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Twist Bioscience Corporation

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
www.twistbioscience.com
Market Cap
$2.54B
P/E (TTM)
-32.2
26.9
Dividend Yield
--
52W High
$55.33
52W Low
$23.30
52W Range
57%
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

Q4 2025 Data

Revenue

$99.01M+16.88%
4-Quarter Trend

EPS

-$0.45-25.00%
4-Quarter Trend

FCF

-$24.24M+39.94%
4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Revenue Grows 20% Total revenues reached $376.6 M, marking a 20% increase driven by NGS tools and synthetic genes growth.
Gross Margin Significantly Improves Gross margin increased 8.1 points to 50.7% due to revenue growth and continuous process improvement cost savings.
Operational Loss Narrows Loss from operations improved substantially to $(136.3) M, reflecting higher gross profit and no asset impairment charges.
DNA Synthesis Volume Rises Number of genes shipped increased 22% to 938 thousand units, indicating strong operational efficiency and market demand.

Risk Factors

Profitability Remains Uncertain Company incurred net losses since inception; profitability achievement is not certain, posing ongoing investment risk.
Dependence on Core Technology Continued success relies heavily on disruptive silicon chip DNA synthesis technology and maintaining leading market position.
Single-Source Supplier Risk Dependent on one single-source supplier for a critical component; failure could cause delays in DNA synthesis capacity.
Cybersecurity and IT Risks Risk of system disruption or data breaches from cyberattacks or insider threats could adversely affect operations and reputation.

Outlook

Expand Global Presence Strategy includes maintaining synthetic DNA leadership while expanding global presence and entering new international markets effectively.
Leverage Manufacturing Investment Plans to leverage investment in the Wilsonville, Oregon manufacturing facility to support future product portfolio expansion.
Advance Biopharma Offerings Focus on expanding antibody and protein production capabilities alongside characterization assays to support drug discovery projects.
Integrate AI Technologies Intent to integrate artificial intelligence and machine learning to improve operational efficiency and enhance product development solutions.

Peer Comparison

Revenue (TTM)

QuidelOrtho CorporationQDEL
$2.72B
-3.6%
National HealthCare CorporationNHC
$1.50B
+22.1%
AtriCure, Inc.ATRC
$518.31M
+15.8%

Gross Margin (Latest Quarter)

Liquidia CorporationLQDA
94.2%
+29.3pp
QuidelOrtho CorporationQDEL
93.2%
+44.7pp
Ocular Therapeutix, Inc.OCUL
87.8%
-2.1pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
LQDA$3.30B-26.9-296.8%72.2%
VERA$3.26B-11.8-50.9%14.9%
TWST$2.54B-32.2-16.8%11.8%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
3.7%
Moderate Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
0%
Cash Flow Needs Attention

Research & Insights

Next earnings:Feb 2, 2026
|
EPS:-$0.49
|
Revenue:$100.30M
Reports
All Years
  • Form 10-K - FY 2025

    Period End: Sep 30, 2025|Filed: Nov 17, 2025|
    Revenue: $376.57M+20.3%
    |
    EPS: $-1.30+63.9%
    Miss
  • Form 10-Q - Q3 2025

    Period End: Jun 30, 2025|Filed: Aug 4, 2025|
    Revenue: $96.06M+17.9%
    |
    EPS: $0.34-123.1%
    Beat
  • Form 10-Q - Q2 2025

    Period End: Mar 31, 2025|Filed: May 5, 2025|
    Revenue: $92.79M+23.2%
    |
    EPS: $-0.66-16.5%
    Miss
  • Form 10-Q - Q1 2025

    Period End: Dec 31, 2024|Filed: Feb 3, 2025|
    Revenue: $88.71M+24.1%
    |
    EPS: $-0.53-29.3%
    Beat
  • Form 10-K - FY 2024

    Period End: Sep 30, 2024|Filed: Nov 18, 2024|
    Revenue: $312.97M+27.7%
    |
    EPS: $-3.60+0.0%
    Miss
  • Form 10-Q - Q3 2024

    Period End: Jun 30, 2024|Filed: Aug 2, 2024|
    Revenue: $81.46M+27.8%
    |
    EPS: $-1.47+45.5%
    Miss
  • Form 10-Q - Q2 2024

    Period End: Mar 31, 2024|Filed: May 2, 2024|
    Revenue: $75.30M+25.1%
    |
    EPS: $-0.79-24.0%
    Beat
  • Form 10-Q - Q1 2024

    Period End: Dec 31, 2023|Filed: Feb 2, 2024|
    Revenue: $71.50M+31.8%
    |
    EPS: $-0.75+1.4%
    Beat