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Align Technology to Report Q3 Earnings: What's in the Cards?

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Key Takeaways

  • Align Technology is set to report Q3 earnings on Oct. 28, with EPS expected to rise 6.1% to $2.77.
  • Clear Aligner revenues are projected to grow 3.6%, aided by higher volumes and strong international demand.
  • ALGN's Systems and Services revenues may fall 8% amid capital equipment market challenges and uncertainty.

Align Technology, Inc. (ALGN - Free Report) is set to release third-quarter 2026 results on Oct. 28, after the closing bell.

In the last reported quarter, the company posted adjusted earnings per share (EPS) of $2.64, which surpassed the Zacks Consensus Estimate by 3.13%. Align Technology beat on earnings in each of the trailing four quarters, the average surprise being 9.36%.

ALGN’s Q3 Estimates

The Zacks Consensus Estimate for revenues is pegged at $1.01 billion, which suggests 1.1% growth from the year-ago reported figure.

The Zacks Consensus Estimate for earnings is pinned at $2.77 per share, which implies a 6.1% rise from the year-ago recorded actuals.

Estimate Revision Trend Ahead of ALGN’s Q3 Earnings

Estimates for earnings have moved south 1 cent to $2.77 per share in the past 30 days.

Here’s a brief overview of the company’s performance leading up to this announcement.

Factors Shaping ALGN’s Q3 Performance

Clear Aligner

The segment is likely to have benefited from higher Clear Aligner volumes, with particular strength across the EMEA, APAC and Latin America, with continued stability in North America. Both orthodontists and GP dentist channels may have seen volume growth, driven by growth across adults, teens and growing kids. From a product standpoint, it is likely to have seen strong contributions from Invisalign First, the Invisalign Palatal Expander and the Invisalign Mandibular Advancement with Occlusal Blocks (“MOAB”). 

Dental and orthodontic service organizations (DSOs) must have remained a key, scalable growth channel in the to-be-reported quarter, with continued strong progress across all major regions. Meanwhile, the doctor subscription program (DSP), which includes retention, touch-up and relapse cases, is expected to have maintained strong momentum during the quarter. 

The Zacks Consensus Estimate for Clear Aligner revenues indicates 3.6% year-over-year growth.

Labcorp Holdings Inc. Price and EPS Surprise

Imaging Systems & CAD/CAM Services (Systems and Services)

Within this segment, revenues are likely to have faced a negative impact from continued challenges in the capital equipment market with higher interest rates and increased macro uncertainty. However, in the previous quarter, scanner placements to new doctors reached a record level and increased double digits year over year, driven by continued adoption of iTero Lumina. We expect this trend to have continued in the to-be-reported quarter as well. 

exocad achieved strong revenue growth, reinforcing the company’s strategy to integrate orthodontics and restorative dentistry within a customer and patient-centric digital platform. We expect this trend to have persisted in the third quarter as well. 

The company introduced two new Align Digital Platform capabilities to enhance patient engagement, treatment planning and workflow efficiency. Combined with the Invisalign Palatal Expander platform and customized 3D-printed features, these innovations support a more integrated digital workflow from imaging and diagnosis to treatment delivery. We expect the development to have contributed to the company’s top-line growth. 

The Zacks Consensus Estimate for the segment’s revenues implies a decrease of 8% on a year-over-year basis.

What Our Quantitative Model Predicts for ALGN

Per our proven model, stocks with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold), along with a positive Earnings ESP, have a higher chance of beating estimates. However, this is not the case here, as you can see below:

Earnings ESP: Align Technology has an Earnings ESP of -2.03%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Zacks Rank: The company currently carries a Zacks Rank #4 (Sell). You can see the complete list of today’s Zacks #1 Rank stocks here.

Stocks Worth a Look

Here are some medical stocks worth considering, as these have the right combination of elements to post an earnings beat this time around:

TG Therapeutics (TGTX - Free Report) has an Earnings ESP of +71.43% and a Zacks Rank #1 at present. The company is expected to release third-quarter 2026 results soon. 

TGTX’s earnings beat estimates in one of the trailing four quarters and missed on the remaining three occasions, the average surprise being 184.65%. The Zacks Consensus Estimate for third-quarter EPS implies a decrease of 84.8% from the year-ago quarter’s figure.

Revvity (RVTY - Free Report) has an Earnings ESP of +1.03% and a Zacks Rank #2 at present. The company is slated to release third-quarter 2026 results on Nov. 3.

RVTY’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 6.59%. The Zacks Consensus Estimate for third-quarter EPS indicates an increase of 9.3% from the year-ago quarter’s figure.

Acadia Healthcare (ACHC - Free Report) has an Earnings ESP of +4.84% and a Zacks Rank #3 at present. The company is slated to release third-quarter results on Nov. 4.

ACHC’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 47.02%. The Zacks Consensus Estimate for third-quarter EPS calls for a decrease of 36.1% from the year-ago quarter’s figure.

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