Twist Bioscience demonstrated strong financial performance with record revenue and significant gross margin improvement. The company expanded its customer base and saw substantial growth in the NGS and healthcare segments. However, there were challenges such as the impact of customer transitions on revenue and flat performance in the industrial chemical segment.

Company Guidance -

Q4 2025

During the fiscal 2025 third quarter earnings call, Twist Bioscience reported record revenue of $96.1 million, marking an 18% year-over-year increase. The company achieved a gross margin of 53.4%, up from 43.3% in the previous year, demonstrating strong operational efficiency. SynBio revenues reached $35.2 million, reflecting 7% growth despite a tough comparison due to a significant order in the previous year. Underlying SynBio growth, excluding this one-time order, exceeded 20%. NGS revenue rose to $55.3 million, a 27% increase, driven by demand for commercial assays and smaller accounts. Biopharma revenue grew 10% to $5.6 million, with a pipeline of 111 active programs. Geographically, EMEA revenue showed a robust 30% increase, while Americas revenue grew 16%. The company's adjusted EBITDA loss improved by $14 million compared to the prior year, and it ended the quarter with $250.8 million in cash and investments. Twist also provided narrowed fiscal guidance, projecting total revenue between $374 million and $376 million for 2025, and a gross margin improvement of over 8 percentage points year-over-year.

Record Revenue and Growth

Twist Bioscience reported record revenue of $96.1 million for the third quarter of fiscal 2025, an increase of 18% year-over-year. Gross margin improved to 53.4% from 43.3% in the prior year.

NGS Segment Performance

NGS revenue increased to $55.3 million, representing a 27% year-over-year growth. The growth was driven by commercial assays for diagnostic tests and growth in smaller accounts.

Strong Performance in Healthcare Revenue

Healthcare revenue rose to $56.4 million, a 32% increase year-over-year, reflecting increased uptake by large pharma, biotech, and diagnostic customers.

Expansion of Customer Base

Twist Bioscience added hundreds of net new customers and expanded its commercial footprint in the SynBio landscape.

SynBio Underlying Growth

Excluding a one-time contribution from a large customer, SynBio revenue grew more than 20% year-over-year, highlighting increased demand and customer diversification.

Twist Bioscience (TWST) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

TWST Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 24, 2025	2025 (Q4)	-0.40 / -	-0.59	―	―	―
Aug 04, 2025	2025 (Q3)	-0.52 / 0.33	-1.47	122.45% (+1.80)
May 05, 2025	2025 (Q2)	-0.55 / -0.66	-0.79	16.46% (+0.13)
Feb 03, 2025	2025 (Q1)	-0.63 / -0.53	-0.75	29.33% (+0.22)
Nov 18, 2024	2024 (Q4)	-0.71 / -0.59	-0.81	27.16% (+0.22)
Aug 02, 2024	2024 (Q3)	-0.76 / -1.47	-1.01	-45.54% (-0.46)
May 02, 2024	2024 (Q2)	-0.82 / -0.79	-1.04	24.04% (+0.25)
Feb 02, 2024	2024 (Q1)	-0.78 / -0.75	-0.74	-1.35% (-0.01)
Nov 17, 2023	2023 (Q4)	-0.92 / -0.81	-0.91	10.99% (+0.10)
Aug 04, 2023	2023 (Q3)	-1.13 / -1.01	-1.08	6.48% (+0.07)

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
Aug 04, 2025	$33.68	$30.21	-10.30%
May 05, 2025	$39.24	$35.93	-8.44%
Feb 03, 2025	$52.37	$52.75	+0.73%
Nov 18, 2024	$36.89	$41.43	+12.31%

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.