Align Technology Q2 Earnings: Will Invisalign Momentum Drive Results?

Align Technology is set to release Q2 2025 earnings on July 30. The Zacks Consensus Estimate for revenues is $1.06 billion, a 3.2% rise YoY, and for earnings is $2.57 per share, a 6.6% rise YoY. The company is expected to have witnessed strength in Clear Aligner volumes for teens and adult patients, driven by growth across regions, especially APAC and EMEA.

Align Technology, Inc. (ALGN) is set to release its second-quarter 2025 earnings on July 30, following the closing bell. The company has consistently outperformed earnings estimates, with an adjusted earnings per share (EPS) of $2.13 in the last reported quarter, surpassing the Zacks Consensus Estimate by 7.6% [1]. The Zacks Consensus Estimate for Q2 2025 revenues is $1.06 billion, representing a 3.2% year-over-year (YoY) increase, and for earnings is $2.57 per share, a 6.6% YoY rise [1].

Align Technology's strength in Clear Aligner volumes for teens and adult patients is expected to continue, driven by growth across regions, especially in the Asia-Pacific (APAC) and Europe, Middle East, and Africa (EMEA) regions. The company's orthodontic and general practitioner dentist channels have shown robust growth, particularly in these regions [1].

Key factors contributing to Align Technology's anticipated performance include:

1. Clear Aligner Volumes: Growth in Clear Aligner volumes for teens and adults, with significant contributions from the APAC and EMEA regions, driven by the orthodontic and general practitioner dentist channels [1].
2. Regulatory Approvals and Product Launches: The company's Invisalign Palatal Expander System received approval from the National Medical Products Administration (NMPA) in China, and the Invisalign System with mandibular advancement featuring occlusal blocks was launched in the United States, Canada, Australia, and New Zealand [1].
3. Systems & Services Business: The Systems & Services business is projected to have witnessed growth due to increased scanner volumes and non-system revenues driven by iTero Lumina wand upgrades. The launch of the next-generation iTero Lumina solutions and Align X-ray Insights in the EU countries and the United Kingdom is expected to have positively impacted the company's top line [1].

Despite these promising factors, Align Technology's Earnings ESP stands at 0.00%, and the company currently carries a Zacks Rank #2, indicating a moderate buy rating [1]. Investors should closely monitor the earnings report for updates on the company's performance and any potential surprises.

References:
[1] https://finance.yahoo.com/news/robust-invisalign-momentum-drive-align-140800006.html