ALGN

• Clear Aligner revenues were $870.9 million, up 8.2% year-over-year, with record shipments of 691.8 thousand cases.
• Imaging Systems and CAD/CAM Services revenues were $185.3 million, down 10.8% year-over-year.
• GAAP diluted EPS was $1.51; non-GAAP diluted EPS was $2.64.
• Q3'26 revenue guidance is $1,000M to $1,020M; full-year 2026 revenue growth expected up 3% to 4%.
• Recorded a $37.5 million liability related to UK VAT ruling.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• The company has engaged a global consulting firm to conduct a strategic and operating model review focused on commercial excellence, margin expansion, and earnings growth.
• Align increased its 2026 share repurchase commitment to $400 million to $500 million of common stock.
• The actions follow constructive discussions with Elliott Investment Management, one of Align's largest investors.
• The company intends to update shareholders on the strategic review and material initiatives as they progress.

7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• Julie Coletti, Executive Vice President, Chief Legal and Regulatory Officer, resigned from Align Technology on July 6, 2026.
• Her resignation is effective August 1, 2026.
• Coletti is leaving to join Illumina, Inc. as Chief Legal Officer.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements

• C. Raymond Larkin, Jr. notified the Board on June 17, 2026, that he will retire as Chairman effective July 1, 2026, and as a Board member effective December 31, 2026.
• Kevin Conroy, an independent director since December 2023, will succeed Larkin as Chairman effective July 1, 2026.
• Conroy has served as Chair of the Compensation and Human Capital Committee since January 2026 and was previously CEO of Exact Sciences until its acquisition by Abbott Laboratories in March 2026.
• The transition was announced in a press release on June 18, 2026, furnished as Exhibit 99.1.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• The advisory vote on named executive officer compensation passed with 53,008,355 votes for and 6,285,144 against.
• Shareholders ratified PricewaterhouseCoopers LLP as independent auditor for fiscal 2026 with 61,733,668 votes for.
• The special meeting provision in the bylaws was ratified with 43,694,385 votes for and 15,598,140 against.
• The meeting was held on May 20, 2026, and results were certified by the inspector of elections.

5.07 Submission of Matters to a Vote of Security Holders · 9.01 Financial Statements and Exhibits

• Align Technology announced plans to repurchase $200.0 million of its common stock through open market repurchases.
• Repurchases will be executed pursuant to a Rule 10b5-1 trading plan and are expected to be completed by October 2026.
• The repurchases will be funded with cash on hand; as of March 31, 2026, Align had $1,059.8 million in cash and cash equivalents.
• The announcement was made via a press release furnished as Exhibit 99.1 to the Form 8-K under Item 7.01 Regulation FD Disclosure.

7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• Clear Aligner shipments reached a record 685.7 thousand cases, up 6.7% year-over-year.
• GAAP diluted EPS was $1.57; non-GAAP diluted EPS was $2.58.
• Company completed $200M stock repurchase and expects to repurchase another $200M starting May 1, 2026.
• Fiscal 2026 guidance reaffirmed: revenue growth of 3% to 4% year-over-year, GAAP operating margin slightly below 18%.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• The new bylaws allow stockholders holding at least 25% of outstanding common stock continuously for one year to request a special meeting.
• Requests must meet informational, timing, and other requirements specified in the amended bylaws.
• Other changes are clarifying, conforming, technical, or ministerial in nature.
• The full Amended and Restated Bylaws are filed as Exhibit 3.1 to the 8-K.

5.03 Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year · 9.01 Financial Statements and Exhibits