TW
TWST
TWST What Twist Bioscience promised, and what happened
Guidance
What management said, and what became of it
29 of 31 judged targets kept · 12 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Q3 FY26 total revenue | $114 million to $115 million | Mar 2026 | this morning, we reported our 14th quarter of consecutive growth with record revenue of $118.4 million, growth of 23% year-over-year | Achieved |
| MRD Express commercial launch | commercial introduction of MRD Express product | Sep 2025 | Pending | |
| Full-year total revenue | $425 million to $435 million | Sep 2025 | For fiscal '26, we are increasing our revenue guidance and now expect total revenue of $456 million to $457 million, up $12 million at the midpoint, representing growth of approximately 21% year-over-year. | Revised Up |
The full ledger
Open Twist Bioscience’s full ledger
A free account opens 5 company ledgers a month. All 43 tracked commitments, with each call’s wording and source.
The rest of the ledger
Pro opens all 43 tracked commitments for Twist Bioscience
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.