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Align Technology supplies orthodontists and general dentists with Invisalign clear aligners to straighten patients’ teeth. A trained dentist submits a prescription and patient records; Align prepares a proposed three-dimensional treatment plan in ClinCheck. After the dentist reviews and approves it, Align manufactures the custom series of aligners and typically ships them to the dentist, who controls treatment and gives the aligners to the patient. These treatment orders provide most of Align’s revenue, with most sales made directly to dental professionals.
A smaller business sells iTero scanners, which capture digital images inside the mouth, and related services, along with exocad software for designing and manufacturing dental restorations. Dental practices and laboratories pay for equipment, software and services, including subscriptions. iTero also connects to the Invisalign prescription workflow.
The business depends on dentists recommending Invisalign and patients choosing it. Production also relies on specialized equipment and materials from single or sole suppliers; Align currently buys its principal aligner raw materials, resin and polymer, from one source. New medical devices and new uses or claims for existing products generally require regulatory clearance or approval before Align can market them.
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Every company claims an edge. Each one is checked against hard numbers like margins and returns: which hold, and which line gives way first.
Align's results depend on patient demand for orthodontic treatment and competition from dental and orthodontic suppliers, including Straumann, which is worth watching despite its absence from this list.
Envista Holdings Corporation competes with Align for dental professionals' treatment choices, selling orthodontic systems to doctors who also choose Invisalign. Its orthodontic sales are more relevant to Align than its broader sales of implants, equipment and dental supplies.
Dentsply Sirona competes for dental-practice spending on two fronts: its SureSmile clear aligners rival Align's Invisalign, while its Primescan scanners, which capture images inside the mouth, rival iTero.
Solventum competes with Align's Invisalign treatments by selling orthodontic brackets and aligners for dental care. Watch its Dental Solutions sales rather than company-wide results: that business accounted for only 16.2% of Solventum's total sales in 2025.
Align Technology Inc earningsThis company
Align’s report will show whether more Invisalign cases can lift the business without further reducing revenue per case and squeezing margins.
Read Invisalign case volume alongside revenue per case, then check gross margin—the share of revenue left after product costs. Rising volume with steady revenue per case means doctors are bringing in more patients without further price erosion; rising volume with falling revenue per case means prices or treatment mix are diluting revenue, and gross margin shows whether manufacturing efficiencies offset the squeeze. Together, these figures show whether Align’s growth comes from more cases or from accepting less revenue per case.
Envista Holdings Corporation earningsNVST
Envista’s report will show whether dental professionals’ purchases of its orthodontic systems are competing with Align for doctors’ treatment choices.
Focus on Envista’s orthodontic sales, not its company-wide results. Stronger orthodontic sales mean doctors are buying more systems that compete with Invisalign for treatment choices, increasing the challenge for Align; weaker sales mean less demand for that competing offering, but do not alone prove Invisalign demand is rising. The takeaway is whether Envista is putting greater competitive pressure on Align for doctors’ treatment choices.
DENTSPLY SIRONA Inc. earningsXRAY
Dentsply Sirona’s report will show whether dental practices are buying more Primescan scanners and SureSmile aligners that compete with Align for practice spending and treatment choices.
Look separately at Primescan scanner sales and SureSmile aligner sales; company-wide results do not establish demand for either product. Stronger Primescan sales mean practices are spending more on a competing scanner, putting more direct pressure on iTero; stronger SureSmile sales mean another clear-aligner option is competing for patients’ treatment choices. Weakness in either product would suggest less pressure in that area, but would not prove Align won the business. The takeaway is how much competition Align faces in scanners and clear aligners, respectively.
