Align Technology ALGN Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Net revenues by Business | ||||||
| Clear Aligner | $856.02M+7.4% | —— | $805.8M+2.4% | $804.62M-3.3% | $796.84M-2.5% | |
| Systems and Services | $184.06M+0.9% | $209.42M+4.2% | $189.89M-0.6% | $207.83M+5.6% | $182.42M+1.2% | |
| Cost of net revenues by Business | ||||||
| Clear Aligner | $243.16M+3.6% | $300.39M+26.8% | $282.94M+20.9% | $240.81M-1.0% | $234.75M-1.4% | |
| Systems and Services | $60.35M-6.3% | $63.59M+3.5% | $73.55M+18.4% | $63.52M+1.4% | $64.4M+4.7% | |
| Segment income from operations by Business | ||||||
| Clear Aligner | $307.8M+18.3% | —— | $250.71M-9.3% | $267.01M-10.9% | $260.22M-9.1% | |
| Systems and Services | $66.08M+13.0% | —— | $59.84M-13.0% | $85.74M+21.1% | $58.46M+17.6% | |
| Gross Profit by Business | ||||||
| Clear Aligner | $612.87M+9.0% | $537.76M-3.5% | $522.86M-5.4% | $563.81M-4.2% | $562.09M-2.9% | |
| Systems and Services | $123.72M+4.8% | $145.83M+4.6% | $116.34M-9.8% | $144.31M+7.6% | $118.02M-0.5% | |
| Total Operating Expenses by Business | ||||||
| Clear Aligner | $305.07M+1.1% | $280.91M+1.3% | $272.15M-1.6% | $296.8M+2.7% | $301.87M+3.1% | |
| Systems and Services | $57.64M-3.2% | $43.78M-26.4% | $56.5M-6.1% | $58.57M-7.5% | $59.56M-13.7% | |
| Operating expenses by Business | ||||||
| Clear Aligner | $305.07M+1.1% | —— | $272.15M-1.6% | $296.8M+2.7% | $301.87M+3.1% | |
| Systems and Services | $57.64M-3.2% | —— | $56.5M-6.1% | $58.57M-7.5% | $59.56M-13.7% | |
| Additions from acquisition by Business | ||||||
| Clear Aligner | $0— | —— | —— | —— | —— | |
| Systems and Services | $18.6M— | —— | —— | —— | —— | |
| Foreign currency translation adjustments by Business | ||||||
| Clear Aligner | -$1.62M-146% | —— | $146K— | $7.87M— | $3.53M— | |
| Systems and Services | -$5.77M-150% | —— | $298K-97.7% | $25.59M+1,004% | $11.45M+269% | |
| Goodwill by Business | ||||||
| Clear Aligner | $162.64M+4.1% | $164.26M+7.6% | $164.19M+2.9% | $164.05M+5.4% | $156.18M-0.3% | |
| Systems and Services | $340.4M+12.9% | $327.58M+13.0% | $327.32M+4.9% | $327.03M+9.4% | $301.43M-0.1% | |
| D&A by Business | ||||||
| Clear Aligner | $37.64M+99.1% | —— | $32.98M+83.5% | $19.5M+17.3% | $18.9M+31.0% | |
| Systems and Services | $10.53M+24.4% | $10.58M+32.4% | $11.16M+37.8% | $9.3M+15.3% | $8.47M+23.9% | |
| Stock-Based Comp by Business | ||||||
| Clear Aligner | $5.95M+2.3% | $5.93M+108% | $6.07M-20.6% | $6.07M-29.6% | $5.82M+54.6% | |
| Systems and Services | $377K-6.5% | $300K-22.7% | $419K-1.9% | $403K-4.3% | $403K+12.3% | |
| Net revenues by Geography | ||||||
| Other International | $390.45M+17.7% | $392.69M+13.1% | $374.29M+10.1% | $354.4M+11.1% | $331.81M+5.8% | |
| Switzerland | $245.15M+9.4% | $250.37M+2.5% | $210.84M-2.7% | $235.25M-13.2% | $224.13M-11.0% | |
| U.S. | $404.49M-4.4% | $404.51M+0.2% | $410.56M-2.5% | $422.8M-3.6% | $423.32M-2.0% | |
| Total long-lived assets by Geography | ||||||
| Other International | $539.86M-10.9% | $545.85M-9.8% | $555.45M-11.5% | $610.46M-1.3% | $606.19M-1.8% | |
| Switzerland | $197.75M-65.2% | $200.34M-65.0% | $200.48M-65.5% | $562.57M-1.3% | $568.69M-0.8% | |
| U.S. | $480.7M+137% | $493.58M+138% | $543.67M+167% | $204.56M-3.2% | $203.14M-3.4% |
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.
