earnings
confidence high
sentiment positive
materiality 0.75
Twist Bioscience Q3 FY2026 revenue $118.4M (+23% YoY); raises FY guidance to $456-457M
Twist Bioscience Corp
- Record revenue of $118.4M, up 23% YoY; 14th consecutive quarter of sequential growth.
- Gross margin 52.8%, up 120 bps sequentially; DSPS revenue $56.6M (+39% YoY), NGS $61.8M (+12% YoY).
- Net loss $35.1M ($0.56/share) vs net income $20.4M ($0.33) in prior year which included $48.8M gain from Atlas spin-out.
- Adjusted EBITDA -$11.3M; company reiterates Q4 FY2026 adjusted EBITDA breakeven target.
- FY2026 revenue guidance raised to $456-457M, up $12M at midpoint; cash $167M.