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Sep 30, 2020

Align Q3 2020 Earnings Report

Announced third quarter 2020 financial results, achieving a 9 millionth Invisalign patient milestone.

Key Takeaways

Align Technology reported strong Q3 2020 results with total revenues of $734.1 million, up 20.9% year-over-year. Clear Aligner revenues were $620.8 million, up 20.2% year-over-year, and Imaging Systems and CAD/CAM Services revenues were $113.4 million, up 24.5% year-over-year. The company also reached its 9 millionth Invisalign patient milestone.

Total revenues reached $734.1 million, a 20.9% increase year-over-year.

Clear Aligner revenues increased by 20.2% year-over-year, reaching $620.8 million.

Imaging Systems and CAD/CAM Services revenues grew by 24.5% year-over-year to $113.4 million.

Clear Aligner volume was 496.1 thousand cases, up 28.7% year-over-year.

Total Revenue
$734M
Previous year: $607M
+20.9%
EPS
$2.25
Previous year: $1.22
+84.4%
Invisalign Cases Shipped
496.1K
Previous year: 385.5K
+28.7%
Gross Profit
$534M
Previous year: $438M
+22.1%
Cash and Equivalents
$616M
Previous year: $490M
+25.5%
Free Cash Flow
$190M
Previous year: $208M
-8.7%
Total Assets
$4.42B
Previous year: $2.35B
+87.8%

Align

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Align Revenue by Segment

Forward Guidance

The company's overall revenue momentum has continued into October and they are encouraged by positive feedback from Invisalign providers regarding the benefits of digital orthodontics starting with an iTero scanner for Invisalign treatment - especially in this COVID-19 environment.

Revenue & Expenses

Visualization of income flow from segment revenue to net income