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Twist Bioscience Corporation

NASDAQ•TWST
CEO: Dr. Emily Marine Leproust Ph.D.
セクター: Healthcare
業種: Medical - Diagnostics & Research
上場日: 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.
連絡先情報
681 Gateway Boulevard, South San Francisco, CA, 94080, United States
800-719-0671
www.twistbioscience.com
時価総額
$2.90B
PER (TTM)
-37.7
28.1
配当利回り
--
52週高値
$57.88
52週安値
$23.30
52週レンジ
69%
順位59Top 87.6%
2.2
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 2.2 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q1 2026 データ

売上高

$103.70M+16.89%
直近4四半期の推移

EPS

-$0.50-5.66%
直近4四半期の推移

フリーCF

-$34.79M+46.81%
直近4四半期の推移

2026 Q1 決算ハイライト

主なハイライト

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.

リスク要因

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.

見通し

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.

同業比較

売上高 (TTM)

QDEL stock ticker logoQDEL
$2.73B
-1.9%
CLOV stock ticker logoCLOV
$1.92B
+40.3%
NHC stock ticker logoNHC
$1.52B
+16.8%

粗利益率 (最新四半期)

LQDA stock ticker logoLQDA
101.7%
+29.3pp
CLDX stock ticker logoCLDX
100.0%
+0.0pp
OCUL stock ticker logoOCUL
88.0%
-2.1pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
EWTX$3.27B-18.7-32.0%0.7%
LQDA$3.21B-46.6-209.3%60.4%
TWST$2.90B-37.7-16.6%28.8%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
3.8%
緩やかな成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
0%
キャッシュフローに注意が必要

深度リサーチ

次回決算:2026年5月4日
|
EPS:-$0.54
|
売上高:$107.68M
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし