Every material Form 8-K Align Technology filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Align Technology reported third-quarter 2025 revenue of $995.7 million, up 1.8% year over year and above its $965 million to $985 million outlook range. GAAP net income fell to $56.8 million, or $0.78 per diluted share, after $88.3 million in restructuring, impairment and accelerated depreciation charges, while non-GAAP diluted EPS rose to $2.61 from $2.35. The company guided fourth-quarter 2025 revenue to $1,025 million to $1,045 million.
Q3 2025 revenue of $995.7 million was up 1.8% year over year and down 1.7% sequentially, above the $965 million to $985 million outlook range
GAAP diluted EPS was $0.78, down from $1.55 a year earlier; non-GAAP diluted EPS was $2.61, up from $2.35
Restructuring, impairment and accelerated depreciation charges totaled $88.3 million in the quarter
Q4 2025 revenue outlook is $1,025 million to $1,045 million; the company repurchased about 0.5 million shares at an average of $136.77
Align Technology terminated the employment of Stuart Hockridge, Executive Vice President, Global Human Resources, on September 12, 2025, effective May 2026. The filing says the termination was not for cause and that any severance will be materially consistent with his 2016 employment agreement and the 2025 proxy disclosures.
Stuart Hockridge, Executive Vice President, Global Human Resources, was terminated on September 12, 2025.
The termination takes effect in May 2026.
The termination was not for cause under his employment agreement dated May 23, 2016.
Severance and other benefits are to be materially consistent with the agreement and the 2025 proxy statement disclosures.
Align Technology reported second quarter 2025 revenue of $1,012.4 million, down 1.6% from a year earlier, while GAAP diluted earnings per share rose to $1.72 from $1.28. The company said Q2 results were below its outlook and announced actions to reduce its workforce and optimize manufacturing, with one-time charges of $150 million to $170 million expected in the second half of 2025.
Q2 2025 revenue was $1,012.4 million, down 1.6% year-over-year and up 3.4% sequentially.
Q2 2025 GAAP diluted EPS was $1.72 versus $1.28 in Q2 2024; non-GAAP diluted EPS was $2.49.
Q3 2025 worldwide revenue is expected to be $965 million to $985 million, down sequentially from Q2.
One-time charges of $150 million to $170 million are expected in the second half of 2025; FY 2025 GAAP operating margin is expected at 13% to 14%.
Align Technology appointed Britt Vitalone, currently executive vice president and chief financial officer of McKesson Corporation, to its board of directors effective July 2, 2025, expanding the board from ten to eleven directors. He also joins the Audit Committee, a board role tied to oversight of financial reporting.
Britt Vitalone, 56, appointed to the Board and Audit Committee effective July 2, 2025
Board size increased from ten to eleven directors
Vitalone is expected to stand for election at the annual meeting expected in May 2026; director pay is prorated until then
Filing reports no arrangement with other persons for his selection and no related-party transaction interest
At its May 21, 2025 annual meeting, Align Technology stockholders elected all ten director nominees to one-year terms, approved an amendment to the 2005 Incentive Plan that increases authorized shares, and approved replacing supermajority voting provisions with a simple majority requirement. The filing also reports votes on a non-binding say-on-pay proposal, auditor ratification, and two shareholder proposals on calling special meetings, with the special meeting proposal showing more votes against than for.
Proposal 4: 58,954,113 votes for and 154,482 against replacing supermajority provisions with a simple majority vote requirement
Proposal 2 (say-on-pay, advisory): 51,634,314 for and 7,428,786 against
Proposal 7 (special meeting call right): 26,687,164 for and 32,371,257 against
Proposal 3: PricewaterhouseCoopers LLP ratified as independent auditor for the fiscal year ending December 31, 2025
Align Technology reported first quarter 2025 results, with total revenue of $979.3 million, down 1.8% from a year earlier, and diluted EPS of $1.27, down from $1.39. The company said results were in line with its outlook and guided second-quarter 2025 revenue to $1,050 million to $1,070 million, and fiscal 2025 revenue growth to 3.5% to 5.5% at current spot rates.
Q1'25 revenue was $979.3 million, down 1.8% year-over-year; foreign exchange reduced revenue by about $31.1 million year-over-year.
Q1'25 GAAP net income was $93.2 million, or $1.27 per diluted share, versus $1.39 a year earlier; non-GAAP diluted EPS was $2.13.
Clear Aligner volume rose 6.2% year-over-year to 642.3 thousand cases, while Clear Aligner revenue fell 2.5% to $796.8 million.
Guidance: Q2'25 revenue of $1,050 million to $1,070 million; fiscal 2025 GAAP operating margin about 2 points above 2024, and capital expenditures of $100 million to $150 million.
Align Technology reported fourth-quarter 2024 revenue of $995.2 million, up 4.0% from a year earlier, while GAAP net income fell 16.3% to $103.8 million, or $1.39 per diluted share, in a quarter that included $37.0 million of restructuring and other charges. For fiscal 2024, revenue rose 3.5% to $4.0 billion while net income fell 5.3% to $421.4 million. The company guided first-quarter 2025 revenue to $965 million to $985 million and expects low single-digit revenue growth for 2025, citing unfavorable foreign exchange.
Q4 2024 GAAP net income was $103.8 million, or $1.39 per diluted share, versus $124.0 million, or $1.64, a year earlier; non-GAAP diluted EPS was $2.44.
Fiscal 2024 revenue was $4.0 billion, up 3.5%, and GAAP diluted EPS was $5.62, versus $5.81 in 2023.
Q1 2025 revenue outlook is $965 million to $985 million, down sequentially from Q4 2024.
Company repurchased $352.9 million of common stock in 2024 and reported $1,043.9 million in cash and cash equivalents as of December 31, 2024.
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Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Align Technology filing is on SEC EDGAR ↗. 8-K briefs of other companies →