Twist Bioscience Reports Record Q2 Revenue, Raises Full-Year Guidance, and Reaffirms Path to Profitability
TWST has more than doubled off its 52-week low of $23.3 on elevated volume (2.0× avg).
Summary
Twist Bioscience announced record second-quarter revenue, raised its full-year fiscal 2026 revenue guidance, and reaffirmed its target for adjusted EBITDA breakeven in Q4 FY26, demonstrating strong operational momentum.
Key Events · Earnings and Guidance · TWST
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Record Q2 Revenue Reported
Achieved record revenue of $110.7 million for the second quarter of fiscal 2026, an increase of over 19% year-over-year, marking the thirteenth consecutive quarter of sequential growth.
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Full-Year Revenue Guidance Raised
Increased full fiscal year 2026 revenue guidance to a range of $442 million to $447 million, up from the prior guidance of $435 million to $440 million.
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Q4 FY26 Adjusted EBITDA Breakeven Reiterated
Reaffirmed the expectation to achieve adjusted EBITDA breakeven for the fourth quarter of fiscal 2026.
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Gross Margin Improvement
Gross margin for the second quarter of fiscal 2026 improved to 51.6%, compared to 49.6% for the same period in fiscal 2025.
Analysis · TWST · Life Sciences
Twist Bioscience reported strong second-quarter fiscal 2026 financial results, exceeding revenue guidance with a record $110.7 million, representing a 19% year-over-year increase and marking the thirteenth consecutive quarter of growth. The company also raised its full-year fiscal 2026 revenue guidance to a range of $442-$447 million, up from the previous $435-$440 million. Furthermore, Twist Bioscience reiterated its expectation to achieve adjusted EBITDA breakeven in the fourth quarter of fiscal 2026, signaling continued progress towards profitability. The improved gross margin of 51.6% in Q2 FY26 also highlights operational efficiency gains. While net loss increased, the improvement in adjusted EBITDA and the positive outlook on revenue and profitability are key takeaways for investors.
At the time of this filing, TWST was trading at $58.08 on NASDAQ in the Life Sciences sector, with a market capitalization of approximately $3.7B. The 52-week trading range was $23.30 to $66.06. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.