secwatch.observer — SEC 8-K summary
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Issuer:     Twist Bioscience Corp (TWST)
CIK:        0001581280
Form:       8-K
Filed at:   2026-05-04T23:59:59+00:00
Accession:  0001581280-26-000037
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Twist Bioscience Q2 revenue $110.7M (+19% YoY); raises FY2026 revenue guidance to $442-447M
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- Record revenue $110.7M, 13th consecutive quarter of sequential growth; gross margin 51.6% (+2 pts YoY).
- DSPS revenue $53.3M (+28% YoY); NGS revenue $57.4M (+12% YoY).
- Net loss $44M ($0.71/share) vs $39.3M ($0.66/share) YoY; adjusted EBITDA loss improved to $13.3M from $14.8M.
- Raised FY2026 revenue guidance to $442-447M; reiterates Q4 FY26 adjusted EBITDA breakeven.
- Booked $7.2M litigation settlement cost for securities class action; entered bispecific licensing with Invenra.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1581280/000158128026000037/0001581280-26-000037-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1581280/000158128026000037/twist-20260504.htm
  HTML page:      https://secwatch.observer/filing/0001581280-26-000037

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