The earnings call reflects a positive outlook with record revenue growth, strategic spinout of the DNA data storage segment, and improved gross margins. While there are some market uncertainties particularly in tariffs and NIH funding, the company's strong performance across its main segments and strategic initiatives provide an optimistic view.

Company Guidance

During the second quarter financial results conference call, Twist Bioscience provided guidance for fiscal 2025, maintaining its total revenue projection of $372 million to $379 million, indicating approximately 20% growth year-over-year at the midpoint. The company reported a record revenue of $92.8 million for the quarter, with a gross margin of 49.6%, surpassing guidance and demonstrating a significant increase from the previous year's 41%. Sequential and year-over-year growth was noted across its segments: SynBio ($36 million, 21% growth), NGS ($51.1 million, 25% growth), and Biopharma services ($5.7 million, 21% growth). For the full fiscal year, Twist anticipates a gross margin of approximately 49.5%, with improvements expected to surpass 50% in the latter half of the year. The company also projects an adjusted EBITDA loss of $48 million to $53 million, with improvements linked to the recent spin-out of its DNA data storage business, Atlas Data Storage. This transaction is expected to positively impact adjusted EBITDA by $5 million per quarter starting in Q4 of fiscal 2025, aiding Twist's accelerated timeline towards adjusted EBITDA breakeven by the end of fiscal 2026.

Record Revenue Growth

Twist Bioscience reported record revenue of $92.8 million for the second quarter of fiscal 2025, an increase of 23% year-over-year and 4.6% sequentially.

DNA Data Storage Spinout

Twist Bioscience has spun out DNA data storage as an independent company, Atlas Data Storage, with a $155 million investment from various partners. Twist retains a 24% equity interest, royalties, and up to $75 million in milestone payments.

Improved Gross Margin

Gross margin improved to 49.6%, up from 41% in the second quarter of fiscal 2024, demonstrating the leverage of fixed costs with higher volume.

Expansion in NGS and SynBio

NGS revenue increased by 25% year-over-year to $51.1 million, and SynBio revenue increased by 21% year-over-year to $36 million.

Strategic Initiatives and Customer Engagement

Introduction of the Twist Wallet and promotional programs for academic customers have resulted in increased customer engagement and new customer acquisition.

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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

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TWST Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 01, 2025	2025 (Q3)	-0.52 / -	-1.47	―	―	―
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)
May 05, 2023	2023 (Q2)	-1.13 / -1.04	-1.13	7.96% (+0.09)

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

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TWST Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
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%
Aug 02, 2024	$53.05	$42.97	-19.00%

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.

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