NASDAQ$TWST
Twist Bioscience Corporation · Q1 2025 earnings
Q1 2025 earnings · · Before market open · Investor relations
Briefing
Reported record revenue and improved gross margin.
Twist Bioscience reported a strong start to fiscal year 2025, achieving record revenue of $88.7 million, a 24% increase compared to the same period last year, and a gross margin of 48.3%, which is a 7.8 margin points improvement year-over-year.
- Total revenue for the first quarter of fiscal 2025 grew to $88.7 million, a 24% increase compared to the same period in fiscal 2024.
- Gross margin for the first quarter of fiscal 2025 increased to 48.3% compared to 40.5% for the same period in fiscal 2024.
- Net loss attributable to common stockholders for the first quarter of fiscal 2025 was $31.6 million, or $0.53 per share, compared to $43.0 million, or $0.75 per share, for the same period of fiscal 2024.
- As of December 31, 2024, the company had $270.8 million in cash, cash equivalents and short-term investments.
Headline financials
Revenue & EPS history
Twist Bioscience · Revenue · Quarterly
$88.7M
Revenue by segment
Twist Bioscience · $218M total across 2 segments · Q3 2023
- NGS Applications$120M+23.7%55.0%
- DNA Synthesis & Protein$98M+22.5%45.0%
Forward guidance
Twist Bioscience expects revenue in the range of $372 million to $379 million for full year fiscal 2025 and expects gross margin over 50% for 4QFY25.
Tailwinds
- Total revenue to be in the range of $372 million to $379 million compared to the previous guidance of $367 million to $377 million, indicating growth of 19 to 21 percent year over year
- SynBio revenue of $144 million to $147 million, compared to previous guidance of $142 million to $146 million, growth of 17 to 18 percent
- NGS revenue of $205 million to $209 million, compared to previous guidance of $204 million to $209 million, growth of 21 to 24 percent
- Biopharma revenue of $23 million, compared to previous guidance of $21 million to $22 million, growth of 13 percent
- Gross margin is projected to be approximately 49% for fiscal 2025 with quarterly sequential improvements, compared to previous guidance of 48% and 4QFY25 gross margin is projected to be over 50%
Headwinds
- Adjusted EBITDA of approximately $(55) million to $(60) million for fiscal 2025 compared to previous guidance of $(60) million to $(65) million
- Total revenue of approximately $91 million to $93 million for the second quarter
- SynBio revenue of approximately $35.5 million to $36 million for the second quarter
- NGS revenue of approximately $50 million to $51 million for the second quarter
- Biopharma revenue of approximately $5.5 million to $6.0 million for the second quarter
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q1 2025
+0.1%
Avg return
Earnings day
-2.1%
Avg return
5 days after
+0.8%
Avg return
30 days after
47%
14 / 30 earnings
Positive
+29.7%
Q4 2023
Best reaction
-23.2%
Q1 2023
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q2 2026 | -7.3% | -5.9% | +19.6% | |
| Q1 2026 | +13.8% | -5.9% | -10.2% | |
| Q4 2025 | -10.0% | -14.9% | +3.4% | |
| Q2 2025 | -8.5% | -16.9% | -20.8% | |
| Q1 2025 | +0.7% | -0.1% | -19.7% | |
| Q4 2024 | +12.0% | +14.5% | +20.9% | |
| Q3 2024 | -14.6% | -16.0% | -18.5% | |
| Q2 2024 | +28.9% | +34.9% | +31.1% | |
| Q1 2024 | +9.5% | +5.1% | +16.9% | |
| Q4 2023 | +29.7% | +24.9% | +81.5% | |
| Q3 2023 | +14.9% | +9.3% | +14.0% | |
| Q2 2023 | +3.6% | +2.1% | +26.0% | |
| Q1 2023 | -23.2% | -15.2% | -37.1% | |
| Q4 2022 | +0.8% | +0.5% | -0.6% | |
| Q3 2022 | +20.8% | +12.4% | -17.2% | |
| Q2 2022 | -9.9% | -16.3% | -12.6% | |
| Q1 2022 | -1.0% | +6.0% | -21.0% | |
| Q4 2021 | -12.6% | -14.1% | -22.4% | |
| Q3 2021 | -9.1% | -15.8% | -7.6% | |
| Q2 2021 | +6.2% | -9.4% | -12.4% | |
| Q1 2021 | -16.8% | -5.5% | -38.1% | |
| Q4 2020 | -9.9% | -0.8% | +44.3% | |
| Q3 2020 | -7.2% | -16.3% | -4.8% | |
| Q2 2020 | +5.1% | +4.6% | +0.7% | |
| Q1 2020 | +21.3% | +14.0% | +31.4% | |
| Q4 2019 | +4.6% | +5.8% | -15.5% | |
| Q3 2019 | -11.2% | -11.8% | -13.9% | |
| Q2 2019 | -9.9% | -9.7% | -3.9% | |
| Q1 2019 | -9.2% | -11.8% | -6.9% | |
| Q4 2018 | -9.2% | -9.4% | +18.6% | |
| Q3 2018 | — | — | — | |
| Q2 2018 | — | — | — | |
| Q1 2017 | — | — | — | |
| Q4 2017 | — | — | — |
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