Q4 2025 Twist Bioscience Corp Earnings Call Transcript
Key Points
- Twist Bioscience Corp (TWST) reported a record quarter with $99 million in revenue, exceeding guidance and marking an 11th consecutive quarter of growth.
- The company achieved a gross margin of 51.3% for the quarter and 50.7% for the year, up from 42.6% in fiscal 2024, indicating improved operational efficiency.
- Revenue from the Synbio segment increased by 17% year over year, driven by the success of the Express portfolio.
- The company is seeing significant growth in AI-enabled drug discovery, with orders from AI discovery projects growing by more than $25 million compared to fiscal 2024.
- Twist Bioscience Corp (TWST) is planning to introduce a new express product for minimal residual disease (MRD) in early 2026, which could enhance cancer diagnosis and treatment.
- Despite revenue growth, Twist Bioscience Corp (TWST) reported an adjusted EBITDA loss of approximately $46.9 million for fiscal 2025.
- The company faces a temporary 'air pocket' in NGS revenue due to a customer transitioning from research to commercial, impacting Q1 fiscal 2026 revenue.
- Operating expenses, excluding cost of revenues, remained relatively flat at $327.3 million, indicating limited cost reduction progress.
- The company is still not profitable, with a path to adjusted EBITDA breakeven expected by the end of fiscal 2026.
- Twist Bioscience Corp (TWST) has a relatively small market presence in China, contributing only about 1% of total revenue for fiscal 2025.
Welcome to Twist Biosciences 2025 4th quarter financial results conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To participate, you will need to press 11 on your telephone. You will then hear a message advising your hand is raised. To withdraw your question, simply press 11 again.
Please note, this conference is being recorded. I would now like to turn the call over to Angelo Binning, senior Vice President of corporate affairs. Please go ahead.
Thank you, operator. Good morning, everyone. I would like to thank you for joining us for Twist Bioscience conference call to review our fiscal 2025, 4th quarter in full year financial results and business progress.
We issued our financial results press release before the market and it is available on our website at
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