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ALGN 资讯
ALGN 事件
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%
Sees Q3 Adjusted Gross Margin Roughly 71%
Sees Q3 adjusted gross margin roughly 71%. Sees Q3 adjusted operating margin roughly 24%.
Align Adjusts 2026 Revenue Guidance, Expects $400M to $500M Stock Buyback
The company said, "Our full year 2026 revenue guidance continues to assume a benefit from foreign exchange that is consistent with the assumptions underlying our initial full year outlook. We expect the impact of foreign exchange to moderate in the remaining quarters, trending toward the full-year assumption of approximately 100 basis points. We now expect 2026 Clear Aligner volume growth to be up approximately 6% year-over-year and 2026 Clear Aligner ASP to be flat to slightly down from 2025. We now expect 2026 Systems & Services revenue growth to be down 6% to 8% year-over-year as we anticipate a continued mix shift towards lower-priced scanners and more flexible acquisition models in 2H'26. We expect our 2026 iTero scanner shipment growth to be up double-digits year-over-year, reflecting continued customer adoption and scanner placements - and helping to underpin our second half outlook for Invisalign volumes. We expect 2026 GAAP Gross Margin to be approximately 70.2% to 70.5%, up year-over-year by approximately 3 points, due to the incurrence of one-time charges expected to be approximately $30 to $40 million primarily for accelerated depreciation and restructuring and other charges, partially offset by gain on assets held for sale. We expect 2026 non-GAAP Gross Margin to be up approximately 100 basis points over 2025 non-GAAP Gross Margin. We expect 2026 GAAP Operating Margin to be approximately 15.1% to 15.6%, up year-over-year by approximately 2 points, due to the incurrence of one-time charges expected to be approximately $90 to $110 million, primarily related to restructuring and other charges, accelerated depreciation, and legal settlements, partially offset by gain on assets held for sale. In Q2'26 we recorded $38 million for clear aligner UK VAT liability. We expect 2026 non-GAAP Operating Margin to be approximately 23.7%, a 100-basis point improvement year-over-year consistent with our previous guidance. We expect our investments in capital expenditures for fiscal 2026 to be $125 million to $150 million. Capital expenditures primarily relate to technology upgrades, additional manufacturing capacity as well as maintenance. We now expect to repurchase $400 million to $500 million of our common stock in 2026, reflecting the conviction of the Board and Management in Align's long-term value. This includes approximately $133 million of our common stock we expect to repurchase through October 2026."
Align Technology Increases 2026 Share Repurchase to $400M-$500M
Align Technology announced several initiatives reflecting its commitment to strong corporate governance and shareholder value creation. Following discussions with Elliott Investment Management L.P. about its ongoing Board refreshment and governance process, Align will appoint three new independent directors to join the Company's Board of Directors. The search will focus on highly qualified leaders with significant experience in healthcare technology, medical devices, global operations, consumer technology, innovation, and scaling of high-growth businesses. Align has also launched a comprehensive strategic and operating model review designed to support the Company's next phase of growth. Supported by a market leading global consulting firm, the review is focused on strengthening commercial execution, enhancing organizational effectiveness, optimizing resources, improving scalability, and ensuring Align is well positioned to capitalize on significant long-term market opportunities. The Company expects this work to further support sustainable revenue growth, margin expansion, and long-term shareholder value creation. The Company intends to update shareholders on the strategic and operating model review as well as material initiatives undertaken and progress against those initiatives. In addition, Align has increased its 2026 share repurchase commitment and now intends to repurchase a total of $400 million to $500 million of its common stock during 2026. This reflects the conviction of the Board and Management in Align's long-term value.
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