Align Technology Faces EU Antitrust Probe, Releases Q2 Earnings Date
The European Commission opened an antitrust investigation into Align Technology, maker of Invisalign clear aligners. Meanwhile, Align Technology, Extra Space Storage, and Public Storage are set to release their second-quarter earnings on July 29, July 28, and not disclosed.
On June 30, 2026, the European Commission opened a formal antitrust investigation into Align Technology over whether the company has abused a dominant market position by tying sales of its iTero intra-oral scanners to its Invisalign clear aligners in the European Economic Area. The Commission is examining whether Align has used its leading position to effectively require orthodontists to buy iTero scanners in order to prescribe Invisalign treatment, and whether the company has restricted scanner interoperability since 2017 by declining to accept or integrate digital scans from rival scanner makers.
The probe is significant beyond Align itself: it is the first formal antitrust investigation the European Commission has opened in the medical devices sector, and it followed a complaint lodged by a competitor. That combination, a sector precedent plus a rival-triggered complaint, raises the stakes for how EU regulators may approach bundling practices across medical device makers more broadly.
Align responded that it is confident a review of its scanner and scan-acceptance policies will reflect the competitive, dynamic nature of the teeth-straightening market, and said its practices comply with applicable EU competition law. The company said it will cooperate fully and engage constructively with the Commission through the appropriate channels.
Separately, and unrelated to the investigation, Align Technology confirmed it will report second-quarter 2026 earnings on July 29, 2026. Real estate investment trusts Extra Space Storage and Public Storage also set earnings dates in the same window, with Extra Space Storage reporting July 28, 2026 and hosting its earnings call the following day; Public Storage's exact release date was not disclosed in available reporting.
Investors in Align should treat the EU probe as a multi-quarter overhang rather than an immediate financial event: EU antitrust investigations of this type typically take one to several years to conclude, and formal opening of a case does not itself establish wrongdoing. The July 29 earnings call will be the next opportunity for management to address investor questions on both the antitrust exposure and underlying aligner demand trends.
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