Every material Form 8-K Align Technology filed with the SEC in 2026, 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 entered an accelerated share repurchase agreement with Goldman Sachs to buy back $270 million of its common stock, funded with cash on hand. The company expects to complete the transaction by about December 29, 2026, and says the deal brings its total 2026 share repurchases to approximately $500 million.
ASR of $270 million, with a $270 million prepayment to Goldman Sachs made under the agreement dated November 5, 2026
Initial delivery of approximately 1.44 million shares; final share count depends on volume-weighted average price less a discount
Approximately $330 million remains under the $1.0 billion repurchase program after this transaction; cash and equivalents were about $1.145 billion as of September 30, 2026
Final settlement expected no later than about December 29, 2026
Align Technology said Jennifer L. Davis, former CEO of Procter & Gamble's Global Healthcare business, will become President and CEO on December 31, 2026, replacing Joseph M. Hogan, who has led the company since 2015 and will retire from the role and become a strategic advisor. Davis joins the Board as a director on November 2, 2026, and the filing sets out her pay package, including a $1,300,000 base salary and a $2,000,000 signing bonus. The change marks a planned leadership transition at the company, and the filing discloses no changes to financial results or guidance.
Jennifer L. Davis joins as CEO-elect and director on November 2, 2026, and becomes President and CEO on December 31, 2026
Joseph M. Hogan, CEO since 2015, retires as CEO on December 31, 2026 and will serve as a strategic advisor under a one-year consulting agreement with a $150,000 annual fee
Davis's pay includes a $1,300,000 base salary, a 150% target bonus, equity awards of $9,900,000 and $6,600,000, and a $2,000,000 signing bonus
Board size increases from ten to eleven directors effective November 2, 2026
Align Technology reported third-quarter 2026 results for the period ended September 30, 2026, with total revenue of $1.015 billion, up 1.9% from a year earlier, and GAAP diluted earnings of $1.90 per share, compared with $0.78 a year earlier. The company also gave fourth-quarter and full-year 2026 revenue ranges and said it expects to repurchase up to $300 million of stock in the fourth quarter.
Q3 2026 net revenues were $1,014.8 million, up 1.9% year over year; Clear Aligner revenue rose 4.2% to $839.3 million
Q3 2026 GAAP net income was $135.0 million, or $1.90 per diluted share, versus $0.78 in Q3 2025; non-GAAP diluted EPS was $2.80 versus $2.61
Q4 2026 revenue is expected to be $1,000 million to $1,020 million; full-year 2026 revenue is expected to be $4,110 million to $4,130 million
Company expects to repurchase about $500 million of its common stock in 2026, with up to $300 million planned for Q4; $630.0 million remained under the $1.0 billion program as of September 30, 2026
Align Technology appointed Quentin Blackford, 48, to its board on August 27, 2026, raising the board from ten to eleven directors. Director Andrea L. Saia, who has served since 2013, will resign effective September 23, 2026, returning the board to ten members, and the company says her decision was not due to any disagreement with the company.
Quentin Blackford, 48, was appointed to the board on August 27, 2026. He is President and CEO of iRhythm Technologies, a role he has held since 2021.
Andrea L. Saia will resign from the board effective September 23, 2026, and the filing says the resignation is not due to any disagreement or removal for cause.
The board size goes from eleven to ten directors when Saia's resignation takes effect.
Blackford is expected to stand for election at the 2027 annual meeting, expected in May 2027.
Align Technology reported second quarter 2026 revenue of $1.06 billion, up 4.3% year over year, with Clear Aligner revenue up 8.2% and Imaging Systems and CAD/CAM Services revenue down 10.8%. GAAP diluted EPS fell to $1.51 from $1.72 a year earlier, including an estimated $37.5 million UK VAT liability, while non-GAAP diluted EPS rose to $2.64 from $2.49. The company expects third quarter 2026 revenue of $1,000 million to $1,020 million and now expects 2026 Systems and Services revenue to fall 6% to 8%.
Q2 2026 revenue was $1,056.2 million, up 4.3% year over year and up 1.5% sequentially.
GAAP net income was $108.3 million, down 13.1% year over year; GAAP diluted EPS was $1.51 versus $1.72 in Q2 2025.
Non-GAAP diluted EPS was $2.64 versus $2.49 a year earlier, after an estimated $37.5 million UK VAT liability tied to a July 7, 2026 ruling.
Q3 2026 revenue is expected at $1,000 million to $1,020 million; 2026 share repurchases are now expected at $400 million to $500 million.
Align Technology said Executive Vice President and Chief Legal and Regulatory Officer Julie Coletti resigned on July 6, 2026 to join Illumina as its Chief Legal Officer. Her resignation takes effect August 1, 2026. The filing does not name a successor or describe any financial impact.
Julie Coletti resigned July 6, 2026 as EVP, Chief Legal and Regulatory Officer
Resignation is effective August 1, 2026
She is joining Illumina, Inc. as Chief Legal Officer
Align Technology said C. Raymond Larkin, Jr. will retire as Chairman of the Board effective July 1, 2026, and Kevin Conroy, an independent director, will succeed him as Chairman on the same date. Mr. Larkin will remain a director until December 31, 2026, and the filing says his decision to leave the Board is not due to any disagreement with the company and that he was not removed for cause.
Larkin notified the Board on June 17, 2026 and will step down as Chairman effective July 1, 2026.
Larkin will stay on the Board, including the Nominating and Governance Committee, through December 31, 2026.
Conroy has been an independent director since December 2023 and chairs the Compensation and Human Capital Committee since January 2026.
Conroy was Chairman and CEO of Exact Sciences until Abbott Laboratories acquired it in March 2026.
Align Technology reported first-quarter 2026 results on April 29, 2026, with revenue of $1,040.1 million, up 6.2% from a year earlier, and GAAP diluted EPS of $1.57 versus $1.27 in the prior-year quarter. The company reaffirmed its fiscal 2026 guidance and plans to repurchase $200 million of common stock over six months beginning on or about May 1, 2026. Year-over-year revenue and profit improved, though both declined from the fourth quarter of 2025.
Q1 2026 revenue was $1,040.1 million, up 6.2% year-over-year and down 0.7% sequentially.
GAAP diluted EPS was $1.57 versus $1.27 a year earlier; non-GAAP diluted EPS was $2.58 versus $2.13.
Fiscal 2026 guidance was reaffirmed, including worldwide revenue growth of 3% to 4% and Q2 2026 revenue of $1,040 million to $1,060 million.
Align expects to repurchase $200 million of common stock over a six-month period beginning on or about May 1, 2026.
Align Technology reported record fourth-quarter 2025 revenue of $1,047.6 million, up 5.3% from a year earlier, and GAAP net income of $135.8 million, or $1.89 per diluted share, compared with $1.39 a year earlier. The company also gave fiscal 2026 guidance, calling for worldwide revenue growth of 3% to 4% and a GAAP operating margin slightly below 18.0%.
Q4 2025 revenue was $1,047.6 million, up 5.3% year-over-year; Clear Aligner volume was a record 676.9 thousand cases, up 7.7%.
Q4 GAAP net income was $135.8 million, or $1.89 per diluted share, versus $1.39 a year earlier; non-GAAP diluted EPS was $3.29.
Q4 included $67.5 million of restructuring and accelerated depreciation charges.
For 2026, the company expects worldwide revenue growth of 3% to 4% and Q1 2026 revenue of $1,010 million to $1,030 million.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
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 →