Twist Bioscience (NASDAQ: TWST ) reported solid results in the second quarter of FY2025, but the management team appeared downbeat on the earnings call. Twist has also chosen to spin out its data storage segment, with a fairly modest value attached to the business. TheRichard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the result of a poor understanding of a businesses long-term prospects. Narweena believes that excess risk adjusted returns can be achie ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38720 Twist Bioscience Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 46-2058888 ...

Twist Bioscience (TWST) came out with a quarterly loss of $0.66 per share versus the Zacks Consensus Estimate of a loss of $0.56. This compares to loss of $0.79 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -17.86%. A quarter ago, it was expected that this maker of synthetic DNA for the biotechnology industry would post a loss of $0.62 per share when it actually produced a loss of $0.53, delivering a surprise of 14.52%.Over ...

Fiscal 2025 2Q Financial Results M A Y 2 0 2 5 Agenda Welcome Angela Bitting SVP, Corporate Affairs 2 | TWIST BIOSCIENCE | PROPRIETARY Quarterly Highlights Emily Leproust Chief Executive Officer Business Highlights Patrick Finn President and Chief Operating Officer Financial and Operational Performance Adam Laponis Chief Financial Officer Milestones Emily Leproust Chief Executive Officer Q&A Session Legal Disclaimers This presentation contains forward-looking statements. All statements other than statements ...

Twist Bioscience (TWST) Q2 2025 Earnings Call May 05, 2025 08:00 AM ET Company Participants Angela Bitting - SVP - Corporate Affairs & Chief Corporate Responsibility OfficerEmily Leproust - CEO and Co-FounderPatrick Finn - President & COOAdam Laponis - Chief Financial OfficerSubbu Nambi - Managing DirectorDoug Schenkel - Managing DirectorPuneet Souda - Senior MDTom Peterson - Senior Research Associate Conference Call Participants Luke Sergott - AnalystMatthew Sykes - AnalystVijay Kumar - AnalystMatt Larew - ...

Twist Bioscience (TWST) Q2 2025 Earnings Call May 05, 2025 08:00 AM ET Speaker0 day. Thank you for standing by. Welcome to Twist Bioscience's Second Quarter Financial Results Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. Please note that today's conference is being recorded. I would now like to turn the call over to Angela Bidding, SVP of Corporate Affairs. Please go ahead. Speaker1 Thank you, operato ...

Revenue Growth - Record revenue of $92.8 million in Q2 FY25, a 23% increase from $75.3 million in Q2 FY24, marking the 9th consecutive quarter of sequential growth[1] - Full year fiscal 2025 revenue expected to be in the range of $372 million to $379 million, indicating a year-over-year growth of 19% to 21%[8] - SynBio revenue projected at $144 million to $147 million, a growth of 17% to 19% year-over-year[8] - NGS revenue expected to be $205 million to $209 million, reflecting a growth of 21% to 24% year-over-year[8] - Biopharma revenue anticipated at $23 million, representing a growth of 13% year-over-year[8] Profitability and Loss - Adjusted EBITDA for Q2 FY25 was $(14.8) million, an improvement from $(26.8) million in Q2 FY24[4] - Net loss attributable to common stockholders for Q2 FY25 was $39.3 million, or $0.66 per share, compared to a net loss of $45.5 million, or $0.79 per share, in Q2 FY24[4] - GAAP net loss for the three months ended March 31, 2025, was $39,328,000, compared to a net loss of $45,492,000 for the same period in 2024, representing an improvement of about 13%[23] - Adjusted EBITDA for the six months ended March 31, 2025, was a loss of $31,102,000, compared to a loss of $54,547,000 for the same period in 2024, indicating a 43% improvement[23] Customer and Market Expansion - The company shipped products to approximately 2,431 customers in Q2 FY25, up from 2,253 customers in Q2 FY24[7] - Twist announced the spin-out of its DNA data storage application as Atlas Data Storage, with a $155 million investment from various strategic partners[1] Asset and Liability Management - Total current assets decreased from $346,776,000 in September 2024 to $338,442,000 in March 2025, a decline of approximately 2%[21] - Total liabilities increased from $141,634,000 in September 2024 to $155,507,000 in March 2025, an increase of approximately 10%[21] - Cash and cash equivalents decreased from $226,316,000 in September 2024 to $210,437,000 in March 2025, a decline of about 7%[21] - Accounts receivable, net increased significantly from $34,903,000 in September 2024 to $49,949,000 in March 2025, an increase of approximately 43%[21] - Total stockholders' equity decreased from $472,689,000 in September 2024 to $440,108,000 in March 2025, a decline of about 7%[21] Operating Expenses - Stock-based compensation expense for the three months ended March 31, 2025, was $20,328,000, compared to $13,824,000 for the same period in 2024, reflecting a 47% increase[23] - Operating lease liability, net of current portion decreased from $70,221,000 in September 2024 to $65,080,000 in March 2025, a reduction of approximately 7%[21] - Inventories decreased from $24,078,000 in September 2024 to $20,860,000 in March 2025, a decline of about 13%[21]

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Twist Bioscience (TWST) shares rallied 6.6% in the last trading session to close at $39.13. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 24.5% loss over the past four weeks.Last month, the company announced robust financial results for the first quarter of fiscal 2025 (ended Dec 31, 2024). This might have driven the recent share price rally.This maker of synthetic DNA for the biotechnology industry is expe ...

Twist Bioscience (TWST) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.The power of a changi ...