Twist Bioscience Corp
NASDAQ:TWST
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.
Revenue Growth: Twist posted its 12th consecutive quarter of revenue growth, with Q1 revenue up 17% year-over-year to $103.7 million and 5% sequentially.
Margin Improvement: Gross margin for Q1 reached 52.0%, up 4 points from the prior year and above expectations, reflecting operational improvements and scale.
Guidance Raised: Full-year revenue guidance for fiscal 2026 was increased to $435–440 million, with management citing broad-based confidence and growth in both DNA Synthesis & Protein Solutions (DSPS) and NGS Applications.
AI Demand: Strong demand for AI-enabled discovery drove 27% growth in DNA Synthesis & Protein Solutions; $25 million in AI-related orders were booked in fiscal 2025, with repeat orders and new customers fueling further growth.
Path to Profitability: Management reiterated commitment to reach adjusted EBITDA breakeven in Q4 2026, even as investments in commercial and digital capabilities continue.
Strategic Investments: Increased operating expenses reflect hiring in sales and improvements to digital infrastructure, particularly to support new e-commerce capabilities for NGS.
NGS Applications: NGS revenue grew, with the return of a key customer eliminating prior headwinds and new partnerships expected to support growth in future years.
