Inferra AI / Company / TWST

Twist Bioscience Corp

TWST · Health Care

Last earnings Aug 3, 2026

Key results

Record revenuequarter

$96.1 million

Record revenue of $96.1 million in 3QFY25 Increase of 18% over $81.5 million in 3QFY24, 10th consecutive quarter of sequential growth

SEC original ↗Twist Bioscience Corp — Earnings release (8-K exhibit)EX-99Aug 4, 2025

Total revenuequarter

$96.1 million

FISCAL 2025 THIRD QUARTER FINANCIAL RESULTS Revenue Total revenues for the third quarter of fiscal 2025 grew to $96.1 million compared to $81.5 million for the same period of fiscal 2024.

SEC original ↗Twist Bioscience Corp — Earnings release (8-K exhibit)EX-99Aug 4, 2025

SynBio revenuequarter

7%

SynBio revenue grew 7% to $35.2 million for the third quarter of fiscal 2025 compared to $33.0 million for the same period of fiscal 2024.

SEC original ↗Twist Bioscience Corp — Earnings release (8-K exhibit)EX-99Aug 4, 2025

NGS revenuequarter

27%

NGS revenue grew 27% to $55.3 million for the third quarter of fiscal 2025 compared to $43.4 million for the same period of fiscal 2024.

SEC original ↗Twist Bioscience Corp — Earnings release (8-K exhibit)EX-99Aug 4, 2025

Biopharma revenuequarter

10%

Biopharma revenue grew 10% to $5.6 million for the third quarter of fiscal 2025 compared to $5.1 million in the same period of fiscal 2024.

SEC original ↗Twist Bioscience Corp — Earnings release (8-K exhibit)EX-99Aug 4, 2025

Revenuequarter

$44.8 million

Cost of Revenues Cost of revenues for the third quarter of fiscal 2025 was $44.8 million compared to $46.2 million for the same period of fiscal 2024.

SEC original ↗Twist Bioscience Corp — Earnings release (8-K exhibit)EX-99Aug 4, 2025

Gross marginquarter

53.4%

Gross Margin Gross margin for the third quarter of fiscal 2025 increased to 53.4% compared to 43.3% for the same period of fiscal 2024.

SEC original ↗Twist Bioscience Corp — Earnings release (8-K exhibit)EX-99Aug 4, 2025

Net incomequarter

$20.4 million

Net Income (Loss) Net income attributable to common stockholders for the third quarter of fiscal 2025 was $20.4 million, or $0.34 per share, compared to a net loss $85.6 million, or $1.47 per share, for the same period of fiscal 2024.

SEC original ↗Twist Bioscience Corp — Earnings release (8-K exhibit)EX-99Aug 4, 2025

AI analysis

Q3 FY2025 · reported Aug 4, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Total revenue · Q3 FY2025
$96.1M
+17.9% +$15M vs year ago computed from stated figures
EX-99 · Aug 4, 2025
Gross margin · Q3 FY2025
53.4%
+10.1 pts vs year ago computed from stated figures
EX-99 · Aug 4, 2025
Net income · Q3 FY2025
$20.4M
EX-99 · Aug 4, 2025
Record revenue · Q3 FY2025
$96.1M
EX-99 · Aug 4, 2025

The quarter in charts

Revenue — quarterly

As stated

041.783.3125$81.5MSame quarter last year$96.1MQ3 FY2025

EX-99 · Aug 4, 2025 Statement values as stated in the release.

GAAP gross margin

Percent of revenue, as stated

0%30%60%43.3%Same quarter last year53.4%Q3 FY2025

EX-99 · Aug 4, 2025 Margin values as stated in the release.

Guidance ladder — revenue

Delivered vs the company's guided range

EX-99 · Aug 4, 2025 Guide as stated by the company; range and midpoint computed from the stated figure.

Headline figures

MetricQ3 FY2025Prior qtrYear ago
Record revenue$96.1 million——
Total revenue$96.1 million—$81.5 million
SynBio revenue7%——
NGS revenue27%——
Biopharma revenue10%——
Revenue$44.8 million—$46.2 million
Gross margin53.4%—43.3%
Net income$20.4 million——

EX-99 · Aug 4, 2025

Guidance · company-stated

Direction: Raised

Revenue$96.1 million

“htm EX-99.1 Document Exhibit 99.1 Twist Bioscience Reports Fiscal Third Quarter 2025 Financial Results Record revenue of $96.1 million in 3QFY25 Increase of 18% over $81.5 million in 3QFY24, 10th consecutive quarter of sequential growth Gross margin of 53.4% in 3QFY25 versus 43.3% in 3QFY24 Improvement of 10.1 margin percentage points Expect revenue in the range of $374.0 million to $376.0 million for full year fiscal 2025 Full year gross margin guidance raised to 50.5% to 51% Expect to achieve adjusted EBITDA breakeven by end of fiscal 2026 SOUTH SAN FRANCISCO, Calif.”

Revenue

“All statements other than statements of historical facts contained herein are forward-looking statements reflecting the current beliefs and expectations of management made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, including, but not limited to, projections under the heading Updated Fiscal 2025 Financial Guidance , statements regarding future growth and expansion, revenue and gross margin growth, estimated annual revenues, ability and timing to achieve profitability, ability and timing to achieve adjusted EBITDA breakeven and ability to increase gross margin, introduction of new products and newly announced partnerships.”

Midpoint vs latest-quarter revenue0.0%computed from stated figures

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Gross margin53.4%

Capital allocation

The holders of shares of common stock are also entitled to receive dividends whenever funds are legally available and when declared by the board of directors.

The Form S-3ASR replaced the Company s prior shelf registration statement and permits the Company to offer and sell, from time to time, common stock, preferred stock, debt securities, units and warrants in one or more offerings.

What changed vs last quarter

  • Guide midpoint vs latest-quarter revenue 0.0% computed from stated figures
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

FISCAL 2025 THIRD QUARTER FINANCIAL RESULTS

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Direction: Raised

Revenue: “htm EX-99.1 Document Exhibit 99.1 Twist Bioscience Reports Fiscal Third Quarter 2025 Financial Results Record revenue of $96.1 million in 3QFY25 Increase of 18% over $81.5 million in 3QFY24, 10th consecutive quarter of sequential growth Gross margin of 53.4% in 3QFY25 versus 43.3% in 3QFY24 Improvement of 10.1 margin percentage points Expect revenue in the range of $374.0 million to $376.0 million for full year fiscal 2025 Full year gross margin guidance raised to 50.5% to 51% Expect to achieve adjusted EBITDA breakeven by end of fiscal 2026 SOUTH SAN FRANCISCO, Calif.”

Revenue: “All statements other than statements of historical facts contained herein are forward-looking statements reflecting the current beliefs and expectations of management made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, including, but not limited to, projections under the heading Updated Fiscal 2025 Financial Guidance , statements regarding future growth and expansion, revenue and gross margin growth, estimated annual revenues, ability and timing to achieve profitability, ability and timing to achieve adjusted EBITDA breakeven and ability to increase gross margin, introduction of new products and newly announced partnerships.”

Revenue — Raised (“Increase”)
“htm EX-99.1 Document Exhibit 99.1 Twist Bioscience Reports Fiscal Third Quarter 2025 Financial Results Record revenue of $96.1 million in 3QFY25 Increase of 18% over $81.5 million in 3QFY24, 10th consecutive quarter of sequential growth Gross margin of 53.4% in 3QFY25 versus 43.3% in 3QFY24 Improvement of 10.1 margin percentage points Expect revenue in the range of $374.0 million to $376.0 million for full year fiscal 2025 Full year gross margin guidance raised to 50.5% to 51% Expect to achieve adjusted EBITDA breakeven by end of fiscal 2026 SOUTH SAN FRANCISCO, Calif.”

Revenue — Raised (“increase”)
“All statements other than statements of historical facts contained herein are forward-looking statements reflecting the current beliefs and expectations of management made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, including, but not limited to, projections under the heading Updated Fiscal 2025 Financial Guidance , statements regarding future growth and expansion, revenue and gross margin growth, estimated annual revenues, ability and timing to achieve profitability, ability and timing to achieve adjusted EBITDA breakeven and ability to increase gross margin, introduction of new products and newly announced partnerships.”

Classified from the release's primary full-year outlook statement.

Capital allocation

The holders of shares of common stock are also entitled to receive dividends whenever funds are legally available and when declared by the board of directors.

SEC original ↗Twist Bioscience Corp — 10-Q Quarterly report10-QAug 3, 2026

The Form S-3ASR replaced the Company s prior shelf registration statement and permits the Company to offer and sell, from time to time, common stock, preferred stock, debt securities, units and warrants in one or more offerings.

SEC original ↗Twist Bioscience Corp — 10-Q Quarterly report10-QAug 3, 2026

Strategy & priorities

In the third quarter of fiscal 2025, we delivered another quarter of record revenue by focusing on delivering an exceptional customer experience, expanding our product portfolio, and deepening our reach into the long tail of the academic market across both synthetic biology and NGS, said Emily M.

SEC original ↗Twist Bioscience Corp — Earnings release (8-K exhibit)EX-99Aug 4, 2025

All statements other than statements of historical facts contained herein are forward-looking statements reflecting the current beliefs and expectations of management made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, including, but not limited to, projections under the heading Updated Fiscal 2025 Financial Guidance , statements regarding future growth and expansion, revenue and gross margin growth, estimated annual revenues, ability and timing to achieve profitability, ability and timing to achieve adjusted EBITDA breakeven and ability to increase gross margin, introduction of new products and newly announced partnerships.

SEC original ↗Twist Bioscience Corp — Earnings release (8-K exhibit)EX-99Aug 4, 2025

These statements relate to, among other matters, future growth, expansion and other expectations regarding future operations plans and financial performance.

SEC original ↗Twist Bioscience Corp — 10-Q Quarterly report10-QAug 3, 2026

Risks & headwinds

Forward-looking statements involve known and unknown risks, uncertainties, and other important factors that may cause Twist s actual results, performance, or achievements to be materially different from any future results, performance, or achievements expressed or implied by the forward-looking statements.

SEC original ↗Twist Bioscience Corp — Earnings release (8-K exhibit)EX-99Aug 4, 2025

For a description of the risks and uncertainties that could cause actual results to differ from those expressed in these forward-looking statements, as well as risks relating to Twist s business in general, see Twist s risk factors set forth in Twist s Annual Report on Form 10-K for the year ended September 30, 2024 filed with the Securities and Exchange Commission (SEC) on November 18, 2024 and subsequent filings with the SEC.

SEC original ↗Twist Bioscience Corp — Earnings release (8-K exhibit)EX-99Aug 4, 2025

Legal Proceedings 36 Item 1A.

SEC original ↗Twist Bioscience Corp — 10-Q Quarterly report10-QAug 3, 2026

Such statements are based on management s expectations as of the date of this filing and involve many risks and uncertainties that could cause our actual results, events or circumstances to differ materially from those expressed or implied in our forward-looking statements.

SEC original ↗Twist Bioscience Corp — 10-Q Quarterly report10-QAug 3, 2026

Beginning in the current period, the Company presents accrued expenses and other current liabilities on a combined basis in the condensed consolidated balance sheets, with the detailed components, including litigation accruals, disclosed in the accompanying footnotes; prior-period amounts have been reclassified to conform to the current presentation.

SEC original ↗Twist Bioscience Corp — 10-Q Quarterly report10-QAug 3, 2026

Commitments and Contingencies Legal Proceedings The Company may be subject to litigation, claims and disputes in the ordinary course of business.

SEC original ↗Twist Bioscience Corp — 10-Q Quarterly report10-QAug 3, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Documents

Filings

27 documents

Earnings releases

10 documents

Presentations

0 documents

No presentations for Twist Bioscience Corp are held in this edition of the library.

Transcripts

0 documents

No transcripts for Twist Bioscience Corp are held in this edition of the library.

Mentioned by

1 company

Other tracked companies whose held documents mention Twist Bioscience Corp by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.