Align Technology, Inc. (ALGN) Presents at Leerink Global Healthcare Conference 2026 Transcript

SA Transcripts158.9K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Align Technology, Inc. (ALGN) Leerink Global Healthcare Conference 2026 March 10, 2026 9:20 AM EDT Company Participants John Morici - CFO & Executive VP of Global Finance Conference Call Participants Michael Cherny - Leerink Partners LLC, Research Division Presentation Michael ChernyLeerink Partners LLC, Research Division Good morning, everyone. Welcome to this session of the Leerink Global Healthcare Conference. I'm Mike Cherny, the health care tech distribution analyst. It's my absolute pleasure to have the Align Technology team here. CFO, John Morici; and Madelyn Valente from the IR team in the audience. I'm happy to say that they brought no slides. So we just have a nice fireside chat, we'll dive right into. Question-and-Answer Session Michael ChernyLeerink Partners LLC, Research Division But maybe, John, building off last quarter, starting with North America, we saw pockets of strength that saw sequential improvement over the last couple of quarters versus what you'd have. You talked about the dynamics of the market being more stable than what you had. Can you give us a little bit on what that means in terms of practicality, what you're seeing from your customers, from individuals on where that level of stability is starting to dive in? John MoriciCFO & Executive VP of Global Finance Yes. It's -- what we've seen as we went through last year, really that stability, meaning that there weren't as much unknowns within the market where people were transacting. And I think people understood that there was still some volatility around tariffs and kind of inflation and other things. But I think people were getting more and more used to that from a consumer standpoint and they were transacting based on that environment. Of course, there's things that happen. We've seen with some of the conflicts and other things that happened that people are aware of. But I think broadly