Q2 2025 Twist Bioscience Corp Earnings Call Transcript

May 05, 2025 / 12:00PM GMT

Release Date Price: $35.93 (-8.44%)

Transcript 10-Q8-K

Key Points

Positve

Twist Bioscience Corp (TWST) reported a record revenue of $92.8 million for the second quarter of fiscal 2025, marking a 23% increase year over year.
The company achieved a gross margin of 49.6%, surpassing expectations and demonstrating effective cost management and process improvements.
Twist Bioscience Corp (TWST) successfully spun out its DNA Data Storage business into a new company, Atlas Data Storage, securing a significant $155 million investment to accelerate commercialization.
The SynBio segment saw a revenue increase to $36 million, growing 21% year over year, supported by innovative customer programs like the Twist Wallet.
The NGS segment reported $51.1 million in revenue, a 25% increase year over year, with strong adoption in the AgBio space and potential for future growth in the $500 million market.

Negative

Despite improvements, Twist Bioscience Corp (TWST) reported an adjusted EBITDA loss of approximately $14.8 million for the second quarter of fiscal 2025.
Operating expenses increased to $87.6 million, driven by a $5.5 million rise in noncash stock-based compensation.
The company faces uncertainties related to tariffs and potential impacts on its supply chain, although it expects minimal effects.
The academic market, while showing growth, is under pressure due to funding constraints, which could impact future revenue.
Twist Bioscience Corp (TWST) is still working towards adjusted EBITDA breakeven, with a target set for the end of fiscal 2026, indicating ongoing financial challenges.

Operator

Good day. Thank you for standing by. Welcome to Twist Bioscience's second quarter financial results conference call. (Operator Instructions) Please note that today's conference is being recorded.

I would now like to turn the call over to Angela Bitting, SVP of Corporate Affairs. Please go ahead.

Angela Bitting;Chief Corporate Responsibility Officer

Twist Bioscience Corp - Senior Vice President, Corporate Affairs

Thank you, operator. Good morning, everyone. I'd like to thank for joining us for Twist Bioscience conference call to review our fiscal 2025 second quarter financial results and business progress. We issued our financial results press release before the market, and it is available at our website at www.twistbioscience.com.

With me on the call today are Dr. Emily Leproust, CEO and Co-Founder of Twist; Adam Laponis, CFO of Twist; and Dr. Patrick Finn, President and COO of Twist. Today, we will discuss our business progress, financial and

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