Earnings summaries and quarterly performance for Twist Bioscience.
Executive leadership at Twist Bioscience.
Emily Leproust
Detailed
Chief Executive Officer
CEO
AL
Adam Laponis
Detailed
Chief Financial Officer
DC
Dennis Cho
Detailed
Chief Legal Officer and Corporate Secretary
PF
Patrick Finn
Detailed
President and Chief Operating Officer
PG
Paula Green
Detailed
Senior Vice President of Human Resources
RW
Robert Werner
Detailed
Chief Accounting Officer
Board of directors at Twist Bioscience.
Research analysts who have asked questions during Twist Bioscience earnings calls.
BS
Brendan Smith
Stifel, Nicolaus & Company, Incorporated
7 questions for TWST
Also covers: ABCL, ABSI, ARWR +20 more
Vijay Kumar
Evercore ISI
6 questions for TWST
Also covers: A, ABT, AVTR +23 more
ML
Matt Larew
William Blair & Co.
5 questions for TWST
Also covers: AMED, ATR, AVTR +10 more
PS
Puneet Souda
Leerink Partners
5 questions for TWST
Also covers: A, ABCL, BRKR +20 more
Subbu Nambi
Guggenheim Securities
5 questions for TWST
Also covers: ADPT, BOLD, BRKR +21 more
Doug Schenkel
Wolfe Research LLC
4 questions for TWST
Also covers: A, AVTR, BRKR +19 more
Luke Sergott
Barclays
4 questions for TWST
Also covers: A, AVTR, BRKR +20 more
Catherine Schulte
Baird
3 questions for TWST
Also covers: A, CSTL, EXAS +8 more
Mac Etoch
Stephens Inc.
3 questions for TWST
Also covers: AZTA, CYRX, RGEN +5 more
ML
Matthew Larew
William Blair & Company
3 questions for TWST
Also covers: AMED, ATR, DNA +10 more
MS
Matthew Sykes
Goldman Sachs Group Inc.
3 questions for TWST
Also covers: A, ADPT, AVTR +21 more
SN
Subhalaxmi Nambi
Guggenheim Securities
3 questions for TWST
Also covers: AKYA, BRKR, CSTL +15 more
SJ
Sung Ji Nam
Scotiabank
3 questions for TWST
Also covers: ADPT, BDSX, BNGO +9 more
Douglas Schenkel
Wolfe Research, LLC
2 questions for TWST
Also covers: A, AVTR, BRKR +21 more
SW
Sam Wan
Barclays
2 questions for TWST
TP
Thomas Peterson
Robert W. Baird & Co. Incorporated
2 questions for TWST
Also covers: CSTL, TECH
CW
Chad Wiatrowski
TD Cowen
1 question for TWST
Also covers: BLFS, CDXS, CTKB +4 more
Josh
Barclays
1 question for TWST
Also covers: ABEO, DAN, INSM
M
Mackenzie
Evercore
1 question for TWST
Madeline Mollman
Wolfe Research, LLC
1 question for TWST
Also covers: MRVI, PACB, TXG
RV
Rachel Vatnsdal Olson
JPMorgan
1 question for TWST
Also covers: A, ADPT, AKYA +14 more
Thomas DeBourcy
Nephron Research
1 question for TWST
Also covers: CDNA, NEOG, QTRX +2 more
Tom DeBourcy
Nephron Research LLC
1 question for TWST
Also covers: CDNA, NEOG, RGEN +2 more
TP
Tom Peterson
Baird
1 question for TWST
Recent press releases and 8-K filings for TWST.
Twist Bioscience Targets Q4 FY 2026 Adjusted EBITDA Breakeven and Announces Invenra Partnership
TWST
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Twist Bioscience is targeting Adjusted EBITDA Breakeven by Q4 FY 2026.
- The company has made an equity investment of ~$13.8 million for a ~6% ownership stake in Invenra and entered a co-exclusive license agreement valued at ~$20 million, comprising $5 million cash and $15 million stock.
- This partnership is anticipated to be accretive to revenue and adjusted EBITDA in FY27 and beyond.
Feb 17, 2026, 12:00 PM
Twist Bioscience Licenses Invenra's B-Body® Bispecific Antibody Platform
TWST
New Projects/Investments
Product Launch
- Twist Bioscience has entered into a licensing agreement with Invenra Inc. to become a co-exclusive provider of Invenra’s B-Body® bispecific antibody platform, which expands Twist’s antibody discovery services.
- Under the terms of the agreement, Twist will make an upfront payment to Invenra of $5 million in cash and $15 million in Twist common stock.
- Twist is also acquiring an approximately 6% ownership position in Invenra through a preferred stock purchase from existing Invenra stockholders for $13.8 million in Twist common stock.
- Twist will receive all revenue generated from bispecific antibody discovery services and all license revenue, but will pay Invenra a 20% royalty on all license revenue.
Feb 17, 2026, 12:00 PM
Twist Bioscience Reports Q1 FY2026 Results and Provides Guidance
TWST
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Twist Bioscience reported Q1 FY2026 revenue of $103.7 million, exceeding its guidance of $100-101 million, with a gross margin of 52% and an Adjusted EBITDA of ($13.4) million.
- The company provided Q2 FY2026 revenue guidance of $107 to $108 million and reaffirmed its FY2026 revenue guidance of $435 to $440 million, with a gross margin greater than 52% for FY2026.
- Twist Bioscience is on track for Adjusted EBITDA breakeven by Q4 FY2026 and held $198 million in cash, cash equivalents, and short-term investments as of December 31, 2025.
Feb 2, 2026, 1:00 PM
Twist Bioscience Reports Q1 Fiscal 2026 Results and Reaffirms FY26 Guidance
TWST
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Twist Bioscience reported Q1 Fiscal 2026 revenue of $103.7 million, marking a 17% year-over-year increase and approximately 5% sequentially, with a gross margin of 52.0%.
- The company's Adjusted EBITDA loss improved to $13.4 million in Q1 Fiscal 2026 compared to the same period in Fiscal 2025, and it ended the quarter with $197.9 million in cash, cash equivalents, and short-term investments.
- Growth in DNA synthesis and protein solutions revenue was 27% year-over-year, primarily driven by AI-enabled discovery, which generated over $25 million in orders in Fiscal 2025 and involved manufacturing over 50,000 genes for data characterization in Q1 2026.
- Twist Bioscience reiterated its commitment to achieving Adjusted EBITDA break-even in Q4 Fiscal 2026 and provided Fiscal 2026 revenue guidance of $435 million-$440 million, representing approximately 16% growth at the midpoint.
- Operating expenses increased due to strategic investments in commercial and digital capabilities, with an expected increase of about $10 million per quarter.
Feb 2, 2026, 1:00 PM
TWST Reports Strong Q1 2026 Revenue Growth and Gross Margin Expansion
TWST
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
- Twist Bioscience (TWST) reported Q1 2026 revenue of $103.7 million, marking a 17% year-over-year increase, with gross margin expanding to 52.0%.
- The company's DNA synthesis and protein solutions revenue grew 27% year-over-year to $51.1 million, largely fueled by demand from AI-enabled discovery customers.
- Twist is making strategic investments, increasing operating expenses by approximately $10 million per quarter, while reaffirming its commitment to achieving Adjusted EBITDA break-even in Q4 Fiscal 2026.
- The estimated serviceable market for Twist has expanded from $2 billion in 2020 to approximately $7 billion today, with a projected growth to over $12 billion by 2030.
Feb 2, 2026, 1:00 PM
Twist Bioscience Reports Strong Q1 2026 Results and Reaffirms FY26 Guidance
TWST
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Twist Bioscience reported Q1 2026 revenue of $103.7 million, an increase of 17% year-over-year and approximately 5% sequentially, marking its 12th consecutive quarter of revenue growth.
- Gross margin for Q1 2026 was 52.0%, an improvement of approximately four margin points over the first quarter of fiscal 2025.
- Adjusted EBITDA for Q1 2026 was a loss of approximately $13.4 million, an improvement of approximately $2.8 million compared to Q1 2025, with the company remaining committed to achieving adjusted EBITDA break-even in the fourth quarter of fiscal 2026.
- For fiscal 2026, total revenue is expected to be $435 million-$440 million, representing approximately 16% growth at the midpoint, and Q2 2026 total revenue is projected to be $107 million-$108 million.
Feb 2, 2026, 1:00 PM
Twist Bioscience Reports Q1 FY26 Financial Results and Raises FY26 Guidance
TWST
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Twist Bioscience reported record revenue of $103.7 million for the first quarter of fiscal 2026, representing a 17% increase over the same period in fiscal 2025 and marking its twelfth consecutive quarter of sequential growth.
- The company's gross margin improved to 52.0% in Q1 FY26, an increase of approximately 4 percentage points compared to Q1 FY25.
- Net loss decreased to $30.5 million, or $0.50 per share, in Q1 FY26, compared to $31.6 million, or $0.53 per share, in Q1 FY25.
- Adjusted EBITDA for Q1 FY26 was $(13.4) million, an improvement from $(16.3) million in Q1 FY25.
- Twist Bioscience raised its full fiscal year 2026 revenue guidance to a range of $435 million to $440 million and reiterated its expectation to achieve adjusted EBITDA breakeven for the fourth quarter of fiscal 2026.
Feb 2, 2026, 12:20 PM
Twist Bioscience Discusses Q1 Performance and Future Growth at J.P. Morgan Healthcare Conference
TWST
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
- Twist Bioscience, an emerging leader in life science tools, leverages a semiconductor approach to DNA synthesis to serve diverse applications including therapeutic drug discovery and diagnostics.
- The company pre-announced strong Q1 fiscal year results, reporting 17% year-over-year revenue growth, with 27% growth in DNA synthesis and protein solutions and 8% in NGS applications (or 18% excluding one transitioning customer).
- Twist reiterated its goal to achieve adjusted EBITDA break-even in Q4 2026.
- Its serviceable addressable market (SAM) is projected to expand significantly, from $2 billion in 2020 to $7 billion in 2025 and over $12 billion in 2030, primarily due to new product introductions.
- AI-enabled drug discovery is a key growth driver, contributing $25 million to the $66 million order growth in FY 2025.
Jan 12, 2026, 10:15 PM
Twist Bioscience Discusses Q1 2024 Performance and 2026 Outlook
TWST
Revenue Acceleration/Inflection
Guidance Update
Product Launch
- Twist Bioscience pre-announced Q1 2024 revenue ahead of guidance, reporting $53 million from NGS applications and $52 million from DNA synthesis and protein solutions, contributing to 17% year-over-year growth and 12 consecutive quarters of revenue growth.
- The company reiterated its target to achieve adjusted EBITDA break-even in Q4 2026, supported by gross margins exceeding 50% and disciplined operating expenses.
- AI-enabled drug discovery was a significant growth driver in fiscal year 2025, contributing $25 million to order growth out of $66 million, leveraging Twist's platform for high-throughput data generation.
- Twist Bioscience projects its serviceable addressable market (SAM) to expand significantly, from $2 billion in 2020 to an estimated $7 billion in 2025 and over $12 billion in 2030, driven by new product introductions.
- The company achieved gross margins above 50% last year and expects 75%-80% of revenue growth to drop to the gross margin line long-term, with current capacity utilization at less than 50%.
Jan 12, 2026, 10:15 PM
Twist Bioscience Pre-Announces Strong Q1 Results and Reiterates FY2026 Adjusted EBITDA Break-Even Target
TWST
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
- Twist Bioscience pre-announced strong Q1 (fiscal year) results, with $53 million in NGS application revenue and $52 million in DNA synthesis and protein solutions revenue, contributing to an overall 17% year-over-year growth and marking 12 consecutive quarters of revenue growth at a 24% CAGR.
- The company reiterated its target to achieve Adjusted EBITDA break-even in Q4 2026 and reported that its gross margin was above 50% last year.
- Twist Bioscience's serviceable addressable market (SAM) is projected to expand significantly, from $7 billion in 2025 to more than $12 billion in 2030, driven partly by new product introductions and AI-enabled drug discovery, which contributed $25 million to $66 million order growth in FY 2025.
Jan 12, 2026, 10:15 PM
Quarterly earnings call transcripts for Twist Bioscience.
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