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Twist Bioscience Earnings Calls
| Release date | May 04, 2026 |
| EPS estimate | -$0.490 |
| EPS actual | -$0.620 |
| EPS Surprise | -26.53% |
| Revenue estimate | 107.642M |
| Revenue actual | 110.715M |
| Revenue Surprise | 2.85% |
| Release date | Feb 02, 2026 |
| EPS estimate | -$0.480 |
| EPS actual | -$0.500 |
| EPS Surprise | -4.17% |
| Revenue estimate | 101.883M |
| Revenue actual | 103.698M |
| Revenue Surprise | 1.78% |
| Release date | Nov 14, 2025 |
| EPS estimate | -$0.500 |
| EPS actual | -$0.450 |
| EPS Surprise | 10.00% |
| Revenue estimate | 97.4M |
| Revenue actual | 99.009M |
| Revenue Surprise | 1.65% |
| Release date | Aug 04, 2025 |
| EPS estimate | -$0.540 |
| EPS actual | -$0.470 |
| EPS Surprise | 12.96% |
| Revenue estimate | 97.376M |
| Revenue actual | 96.057M |
| Revenue Surprise | -1.35% |
Last 4 Quarters for Twist Bioscience
Below you can see how TWST performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 04, 2025 |
| Price on release | $30.21 |
| EPS estimate | -$0.540 |
| EPS actual | -$0.470 |
| EPS surprise | 12.96% |
| Date | Price |
|---|---|
| Jul 29, 2025 | $34.69 |
| Jul 30, 2025 | $34.73 |
| Jul 31, 2025 | $33.57 |
| Aug 01, 2025 | $33.68 |
| Aug 04, 2025 | $30.21 |
| Aug 05, 2025 | $27.52 |
| Aug 06, 2025 | $25.90 |
| Aug 07, 2025 | $25.00 |
| Aug 08, 2025 | $25.64 |
| 4 days before | -12.91% |
| 4 days after | -15.13% |
| On release day | -8.90% |
| Change in period | -26.09% |
| Release date | Nov 14, 2025 |
| Price on release | $26.87 |
| EPS estimate | -$0.500 |
| EPS actual | -$0.450 |
| EPS surprise | 10.00% |
| Date | Price |
|---|---|
| Nov 10, 2025 | $30.96 |
| Nov 11, 2025 | $31.32 |
| Nov 12, 2025 | $31.87 |
| Nov 13, 2025 | $29.90 |
| Nov 14, 2025 | $26.87 |
| Nov 17, 2025 | $26.46 |
| Nov 18, 2025 | $26.00 |
| Nov 19, 2025 | $25.45 |
| Nov 20, 2025 | $26.07 |
| 4 days before | -13.21% |
| 4 days after | -2.98% |
| On release day | -1.53% |
| Change in period | -15.79% |
| Release date | Feb 02, 2026 |
| Price on release | $46.81 |
| EPS estimate | -$0.480 |
| EPS actual | -$0.500 |
| EPS surprise | -4.17% |
| Date | Price |
|---|---|
| Jan 27, 2026 | $42.60 |
| Jan 28, 2026 | $42.01 |
| Jan 29, 2026 | $41.58 |
| Jan 30, 2026 | $41.07 |
| Feb 02, 2026 | $46.81 |
| Feb 03, 2026 | $46.32 |
| Feb 04, 2026 | $48.12 |
| Feb 05, 2026 | $47.10 |
| Feb 06, 2026 | $49.24 |
| 4 days before | 9.88% |
| 4 days after | 5.19% |
| On release day | -1.05% |
| Change in period | 15.59% |
| Release date | May 04, 2026 |
| Price on release | $56.19 |
| EPS estimate | -$0.490 |
| EPS actual | -$0.620 |
| EPS surprise | -26.53% |
| Date | Price |
|---|---|
| Apr 28, 2026 | $59.15 |
| Apr 29, 2026 | $56.70 |
| Apr 30, 2026 | $58.45 |
| May 01, 2026 | $60.40 |
| May 04, 2026 | $56.19 |
| May 05, 2026 | $56.70 |
| May 06, 2026 | $59.53 |
| May 07, 2026 | $58.54 |
| May 08, 2026 | $56.85 |
| 4 days before | -5.00% |
| 4 days after | 1.17% |
| On release day | 0.91% |
| Change in period | -3.89% |
Twist Bioscience Earnings Call Transcript Summary of Q1 2026
Twist Bioscience reported a strong start to fiscal 2026 with 12 consecutive quarters of revenue growth, delivering Q1 revenue of $103.7M (up 17% YoY) and a gross margin of 52% (up ~4 points YoY). DNA Synthesis & Protein Solutions grew 27% YoY to $51.1M driven largely by demand tied to AI-enabled discovery; NGS applications were $52.6M with underlying strength excluding a previously lumpy large customer. The company reiterated full-year fiscal 2026 revenue guidance of $435M–$440M (~16% growth at midpoint) and reiterated its commitment to adjusted EBITDA breakeven in 2026 while accelerating targeted investments (~$10M per quarter increase) in commercial, digital, and operations. Management emphasized a repeatable NPI engine built on a semiconductor-based DNA synthesis platform, expanded serviceable addressable markets (from ~$2B in 2020 to ~$7B today, with a path to >$12B by 2030), and the strategic opportunity in AI-enabled drug discovery where Twist provides high-throughput design-build-test-run capabilities. They plan an investor day in May to provide additional detail.
