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Twist Bioscience (TWST) investor relations material
Twist Bioscience Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary2 Feb, 2026
Executive summary
Achieved record Q1 FY26 revenue of $103.7M, up 17% year-over-year, marking the twelfth consecutive quarter of sequential growth and surpassing guidance.
Gross margin improved to 52.0%, a 4-point year-over-year increase, driven by revenue growth and process improvements.
Net loss narrowed to $30.5M ($0.50 per share) from $31.6M ($0.53 per share) year-over-year; adjusted EBITDA loss improved to $(13.4)M from $(16.3)M.
Shipped approximately 271,000 genes, up 32% year-over-year, serving 2,538 customers in the quarter.
Cash, cash equivalents, and short-term investments totaled $198M as of December 31, 2025.
Financial highlights
DNA Synthesis and Protein Solutions revenue grew 27% year-over-year to $51.1M; NGS Applications revenue was $52.6M, up 8% (18% excluding one large customer transition).
Operating loss was $32.9M, improved from $34.6M year-over-year; net loss per share was $(0.50) vs. $(0.53) year-over-year.
Research and development expenses decreased to $17.1M, while SG&A expenses rose to $69.7M.
Net cash used in operations was $24.8M; capital expenditures were $10M.
74% of incremental revenue in Q1 FY26 dropped through to gross margin.
Outlook and guidance
Fiscal 2026 revenue guidance raised to $435M–$440M, representing 16% growth at the midpoint.
Q2 FY26 revenue expected at $107M–$108M, up 16% year-over-year at the midpoint.
Gross margin expected to remain above 52% for the year, with sequential improvements as automation and scale increase.
Adjusted EBITDA breakeven targeted for Q4 FY26.
Management expects current liquidity to fund operations for at least one year from the reporting date.
What drove NGS Applications' adjusted growth?
Reason for SG&A expense increase in 1QFY26?
Key drivers for Q4 FY26 Adj EBITDA breakeven?
How does AI change drug discovery workflow?
NGS: New partnerships' revenue impact timing?
Gross margin strategy vs. growth acceleration trade-off?
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Next Twist Bioscience earnings date
AGM 20265 Feb, 2026
Twist Bioscience
Next Twist Bioscience earnings date
AGM 20265 Feb, 2026
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Frequently asked questions
Twist Bioscience Corporation, a synthetic biology company, manufactures and sells synthetic DNA-based products. It offers synthetic DNA-based tools for research and development applications in life sciences. The company also provides molecular biology solutions comprising molecular cloning, next generation sequencing libraries, protein expression, and gene synthesis solutions; cytometry solutions; and biologics solutions for preclinical study. It serves the biotechnology research, pharmaceuticals and drug discovery, diagnostics, chemical manufacturing, agriculture industries, as well as contract research organizations and academic institutions.
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