Subtext

Align Technology, Inc. ALGN

SectorHealth Care
Transcripts64
Date range2008-01-29 – 2025-04-30
Calls charted64

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-16-8+0+8+162007 Q42010 Q22013 Q22015 Q22017 Q22019 Q22021 Q22023 Q22007 Q4 · Overall: +3.82008 Q1 · Overall: +2.52008 Q2 · Overall: +3.32008 Q3 · Overall: +0.92008 Q4 · Overall: -0.32009 Q3 · Overall: +11.32009 Q4 · Overall: +10.32010 Q1 · Overall: +10.52010 Q2 · Overall: +10.02010 Q3 · Overall: +2.12011 Q4 · Overall: +5.62012 Q1 · Overall: +2.42012 Q2 · Overall: +11.82012 Q3 · Overall: +3.42012 Q4 · Overall: +7.52013 Q1 · Overall: +8.02013 Q2 · Overall: +12.52013 Q3 · Overall: +9.32013 Q4 · Overall: +9.42014 Q1 · Overall: +8.02014 Q2 · Overall: +9.32014 Q3 · Overall: +9.72014 Q4 · Overall: +11.62015 Q1 · Overall: +14.32015 Q2 · Overall: +9.52015 Q3 · Overall: +1.12015 Q4 · Overall: +5.92016 Q1 · Overall: +3.82016 Q2 · Overall: +2.92016 Q3 · Overall: +3.82016 Q4 · Overall: +2.72017 Q1 · Overall: +6.92017 Q2 · Overall: +4.42017 Q3 · Overall: +3.92017 Q4 · Overall: +9.22018 Q1 · Overall: +6.02018 Q2 · Overall: +9.82018 Q3 · Overall: +5.12018 Q4 · Overall: +10.72019 Q1 · Overall: +8.72019 Q2 · Overall: +5.62019 Q3 · Overall: +8.32019 Q4 · Overall: +5.12020 Q1 · Overall: -1.02020 Q2 · Overall: +7.02020 Q3 · Overall: +7.82020 Q4 · Overall: +10.22021 Q1 · Overall: +12.32021 Q2 · Overall: +11.62021 Q3 · Overall: +7.92021 Q4 · Overall: +9.42022 Q1 · Overall: +1.62022 Q2 · Overall: +4.22022 Q3 · Overall: +5.72022 Q4 · Overall: +9.02023 Q1 · Overall: +10.32023 Q2 · Overall: +9.92023 Q3 · Overall: +0.32023 Q4 · Overall: +10.52024 Q1 · Overall: +11.52024 Q2 · Overall: +6.72024 Q3 · Overall: +2.62024 Q4 · Overall: +8.02025 Q1 · Overall: +9.1
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-31-15+0+15+312007 Q42010 Q22013 Q22015 Q22017 Q22019 Q22021 Q22023 Q22007 Q4 · CEO: +7.42008 Q1 · CEO: +8.82008 Q2 · CEO: +6.52008 Q3 · CEO: +5.02008 Q4 · CEO: +4.52009 Q3 · CEO: +17.12009 Q4 · CEO: +12.82010 Q1 · CEO: +16.72010 Q2 · CEO: +14.12010 Q3 · CEO: +9.52011 Q4 · CEO: +9.52012 Q1 · CEO: +6.72012 Q2 · CEO: +17.92012 Q3 · CEO: +10.12012 Q4 · CEO: +13.02013 Q1 · CEO: +16.32013 Q2 · CEO: +18.62013 Q3 · CEO: +16.72013 Q4 · CEO: +16.22014 Q1 · CEO: +16.62014 Q2 · CEO: +17.32014 Q3 · CEO: +17.12014 Q4 · CEO: +21.12015 Q1 · CEO: +26.82015 Q2 · CEO: +18.22015 Q3 · CEO: +5.42015 Q4 · CEO: +11.12016 Q2 · CEO: +6.92016 Q3 · CEO: +14.22016 Q4 · CEO: +5.82017 Q1 · CEO: +12.82017 Q2 · CEO: +11.12017 Q3 · CEO: +11.32017 Q4 · CEO: +16.02018 Q1 · CEO: +10.62018 Q2 · CEO: +14.72018 Q3 · CEO: +12.02018 Q4 · CEO: +16.32019 Q1 · CEO: +13.62019 Q2 · CEO: +11.42019 Q3 · CEO: +14.32019 Q4 · CEO: +12.02020 Q1 · CEO: +2.42020 Q2 · CEO: +15.82020 Q3 · CEO: +11.72020 Q4 · CEO: +15.12021 Q1 · CEO: +17.22021 Q2 · CEO: +19.62021 Q3 · CEO: +13.12021 Q4 · CEO: +18.42022 Q1 · CEO: +8.02022 Q2 · CEO: +6.52022 Q3 · CEO: +11.72022 Q4 · CEO: +17.12023 Q1 · CEO: +15.32023 Q2 · CEO: +18.12023 Q3 · CEO: +8.22023 Q4 · CEO: +16.62024 Q2 · CEO: +17.52024 Q3 · CEO: +8.72024 Q4 · CEO: +20.42025 Q1 · CEO: +24.02007 Q4 · CFO: +5.42008 Q1 · CFO: +0.02008 Q2 · CFO: +1.72008 Q3 · CFO: +1.52008 Q4 · CFO: -3.22009 Q3 · CFO: +9.92009 Q4 · CFO: +6.82010 Q1 · CFO: +4.42010 Q2 · CFO: +6.42010 Q3 · CFO: -1.22011 Q4 · CFO: +10.02012 Q1 · CFO: +8.02012 Q2 · CFO: +7.42012 Q3 · CFO: -3.22012 Q4 · CFO: +6.12013 Q1 · CFO: -2.12013 Q2 · CFO: +5.12013 Q3 · CFO: +4.92013 Q4 · CFO: -4.02014 Q1 · CFO: +5.12014 Q2 · CFO: +3.42014 Q3 · CFO: -1.02014 Q4 · CFO: +3.72015 Q1 · CFO: +4.12015 Q2 · CFO: +1.52015 Q3 · CFO: +4.22015 Q4 · CFO: +7.62016 Q1 · CFO: +1.62016 Q2 · CFO: +2.92016 Q3 · CFO: +0.02016 Q4 · CFO: +4.32017 Q1 · CFO: +6.12017 Q2 · CFO: +3.12017 Q3 · CFO: -0.72017 Q4 · CFO: +3.22018 Q1 · CFO: +7.22018 Q2 · CFO: +12.02018 Q3 · CFO: +8.02018 Q4 · CFO: +9.92019 Q1 · CFO: +14.42019 Q2 · CFO: +5.42019 Q3 · CFO: +7.72019 Q4 · CFO: +5.32020 Q1 · CFO: -4.02020 Q2 · CFO: -1.52020 Q3 · CFO: +15.52020 Q4 · CFO: +11.42021 Q1 · CFO: +15.52021 Q2 · CFO: +11.82021 Q3 · CFO: +15.92021 Q4 · CFO: +6.82022 Q1 · CFO: -5.62022 Q2 · CFO: +6.02022 Q3 · CFO: +3.92022 Q4 · CFO: +5.12023 Q1 · CFO: +12.12023 Q2 · CFO: +9.12023 Q3 · CFO: +5.22023 Q4 · CFO: +12.12024 Q2 · CFO: +7.82024 Q3 · CFO: +8.62024 Q4 · CFO: +5.02025 Q1 · CFO: +4.3
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-92-46+0+46+922007 Q42010 Q22013 Q22015 Q22017 Q22019 Q22021 Q22023 Q22007 Q4 · Prepared remarks: +12.92008 Q1 · Prepared remarks: +15.52008 Q2 · Prepared remarks: +6.02008 Q3 · Prepared remarks: +6.42008 Q4 · Prepared remarks: +1.72009 Q3 · Prepared remarks: +20.82009 Q4 · Prepared remarks: +15.82010 Q1 · Prepared remarks: +14.92010 Q2 · Prepared remarks: +13.12010 Q3 · Prepared remarks: +8.42011 Q4 · Prepared remarks: +15.62012 Q1 · Prepared remarks: +8.02012 Q2 · Prepared remarks: +15.22012 Q3 · Prepared remarks: +5.62012 Q4 · Prepared remarks: +15.72013 Q1 · Prepared remarks: +12.32013 Q2 · Prepared remarks: +15.12013 Q3 · Prepared remarks: +17.12013 Q4 · Prepared remarks: +19.42014 Q1 · Prepared remarks: +17.52014 Q2 · Prepared remarks: +18.42014 Q3 · Prepared remarks: +15.82014 Q4 · Prepared remarks: +18.82015 Q1 · Prepared remarks: +19.82015 Q2 · Prepared remarks: +16.52015 Q3 · Prepared remarks: +4.52015 Q4 · Prepared remarks: +11.02016 Q1 · Prepared remarks: +11.02016 Q2 · Prepared remarks: +8.22016 Q3 · Prepared remarks: +11.82016 Q4 · Prepared remarks: +5.12017 Q1 · Prepared remarks: +11.62017 Q2 · Prepared remarks: +9.42017 Q3 · Prepared remarks: +10.62017 Q4 · Prepared remarks: +13.82018 Q1 · Prepared remarks: +9.92018 Q2 · Prepared remarks: +11.42018 Q3 · Prepared remarks: +13.02018 Q4 · Prepared remarks: +13.62019 Q1 · Prepared remarks: +10.32019 Q2 · Prepared remarks: +10.42019 Q3 · Prepared remarks: +13.72019 Q4 · Prepared remarks: +12.72020 Q1 · Prepared remarks: +1.22020 Q2 · Prepared remarks: +9.22020 Q3 · Prepared remarks: +13.52020 Q4 · Prepared remarks: +15.42021 Q1 · Prepared remarks: +14.92021 Q2 · Prepared remarks: +17.62021 Q3 · Prepared remarks: +13.42021 Q4 · Prepared remarks: +14.32022 Q1 · Prepared remarks: +5.82022 Q2 · Prepared remarks: +8.52022 Q3 · Prepared remarks: +7.82022 Q4 · Prepared remarks: +9.82023 Q1 · Prepared remarks: +13.62023 Q2 · Prepared remarks: +10.92023 Q3 · Prepared remarks: +6.12023 Q4 · Prepared remarks: +13.82024 Q1 · Prepared remarks: +80.02024 Q2 · Prepared remarks: +4.42024 Q3 · Prepared remarks: +7.82024 Q4 · Prepared remarks: +12.62025 Q1 · Prepared remarks: +8.02007 Q4 · Q&A responses: +0.92008 Q1 · Q&A responses: -0.62008 Q2 · Q&A responses: +4.02008 Q3 · Q&A responses: +1.82008 Q4 · Q&A responses: +0.02009 Q3 · Q&A responses: +8.82009 Q4 · Q&A responses: +9.22010 Q1 · Q&A responses: +10.12010 Q2 · Q&A responses: +7.82010 Q3 · Q&A responses: +2.82011 Q4 · Q&A responses: +8.82012 Q1 · Q&A responses: +5.62012 Q2 · Q&A responses: +14.02012 Q3 · Q&A responses: +6.22012 Q4 · Q&A responses: +4.92013 Q1 · Q&A responses: +5.92013 Q2 · Q&A responses: +12.52013 Q3 · Q&A responses: +6.72013 Q4 · Q&A responses: +2.72014 Q1 · Q&A responses: +7.72014 Q2 · Q&A responses: +8.32014 Q3 · Q&A responses: +8.22014 Q4 · Q&A responses: +7.32015 Q1 · Q&A responses: +19.62015 Q2 · Q&A responses: +4.12015 Q3 · Q&A responses: -0.52015 Q4 · Q&A responses: +7.92016 Q1 · Q&A responses: +0.02016 Q2 · Q&A responses: +2.02016 Q3 · Q&A responses: +1.02016 Q4 · Q&A responses: +4.92017 Q1 · Q&A responses: +7.62017 Q2 · Q&A responses: +7.52017 Q3 · Q&A responses: +5.62017 Q4 · Q&A responses: +7.52018 Q1 · Q&A responses: +9.02018 Q2 · Q&A responses: +15.12018 Q3 · Q&A responses: +6.72018 Q4 · Q&A responses: +14.22019 Q1 · Q&A responses: +16.22019 Q2 · Q&A responses: +7.42019 Q3 · Q&A responses: +8.92019 Q4 · Q&A responses: +6.32020 Q1 · Q&A responses: -0.92020 Q2 · Q&A responses: +13.82020 Q3 · Q&A responses: +9.62020 Q4 · Q&A responses: +9.62021 Q1 · Q&A responses: +16.82021 Q2 · Q&A responses: +13.52021 Q3 · Q&A responses: +12.32021 Q4 · Q&A responses: +12.62022 Q1 · Q&A responses: +1.52022 Q2 · Q&A responses: +5.32022 Q3 · Q&A responses: +9.42022 Q4 · Q&A responses: +14.92023 Q1 · Q&A responses: +13.42023 Q2 · Q&A responses: +16.92023 Q3 · Q&A responses: +4.22023 Q4 · Q&A responses: +14.42024 Q1 · Q&A responses: +21.12024 Q2 · Q&A responses: +21.92024 Q3 · Q&A responses: +8.22024 Q4 · Q&A responses: +12.52025 Q1 · Q&A responses: +22.7
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$0.88$7.63$14.372007 Q42010 Q22013 Q22015 Q22017 Q22019 Q22021 Q22023 Q22014 Q1: $1.812014 Q2: $1.892014 Q3: $2.012014 Q4: $2.112015 Q1: $1.822015 Q2: $1.982015 Q3: $1.932015 Q4: $2.112016 Q1: $2.252016 Q2: $2.462016 Q3: $2.712016 Q4: $2.972017 Q1: $3.132017 Q2: $3.562017 Q3: $3.902017 Q4: $4.432018 Q1: $4.792018 Q2: $5.372018 Q3: $5.932018 Q4: $5.842019 Q1: $5.572019 Q2: $6.312019 Q3: $6.082019 Q4: $6.462020 Q1: $7.122020 Q2: $4.872020 Q3: $5.982020 Q4: $8.302021 Q1: $9.722021 Q2: $11.582021 Q3: $12.732021 Q4: $13.442022 Q1: $13.312022 Q2: $11.262022 Q3: $9.972022 Q4: $7.892023 Q1: $8.442023 Q2: $9.132023 Q3: $9.992023 Q4: $9.232024 Q1: $9.572024 Q2: $10.262024 Q3: $10.24

Forward P/E

16.7144.0971.472007 Q42010 Q22013 Q22015 Q22017 Q22019 Q22021 Q22023 Q22014 Q1: 29.882014 Q2: 27.422014 Q3: 26.822014 Q4: 26.282015 Q1: 30.982015 Q2: 31.542015 Q3: 29.362015 Q4: 31.172016 Q1: 32.322016 Q2: 32.282016 Q3: 34.052016 Q4: 33.202017 Q1: 35.272017 Q2: 40.592017 Q3: 47.042017 Q4: 53.192018 Q1: 56.862018 Q2: 67.692018 Q3: 64.042018 Q4: 34.512019 Q1: 45.292019 Q2: 47.042019 Q3: 28.942019 Q4: 42.202020 Q1: 20.492020 Q2: 53.902020 Q3: 55.142020 Q4: 62.212021 Q1: 55.542021 Q2: 51.782021 Q3: 55.792021 Q4: 44.792022 Q1: 31.592022 Q2: 21.652022 Q3: 24.752022 Q4: 24.822023 Q1: 37.692023 Q2: 35.322023 Q3: 32.262023 Q4: 25.072024 Q1: 33.512024 Q2: 23.612024 Q3: 24.70

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2015 Q1 tone ↑ +2.7 fwd EPS ↓ -0.29 Tone rose while the forward EPS estimate was cut.
  • 2015 Q2 tone ↓ -4.8 fwd EPS ↑ +0.16 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q1 tone ↓ -2.2 fwd EPS ↑ +0.14 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q2 tone ↓ -2.5 fwd EPS ↑ +0.43 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q1 tone ↓ -3.1 fwd EPS ↑ +0.36 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q3 tone ↓ -4.7 fwd EPS ↑ +0.56 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q4 tone ↑ +5.5 fwd EPS ↓ -0.09 Tone rose while the forward EPS estimate was cut.
  • 2019 Q2 tone ↓ -3.1 fwd EPS ↑ +0.74 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q3 tone ↑ +2.7 fwd EPS ↓ -0.23 Tone rose while the forward EPS estimate was cut.
  • 2019 Q4 tone ↓ -3.2 fwd EPS ↑ +0.38 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q1 tone ↓ -6.1 fwd EPS ↑ +0.66 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q2 tone ↑ +8.0 fwd EPS ↓ -2.25 Tone rose while the forward EPS estimate was cut.
  • 2021 Q3 tone ↓ -3.7 fwd EPS ↑ +1.15 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q2 tone ↑ +2.7 fwd EPS ↓ -2.05 Tone rose while the forward EPS estimate was cut.
  • 2022 Q4 tone ↑ +3.3 fwd EPS ↓ -2.08 Tone rose while the forward EPS estimate was cut.
  • 2023 Q3 tone ↓ -9.7 fwd EPS ↑ +0.86 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q4 tone ↑ +10.3 fwd EPS ↓ -0.76 Tone rose while the forward EPS estimate was cut.
  • 2024 Q2 tone ↓ -4.8 fwd EPS ↑ +0.69 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-30+9.1——View →
2024 Q42025-02-05+8.0——View →
2024 Q32024-10-23+2.6$10.2424.7View →
2024 Q22024-07-24+6.7$10.2623.6View →
2024 Q12024-04-24+11.5$9.5733.5View →
2023 Q42024-01-31+10.5$9.2325.1View →
2023 Q32023-10-25+0.3$9.9932.3View →
2023 Q22023-07-26+9.9$9.1335.3View →