Twist Bioscience Reports Strong Q1 FY26 Results, Raises Full-Year Revenue Guidance
Summary
Twist Bioscience reported record Q1 FY26 revenue of $103.7 million, an increase of 17% year-over-year, and raised its full-year fiscal 2026 revenue guidance to $435-$440 million.
Key Events
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Record Q1 FY26 Revenue
Reported record revenue of $103.7 million for the first quarter of fiscal 2026, representing a 17% increase over the same period in fiscal 2025 and marking the twelfth consecutive quarter of sequential growth.
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Improved Gross Margin
Achieved a gross margin of 52.0% in Q1 FY26, an improvement of approximately 4 percentage points compared to 48.3% in Q1 FY25.
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Raised Full-Year Revenue Guidance
Increased fiscal 2026 total revenue guidance to a range of $435 million to $440 million, up from the prior guidance of $425 million to $435 million.
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Reiterated Profitability Target
Reiterated the expectation to achieve adjusted EBITDA breakeven for the fourth quarter of fiscal 2026.
Analysis
Twist Bioscience delivered robust first-quarter fiscal 2026 financial results, surpassing revenue expectations and demonstrating significant gross margin improvement. The company's decision to raise its full-year revenue guidance signals positive momentum and management's confidence in continued growth. Furthermore, reiterating the target for adjusted EBITDA breakeven in Q4 FY26 underscores a clear path towards profitability, which is a critical milestone for investors.
At the time of this filing, TWST was trading at $41.01 on NASDAQ in the Life Sciences sector, with a market capitalization of approximately $2.5B. The 52-week trading range was $23.30 to $54.74. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.