Twist Bioscience Corp (TWST)
NASDAQ:TWST
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Earnings Data
Report Date
Jul 31, 2026After Close (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
-0.42Last Year’s EPS
0.33Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a predominantly positive operational and commercial story: strong top-line growth (19% YoY), robust outperformance in therapeutics (55% YoY), gross margin above 50%, strategic partnerships (AWS) and an explicit path to adjusted EBITDA breakeven in Q4 FY2026. Offsetting these positives are ongoing adjusted EBITDA losses, higher operating expenses tied to strategic investments, a reduction in cash balances, a pending litigation settlement and certain end-market pressures (academic funding headwinds and some segment declines). Management provided clear remediation steps (cost reductions, targeted automation, acceptance-rate improvements) and raised full-year guidance, indicating confidence in execution.Company Guidance
Consistent Revenue Growth
Total revenue of $110.7M in Q2 FY2026, up 19.3% year-over-year and marking the 13th consecutive quarter of sequential revenue growth.
Strong DNA Synthesis & Protein Solutions Performance
DNA synthesis and Protein Solutions revenue reached $53.3M, growing 28% year-over-year, driven by AI-enabled drug discovery and expanded NPI offerings.
NGS Revenue Reacceleration
NGS applications revenue was ~$57.4M, up 12% year-over-year and up 9% sequentially; management expects NGS to drive H2 sequential growth and return to ~20% growth by Q4.
Therapeutics Segment Outperformance
Therapeutics revenue totaled $40.8M, up 55% year-over-year, reflecting increased uptake from large pharma/biotech and AI-enabled discovery customers.
Gross Margin Expansion
Gross margin expanded to 51.6% in Q2 (approximately +200 basis points year-over-year), maintaining >50% margin profile while investing in growth and capacity.
Improving Manufacturing Acceptance Rates
Acceptance/manufacturability improved to ~97% acceptance of clonal genes, ~98.5% producible clonal genes and ~99% of DNA requests broadly; company targeting ~99.5% clonal and ~99.9% overall acceptance.
Strategic Partnerships and Product Expansion
Named a wet lab partner for Amazon BioDiscovery (AWS) and licensed a bispecifics discovery platform with first orders received, expanding addressable opportunities.
Raised Full-Year Guidance and Path to Profitability
Fiscal 2026 revenue guidance increased to $442M–$447M (growth ~17%–19%) and management reiterated expectation to reach adjusted EBITDA breakeven in Q4 FY2026.
TWST Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
TWST Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 04, 2026 | $60.40 | $56.19 | -6.97% |
Feb 02, 2026 | $41.07 | $46.81 | +13.98% |
Nov 14, 2025 | $29.90 | $26.87 | -10.13% |
Aug 04, 2025 | $33.68 | $30.21 | -10.30% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Twist Bioscience Corp (TWST) report earnings?
Twist Bioscience Corp (TWST) is schdueled to report earning on Jul 31, 2026, After Close (Confirmed).
What is Twist Bioscience Corp (TWST) earnings time?
Twist Bioscience Corp (TWST) earnings time is at Jul 31, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TWST EPS forecast?
TWST EPS forecast for the fiscal quarter 2026 (Q3) is -0.42.
