NASDAQ$TWST

Twist Bioscience Corporation · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

Twist Bioscience Corporation reported Q3 2025 results with revenue growth and a net profit driven by a business sale.

Twist Bioscience reported revenue of $96.1 million for the quarter ended June 30, 2025, an 18% increase year-over-year, primarily from NGS tools and synthetic genes. The company achieved net income of $20.4 million due to a $48.8 million gain on the sale of its DNA data storage business, despite an operating loss of $30.1 million. Gross margin improved to 53.4% as manufacturing costs remained relatively flat amid higher revenues.

  • Revenue grew 18% to $96.1 million, led by NGS tools ($55.3 million) and synthetic genes ($27.7 million).
  • Net income reached $20.4 million after a $48.8 million gain from the DNA data storage business sale to Atlas.
  • Gross margin expanded to 53.4% from 43.3% year-over-year due to revenue growth and cost discipline.
  • Cash and cash equivalents stood at $201.4 million at quarter end, supporting ongoing operations.

Headline financials

Total Revenue

$96.1M

Previous: $81.5M+17.9%
EPS (adj)

$0.34

Previous: -$1.47+123.1%
Gross margin

53.4%

Previous: 43.3%+23.3%
Capital Expenditures

-$15.6M

Previous: -$3.07M-406.7%
Net Income

$20.4M

Previous: -$85.6M+123.8%
Operating Income

-$30.1M

Previous: -$88.9M+66.1%
Gross Profit

$51.3M

Previous: $35.3M+45.4%
Cash & Equivalents

$201M

No prior period

Revenue & EPS history

Twist Bioscience · Revenue · Quarterly

$96.1M

Q3 2025+17.9%vs Q3 2024
Beat estimate in 15 of 16 quarters(94%)
ActualEstimate

Revenue by segment

Twist Bioscience · $96.1M total across 2 segments · Q3 2025

  • NGS tools
    $55.3M
  • Synbio products
    $40.8M

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+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
Q3 2025
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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