Twist Bioscience reported fourth‑quarter 2025 results that combined a revenue beat with an earnings miss, underscoring the company’s ongoing transition toward profitability.
Revenue rose 17% to $99.01 million, driven by a $39.5 million contribution from the SynBio Write segment, $6.4 million from Biopharma Solutions, and roughly $53 million from NGS. The mix shift toward higher‑margin NGS and SynBio Write helped offset modest growth in legacy segments.
Earnings per share fell to a loss of $0.45, missing the consensus estimate of a $0.41–$0.43 loss. The wider‑than‑expected loss was largely attributable to higher raw‑material costs and a one‑time charge related to the divestiture of the DNA data‑storage business, which also freed cash and improved margins.
Gross margin expanded to 51.3% from 45.1% a year earlier, reflecting both pricing power in the high‑margin SynBio Write and NGS lines and the benefits of scale as production volumes increased. The adjusted EBITDA loss narrowed to $7.8 million from $17 million, a sign that cost‑control initiatives are beginning to pay off.
Management guided for fiscal 2026 revenue of $425–$435 million, gross margins above 52%, and an adjusted EBITDA breakeven in the fourth quarter. The guidance signals confidence that the company’s cost‑control program and growing customer base will translate into profitability within the next 12 months.
Investors reacted negatively, with the EPS miss taking precedence over the revenue beat. CEO Emily M. Leproust emphasized that the company is entering a new growth phase, aiming to keep margins above 50% and achieve breakeven by Q4 FY26, a narrative that has tempered enthusiasm in the market.
The content on BeyondSPX is for informational purposes only and should not be construed as financial or investment advice. We are not financial advisors. Consult with a qualified professional before making any investment decisions. Any actions you take based on information from this site are solely at your own risk.