TWST
Twist Bioscience Corporation31.13
+0.06+0.19%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q1 '26
AI demand sticky with repeats
Q&A spotlighted AI discovery demand's durability, with repeat mega-orders from pharma, magnificent seven tech firms, and startups, plus over 50,000 genes characterized in Q1 on a hockey-stick trajectory. Management explained the guidance raise beyond Q1's beat via broad confidence: NGS's prior laggard customer returned, no new single-customer risks ahead. They unpacked investments—structural sales hires, transient NGS e-commerce launch—while holding gross margins above 52% to build capacity, expecting 75-80% incremental drop-through. Competitors lag weeks behind in benchmarks. Twist eyes existing NGS partners for 2026 growth, new ones later. Investors track AI reorders and partner ramps.
Key Stats
Market Cap
1.90BP/E (TTM)
-Basic EPS (TTM)
-1.30Dividend Yield
0%Recent Filings
8-K
Twist invests in Invenra tech
Twist Bioscience signed Stock Purchase Agreements on February 11, 2026, to issue up to 632,328 common shares and pay $5 million cash for a license and technology transfer from Invenra. It also acquires ~6% of Invenra via 307,770 shares to its investors, gaining one board seat. Deal relies on private placement exemption. Forward-looking issuance carries integration risks.
8-K
Stockholders approve directors, pay
Twist Bioscience stockholders at the February 5, 2026 annual meeting elected Keith Crandell, Jan Johannessen, and Trynka Shineman Blake as Class II directors for three years, with Blake earning overwhelming support. They approved NEO compensation on an advisory basis (38M for, 12M against) and ratified Ernst & Young as auditors for fiscal 2026. Strong quorum hit 92%. Governance stays steady.
8-K
Q1 revenue hits record $103.7M
10-Q
Q1 FY2026 results
Twist Bioscience posted Q1 FY2026 revenue of $103.7M, up 17% y/y from $88.7M, with NGS applications at 51% and DNA synthesis/protein solutions at 49%; gross margin expanded 3.7 points to 52.0% via process improvements. Operating loss narrowed to $32.9M from $34.6M, though SG&A jumped 24% on personnel and scaling costs—net loss held steady at $30.5M versus $31.6M, reconciled to 61.1M diluted shares. Cash burned $24.8M in operations; quarter-end cash plus short-term investments stood at $197.9M, no debt beyond $15M future revenue liability. Revenue strong in therapeutics (36%) and EMEA (37%). Ongoing securities litigation poses uncertainty.
8-K
Q1 revenue beats guidance
Twist Bioscience reported preliminary Q1 fiscal 2026 revenue of ~$103.7 million, up 17% from last year and beating guidance of $100-101 million. DNA Synthesis and Protein Solutions surged 27% to ~$51.1 million, while NGS Applications hit ~$52.6 million—exceeding expectations despite one customer's transition. Momentum builds into Q2. Figures remain unaudited.
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