NASDAQ$TWST

Twist Bioscience Corporation · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Twist Bioscience reported fiscal Q4 2025 revenue of $99.0M with a net loss of $27.1M and diluted EPS of $(0.45).

Fourth-quarter total revenue grew 17% to $99.0 million. Net loss attributable to common stockholders was $27.1 million ($(0.45) per share) versus $34.7 million a year ago. Adjusted EBITDA was $(7.8) million. Management guided fiscal 2026 revenue of $425–$435 million and Q1 revenue of $100–$101 million.

  • Q4 revenue $99.0M (+17% YoY).
  • Net loss $27.1M; diluted EPS $(0.45).
  • FY25 revenue $376.6M; net loss $77.7M.
  • FY26 revenue guide $425–$435M (+13–15.5% YoY).

Headline financials

Total Revenue

$99M

Previous: $84.7M+16.9%
EPS (adj)

-$0.45

Previous: -$0.59+23.7%
Gross Margin

51.3%

No prior period
Adjusted EBITDA

-$7.85M

No prior period
Net Income

-$27.1M

Previous: -$34.7M+21.7%
Operating Income

-$27.1M

Previous: -$36M+24.7%

Revenue & EPS history

Twist Bioscience · Revenue · Quarterly

$99M

Q4 2025+16.9%vs Q4 2024
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

FY2026 revenue guide $425–$435M (+13–15.5% YoY); Q1 revenue $100–$101M.

Tailwinds

  • Synthetic biology demand and NGS growth.
  • Adjusted EBITDA improving YoY.

Headwinds

  • Continued GAAP losses until scale inflects.
  • Macro and biotech funding cycles.

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 2025

Historical avgQ4 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

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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