NASDAQ$TWST
Twist Bioscience Corporation · Q4 2024 earnings
Q4 2024 earnings · · Investor relations
Briefing
Twist Bioscience reported record revenue and gross margin improved.
Twist Bioscience reported record revenue of $84.7 million for Q4 2024, a 27% increase compared to the same period last year. The gross margin improved to 45.1%. The company exceeded its guidance for the quarter and year, ending the fiscal year with $313.0 million in revenue and a strong cash position.
- Total revenues for the fourth quarter of fiscal 2024 grew 27% to $84.7 million compared to $66.9 million for the same period of fiscal 2023.
- Gross margin for the fourth quarter of fiscal 2024 increased to 45.1% compared to 36.6% for the same period of fiscal 2023.
- Net loss attributable to common stockholders for the fourth quarter of fiscal 2024 decreased to $34.7 million, or $0.59 per share, compared to $46.2 million, or $0.81 per share, for the same period of fiscal 2023.
- Total orders received for the fourth quarter of fiscal 2024 grew 24% to $88.2 million compared to $71.1 million for the same period of fiscal 2023.
Headline financials
Revenue & EPS history
Twist Bioscience · Revenue · Quarterly
$84.7M
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 total revenue to be in the range of $367 million to $377 million for the full fiscal year 2025, with a gross margin of approximately 48% for fiscal 2025 and 4QFY25 gross margin of 50%.
Tailwinds
- Total revenue is expected to be in the range of $367 million to $377 million, growth of 17 to 20 percent year over year
- SynBio revenue of $142 to $146 million, growth of 15 to 18 percent
- NGS revenue of $204 to $209 million, growth of 20 to 24 percent
- Biopharma revenue of $21 to $22 million, growth of 5 to 8 percent
- Gross margin is projected to be approximately 48% for fiscal 2025 with quarterly sequential improvements and 4QFY25 gross margin of 50%
Headwinds
- Adjusted EBITDA of approximately $(60) to $(65) million for fiscal 2025
- Total revenue of approximately $87 million for the first quarter
- SynBio revenue of approximately $34 million, growth of 26% year over year for the first quarter
- NGS revenue of approximately $48 million, growth of 22% year over year for the first quarter
- Adjusted EBITDA of approximately $(20) million with sequential improvements throughout 2025 for the first 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 Q4 2024
+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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