The earnings call reflected a generally positive outlook with record revenue growth, significant improvements in gross margin, and strong performance in the NGS segment. However, there were challenges noted in specific regions and slower-than-expected growth in SynBio. Despite these, the company remains optimistic about future growth opportunities, especially in SynBio and NGS, and is on track to achieve adjusted EBITDA breakeven.

Company Guidance

During Twist Bioscience's fiscal 2025 third quarter financial results conference call, the company reported record revenue of $96.1 million, representing an 18% year-over-year increase. The gross margin for the quarter improved significantly to 53.4% from 43.3% in the same period of fiscal 2024. The SynBio segment generated $35.2 million in revenue, reflecting a 7% year-over-year growth, while NGS revenue surged by 27% to $55.3 million. The Biopharma Services segment also saw a 10% increase, reaching $5.6 million in revenue. For the full fiscal year 2025, Twist Bioscience expects total revenue between $374 million and $376 million, with a gross margin of 50.5% to 51%. The company is targeting an adjusted EBITDA loss of $45 million to $47 million for the year, marking a significant improvement of over $46 million compared to fiscal 2024.

Record Revenue Growth

Twist Bioscience reported a record revenue of $96.1 million for the third quarter of fiscal 2025, an increase of 18% year-over-year.

Strong Gross Margin Improvement

Gross margin increased to 53.4% compared to 43.3% in the same quarter last year, reflecting improved efficiency and product mix.

NGS Revenue Surge

NGS (Next-Generation Sequencing) revenue grew by 27% year-over-year to $55.3 million, driven by strength in diagnostic tests and smaller accounts.

Expansion in SynBio Customer Base

The company added hundreds of net new customers and expanded its SynBio product line, positioning for sustained growth.

Positive Biopharma Services Growth

Biopharma services revenue grew by 10% year-over-year to $5.6 million, with a strong funnel of opportunities in large pharma accounts.

Geographic Revenue Growth

Revenue in EMEA rose by 30% and in the Americas by 16% year-over-year, indicating strong performance in these regions.

Twist Bioscience (TWST) Earnings, Revenues Date & History

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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.