Align Technology has announced robust financial results for the fourth quarter and the full fiscal year 2025, exceeding expectations with record revenue and clear aligner volume. The company reported significant year-over-year growth, driven by strong performance in international markets and strategic focus on dental service organizations (DSOs).
Key Takeaways
- Record Q4 Performance: Align achieved a record $1.048 billion in revenue for Q4 2025, a 5.3% increase year-over-year, alongside a record 677,000 clear aligner cases shipped.
- Full-Year Success: For fiscal 2025, total revenue reached $4.0 billion, with 2.6 million clear aligner cases, marking a 1% and 4.7% increase respectively.
- International Momentum: Significant growth was observed in EMEA, Latin America, and APAC, with North America showing improved stability.
- DSO Contribution: Dental Service Organizations (DSOs) now represent approximately 25% of Align’s volume and are a key growth driver.
- 2026 Outlook: The company projects 3%-4% revenue growth for 2026, with mid-single-digit aligner volume growth and a planned limited release of direct 3D-printed Invisalign components.
Financial Highlights and Regional Strength
Align Technology reported a fourth-quarter revenue of $1.048 billion, surpassing the previous year by 5.3%. This growth was fueled by a record 677,000 clear aligner cases, a 7.7% year-over-year increase. The company’s Systems and Services segment, including iTero scanners and exocad software, also saw a 4.2% rise in revenue to $209.4 million.
For the full year 2025, Align’s total revenue stood at $4.0 billion, a 1% increase from the prior year. Clear aligner revenue contributed $3.2 billion, with a record 2.6 million cases shipped, up 4.7%. The company also noted a record 936,000 teens and kids starting Invisalign treatment in 2025, a 7.8% increase.
Regionally, Latin America experienced double-digit growth, and Align surpassed one million Invisalign patients treated in the region during Q4. EMEA also saw double-digit growth in clear aligner volumes, with significant milestones reached in the UK and Iberia. APAC demonstrated double-digit growth, particularly in China, India, and Korea, supported by strong performance in younger patient segments.
Strategic Focus and Future Outlook
Align Technology highlighted the increasing importance of DSOs, which now account for about 25% of the company’s business volume. Management expressed optimism about continued DSO penetration globally. While North America showed improved stability, the company is focusing on practices that leverage digital tools and financing options.
Looking ahead to 2026, Align forecasts revenue growth between 3% and 4%, with mid-single-digit growth in aligner volume. The company plans a limited market release of direct 3D-printed Invisalign components, which is expected to be margin-dilutive initially but is factored into the 2026 outlook. Non-GAAP operating margin is projected to be around 23.7%.
The company also addressed the ongoing volume-based procurement (VBP) process in China, stating that its guidance does not include any VBP impact, as over 85% of its China business is in the private sector.
Sources
Founder Dinis Guarda
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Align Technology Soars Past Q4 Expectations with Record Revenue and Volume
Align Technology has announced robust financial results for the fourth quarter and the full fiscal year 2025, exceeding expectations with record revenue and clear aligner volume. The company reported significant year-over-year growth, driven by strong performance in international markets and strategic focus on dental service organizations (DSOs).
Key Takeaways
Financial Highlights and Regional Strength
Align Technology reported a fourth-quarter revenue of $1.048 billion, surpassing the previous year by 5.3%. This growth was fueled by a record 677,000 clear aligner cases, a 7.7% year-over-year increase. The company’s Systems and Services segment, including iTero scanners and exocad software, also saw a 4.2% rise in revenue to $209.4 million.
For the full year 2025, Align’s total revenue stood at $4.0 billion, a 1% increase from the prior year. Clear aligner revenue contributed $3.2 billion, with a record 2.6 million cases shipped, up 4.7%. The company also noted a record 936,000 teens and kids starting Invisalign treatment in 2025, a 7.8% increase.
Regionally, Latin America experienced double-digit growth, and Align surpassed one million Invisalign patients treated in the region during Q4. EMEA also saw double-digit growth in clear aligner volumes, with significant milestones reached in the UK and Iberia. APAC demonstrated double-digit growth, particularly in China, India, and Korea, supported by strong performance in younger patient segments.
Strategic Focus and Future Outlook
Align Technology highlighted the increasing importance of DSOs, which now account for about 25% of the company’s business volume. Management expressed optimism about continued DSO penetration globally. While North America showed improved stability, the company is focusing on practices that leverage digital tools and financing options.
Looking ahead to 2026, Align forecasts revenue growth between 3% and 4%, with mid-single-digit growth in aligner volume. The company plans a limited market release of direct 3D-printed Invisalign components, which is expected to be margin-dilutive initially but is factored into the 2026 outlook. Non-GAAP operating margin is projected to be around 23.7%.
The company also addressed the ongoing volume-based procurement (VBP) process in China, stating that its guidance does not include any VBP impact, as over 85% of its China business is in the private sector.
Sources
Founder Dinis Guarda
IntelligentHQ Your New Business Network.
IntelligentHQ is a Business network and an expert source for finance, capital markets and intelligence for thousands of global business professionals, startups, and companies.
We exist at the point of intersection between technology, social media, finance and innovation.
IntelligentHQ leverages innovation and scale of social digital technology, analytics, news, and distribution to create an unparalleled, full digital medium and social business networks spectrum.
IntelligentHQ is working hard, to become a trusted, and indispensable source of business news and analytics, within financial services and its associated supply chains and ecosystems
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