Twist Bioscience Corp
NASDAQ:TWST
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Twist Bioscience Corp
In the bustling world of biotechnology, Twist Bioscience Corp. has emerged as a trailblazer with its innovative approach to DNA synthesis technology. Founded on the premise of leveraging the power of synthetic DNA, Twist has unraveled the potential of precision engineering in genetics. The company operates with a unique silicon-based DNA synthesis platform, which allows for the rapid and cost-effective production of high-quality DNA. This cutting-edge technology facilitates advancements in various domains such as drug development, agricultural biology, and data storage. By addressing the ever-growing demand for synthesized DNA across these sectors, Twist positions itself at the intersection of technology and life sciences, offering a robust solution that fuels the DNA-driven innovations of tomorrow.
At its core, Twist Bioscience generates revenue by providing its customers with a streamlined supply of custom DNA products, catering to researchers and businesses that require precise genetic sequences with high fidelity. This includes synthetic genes, oligonucleotide pools, and libraries used for CRISPR screening and other applications. The company has strategically diversified its offerings to include specialized DNA libraries and biopharmaceutical solutions, further extending its reach into therapeutic discovery and development. By aligning its business model with the needs of its clients, Twist ensures consistent growth by capitalizing on the expanding markets of biotechnology and synthetic biology, turning its pioneering technological capabilities into a profitable enterprise.
In the bustling world of biotechnology, Twist Bioscience Corp. has emerged as a trailblazer with its innovative approach to DNA synthesis technology. Founded on the premise of leveraging the power of synthetic DNA, Twist has unraveled the potential of precision engineering in genetics. The company operates with a unique silicon-based DNA synthesis platform, which allows for the rapid and cost-effective production of high-quality DNA. This cutting-edge technology facilitates advancements in various domains such as drug development, agricultural biology, and data storage. By addressing the ever-growing demand for synthesized DNA across these sectors, Twist positions itself at the intersection of technology and life sciences, offering a robust solution that fuels the DNA-driven innovations of tomorrow.
At its core, Twist Bioscience generates revenue by providing its customers with a streamlined supply of custom DNA products, catering to researchers and businesses that require precise genetic sequences with high fidelity. This includes synthetic genes, oligonucleotide pools, and libraries used for CRISPR screening and other applications. The company has strategically diversified its offerings to include specialized DNA libraries and biopharmaceutical solutions, further extending its reach into therapeutic discovery and development. By aligning its business model with the needs of its clients, Twist ensures consistent growth by capitalizing on the expanding markets of biotechnology and synthetic biology, turning its pioneering technological capabilities into a profitable enterprise.
Record Revenue: Twist Bioscience reported a record Q4 revenue of $99 million, up 17% year-over-year and above guidance, with full-year revenue of $376.6 million, a 20% increase over fiscal 2024.
Margin Expansion: Gross margin for Q4 was 51.3% and for the year reached 50.7%, up from 42.6% last year, reflecting operational improvements and higher volumes.
Guidance Raised: Fiscal 2026 revenue guidance was set at $425–435 million (13–15.5% growth), with gross margin expected to be above 52%. Adjusted EBITDA breakeven is targeted by Q4 2026.
NGS Segment Update: NGS revenue grew 16% in Q4 and 23% for the year. Guidance for fiscal 2026 is $231–236 million, with growth expected to reaccelerate to 20% by Q4 after a temporary slowdown due to a major customer transition.
AI-Driven Biopharma Growth: Large AI-related orders drove significant growth in DNA synthesis and protein solutions, with the largest-ever AI drug discovery order received.
Product Pipeline: Twist is finalizing a fast-turnaround MRD Express product for cancer diagnostics, expected to launch commercially in early 2026.
Operating Discipline: Operating expenses remained flat for the third consecutive year, supporting the company's path to profitability.
