Jun 2026 (Q3 FY26) — Aug 3, 2026
Twist Bioscience Q3 FY26 — Record Revenue and Strong AI-Enabled Discovery Growth
Read the full callTwist Bioscience (TWST) earnings
- Jun 2026
- Jun 2026 (Q3 FY26)
- Sep 2025
Twist Bioscience earnings: last reported Mon, 3 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 118 | +23.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -30.6 | +0.7 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -35.1 | −271.9% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
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 |
2 of Twist Bioscience Corp's 43 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 40 more targets are in the full ledger.
Claimed
- Reported record revenue of $118.4 million, representing 23% year-over-year growth.
- DNA Synthesis and Protein Solutions (DSPS) revenue increased 39% year-over-year to $56.6 million.
- Therapeutic revenue grew 49% year-over-year to $40.4 million, driven by AI-enabled drug discovery.
- Academic and government revenue increased 32% year-over-year and 21% sequentially to $15.5 million.
- Gross margin improved to 52.8%, up 120 basis points sequentially, with 70% of incremental revenue dropping to the gross margin line.
- AI-enabled drug discovery orders are expected to meet or exceed triple-digit percentage growth in fiscal 2026 and again in fiscal 2027.
Qualified
- Adjusted EBITDA was a loss of $11.3 million for the quarter, reflecting planned one-time investments.
- Operating expenses (excluding cost of revenues) increased to $98.7 million, up from $81.4 million in the prior year, including approximately $2 million in employee transition costs.
- Industry and applied revenue slightly decreased to $5.7 million from $6.1 million in the prior year period.
Price
$144.49 −2.48% · −$3.67
Performance +373.0% 1Y
1Y: $30.55 on 14 Oct 2025 → $144.49. High $205 (5 Oct 2026), low $25.45 (19 Nov 2025).
- Previous close
- $148.16
- 52-week range
- $25.45 – $205
- One year
- +350.97%
Overview
- Symbol
- TWST
- Sector
- Health Care
- Exchange
- US
- Currency
- USD
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 |
Claimed
- Reported record revenue of $118.4 million, representing 23% year-over-year growth.
- DNA Synthesis and Protein Solutions (DSPS) revenue increased 39% year-over-year to $56.6 million.
- Therapeutic revenue grew 49% year-over-year to $40.4 million, driven by AI-enabled drug discovery.
- Academic and government revenue increased 32% year-over-year and 21% sequentially to $15.5 million.
- Gross margin improved to 52.8%, up 120 basis points sequentially, with 70% of incremental revenue dropping to the gross margin line.
- AI-enabled drug discovery orders are expected to meet or exceed triple-digit percentage growth in fiscal 2026 and again in fiscal 2027.
Qualified
- Adjusted EBITDA was a loss of $11.3 million for the quarter, reflecting planned one-time investments.
- Operating expenses (excluding cost of revenues) increased to $98.7 million, up from $81.4 million in the prior year, including approximately $2 million in employee transition costs.
- Industry and applied revenue slightly decreased to $5.7 million from $6.1 million in the prior year period.
The full ledger
Open Twist Bioscience Corp’s full ledger
A free account opens 5 company ledgers a month. All 43 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q2 FY26) — May 4, 2026
Twist Biosciences Q2 FY26 — Strong Revenue Growth Driven by AI-Enabled Discovery and NGS Reacceleration
Read the full callEvery analysed call
Twist Bioscience earnings calls (TWST)
Financials
What the filings say
Net profit, year on year: −272% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 85 | 89 | 93 | 96 | 99 | 104 | 111 | 118 |
| Expenses | 121 | 123 | 134 | 126 | 129 | 137 | 157 | 155 |
| Operating profit | -36 | -35 | -42 | -30 | -30 | -33 | -46 | -36 |
| Operating margin | −42.5% | −39.0% | −44.8% | −31.4% | −30.2% | −31.7% | −41.4% | −30.6% |
| Interest | 0 | 0 | 0 | — | — | — | — | — |
| Profit before tax | -35 | -31 | -39 | 21 | -27 | -30 | -44 | -35 |
| Tax rate | 0.3% | −0.3% | −0.5% | 0.9% | −0.9% | −0.8% | −0.1% | −0.9% |
| Net profit | -35 | -32 | -39 | 20 | -27 | -31 | -44 | -35 |
| EPS ($ per share) | — | -0.53 | -0.66 | 0.34 | — | -0.50 | -0.71 | -0.56 |
| Line item | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | — | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | -211 | -319 | -458 | -611 | -828 | -1,033 | -1,242 | -1,320 |
| Total liabilities | 27 | 35 | 63 | 121 | 172 | 153 | 142 | 169 |
| Fixed assets | 12 | 21 | 25 | 44 | 139 | 132 | 103 | 102 |
| Investments | — | 91 | 196 | 12 | 126 | 50 | 50 | 49 |
| Total assets | 116 | 187 | 399 | 702 | 961 | 776 | 614 | 642 |
| Line item | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | -66 | -88 | -142 | -112 | -124 | -142 | -64 | -48 |
| Cash from investing | 27 | -105 | -115 | 156 | -233 | 51 | -3 | -25 |
| Cash from financing | 89 | 159 | 304 | 329 | 271 | 1 | 7 | 29 |
| Net cash flow | 50 | -34 | 47 | 373 | -87 | -91 | -60 | -44 |
| Capital expenditure | -4 | -15 | -10 | -27 | -102 | -28 | -5 | -28 |
| Free cash flow | -70 | -103 | -152 | -139 | -226 | -170 | -69 | -76 |
TWST revenue by segment
| Segment | Q2 FY2024 | Q3 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Reportable | — | — | — | — | — | 100% | 100% | 100% | — |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
TWST operating KPIs by quarter
| KPI | 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.
Revenue by region
Q3 FY2026 · share of revenue
- Americas 65% ↑ 2 pt
- EMEA 28% ↓ 1 pt
- Asia Pacific 6% ↓ 2 pt
As TWST cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
228 filings between Oct 23, 2025 and Oct 9, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$149.13M
186 sales by 10 insiders
44% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 19
- Award — granted as compensation
- 21
- Option exercise — converted options into shares
Also filed: 2 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Leproust Emily M. | — | $101.68M | Oct 5, 2026 |
| Finn Patrick John | — | $21.57M | Oct 2, 2026 |
| Cho Dennis | — | $8.80M | Oct 2, 2026 |
| Green Paula | — | $7.26M | Oct 2, 2026 |
| Laponis Adam | — | $4.19M | Oct 9, 2026 |
| CHESS ROBERT | — | $2.62M | Aug 7, 2026 |
| WERNER ROBERT F. | — | $1.50M | Oct 2, 2026 |
| JOHANNESSEN JAN | — | $953.3K | May 12, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 9, 2026 | Laponis Adam Chief Financial Officer | Sale | 2,462 | $384.8K |
| Oct 5, 2026 | Leproust Emily M. Chief Executive Officer | Sale 10b5-1 plan | 1,840 | $368.8K |
| Oct 5, 2026 | Leproust Emily M. Chief Executive Officer | Sale 10b5-1 plan | 481 | $96.8K |
| Oct 5, 2026 | Leproust Emily M. Chief Executive Officer | Sale 10b5-1 plan | 432 | $88.0K |
| Oct 5, 2026 | Leproust Emily M. Chief Executive Officer | Sale 10b5-1 plan | 290 | $59.4K |
| Oct 5, 2026 | Leproust Emily M. Chief Executive Officer | Sale 10b5-1 plan | 146 | $30.2K |
| Oct 5, 2026 | Leproust Emily M. Chief Executive Officer | Sale 10b5-1 plan | 1,017 | $205.8K |
| Oct 5, 2026 | Leproust Emily M. Chief Executive Officer | Sale 10b5-1 plan | 297 | $61.1K |
| Oct 5, 2026 | Leproust Emily M. Chief Executive Officer | Sale 10b5-1 plan | 45 | $9.3K |
| Oct 2, 2026 | Finn Patrick John President and COO | Sale | 25,714 | $4.86M |
| Oct 2, 2026 | Cho Dennis See Remarks | Sale | 9,514 | $1.80M |
| Oct 2, 2026 | WERNER ROBERT F. Chief Accounting Officer | Sale | 1,482 | $279.9K |
| Oct 2, 2026 | Leproust Emily M. Chief Executive Officer | Sale 10b5-1 plan | 45,736 | $8.64M |
| Oct 2, 2026 | Green Paula SVP of Human Resources | Sale | 10,088 | $1.91M |
| Oct 2, 2026 | Laponis Adam Chief Financial Officer | Sale | 8,057 | $1.52M |
| Oct 1, 2026 | Leproust Emily M. Chief Executive Officer | Sale 10b5-1 plan | 655 | $131.0K |
| Sep 24, 2026 | Leproust Emily M. Chief Executive Officer | Sale 10b5-1 plan | 2,485 | $435.4K |
| Sep 24, 2026 | Leproust Emily M. Chief Executive Officer | Sale 10b5-1 plan | 945 | $166.7K |
| Sep 24, 2026 | Leproust Emily M. Chief Executive Officer | Sale 10b5-1 plan | 330 | $59.0K |
| Sep 24, 2026 | Leproust Emily M. Chief Executive Officer | Sale 10b5-1 plan | 501 | $92.1K |
| Sep 24, 2026 | Leproust Emily M. Chief Executive Officer | Sale 10b5-1 plan | 83 | $15.3K |
| Sep 24, 2026 | Leproust Emily M. Chief Executive Officer | Sale 10b5-1 plan | 143 | $25.7K |
| Sep 24, 2026 | Leproust Emily M. Chief Executive Officer | Sale 10b5-1 plan | 515 | $92.9K |
| Sep 24, 2026 | Leproust Emily M. Chief Executive Officer | Sale 10b5-1 plan | 21 | $3.8K |
| Sep 24, 2026 | Leproust Emily M. Chief Executive Officer | Sale 10b5-1 plan | 164 | $29.1K |
| Sep 24, 2026 | Leproust Emily M. Chief Executive Officer | Sale 10b5-1 plan | 16 | $2.9K |
| Sep 21, 2026 | Leproust Emily M. Chief Executive Officer | Sale | 1,687 | $279.2K |
| Sep 21, 2026 | Green Paula SVP of Human Resources | Sale | 294 | $48.7K |
| Sep 21, 2026 | Cho Dennis See Remarks | Sale | 348 | $57.6K |
| Sep 17, 2026 | Leproust Emily M. Chief Executive Officer | Sale 10b5-1 plan | 4,175 | $643.7K |
| Sep 17, 2026 | Leproust Emily M. Chief Executive Officer | Sale 10b5-1 plan | 13,378 | $2.08M |
| Sep 17, 2026 | Leproust Emily M. Chief Executive Officer | Sale 10b5-1 plan | 3,399 | $521.4K |
| Sep 17, 2026 | Leproust Emily M. Chief Executive Officer | Sale 10b5-1 plan | 9,097 | $1.42M |
| Sep 17, 2026 | Leproust Emily M. Chief Executive Officer | Sale 10b5-1 plan | 6,644 | $1.01M |
| Sep 17, 2026 | Leproust Emily M. Chief Executive Officer | Sale 10b5-1 plan | 32,260 | $5.08M |
| Sep 17, 2026 | Leproust Emily M. Chief Executive Officer | Sale 10b5-1 plan | 232,173 | $36.70M |
| Sep 17, 2026 | Leproust Emily M. Chief Executive Officer | Sale 10b5-1 plan | 14,493 | $2.33M |
| Sep 17, 2026 | Leproust Emily M. Chief Executive Officer | Sale 10b5-1 plan | 23,884 | $3.81M |
| Sep 17, 2026 | Leproust Emily M. Chief Executive Officer | Sale 10b5-1 plan | 869 | $142.0K |
| Sep 17, 2026 | Leproust Emily M. Chief Executive Officer | Sale 10b5-1 plan | 11,169 | $1.80M |
| Sep 17, 2026 | Leproust Emily M. Chief Executive Officer | Option exercise 10b5-1 plan | 133,269 | $3.55M |
| Sep 17, 2026 | Leproust Emily M. Chief Executive Officer | Option exercise 10b5-1 plan | 75,439 | $665.4K |
| Sep 17, 2026 | Leproust Emily M. Chief Executive Officer | Sale 10b5-1 plan | 2,565 | $416.3K |
| Sep 17, 2026 | Leproust Emily M. Chief Executive Officer | Sale 10b5-1 plan | 2,440 | $369.6K |
| Sep 8, 2026 | Leproust Emily M. Chief Executive Officer | Sale | 2,302 | $282.3K |
| Sep 8, 2026 | Green Paula SVP of Human Resources | Sale | 907 | $111.2K |
| Sep 8, 2026 | WERNER ROBERT F. Chief Accounting Officer | Sale | 238 | $29.2K |
| Sep 8, 2026 | Cho Dennis See Remarks | Sale | 412 | $50.5K |
| Aug 25, 2026 | Leproust Emily M. Chief Executive Officer | Sale 10b5-1 plan | 12,236 | $1.85M |
| Aug 25, 2026 | Leproust Emily M. Chief Executive Officer | Sale 10b5-1 plan | 6,412 | $979.4K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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