The earnings call presented a strong performance in revenue growth and gross margin improvement, driven by the SynBio and NGS segments. While there are challenges in the Biopharma segment and limited exposure to China, the company's strategic investments and innovative platform position it for future growth.

Company Guidance

In the call, Twist Bioscience provided specific financial guidance and metrics indicating the company's performance and expectations. For the first quarter of fiscal year 2025, Twist reported record revenue of $88.7 million, a 24% increase year-over-year. The gross margin also exceeded guidance, rising to 48.3% from 40.5% in the same period of the previous year. The call detailed the revenue breakdown across different segments with SynBio at $34.4 million, showing a 28% increase, and NGS at $48.6 million, a 23% increase year-over-year. The company also highlighted its progress toward adjusted EBITDA breakeven, reporting a loss of $16.3 million, which is an improvement of $11.5 million from the previous year. Looking forward, Twist increased its full fiscal year 2025 revenue guidance to between $372 million and $379 million. The company expects gross margins to improve sequentially, aiming for over 50% by the fourth quarter of fiscal 2025.

Record Revenue and Growth

Twist Bioscience achieved record revenue of $88.7 million for the first quarter of fiscal 2025, marking a 24% increase year-over-year and a 5% increase sequentially.

Gross Margin Improvement

Gross margin improved to 48.3%, up from 40.5% in the first quarter of fiscal 2024, demonstrating the leverage of fixed costs with higher volume.

Significant Growth in SynBio Revenue

SynBio revenue increased to $34.4 million, a year-over-year growth of 28%, driven by a diverse global customer base.

NGS Revenue Growth

NGS revenue grew to $48.6 million, a 23% increase year-over-year, driven by commercialization of liquid biopsy and rare disease assays.

Positive Adjusted EBITDA Trend

Adjusted EBITDA loss improved to $16.3 million, an $11.5 million improvement compared to the first quarter of fiscal 2024.

Geographic Revenue Growth

Americas revenue increased by 22% year-over-year, EMEA by 33%, and APAC by 6%.

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Twist Bioscience (TWST) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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TWST Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 01, 2025	2025 (Q2)	-0.55 / -	-0.79	―	―	―
Feb 03, 2025	2025 (Q1)	-0.63 / -0.53	-0.75	29.33% (+0.22)
Nov 18, 2024	2024 (Q4)	-0.71 / -0.59	-0.81	27.16% (+0.22)
Aug 02, 2024	2024 (Q3)	-0.76 / -1.47	-1.01	-45.54% (-0.46)
May 02, 2024	2024 (Q2)	-0.82 / -0.79	-1.04	24.04% (+0.25)
Feb 02, 2024	2024 (Q1)	-0.78 / -0.75	-0.74	-1.35% (-0.01)
Nov 17, 2023	2023 (Q4)	-0.92 / -0.81	-0.91	10.99% (+0.10)
Aug 04, 2023	2023 (Q3)	-1.13 / -1.01	-1.08	6.48% (+0.07)
May 05, 2023	2023 (Q2)	-1.13 / -1.04	-1.13	7.96% (+0.09)
Feb 03, 2023	2023 (Q1)	-1.13 / -0.74	-0.91	18.68% (+0.17)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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TWST Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 03, 2025	$52.37	$52.75	+0.73%
Nov 18, 2024	$36.89	$41.43	+12.31%
Aug 02, 2024	$53.05	$42.97	-19.00%
May 02, 2024	$32.01	$41.21	+28.74%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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