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Sep 30, 2025
Twist Bioscience Q4 2025 Earnings Report
Twist Bioscience reported Q4 2025 results with revenue and gross margin slightly above guidance and adjusted EBITDA near breakeven.
Key Takeaways
Twist Bioscience ended Q4 2025 with strong revenue of $99M, surpassing guidance. Gross margin improved to 51.3%, and the company significantly narrowed its net loss. Adjusted EBITDA was close to breakeven.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Twist Bioscience expects FY2026 revenue between $425M and $435M with continued margin improvement and adjusted EBITDA break-even by year-end.
Positive Outlook
- Revenue guidance of $425M to $435M
- Gross margin expected to exceed 52%
- Adjusted EBITDA expected to be breakeven
- Strong contributions from both DNA Synthesis and NGS Applications
- Continued innovation in product portfolio
Challenges Ahead
- Stock-based compensation continues to impact GAAP net loss
- No GAAP net income guidance provided
- Ongoing investments in R&D and SG&A
- Uncertainties around market conditions
- Integration of AI and new workflows may carry execution risks
Historical Earnings Impact
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Avg. Return Before/After Earnings
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