Twist Bioscience Reports Strong Q3, Raises FY26 Revenue Guidance, Reiterates Q4 EBITDA Breakeven
TWST has more than doubled off its 52-week low of $23.3.
Summary
Twist Bioscience announced strong Q3 fiscal 2026 financial results, including record revenue and improved gross margins, while raising its full-year revenue guidance and reiterating its Q4 adjusted EBITDA breakeven target.
Updates
· SEC 10-Q — CEO adopted a 10b5-1 trading plan; cash and investments totaled $166.8 million as of June 30, 2026.
Key Events · Earnings and Guidance · TWST
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Record Q3 Revenue and Growth
Reported record revenue of $118.4 million for Q3 FY26, a 23% increase over Q3 FY25, marking the 14th consecutive quarter of sequential growth.
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Raised FY26 Revenue Guidance
Increased full-year 2026 revenue guidance to a range of $456 million to $457 million, an increase of $12 million at the midpoint from prior guidance.
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Improved Gross Margin
Achieved a gross margin of 52.8% in Q3 FY26, a sequential increase of 120 basis points from the previous quarter.
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Reiterated Q4 Adjusted EBITDA Breakeven
Confirmed the expectation to achieve adjusted EBITDA breakeven in the fourth quarter of fiscal 2026.
Analysis · TWST · Life Sciences
Twist Bioscience reported robust third-quarter results, exceeding revenue guidance with 23% year-over-year growth and marking its 14th consecutive quarter of sequential revenue increase. The company raised its full-year 2026 revenue guidance by $12 million at the midpoint and confirmed its expectation to achieve adjusted EBITDA breakeven in the fourth quarter. This demonstrates strong operational execution and an improved financial outlook, despite an increased net loss which is largely attributable to a one-time gain in the prior year's comparable quarter.
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At the time of this filing, TWST was trading at $90.50 on NASDAQ in the Life Sciences sector, with a market capitalization of approximately $5.7B. The 52-week trading range was $23.30 to $105.47. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.