secwatch.observer — SEC 8-K summary
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Issuer:     Twist Bioscience Corp (TWST)
CIK:        0001581280
Form:       8-K
Filed at:   2026-02-02T23:59:59+00:00
Accession:  0001581280-26-000016
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Twist Bioscience Q1 FY26: Record revenue $103.7M (+17% YoY), raises FY guidance to $435-440M
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- Revenue $103.7M (+17% YoY), 12th consecutive sequential growth; exceeded guidance.
- Gross margin 52.0% (+4 pts YoY); net loss narrowed to $30.5M ($0.50/share) vs $31.6M.
- DNA Synthesis & Protein Solutions rev $51.1M (+27% YoY); NGS Apps $52.6M (+8%, ex-large customer +18%).
- FY2026 revenue guidance raised to $435-440M; reaffirms Q4 Adj EBITDA breakeven on track.
- Cash $198M; shipped to ~2,538 customers, ~271,000 genes; launched research-grade plasmid DNA preps.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1581280/000158128026000016/0001581280-26-000016-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1581280/000158128026000016/twist-20260202.htm
  HTML page:      https://secwatch.observer/filing/0001581280-26-000016

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer