Twist Bioscience (TWST) Q4: Mixed Results With Solid Revenue and Softer EPS

Twist Bioscience Corporation (NASDAQ: TWST) has reported its financial results for the fourth quarter and full fiscal year 2025. The company exceeded revenue expectations but missed on earnings per share (EPS), reflecting a mixed quarter.

Strong Revenue Growth But EPS Miss Highlights Cost Pressures

Twist Bioscience (NASDAQ: TWST) concluded the fourth quarter of fiscal 2025 with a revenue of $99.01 million, surpassing the market expectation of $97.37 million. This achievement marks the 11th consecutive quarter of sequential growth for the company, reflecting a 17% increase from the same period last year, when revenue was $84.7 million. The company’s ability to exceed revenue expectations highlights its strategic focus on expanding its customer base and leveraging innovative technologies.

Despite the revenue success, Twist Bioscience reported an EPS of $-0.45, missing the market expectation of $-0.4. The company’s net loss for the quarter was $27.1 million, an improvement from the $34.7 million loss reported in the same quarter of the previous year. This indicates a narrowing of losses, albeit at a slower pace than anticipated by analysts.

The company’s gross margin for the fourth quarter improved significantly to 51.3%, up from 45.1% in the previous year. This improvement in gross margin is attributed to the company’s efficient cost management and enhanced operational capabilities. However, the increased selling, general, and administrative expenses, which rose to $63.8 million from $53.1 million, contributed to the EPS miss.

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TWST Targets Higher Revenue, Better Margins, and EBITDA Break-Even

Looking ahead to fiscal 2026, Twist Bioscience has set ambitious goals, projecting total revenue to range between $425 million and $435 million, representing a growth of 13% to 15.5% year-over-year. The company aims to achieve this by consolidating its SynBio and Biopharma revenue streams under the DNA Synthesis and Protein Solutions umbrella, which is expected to generate $194 million to $199 million, reflecting a growth of 15% to 18%. NGS Applications revenue is projected to reach $231 million to $236 million, demonstrating growth of 11% to 13.5%.

Twist Bioscience anticipates maintaining a gross margin above 52% throughout fiscal 2026, reflecting continued operational efficiency and strategic cost management. The company also aims to achieve adjusted EBITDA breakeven by the fourth quarter of fiscal 2026, marking a significant milestone towards sustained profitability.

For the first quarter of fiscal 2026, Twist Bioscience expects revenue to be between $100 million and $101 million, indicating a growth of approximately 13% to 14% compared to the first quarter of fiscal 2025. This guidance reflects the company’s confidence in its strategic initiatives and market positioning, as it continues to innovate and expand its offerings in the synthetic biology sector.

Disclaimer: The author does not hold or have a position in any securities discussed in the article. All stock prices were quoted at the time of writing.