Twist Bioscience Q3 Earnings Call Highlights

3 weeks ago 15

MarketBeat

Mon, August 3, 2026 astatine 10:02 AM CDT 5 min read

Twist Bioscience (NASDAQ:TWST) reported fiscal 2026 third-quarter gross of $118.4 million, up 23% from a twelvemonth earlier, marking its 14th consecutive 4th of growth. The institution raised its full-year gross outlook and said it remains connected way to scope adjusted EBITDA breakeven successful the fiscal 4th quarter.

Chief Executive Officer and Co-Founder Emily Leproust said maturation was supported by request crossed the company's DNA synthesis, macromolecule solutions and next-generation sequencing businesses, with AI-enabled cause find emerging arsenic a important driver. "Today, we are seeing that accidental mature into a durable maturation engine," Leproust said of AI-enabled discovery.

Revenue Growth Led by DNA Synthesis and Therapeutics

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DNA Synthesis and Protein Solutions gross roseate 39% twelvemonth implicit twelvemonth to $56.6 cardinal during the quarter, portion NGS Applications gross accrued 12% to astir $61.8 million.

Twist shipped 369,000 genes during the 4th and reported continued quarter-over-quarter maturation successful genes manufactured for information characterization. Chief Financial Officer Adam Laponis said the company's therapeutic gross accrued 49% twelvemonth implicit twelvemonth to $40.4 million, reflecting accrued merchandise adoption by pharmaceutical companies, dry-lab biotech companies and ample exertion companies pursuing therapeutic discovery, including AI-enabled programs.

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Diagnostics gross accrued 15% twelvemonth implicit twelvemonth to $43.8 cardinal and grew 10% sequentially, supported by maturation among apical accounts. Academic and authorities gross roseate 32% twelvemonth implicit twelvemonth and 21% sequentially to $15.5 million, which Laponis attributed to spot successful U.S. accounts and the instrumentality of respective ample customers during the quarter.

Americas gross accrued 30% twelvemonth implicit twelvemonth to astir $77.3 million.
EMEA gross roseate 9% to $33.6 million.
APAC gross accrued 26% to $7.5 million.
Global Supply Partner gross was $12.9 million, compared with $13 cardinal a twelvemonth earlier.

Twist said its apical 10 NGS Applications customers accounted for astir 48% of NGS Applications gross successful the quarter. The institution served 657 NGS Applications customers, with 182 adopting its products, according to Laponis.

AI Drug Discovery Demand Expands

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Leproust said customers are progressively utilizing artificial quality and machine-learning models to plan ample numbers of DNA sequences, trial hypotheses and refine therapeutic candidates done iterative design-build-test-learn workflows.

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