-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：ALGN公布了2026年第一季度稳健的业绩，营收达10.4亿美元，同比增长6.2%，高于市场预期；调整后每股收益为2.58美元，超出预期0.29美元。隐形矫正器销量增长6.7%至68.57万例，外汇汇率带来4490万美元的利好，但按固定汇率计算，实际增长率为2.6%。我们看好各客户群体的全面增长，其中正畸医生出货量增长7.4%，全科牙医出货量增长5.6%。公司拥有10.6亿美元的现金储备，资产负债表稳健。管理层重申了2026年全年业绩预期，预计营收增长3-4%，隐形矫正器销量增长中等个位数，非GAAP营业利润率约为23.7%。经调整后的营业利润率提升240个基点至21.5%，反映出重组带来的效益，这些效益应会继续支撑盈利能力的提升。公司已完成2亿美元的股票回购，并宣布将于2026年5月开始追加2亿美元的回购计划，我们认为这体现了对股东友好的资本配置策略。
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