secwatch.observer — SEC 8-K summary
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Issuer:     Twist Bioscience Corp (TWST)
CIK:        0001581280
Form:       8-K
Filed at:   2026-08-03T11:21:11+00:00
Accession:  0001581280-26-000044
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Twist Bioscience Q3 FY2026 revenue $118.4M (+23% YoY); raises FY guidance to $456-457M
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1581280/000158128026000044/0001581280-26-000044-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1581280/000158128026000044/twist-20260803.htm
  HTML page:      https://secwatch.observer/filing/0001581280-26-000044

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