
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
時価総額
$3.01B
PER (TTM)
-39.1
21.3
配当利回り
--
52週高値
$51.00
52週安値
$23.30
52週レンジ
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, marking 17% growth driven by NGS Applications and DNA solutions.
Gross Margin Expansion Gross margin improved 3.7 points to 52.0% due to revenue increases and process improvements.
Operating Loss Narrowed Loss from operations decreased to $32.9M from $34.6M, reflecting better gross profit performance.
Gene Shipments Increased Number of genes shipped grew 32.2% to 271,000 units for the quarter ended December 31, 2025.
リスク要因
SG&A Expenses Rising SG&A expenses increased 24% to $69.7M due to commercial scaling and corporate infrastructure investment.
Operating Cash Usage Net cash used in operating activities increased to $24.8M from $21.4M in prior period.
Ongoing Litigation Exposure Securities Class Action and derivative suits remain active; management cannot assess final loss likelihood.
Regulatory Compliance Costs Must comply with evolving international regulatory requirements, including those in the European Union markets.
見通し
Revenue Category Realignment Combined synthetic biology tools and biopharma services into DNA synthesis and protein solutions category.
Capital Expenditure Commitments Company has $12.9M in commitments for capital expenditures as of December 31, 2025 reporting date.
Key Growth Industries Expect revenue growth driven by therapeutics, global supply partners, and industry and applied sectors.
Technology Integration Focus Plan to integrate and leverage artificial intelligence and machine learning technologies for operational efficiency.
同業比較
売上高 (TTM)
QDEL$2.72B
CLOV$1.77B
$1.50B
粗利益率 (最新四半期)
VRDN100.0%
94.2%
QDEL93.2%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| LQDA | $3.53B | -28.7 | -296.8% | 72.2% |
| EWTX | $3.28B | -20.8 | -30.9% | 0.7% |
| VERA | $3.09B | -11.2 | -50.9% | 14.9% |
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:-
財務レポート
財務データ
全年度
Form 10-Q - Q1 2026
会計期末: 2025年12月31日|提出日: 2026年2月2日|売上高: $103.70M+16.9%|EPS: $-0.50-5.7%予想を下回るForm 10-K - FY 2025
会計期末: 2025年9月30日|提出日: 2025年11月17日|売上高: $376.57M+20.3%|EPS: $-1.30+63.9%予想を下回るForm 10-Q - Q3 2025
会計期末: 2025年6月30日|提出日: 2025年8月4日|売上高: $96.06M+17.9%|EPS: $0.34-123.1%予想を上回るForm 10-Q - Q2 2025
会計期末: 2025年3月31日|提出日: 2025年5月5日|売上高: $92.79M+23.2%|EPS: $-0.66-16.5%予想を下回るForm 10-Q - Q1 2025
会計期末: 2024年12月31日|提出日: 2025年2月3日|売上高: $88.71M+24.1%|EPS: $-0.53-29.3%予想を上回るForm 10-K - FY 2024
会計期末: 2024年9月30日|提出日: 2024年11月18日|売上高: $312.97M+27.7%|EPS: $-3.60+0.0%予想を下回るForm 10-Q - Q3 2024
会計期末: 2024年6月30日|提出日: 2024年8月2日|売上高: $81.46M+27.8%|EPS: $-1.47+45.5%予想を下回るForm 10-Q - Q2 2024
会計期末: 2024年3月31日|提出日: 2024年5月2日|売上高: $75.30M+25.1%|EPS: $-0.79-24.0%予想を上回る