TWST Twist Biosciences (TWST) Q2 FY26 earnings call
Twist Biosciences delivered robust Q2 FY26 results, extending its track record of sequential revenue growth, primarily fueled by strong demand in AI-enabled drug discovery within DNA Synthesis and Protein Solutions, alongside reaccelerated growth in NGS applications. The company continues to expand gross margins and remains on course for adjusted EBITDA breakeven by Q4 FY26, driven by strategic investments in capacity and digital infrastructure, and disciplined cost management.
You’re reading a preview. Opening the full call uses 1 concall credit.
Sign in to use your monthly call allowance.
TWST operating KPIs by quarter
| KPI | This call Mar 2026 Q2 FY26 | Jun 2026 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|
| NGS applications customers | 627We serve 627 NGS applications customers in the quarter with 174 having adopted our products.Source: earnings call transcript | 657We served 657 NGS applications customers in the quarter with 182 having adopted our products.Source: earnings call transcript | +4.8% |
| Adopted NGS applications customers | 174We serve 627 NGS applications customers in the quarter with 174 having adopted our products.Source: earnings call transcript | 182We served 657 NGS applications customers in the quarter with 182 having adopted our products.Source: earnings call transcript | +4.6% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.