艾利科技(ALGN)
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Align Technology (ALGN) Up 20.5% YTD: Will the Rally Continue?
Zacks Investment Research· 2024-04-11 00:11
Align Technology‘s (ALGN) shares have surged 20.5% year to date compared with the industry’s growth of 6.2%. The Medical sector has gained 3% in the said time frame. The company has a market capitalization of $24.80 billion.This Zacks Rank #2 (Buy) stock is well-positioned to drive the digital revolution in the dental industry with Invisalign clear aligners, Itero Scanners and the Align digital platform. Its earnings are expected to grow 14.2% in the next year.Will the Upside Continue?The consensus estimate ...
Align (ALGN) Debuts Invisalign Palatal Expander in New Markets
Zacks Investment Research· 2024-04-04 21:26
Align Technologies (ALGN) recently announced that the Invisalign Palatal Expander system is now commercially available in Australia and New Zealand. The system has been included in the Australian Register of Therapeutic Goods and the New Zealand Web-Assisted Notification of Devices Database and covers broad patient applicability, including growing children, teens and adults (with surgery or other techniques).The newest development is expected to significantly boost ALGN’s Clear Aligner segment. Following it ...
Is Align Technology (ALGN) Stock Outpacing Its Medical Peers This Year?
Zacks Investment Research· 2024-04-02 22:46
The Medical group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is Align Technology (ALGN) one of those stocks right now? A quick glance at the company's year-to-date performance in comparison to the rest of the Medical sector should help us answer this question.Align Technology is a member of our Medical group, which includes 1054 different companies and currently sits at #4 in the Zacks Sector Rank. The Zacks Sector Rank gauges the str ...
Align Technology (ALGN) Gains From Innovation, Macro Issues Ail
Zacks Investment Research· 2024-03-20 03:11
Align Technology’s (ALGN) robust product line, balanced growth across all channels and consistent focus on international markets to drive growth to bolster our confidence in the stock. Yet, we are concerned about the current economic uncertainty that continues to cast a negative impact on Align Technology’s dental procedures. The stock carries a Zacks Rank #3 (Hold).Align Technology is strategically capturing the growing malocclusion market, one of the most prevalent clinical dental conditions in the world. ...
Align Technology (ALGN) Up 10.6% Since Last Earnings Report: Can It Continue?
Zacks Investment Research· 2024-03-02 01:36
It has been about a month since the last earnings report for Align Technology (ALGN) . Shares have added about 10.6% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Align Technology due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts. Align Technology Tops Q4 Earnings, ...
Align Technology(ALGN) - 2023 Q4 - Annual Report
2024-02-29 06:13
公司业务及产品 - Align Technology, Inc.是一家全球医疗器械公司,主要从事设计、制造和营销Invisalign®透明牙箍、ViveraTM保持器、iTeroTM口腔扫描仪和服务以及exocadTM计算机辅助设计和计算机辅助制造软件[6] - Align Technology的营收主要来自Clear Aligner和Imaging Systems以及CAD/CAM Services两个运营部门,其中Clear Aligner占全球净收入的83%,Systems and Services占17%[7] - Align Digital PlatformTM是Align Technology的数字平台,结合软件、系统和服务,旨在改善治疗结果,连接医生、实验室、患者和消费者,提供端到端的数字解决方案[8] - Invisalign系统是一种治疗错颌症的专有方法,基于计算机模拟虚拟治疗计划和一系列医生开具的定制制造的透明聚合物可拆卸矫正器[18] - 全球超过91%的Invisalign系统处方订单现在通过数字扫描提交,提高了治疗计划的准确性,缩短了医生提交处方到患者收到透明矫正器的时间[18] - Invisalign Comprehensive 3in3产品于2023年第一季度推出,提供三年治疗有效期和三个额外的透明矫正器,目前在北美和部分EMEA和APAC市场推出[20] - Invisalign Palatal Expander是我们首个直接3D打印的正畸设备,用于快速扩张和保持上颌骨狭窄,目前在加拿大和美国有限地推出[21] - 公司于2024年1月完成了对Cubicure GmbH的收购,该公司开发、生产和分销创新材料、设备和工艺用于新型3D打印解决方案[21] - SmartTrack材料是一种专利的自定义工程Invisalign透明矫正器材料,提供温和、更持续的力量,被认为是理想的正畸牙齿移动[22] - SmartForce附件是附着在牙齿上的小牙色形状,帮助透明矫正器施加正确方向的力量,使复杂的牙齿移动成为可能[23] - SmartStage技术是一种先进的算法,确定每个阶段的牙齿移动的最佳路径和透明矫正器的形状,以实现更可预测的结果和更少的干扰[23] - 通过使用iTero口腔扫描仪和数字工作流程,帮助医生和患者可视化和评估各种治疗选项,提高患者决定接受治疗的意愿和改善治疗结果和满意度[23] 公司员工福利及社会责任 - 公司在2022年将董事会的ESG监督责任委托给提名和治理委员会[40] - 公司在2023年和2024年获得了多项奖项和认可,包括在韩国被评为最适合女性工作的地方[41] - 公司通过员工调查收集反馈,持续改善文化,提高员工参与度[42] - 公司提供多样化的培训和专业发展计划,包括自主学习课程和领导力发展项目[44] - 公司致力于员工福利和薪酬计划,包括基本工资、绩效奖励、健康福利、退休规划等[44] - 公司通过月度健康活动和员工资源组织支持员工健康和福祉[44] - 公司支持慈善组织,如Operation Smile和America's ToothFairy,为口腔健康和手术提供支持[45][46][47] - 公司提供产品捐赠给牙科社区,帮助有需要的患者获得健康美丽的笑容[48] - 公司的高管团队包括总裁兼首席执行官Joseph M. Hogan、首席财务官John F. Morici等[49] 公司风险管理 - 公司存在进行战略投资或收购的风险,可能影响竞争力和带来负面影响[63] - 公司在进行战略投资或收购时可能面临多种风险,包括未能实现预期回报、资金不足等[64] - 公司的运营结果会因多种因素波动,包括消费者需求变化、成本增加、季节性波动等[65] - 公司如果低估产品需求,可能导致生产能力不足,影响与客户的关系[66] - 公司高度依赖第三方供应商,供应链脆弱,供应商关系变化可能导致生产中断[70] - 公司使用分销商进行产品销售,存在销售、运营和声誉风险,需谨慎管理[72] - 公司高度依赖人才,人员流失可能影响战略目标的实现[73] - 公司面临激烈竞争,特别是在技术和数字人才方面[74] - 公司采取了混合工作时间表,可能会对公司文化、员工满意度和招聘产生挑战[74] - 公司的市场营销活动包括全国和地区性广告活动,与专业体育队、社交媒体影响者和其他战略合作伙伴的联盟[75] - 公司依赖于从广告活动中产生的数据来定位特定受众和评估其有效性[76] - 公司正在将人工智能(AI)技术融入产品、服务和内部运营中,但这可能会带来法律、监管风险或其他不利后果[76] - 公司面临反垄断和竞争法规、诉讼和执法风险,可能导致罚款、限制业务实践、产品或运营变更[77] - 公司必须遵守反腐败和反贿赂法律,否则可能面临制裁、调查和罚款[77] - 公司面临安全漏洞、数据泄露、网络安全攻击等风险,可能影响业务、声誉和竞争地位[80] - 法律或监管行动可能导致公司承担重大费用和损失,限制产品和服务的能力[81] - 公司的业务面临潜在的产品质量和安全责任,可能
MMSI vs. ALGN: Which Stock Is the Better Value Option?
Zacks Investment Research· 2024-02-10 01:40
医疗-牙科用品股票 - Merit Medical (MMSI) 和 Align Technology (ALGN) 是投资者熟悉的医疗-牙科用品股票[1] 投资机会发现 - Zacks Rank 和 Style Scores 系统中的价值类别是发现优质投资机会的最佳途径[2] 公司评级 - MMSI 的 Zacks Rank 为 2 (买入),ALGN 的 Zacks Rank 为 3 (持有)[3] 价值投资 - 价值投资者使用多种传统的指标来寻找被低估的公司[4]
Why Align Technology Stock Soared in Early Trading on Thursday
The Motley Fool· 2024-02-02 01:44
Shares of Align Technology (ALGN 4.87%) soared in early trading on Thursday, up as much as 15%. This initial positive reaction came after the company reported financial results for the fourth quarter of 2023. However, Align Technology stock surrendered those early gains and was up less than 1% as of 11:30 a.m. ET. Here's what's going on.Ending 2023 on a high noteAlign Technology provides teeth-straightening services through its Invisalign clear aligners and through its iTero mouth-scanning devices. In Q4, t ...
Align Technology (ALGN) Q4 Revenues Top, Margins Expand
Zacks Investment Research· 2024-02-01 21:46
Align Technology, Inc. (ALGN) delivered fourth-quarter fiscal 2023 adjusted earnings per share (EPS) of $2.42, up 39.9% from the year-ago earnings. The reported figure topped the Zacks Consensus Estimate by 11%.GAAP EPS for the quarter was $1.64 compared with 54 cents in the same period last year.Full-year adjusted EPS was $8.61, an increase of 11% from the year-ago period. The same surpassed the Zacks Consensus Estimate by 3%.RevenuesRevenues increased 6.1% year over year to $956.7 million in the quarter a ...
Align Technology(ALGN) - 2023 Q4 - Earnings Call Presentation
2024-02-01 09:49
公司财务信息 - 公司2023财年总收入为386.23亿美元,同比增长3.4%[26] - 2023财年非GAAP运营利润率超过21%[24] - Q4总收入同比增长6.1%,达到95.67亿美元[27] - Q4系统和服务收入同比增长5.8%,达到17.48亿美元[27] - Q4清晰矫正器收入同比增长2.9%,达到78.19亿美元[27] - Q4清晰矫正器出货量同比增长6.9%[27] - 2023财年非病例清晰矫正器收入同比增长14.0%达到2.869亿美元[28] - 2023年第四季度,非病例无托清晰矫治器收入同比增长13.3%[31] - 2023年全年,Invisalign DSP补偿病例发货量同比增长85%至73,000例[34] - 2023年全年,青少年和儿童使用Invisalign系统治疗人数达到4.7百万[36] - 2023年全年,Invisalign品牌消费者营销产生了全球57.9亿网站访问量[38] - 2023年全年,GAAP净收入为3,862,260千美元,较2022年的3,734,635千美元增长了3.4%[71] 公司产品和技术 - 公司推出了iTero Lumina™口腔扫描仪,具有更广阔的扫描范围和更高的准确性[15] - Invisalign® Palatal Expander system获得美国FDA 510(k)清关,适用于广泛的患者[16] - ClinCheck® Smile Video是下一代面部可视化工具,预计将在北美和EMEA地区推出[17] - Align Technology在2023年获得了美国专利,涵盖了革新牙科和数字牙科领域的技术[19] - 公司已经售出超过10万台iTero扫描仪,每年进行超过500万次修复扫描[42] - Invisalign®案例的口腔数字扫描提交量在Q4'23达到了7.055亿美元,同比增长95.1%[43] - exocad推出了DentalCAD3.2 Elefsina软件,拥有60多项新功能,提高了自动化和速度[45] 公司展望和策略 - 公司预计2024年第一季度全球营收将在9.6亿至9.8亿美元之间,略高于2023年第四季度[64] - 预计2024年总收入将比2023年增长中单位数位数[65] - 预计2024年透明矫正器和系统服务收入将与2024年总收入大致相同的范围内同比增长[65] - 预计2024年透明矫正器平均售价将同比略有上升[65] - Align Technology Inc.对2024年的创新和增长驱动力感到更加兴奋[67] - Align Technology Inc.引入了iTeroLumina™,推动了口腔扫描技术的边界[67] - Align Technology Inc.收购了Cubicure,这将帮助创造更可持续和高效的解决方案[67] - Align Technology Inc.推出了IPE,扩大了Invisalign系统的临床适用性[67] - Align Technology Inc.为支持Invisalign医生帮助DTC患者,推出了折扣计划[68]