Align Technology, Inc. (ALGN) Jefferies Global Healthcare Conference 2026 June 4, 2026 8:10 AM EDT
Company Participants
John Morici – CFO & Executive VP of Global Finance
Conference Call Participants
Michael Sarcone – Jefferies LLC, Research Division
Presentation
Michael Sarcone
Jefferies LLC, Research Division
Okay. Good morning. We’ll kick this off. Welcome to Jefferies Global Healthcare Conference. I’m Mike Sarcone. I’m an analyst on the U.S. Medical Supplies and Devices team, and this is a fireside chat session with Align Technology. From the company, we’ve got John Morici, CFO; and we’ve also Madelyn Valente here, who is part of the IR team. So John, thank you for joining us today.
John Morici
CFO & Executive VP of Global Finance
Of course.
Question-and-Answer Session
Michael Sarcone
Jefferies LLC, Research Division
I guess just to kick it off, high level, just on the macro side, I’m sure you get a lot of questions there. Can you just give us an update on what you’re seeing on the macro front in terms of patient demand? I know you’ve talked about continued stability in North America, but we are seeing rates increase, inflation go up. So just give us an update on how things are trending?
John Morici
CFO & Executive VP of Global Finance
Yes. So we’ve seen, as we’ve gone the last several quarters, some of that macro that’s similar to what it is now. You still have higher inflation on things even prior to some of the things going on in the Middle East, and we’ve been operating in that environment.
When we look at our business, and we’ve got double-digit growth outside North America. International growth has been strong for us, whether it’s APAC or EMEA or Latin America. North America, even when we look at DSOs, the DSO dental service organizations, they’ve been growing double digit. Where
