Twist Bioscience Corporation Earnings Recaps
Q2 2026
May 6, 2026
Twist Biosciences shares fell 6.1% after investors reacted negatively, likely due to cautious outlook signals and uneven growth across segments, which overshadowed revenue gains and margin expansion.
Key takeaways
- Total revenue increased 19% year-over-year to $110.7 million, marking the 13th consecutive quarter of sequential growth.
- DNA synthesis and Protein Solutions led growth with a 28% increase, driven by AI-enabled drug discovery partnerships like Amazon BioDiscovery.
- Next-generation sequencing (NGS) revenues showed more modest growth of 12% year-over-year and 9% sequentially, reflecting slower momentum in this segment.
- Gross margin expanded above 50%, supporting plans for adjusted EBITDA breakeven by Q4 fiscal 2026.
- Despite positive operational progress, cautious commentary on market adoption and selective customer investment likely tempered investor enthusiasm.
Q1 2026
Feb 2, 2026
Twist Bioscience reported robust performance in Q1 of fiscal 2026, achieving its twelfth consecutive quarter of revenue growth with a 24% CAGR over the last three years, while significantly expanding its addressable market.
Key takeaways
- Revenue growth of 24% CAGR over the past three years, reflecting strong operational momentum.
- Serviceable market expanded from $2 billion in 2020 to approximately $7 billion, with potential to exceed $12 billion by 2030.
- Continued investment in AI-enabled therapeutics discovery led to over $25 million in orders booked, showcasing market leadership initiatives.
- New product launches utilizing the semiconductor-based DNA synthesis platform are enhancing competitive positioning without increasing operational risk.
- Strategic focus on expanding customer relationships and workflows in diagnostics and biopharma sectors is expected to drive sustained growth.
Q4 2025
Nov 15, 2025
Twist Bioscience achieved a record revenue of $99 million in Q4 2025, marking a 17% year-over-year increase and contributing to a 20% annual growth, driven by strong demand for its Synbio and NGS product offerings.
Key takeaways
- Full year revenue reached $376.6 million, with a gross margin improvement to 50.7%, up from 42.6% in fiscal 2024.
- Revenues from Synbio increased by 17% to $39.5 million, fueled by demand for the Express portfolio and growth in AI-enabled drug discovery initiatives.
- Next Generation Sequencing (NGS) revenue grew 16% to $53 million, supported by commercial success in diagnostic clinical assays.
- The company plans to introduce new products and services, anticipating continued revenue growth and aiming for adjusted EBITDA breakeven by the end of fiscal 2026.