Align Technology, Inc.（ALGN）のニュースとイベントALGNAlign Technology, Inc.

Align Wins Patent Infringement Case in China, Awarded RMB 10M

Align Technology announced that the Jinan Intermediate People's Court in China issued a judgment in favor of Align in a patent infringement action against Angelalign Technology's operating subsidiaries in China. In September 2025, Align filed a patent infringement action against Angel in the Jinan Intermediate People's Court, asserting Align's patent related to extraction-gap-closure technology. On August 10, the Jinan Intermediate People's Court issued a first-instance judgment finding that Angel's use of its MasterForce biomechanical simulation system and ATreat digital orthodontic treatment design system to generate A7 and A7 Speed premolar extraction treatment solutions infringes Align's patent rights. The court further found that the related aligner products manufactured and sold using the accused technology also infringe Align's patent. Angel may appeal the judgment to the Supreme People's Court. The deadline for filing an appeal has not yet expired. The court ordered Angel to cease using the patented technology and to stop manufacturing and selling the infringing products in China and awarded Align RMB 10M in damages. While the ruling remains subject to appeal, Align believes the decision further reinforces the strength of its intellectual property portfolio and ongoing commitment to protecting its innovations globally. The ruling follows other recent developments in Align's patent-enforcement actions against Angel. In February, the Unified Patent Court issued a preliminary injunction requiring Angel to cease infringement of Align's patented ClinCheck Live Update technology, a decision that was subsequently upheld on appeal. In July 2026, the U.S. International Trade Commission conducted an evidentiary hearing concerning five patents asserted by Align against Angel. Align expects that the ITC will make its initial determination regarding the merits of Align's claims in November. Align also continues to pursue additional patent infringement actions against Angel affiliates in China and Europe.

Major US Indices Close Lower, Semiconductor Stocks Plummet

All major US indices finished the day at the lows and even a less hawkish than feared FOMC decision failed to backstop the AI capex trade gone awry.  Tech and Industrials were the worst performing sectors in the S&P500 as Semiconductors, Semi Equipment, and Hardware names continued to unravel with massive drawdowns.  Micronfell another 10% while KLA Corp- which reported results overnight - was down 11%.  Among notable Industrials, Lennox Internationalfell over 20% despite a Q2 earnings beat as its management cut earnings guidance for the year.   The sparse positive column once again featured Consumer Staples, with Walmartnow having risen for 4 consecutive sessions.In the opening hour of the evening session, equity futures are modestly higher - S&P e-minis are up 0.4%, Nasdaq 100 is up 0.6%, and Dow Industrials are up 0.3%.  Investors are still digesting today's FOMC decision to keep rates intact with mostly unchanged accompanying statement while also watching diverging price action from Microsoftand Metaafter their earnings reports and updates on spending plans.Check out this evening's top movers from around Wall Street, compiled by The Fly.HIGHER AFTER EARNINGSSilicon Motion Technologyup 10.6%Fortinetup 10.5%FormFactorup 10.4%Glaukosup 8.7%Microsoftup 8.6%Lam Researchup 6.1%Chipotle Mexican Grillup 5.9%GFL Environmentalup 5.7%Pitney Bowesup 5.2%Starbucksup 4.9%Everforthup 4.7%ALSO HIGHERFive9up 7.1% after admission into S&P SmallCap 600 indexDOWN AFTER EARNINGSFair Isaacdown 9.3%Carvanadown 7.7%Houlihan Lokeydown 6.9%Meta Platformsdown 6.5%Arm Holdingsdown 6.1%Align Technologydown 6.1%QUALCOMMdown 3.6%Robinhood Marketsdown 1.0%

Align Technology Reports Q2 Revenue of $1.056B

Reports Q2 revenue $1.056B, consensus $1.06B. Commenting on Align's Q2'26 results, Align Technology President and CEO Joe Hogan said, "We delivered a solid second quarter with record revenues of $1.06 billion, up 4.3% year-over-year, driven by record Clear Aligner volumes of 691.8 thousand cases and 8.2% Clear Aligner revenue growth. Q2'26 revenues and Clear Aligner volumes were in line with our outlook, while Clear Aligner ASPs and non-GAAP operating margin of 22.9% exceeded our expectations. Q2'26 year-over-year Clear Aligner volume growth of 7.4% was driven by continued double-digit expansion across APAC, EMEA, and Latin America, together with stable performance in North America. Growth reflected continuing adoption across orthodontist and GP dentist channels and across adult, teen, and growing patient segments, as well as continued double-digit growth from DSOs. Investments in patient financing, clinical support programs, doctor subscription offerings, and practice productivity solutions supported adoption and utilization across our global Invisalign business. In Systems and Services, Q2'26 revenue performance reflected persistent softness in the capital equipment market as well as a shift toward lower-priced scanners and flexible acquisition models, including leasing and rental programs, which generate lower upfront revenue than traditional scanner purchases. By lowering the upfront cost of adoption, we can expand patient access to care, grow recurring revenue, and strengthen the Align Digital Platform."