of $528.307 million for Q3 2026, which included restructuring and other charges of $17.231 million and legal settlements and contingencies of $6.649 million.

Income from operations for the three-month period was $169.164 million, versus $96.298 million in Q3 2025, the filing stated. After a provision for income taxes of $35.030 million, net income reached $135.044 million, yielding basic and diluted earnings per share of $1.90. For the nine months ended September 30, 2026, the company reported net revenues of $3.111042 billion, net income of $356.109 million, and diluted earnings per share of $4.98, compared with $2.987403 billion in revenues and $274.591 million in net income for the same period of 2025.

The condensed consolidated balance sheet as of September 30, 2026 showed total assets of $6.520609 billion and total stockholders' equity of $4.305577 billion, up from $4.049147 billion at December 31, 2025. The filing disclosed that during the nine months ended September 30, 2026, the company repurchased and retired approximately 1,206 thousand shares for a total of $202.235 million, and recorded stock-based compensation of $125.511 million. Deferred revenues stood at $1.162134 billion as of September 30, 2026.

What Was Disclosed

Align Technology filed a Form 10-Q for the quarter ended September 30, 2026, disclosing revenue growth, a more than doubling of quarterly net income year-over-year, balance sheet data, share repurchase activity, and updated share counts as of October 30, 2026.