Latest news with #TwistBioscience
Yahoo
4 days ago
- Business
- Yahoo
Twist Bioscience Corp (TWST) Q3 2025 Earnings Call Highlights: Record Revenue and Strategic ...
Revenue: $96.1 million, an increase of 18% year-over-year. Gross Margin: 53.4%, up from 43.3% in the third quarter of fiscal 2024. Synbio Revenue: $35.2 million, reflecting 7% year-over-year growth. NGS Revenue: $55.3 million, an increase of 27% year-over-year. Biopharma Revenue: $5.6 million, growth of 10% year-over-year. Adjusted EBITDA: Loss of approximately $8 million, an improvement of about $14 million versus the third quarter of fiscal 2024. Net Income: $20.4 million for the third quarter, aided by a one-time accounting gain of $48.8 million from the Atlas transaction. Cash and Investments: Approximately $250.8 million at the end of the quarter. Guidance for Fiscal 2025: Total revenue of $374 million to $376 million, indicating growth of approximately 19.7% at the midpoint year-over-year. Full-Year Gross Margin Guidance: Approximately 50.5% to 51%. Warning! GuruFocus has detected 3 Warning Signs with TWST. Release Date: August 04, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Twist Bioscience Corp (NASDAQ:TWST) reported record revenue of $96.1 million for the third quarter of fiscal 2025, marking an 18% increase year-over-year. The company's gross margin improved significantly to 53.4%, up from 43.3% in the same quarter of fiscal 2024. Revenue from the Next-Generation Sequencing (NGS) segment increased by 27% year-over-year, driven by strong demand from commercial diagnostic tests and smaller accounts. Twist Bioscience Corp (NASDAQ:TWST) added hundreds of net new customers, expanding its reach in the academic market for synthetic biology products and NGS tools. The company is on track to achieve adjusted EBITDA breakeven, with a significant improvement in adjusted EBITDA loss by approximately $14 million compared to the third quarter of fiscal 2024. Negative Points The Synbio segment experienced a growth of only 7% year-over-year, partly due to a tough comparison with a large order from the previous year that did not recur. Revenue from the Biopharma Services segment grew by only 10% year-over-year, indicating slower growth compared to other segments. The company anticipates a $5 million revenue normalization in Q4 due to a key account transitioning from validation to commercial deployment, which may impact short-term revenue. APAC revenue decreased to $5.9 million in the third quarter, down from $6.5 million in the same period of fiscal 2024, with China contributing only 1.5% of total revenue. Operating expenses, excluding cost of revenues, were approximately $81.4 million, showing a slight increase compared to the same period in 2024, which could impact profitability. Q & A Highlights Q: Could you provide insights into the Synbio growth and customer trends, especially with new products and academic market engagement? A: Emily Leproust, CEO, explained that existing Synbio products resonate well with customers, and there is significant potential in reaching smaller accounts. The company is leveraging marketing and sales to expand its customer base. Additionally, a rich roadmap of new product introductions is expected to drive growth, with AI serving as a catalyst for increased demand. Q: How have clinical diagnostic product launches in the NGS segment played out in 2025, and what is the outlook for 2026? A: Adam Laponis, CFO, noted that while the company remains cautious with guidance, the NGS segment has seen meaningful transitions towards commercialization. Although MRD is a small part of the NGS business, it is expected to ramp significantly in 2026, with several customers finalizing tests for commercial launch. Q: Can you clarify the $5 million revenue impact from a customer transition in Q4 and its effect on NGS growth? A: Adam Laponis, CFO, stated that the $5 million impact is expected in Q4, with some additional effects in Q1 of the next fiscal year. Despite this, the company anticipates continued sequential growth in 2026, driven by clinical adoption and diversification into other markets. Q: What factors contributed to the US academic market's 10% growth, and how is the company gaining share? A: Patrick Finn, COO, attributed the growth to Twist's core value proposition, offering more research opportunities for the same budget. The company's technology advantage and broad product portfolio are resonating with customers, driving share gains in a challenging market. Q: How does the company plan to balance reinvestment and adjusted EBITDA improvements over the next 12 months? A: Adam Laponis, CFO, emphasized that while revenue growth remains the primary driver of profitability, the company will continue to invest efficiently to accelerate growth. The focus will be on modest OpEx investments to support sequential growth and achieve adjusted EBITDA breakeven by Q4 2026. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus.
Associated Press
5 days ago
- Business
- Associated Press
Twist Bioscience Announces Fiscal 2025 Third Quarter Financial Results
SOUTH SAN FRANCISCO, Calif.--(BUSINESS WIRE)--Aug 4, 2025-- Twist Bioscience Corporation (NASDAQ: TWST), a core mid-cap growth equity, today announced financial results and business highlights for the third quarter fiscal 2025 ended June 30, 2025. 'A strong balance sheet and disciplined cost-management underpin our focused business execution,' said Emily M. Leproust, Ph.D., CEO and co-founder of Twist Bioscience. Visit the Events and Presentations page of the Investor Relations section under the 'Company' tab at to view the detailed fiscal third quarter 2025 earnings report and the investor presentation, or click The company plans to hold a conference call and live audio webcast for analysts and investors at 8:00 a.m. Eastern Time today to discuss its financial results and provide an update on the company's business. The conference call will be webcast live through the Investor Relations section under the 'Company' tab at Those parties interested in participating via telephone must register on the Company's Investor Relations website or by clicking here. Upon registration, all telephone participants will receive the dial-in number along with a unique PIN number that can be used to access the call. To avoid delays, we encourage participants to dial into the conference call fifteen minutes ahead of the scheduled start time. The webcast replay will be available for two weeks. About Twist Bioscience Corporation At Twist Bioscience, we work in service of customers who are changing the world for the better. In fields such as medicine, agriculture, industrial chemicals and defense, by using our synthetic DNA tools, our customers are developing ways to better lives and improve the sustainability of the planet. The faster our customers succeed, the better for all of us, and Twist Bioscience is uniquely positioned to help accelerate their efforts. Our innovative silicon-based DNA Synthesis Platform provides precision at a scale that is otherwise unavailable to our customers. Our platform technologies overcome inefficiencies and enable cost-effective, rapid, precise, high-throughput synthesis, sequencing and therapeutics discovery, providing both the quality and quantity of the tools they need to most rapidly realize the opportunity ahead. For more information about our products and services, please visit Follow us on LinkedIn | X | YouTube | Instagram | Bluesky View source version on CONTACT: For Investors: Angela Bitting SVP, Corporate Affairs 925-202-6211 [email protected] Media: Amanda Houlihan Communications Manager 774-265-5334 [email protected] KEYWORD: UNITED STATES NORTH AMERICA CALIFORNIA INDUSTRY KEYWORD: BIOTECHNOLOGY SCIENCE HEALTH RESEARCH SOURCE: Twist Bioscience Corporation Copyright Business Wire 2025. PUB: 08/04/2025 07:15 AM/DISC: 08/04/2025 07:15 AM
Business Wire
5 days ago
- Business
- Business Wire
Twist Bioscience Announces Fiscal 2025 Third Quarter Financial Results
SOUTH SAN FRANCISCO, Calif.--(BUSINESS WIRE)-- Twist Bioscience Corporation (NASDAQ: TWST), a core mid-cap growth equity, today announced financial results and business highlights for the third quarter fiscal 2025 ended June 30, 2025. 'A strong balance sheet and disciplined cost-management underpin our focused business execution,' said Emily M. Leproust, Ph.D., CEO and co-founder of Twist Bioscience. Visit the Events and Presentations page of the Investor Relations section under the 'Company' tab at to view the detailed fiscal third quarter 2025 earnings report and the investor presentation, or click The company plans to hold a conference call and live audio webcast for analysts and investors at 8:00 a.m. Eastern Time today to discuss its financial results and provide an update on the company's business. The conference call will be webcast live through the Investor Relations section under the 'Company' tab at Those parties interested in participating via telephone must register on the Company's Investor Relations website or by clicking here. Upon registration, all telephone participants will receive the dial-in number along with a unique PIN number that can be used to access the call. To avoid delays, we encourage participants to dial into the conference call fifteen minutes ahead of the scheduled start time. The webcast replay will be available for two weeks. About Twist Bioscience Corporation At Twist Bioscience, we work in service of customers who are changing the world for the better. In fields such as medicine, agriculture, industrial chemicals and defense, by using our synthetic DNA tools, our customers are developing ways to better lives and improve the sustainability of the planet. The faster our customers succeed, the better for all of us, and Twist Bioscience is uniquely positioned to help accelerate their efforts. Our innovative silicon-based DNA Synthesis Platform provides precision at a scale that is otherwise unavailable to our customers. Our platform technologies overcome inefficiencies and enable cost-effective, rapid, precise, high-throughput synthesis, sequencing and therapeutics discovery, providing both the quality and quantity of the tools they need to most rapidly realize the opportunity ahead. For more information about our products and services, please visit
Yahoo
28-07-2025
- Business
- Yahoo
Is Twist Bioscience Corp. (TWST) Nearing Profitability?
Conestoga Capital Advisors, an asset management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The second quarter began with a historically poor start but gained momentum later as tariff fears subsided and market volatility dropped precipitously. Conestoga Micro Cap Composite appreciated 15.65% net-of-fees in the second quarter but underperformed the Russell Microcap Growth Index's 20.92% return. In a highly volatile market led by high-beta and lower-quality stocks, the firm does not expect the fund to align with index performance. Please review the fund's top 5 holdings to gain insight into their key selections for 2025. In its second quarter 2025 investor letter, Conestoga Capital Advisors highlighted stocks such as Twist Bioscience Corporation (NASDAQ:TWST). Twist Bioscience Corporation (NASDAQ:TWST) manufactures and distributes synthetic DNA-based products. The one-month return of Twist Bioscience Corporation (NASDAQ:TWST) was -2.17%, and its shares lost 37.34% of their value over the last 52 weeks. On July 25, 2025, Twist Bioscience Corporation (NASDAQ:TWST) stock closed at $35.99 per share, with a market capitalization of $2.16 billion. Conestoga Capital Advisors stated the following regarding Twist Bioscience Corporation (NASDAQ:TWST) in its second quarter 2025 investor letter: "Twist Bioscience Corporation (NASDAQ:TWST) is a rapidly growing synthetic biology company that has developed a disruptive DNA synthesis platform that manufactures synthetic DNA by 'writing' it on a silicon chip. TWST leverages their unique technology platform to manufacture a broad range of synthetic DNA-based products, including synthetic genes, tools for NGS sample preparation, and antibody libraries for drug discovery and development. Conestoga was a shareholder of TWST from 2019 to 2020 and sold due to its market cap exceeding our limit. With the weakness in healthcare, Conestoga is reinvesting. TWST's fundamentals have remained robust, management has been upgraded, and we believe they are nearing profitability." A scientist holding a test tube in the lab, surrounded by equipment used in synthetic biology and drug discovery. Twist Bioscience Corporation (NASDAQ:TWST) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 30 hedge fund portfolios held Twist Bioscience Corporation (NASDAQ:TWST) at the end of the first quarter compared to 26 in the previous quarter. In the second quarter of 2025, Twist Bioscience Corporation (NASDAQ:TWST) reported revenue of $92.8 million, reflecting an increase of 23% year-over-year. While we acknowledge the potential of Twist Bioscience Corporation (NASDAQ:TWST) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Twist Bioscience Corporation (NASDAQ:TWST) and shared the list of best genomics stocks to buy according to hedge funds. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.
Business Wire
14-07-2025
- Business
- Business Wire
Twist Bioscience to Report Fiscal 2025 Third Quarter Financial Results on Monday, August 4, 2025
SOUTH SAN FRANCISCO, Calif.--(BUSINESS WIRE)--Twist Bioscience Corporation (NASDAQ: TWST), a core mid-cap growth and value equity company in the life sciences segment of the health care sector, today announced that it will issue its financial results for the fiscal 2025 third quarter ended June 30, 2025, before the opening of the market on August 4, 2025. The company plans to hold a conference call and live audio webcast for analysts and investors at 8:00 a.m. Eastern Time to discuss its financial results and provide an update on the company's business. The press release with the financial results will be accessible from the company's website prior to the conference call through the Investor Relations section under the 'Company' tab at The conference call will be webcast live through the Investor Relations section under the 'Company' tab at Those parties interested in participating via telephone must register on the Company's Investor Relations website or by clicking here. Upon registration, all telephone participants will receive the dial-in number along with a unique PIN number that can be used to access the call. To avoid delays, we encourage participants to dial into the conference call fifteen minutes ahead of the scheduled start time. The webcast replay will be available for two weeks. About Twist Bioscience Corporation At Twist Bioscience, we work in service of customers who are changing the world for the better. In fields such as medicine, agriculture and industrial chemicals, by using our synthetic DNA tools, our customers are developing ways to better lives and improve the sustainability of the planet. The faster our customers succeed, the better for all of us, and Twist Bioscience is uniquely positioned to help accelerate their efforts. Our innovative silicon-based DNA Synthesis Platform provides precision at a scale that is otherwise unavailable to our customers. Our platform technologies overcome inefficiencies and enable cost-effective, rapid, precise, high-throughput synthesis, sequencing and therapeutics discovery, providing both the quality and quantity of the tools they need to most rapidly realize the opportunity ahead. For more information about our products and services, please visit
