Align Technology Inc (ALGN) · Oct 28, 2026 · Earnings

Align Technology Q3 earnings beat as digital-services sales slide

Beat — Non-GAAP EPS $2.80 vs ~$2.77 consensus; revenue $1.015B vs ~$1.00B

Align Technology’s Q3 earnings modestly beat consensus, with clear-aligner volume growth and margin gains offset by weaker digital systems and services.

Align is trying to turn Invisalign, iTero scanners, and exocad software into an integrated digital-dentistry platform, with clear aligners still the growth engine and scanners/software expanding the ecosystem. The quarter modestly beat the market’s bar, but not across every operating line. Published expectations were roughly $1.00 billion of revenue and $2.77 of non-GAAP EPS; Align delivered $1.015 billion and $2.80, respectively. Revenue and clear-aligner volume were also in line with management’s own outlook, making the surprise more about execution and margins than a major demand reacceleration. 〔0〕

Metric	Q3'26	Comparison	Read
Revenue	$1,014.8M	+1.9% YoY; ~$1.00B consensus	Slight beat (Financial Highlights)
Clear-aligner shipments	690,635	+6.6% YoY	Volume growth continued (Financial Highlights)
Clear-aligner revenue	$839.3M	+4.2% YoY	Core business grew (Financial Highlights)
Imaging systems and CAD/CAM services	$175.5M	-7.6% YoY	Digital-platform weakness (Financial Highlights)
Non-GAAP diluted EPS	$2.80	$2.61 prior year; ~$2.77 consensus	Narrow beat (GAAP to Non-GAAP Reconciliation)
Non-GAAP operating margin	24.4%	23.9% prior year	Above prior outlook (GAAP to Non-GAAP Reconciliation)

The core aligner franchise is holding up better than the broader dental spending environment. Shipments rose 6.6% year over year and doctor utilization increased 3.4%, while North American orthodontist shipments turned positive after six quarters. 〔1〕 That is meaningful progress against the softer discretionary-healthcare backdrop, but pricing and mix remain a drag: revenue per case shipment fell to $1,215 from $1,260 in Q2, helping hold clear-aligner revenue growth below volume growth. (Operational Metrics)

Profitability was the real upside, despite a weaker gross-margin mix. Non-GAAP gross margin was 70.4%, below management’s expectation because of transportation costs, lower aligner average selling prices, and geographic and product mix. Yet disciplined spending lifted non-GAAP operating margin to 24.4%, above prior guidance, and non-GAAP EPS rose 5.2% year over year. 〔2〕

The digital-platform leg remains the unfinished part of the story. Imaging Systems and CAD/CAM Services revenue fell 7.6% year over year, a sharper decline than the clear-aligner business and evidence that weaker capital-equipment spending is still pressuring iTero and related services. The new Sports Guard pilot and NXT 3D-printing platform broaden the opportunity, but they are still pilots and do not yet change near-term financial performance.

Management’s forward posture is steady rather than a demand-reset story. The company says Q4 reflects the same soft market conditions and that preliminary 2027 planning assumes no consumer recovery, while still targeting another year of revenue growth and margin expansion. That supports the earnings beat, but it also says the improvement is being driven more by execution, productivity, and aligner utilization than by a broad rebound in dental demand.

Bottom line: Align cleared a modest earnings bar because aligner volumes and cost control outweighed weaker digital-services sales. The business is improving operationally, but the broader digital-dentistry expansion remains less proven than the headline EPS beat suggests.

What to watch next

Q4 outlook and 2027 margin plan

Original filing on SEC EDGAR

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AllSight · BlackBerry Q2 FY27

Revenue $163.3M vs ~$144M expected; adjusted basic EPS $0.07 vs ~$0.04 consensus — a real upside surprise.Income statement
QNX revenue +27% to $80.3M; segment EBITDA $29.0M from $20.5M. “Record performance… core automotive.”Segment — QNX
Licensing jumped to $22.1M from $6.6M — it amplified the beat, but it's less recurring than QNX, so the quality sits in QNX.Segment — Licensing
FY27 guide lifted to $616–636M rev / $141–158M EBITDA, above the prior $594–621M / $119–139M framework.Guidance
QNX growth, margins, cash and a raised outlook all beat. But licensing amplified it and Secure Comms is flat — net retention 91% from 93%.Segment — Secure Comms

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Events/ANDE/8-K · Earnings

8-K · Item 2.02 · Earnings

The Andersons — a record Renewables quarter that beat profit expectations

Filed Aug 3, 2026ANDE · NASDAQ

AllSight readBeatPriced in▲ 1.8% since filed · reaction agrees

adj. EPS $2.15 vs ~$1.48 consensus

This filing tests whether The Andersons' sharp profit increase reflects broad operating improvement or a one-off renewable-fuels boost. It also separates strong adjusted earnings and cash generation from the quarter's legal and impairment charges.

The quarter was substantially stronger than both last year and the published earnings expectation. Adjusted EPS reached $2.15, versus $0.24 a year earlier and above the published consensus of about $1.48; reported EPS was $1.65. Adjusted EBITDA more than doubled to $140 million, while sales slipped modestly — the improvement came from margins and operating performance rather than higher revenue. Financial Highlights · Statements of Operations

Q2 ($M, exc. per-share)	Q2 2026	Q2 2025	YoY
Sales & merchandising revenue	3,097.7	3,135.9	−1%
Net income (attributable)	56.6	7.9	+48.7
Diluted EPS	1.65	0.23	+1.42
Adjusted EPS	2.15	0.24	+1.91
Adjusted EBITDA	140.3	65.2	+75.1
Agribusiness adj. pretax	20.3	16.8	+3.5
Renewables adj. pretax	88.4	9.6	+78.8
Cash from operations	487.9	299.3	+188.6
Cash from ops (pre-WC)	112.9	42.9	+70.1

Renewables drove nearly all of the upside — the operating backdrop was strong, but the result also benefited materially from tax credits. Renewables' adjusted pretax income rose to $88 million on record production, stronger ethanol margins and merchandising gains. It also received $24 million of 45Z producer tax credits, so this was not solely a repeatable plant-margin improvement; the company did cite healthy export and domestic ethanol demand as supportive. Renewables — Record Q2 · Segment Data

Agribusiness improved, but it was a supporting contributor rather than the main earnings engine. Adjusted pretax income increased to $20 million as fertilizer margins improved and merchandising benefited from commodity-price volatility, despite lower fertilizer volumes. Agribusiness — Improved Q2 · Segment Data

Cash generation improved and funding capacity is comfortable, while reported earnings still absorbed meaningful non-core costs. Operating cash flow was $488 million ($113 million before working-capital changes); capital spending was $76 million. Adjusted EPS excludes $0.50 of legal-settlement, impairment and transaction items, so the $2.15 adjusted result runs ahead of the $1.65 reported. Leverage stays below the <2.5× debt-to-EBITDA target; no new quantified full-year outlook was given. Cash & Liquidity · Adjusted Net Income

Community sentiment · 612 votes

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Align Technology Q3 earnings beat as digital-services sales slide

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