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Mar 31, 2021

Align Q1 2021 Earnings Report

Reported record first quarter financial results with significant revenue and volume growth.

Key Takeaways

Align Technology reported a strong first quarter with record revenues and volumes, driven by growth in both Invisalign Clear Aligners and iTero Systems and Services. Total revenues increased by 62.4% year-over-year, with Clear Aligner revenues up 56.4% and Imaging Systems and CAD/CAM Services revenues up 104.0%. The company also reached a milestone of treating its 10 millionth Invisalign patient.

Total revenues were $894.8 million, up 62.4% year-over-year.

Clear Aligner revenues were $753.3 million, up 56.4% year-over-year.

Imaging Systems and CAD/CAM Services revenues were $141.5 million, up 104.0% year-over-year.

GAAP net income was $200.4 million, or $2.51 per diluted share.

Total Revenue
$895M
Previous year: $551M
+62.4%
EPS
$2.49
Previous year: $0.73
+241.1%
Invisalign Cases Shipped
595.8K
Previous year: 359.4K
+65.8%
Gross Profit
$677M
Previous year: $394M
+71.7%
Cash and Equivalents
$1.1B
Previous year: $791M
+39.1%
Free Cash Flow
$184M
Previous year: -$36.3M
-606.2%
Total Assets
$5.07B
Previous year: $3.96B
+27.9%

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Forward Guidance

Align provides the following guidance for 2021.