NASDAQ$TWST

Twist Bioscience Corporation · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

Twist Bioscience reported Q1 fiscal 2026 revenue of $103.7M and a net loss of $30.5M.

Revenue rose to $103.7 million for the quarter ended December 31, 2025. Net loss was $30.5 million ($(0.50) per share) versus $(31.6) million a year ago. Synthetic biology and NGS solutions drove top-line growth while R&D and SG&A remained elevated.

  • Q1 revenue $103.7M (+17% YoY).
  • Loss from operations $(32.9)M.
  • Cash and investments support multi-year pipeline.
  • Biopharma and data storage end markets cited in 10-Q.

Headline financials

Total Revenue

$104M

Previous: $88.7M+16.9%
EPS (adj)

-$0.50

Previous: -$0.53+5.7%
Gross Margin

52.0%

Previous: 48.3%+7.7%
Adjusted EBITDA

-$13.4M

Previous: -$16.3M+17.4%
Capital Expenditures

-$9.97M

Previous: -$2.27M-339.8%
Net Income

-$30.5M

Previous: -$31.6M+3.5%
Operating Income

-$32.9M

Previous: -$34.6M+5.0%
Gross Profit

$54M

Previous: $42.8M+26.0%

Revenue & EPS history

Twist Bioscience · Revenue · Quarterly

$104M

Q1 2026+16.9%vs Q1 2025
Beat estimate in 15 of 15 quarters(100%)
ActualEstimate

Revenue by segment

Twist Bioscience · $218M total across 2 segments · Q3 2023

  • NGS Applications
    $120M+23.7%
  • DNA Synthesis & Protein
    $98M+22.5%

Forward guidance

The quarterly filing discusses operating priorities, capital returns, and sector risks; numeric multi-quarter bridges vary by issuer.

Tailwinds

  • MD&A highlights liquidity, capital, and core business trends.
  • Segment or product commentary supports the earnings narrative.

Headwinds

  • Macro, rates, or input costs may pressure near-term margins.
  • One-time items can affect year-over-year comparability.

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 2026

Historical avgQ1 2026

+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

Earnings price reactions
QuarterReport dateReaction (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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