Twist Bioscience Corporation
NASDAQ•TWST
CEO: Dr. Emily Marine Leproust Ph.D.
Sector: Healthcare
Industry: Medical - Diagnostics & Research
Listing Date: 2018-10-31
Twist Bioscience Corporation manufactures and sells synthetic DNA-based products. The company offers synthetic genes and gene fragments used in product development for therapeutics, diagnostics, chemicals/materials, food/agriculture, data storage, and various applications within academic research by biotech, pharma, industrial chemical, and agricultural companies, as well as academic labs; Oligo pools used in targeted NGS, CRISPR gene editing, mutagenesis experiments, DNA origami, DNA computing, data storage in DNA, and other applications; and immunoglobulin G proteins for customers focused on the pursuit of drug discovery and development. It also provides NGS tools comprising library preparation kits, human exome kits, and fixed and custom panels, as well as alliance panels used within diagnostic tests for various indications, population genetics research and biomarker discovery, translational research, microbiology, and applied markets research; and methylation detection kits for cancer, and rare and inherited disease study, as well as fast hybridization and full RNA sequencing workflow solution. In addition, it offers synthetic SARS-CoV-2 RNA reference sequences as positive controls to develop both NGS and reverse transcription-polymerase chain reaction assays; synthetic monkeypox controls; and various respiratory viral controls, including for influenzas, respiratory syncytial virus, rhinoviruses, SARS, MERS, and coronaviruses. Further, it offers SARS-CoV-2 Research Panels, such as the Twist Respiratory Virus Panel and the Pan-Viral Research Panel, for the detection of disease in a research setting; precision DNA libraries for antibody engineering, affinity maturation, and humanization; and antibody optimization solution to enable simultaneous optimization of multiple characteristics of a given antibody. The company has a strategic collaboration with bitBiome Inc. The company was incorporated in 2013 and is headquartered in South San Francisco, California.
Contact Information
681 Gateway Boulevard, South San Francisco, CA, 94080, United States
800-719-0671
Market Cap
$2.65B
P/E (TTM)
-34.5
19.3
Dividend Yield
--
52W High
$57.88
52W Low
$23.30
52W Range
Rank59Top 87.6%
2.2
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Weak • 2.2 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025
Financial Dashboard
Q1 2026 Data
Revenue
$103.70M+16.89%
4-Quarter Trend
EPS
-$0.50-5.66%
4-Quarter Trend
FCF
-$34.79M+46.81%
4-Quarter Trend
2026 Q1 Earnings Highlights
Key Highlights
Revenue Growth Strong Revenues reached $103.7M for the quarter, marking a 17% increase compared to $88.7M reported last year.
Gross Margin Expansion Noted Gross margin improved significantly to 52.0% from 48.3%, driven by revenue increases and cost savings initiatives.
Operating Loss Narrowed Loss from operations decreased to $(32.9M)$ from $(34.6M)$ due to higher revenues and improved gross profit.
R&D Spending Reduced Research and development expenses decreased 20% to $17.1M, largely attributable to the sale of the DNA data storage business.
Risk Factors
Operating Cash Burn Increased Net cash used in operating activities rose to $24.8M from $21.4M, reflecting working capital changes and increased inventory.
SG&A Expenses Rising Selling, general and administrative expenses increased 24% to $69.7M due to scaling commercial organization and infrastructure investment.
Ongoing Securities Litigation Risk Securities Class Action remains active; management cannot express opinion on likelihood of unfavorable outcome or potential loss amount.
Cash Position Declined Sequentially Total cash and short-term investments decreased to $197.9M as of December 31, 2025, from $232.4M at September 30, 2025.
Outlook
Future Profitability Dependent Achieving profitability relies heavily on generating sufficient product revenue from existing and new synthetic biology offerings.
Significant Lease Commitments Operating lease liability totals $98.1M as of period end, with future minimum payments extending through 2044.
New Revenue Categories Established Beginning fiscal 2026, revenue reporting shifts to DNA Synthesis/Protein Solutions and NGS Applications for better alignment.
Capital Expenditure Planning Primary capital uses include compensation, manufacturing costs, and general overhead; $12.9M in capital expenditures committed.
Peer Comparison
Revenue (TTM)
$2.73B
$1.92B
$1.52B
Gross Margin (Latest Quarter)
101.7%
100.0%
88.0%
Key Metrics
Symbol | Market Cap | P/E (TTM) | ROE (TTM) | Debt to Assets |
|---|---|---|---|---|
| LQDA | $3.19B | -46.3 | -209.3% | 60.4% |
| EWTX | $3.17B | -18.2 | -32.0% | 0.7% |
| VERA | $2.85B | -8.6 | -59.7% | 10.5% |
Long-Term Trends
Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
3.8%
Moderate Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
0%
Cash Flow Needs Attention
Deep Research
Next earnings:May 4, 2026
EPS:-$0.54
|Revenue:$107.68M
Financials
Earnings Calls
Reports
News
Income Statement
Balance Sheet
Cash Flow Statement
Ratios
% Chg.
Income Statement | LTM |
|---|
No Data