Align Technology ALGN Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Net revenues by Business | ||||||
| Clear Aligner | $856.02M— | —— | $805.8M+0.1% | $804.62M+1.0% | $796.84M— | |
| Systems and Services | $184.06M-12.1% | $209.42M+10.3% | $189.89M-8.6% | $207.83M+13.9% | $182.42M-9.2% | |
| Cost of net revenues by Business | ||||||
| Clear Aligner | $243.16M-19.1% | $300.39M+6.2% | $282.94M+17.5% | $240.81M+2.6% | $234.75M-0.9% | |
| Systems and Services | $60.35M-5.1% | $63.59M-13.5% | $73.55M+15.8% | $63.52M-1.4% | $64.4M+4.8% | |
| Segment income from operations by Business | ||||||
| Clear Aligner | $307.8M— | —— | $250.71M-6.1% | $267.01M+2.6% | $260.22M— | |
| Systems and Services | $66.08M— | —— | $59.84M-30.2% | $85.74M+46.7% | $58.46M— | |
| Gross Profit by Business | ||||||
| Clear Aligner | $612.87M+14.0% | $537.76M+2.8% | $522.86M-7.3% | $563.81M+0.3% | $562.09M+0.8% | |
| Systems and Services | $123.72M-15.2% | $145.83M+25.3% | $116.34M-19.4% | $144.31M+22.3% | $118.02M-15.4% | |
| Total Operating Expenses by Business | ||||||
| Clear Aligner | $305.07M+8.6% | $280.91M+3.2% | $272.15M-8.3% | $296.8M-1.7% | $301.87M+8.8% | |
| Systems and Services | $57.64M+31.7% | $43.78M-22.5% | $56.5M-3.5% | $58.57M-1.6% | $59.56M+0.1% | |
| Operating expenses by Business | ||||||
| Clear Aligner | $305.07M— | —— | $272.15M-8.3% | $296.8M-1.7% | $301.87M— | |
| Systems and Services | $57.64M— | —— | $56.5M-3.5% | $58.57M-1.6% | $59.56M— | |
| Additions from acquisition by Business | ||||||
| Clear Aligner | $0— | —— | —— | —— | —— | |
| Systems and Services | $18.6M— | —— | —— | —— | —— | |
| Foreign currency translation adjustments by Business | ||||||
| Clear Aligner | -$1.62M— | —— | $146K-98.1% | $7.87M+123% | $3.53M— | |
| Systems and Services | -$5.77M— | —— | $298K-98.8% | $25.59M+124% | $11.45M— | |
| Goodwill by Business | ||||||
| Clear Aligner | $162.64M-1.0% | $164.26M0.0% | $164.19M+0.1% | $164.05M+5.0% | $156.18M+2.3% | |
| Systems and Services | $340.4M+3.9% | $327.58M+0.1% | $327.32M+0.1% | $327.03M+8.5% | $301.43M+3.9% | |
| D&A by Business | ||||||
| Clear Aligner | $37.64M— | —— | $32.98M+69.2% | $19.5M+3.1% | $18.9M— | |
| Systems and Services | $10.53M-0.5% | $10.58M-5.2% | $11.16M+20.0% | $9.3M+9.8% | $8.47M+6.0% | |
| Stock-Based Comp by Business | ||||||
| Clear Aligner | $5.95M+0.3% | $5.93M-2.3% | $6.07M+0.1% | $6.07M+4.2% | $5.82M+104% | |
| Systems and Services | $377K+25.7% | $300K-28.4% | $419K+4.0% | $403K0.0% | $403K+3.9% | |
| Net revenues by Geography | ||||||
| Other International | $390.45M-0.6% | $392.69M+4.9% | $374.29M+5.6% | $354.4M+6.8% | $331.81M-4.4% | |
| Switzerland | $245.15M-2.1% | $250.37M+18.7% | $210.84M-10.4% | $235.25M+5.0% | $224.13M-8.3% | |
| U.S. | $404.49M0.0% | $404.51M-1.5% | $410.56M-2.9% | $422.8M-0.1% | $423.32M+4.8% | |
| Total long-lived assets by Geography | ||||||
| Other International | $539.86M-1.1% | $545.85M-1.7% | $555.45M-9.0% | $610.46M+0.7% | $606.19M+0.2% | |
| Switzerland | $197.75M-1.3% | $200.34M-0.1% | $200.48M-64.4% | $562.57M-1.1% | $568.69M-0.5% | |
| U.S. | $480.7M-2.6% | $493.58M-9.2% | $543.67M+166% | $204.56M+0.7% | $203.14M-2.2% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Align Technology break its business down?
- Align Technology (ALGN) reports net revenues by business across 2 parts — Clear Aligner and Systems and Services. Each is extracted from the segment footnotes and tracked over time.
- Where does Align Technology's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Align Technology's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
