Education
About Us
Working with TipRanks
Follow Us
Twist Bioscience Corp (TWST)
NASDAQ:TWST
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.48Last Year’s EPS
-0.66Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized continued, broad-based revenue growth (Q1 revenue +17% YoY), margin expansion (gross margin 52%, +~4 pts YoY), accelerating demand from AI-enabled discovery (notably 27% growth in DNA synthesis & protein solutions and meaningful gene/data volumes), and raised fiscal 2026 guidance with a reiterated commitment to adjusted EBITDA breakeven. Headline negatives include a continuing adjusted EBITDA loss, increased operating spend to fund growth, some customer concentration in NGS (previous single-customer volatility), and near-term margin moderation from new product launches. On balance, management portrayed strong operational momentum and a clear path to profitability while intentionally investing to capture growth opportunities.Company Guidance
Consistent Revenue Growth and Multi-Year CAGR
Q1 revenue of $103.7M, up 17% year-over-year and ~5% sequentially. Management noted the twelfth consecutive quarter of revenue growth and a three-year revenue CAGR of 24%.
Improved Gross Margin
Reported gross margin of 52% in Q1, an increase of ~4 percentage points versus fiscal 2025, supported by higher revenue and process improvements. Management reiterated full-year gross margin guidance above 52%.
Strong DNA Synthesis & Protein Solutions Performance
DNA synthesis and protein solutions revenue grew to $51.1M, up 27% year-over-year, driven by demand from AI-enabled discovery customers.
NGS Revenue Resilience and Underlying Growth
NGS applications revenue was $52.6M; excluding one large customer, NGS grew 18% year-over-year. Top-10 NGS customers accounted for ~36% of NGS revenue.
AI-Enabled Discovery Traction and Data Volume
Management highlighted $25M in orders tied to AI discovery booked in fiscal 2025, continued customer reorders into Q1, shipment of ~271,000 genes in the quarter (up >30% YoY), and production of 50,000+ genes for data characterization—driving increased DNA/protein throughput and higher-value data services.
Expanded Addressable Market and Market Share Wins
Estimated serviceable market expanded from ~$2B in 2020 to ~$7B today, with management targeting >$12B addressable market by 2030. Energy applications group SAM >$3B with ~10% share today.
Operational Leverage and Margin Conversion
Management reiterated a long-term profile where ~75%–80% of incremental revenue flows to gross margin; Q1 performance showed ~74% of incremental revenue dropping to gross margin, indicating operational leverage as volumes scale.
Raised Guidance and Path to Profitability
Fiscal 2026 revenue guidance raised to $435M–$440M (~16% growth at midpoint). Company reaffirmed commitment to adjusted EBITDA breakeven in 2026 and provided Q2 revenue expectation of $107M–$108M (~16% YoY at midpoint).
Improved Adjusted EBITDA Loss and Strong Cash Position
Adjusted EBITDA loss improved to ~$13.4M (an improvement of ~$2.8M versus prior year). Company ended Q1 with $197.9M in cash, cash equivalents, and short-term investments.
Geographic and Partner Growth
EMEA revenue grew to $38.4M (+36% YoY); Americas revenue $58.4M (+9% YoY); APAC revenue ~$7.0M. Global supply partner revenue rose to $12.8M (+50% YoY) driven by a new NGS partner, growth in diagnostics OEM partners, and APAC distributors.
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 |
|---|---|---|---|
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% |
May 05, 2025 | $39.24 | $35.93 | -8.44% |
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 Apr 30, 2026, After Close (Confirmed).
What is Twist Bioscience Corp (TWST) earnings time?
Twist Bioscience Corp (TWST) earnings time is at Apr 30, 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 (Q2) is -0.48.
