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Twist Bioscience (NasdaqGS:TWST) FY Earnings Call Presentation
2026-01-12 22:15
WRITING THE FUTURE JANUARY 2026 LEGAL DISCLAIMER This presentation contains forward-looking statements. All statements other than statements of historical facts contained herein are forward-looking statements the current beliefs and expectations of management made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, including, but not limited to, statements regarding future growth and expansion, estimated turnaround times, revenue and gross margin growth, market si ...
Twist Bioscience Eyes Profit Turnaround In 2026 After Narrowing Losses
Benzinga· 2025-11-14 16:29
Core Insights - Twist Bioscience Corporation reported a mixed performance for the fourth quarter, with a loss of 45 cents per share, slightly worse than the consensus estimate of a 43-cent loss, while sales reached $99.01 million, up 17% year over year, exceeding the consensus of $97.32 million [1][2] Financial Performance - The adjusted EBITDA loss for the fourth quarter was $7.8 million, an improvement from a loss of $17 million a year ago [1] - Gross margin for the fourth quarter increased to 51.3%, compared to 45.1% a year ago [2] Customer and Product Metrics - The company shipped products to approximately 3,800 customers in 2025, up from about 3,550 the previous year [2] - Twist shipped approximately 938,000 genes, an increase from approximately 772,000 genes a year ago [2] Future Outlook - For fiscal 2026, Twist Bioscience expects sales between $425 million and $435 million, significantly higher than the consensus of $374.69 million [3] - The guidance includes revenue expectations of approximately $194 million to $199 million from DNA Synthesis and Protein Solutions, and $231 million to $236 million from NGS Applications [3] - Gross margin is anticipated to be above 52% for fiscal 2026 [3] - For the first quarter of 2026, sales are projected to be between $100 million and $101 million, compared to the consensus of $100.34 million [3] Strategic Goals - The company aims to achieve adjusted EBITDA breakeven by the fourth quarter of fiscal 2026, entering a new growth phase [4] - CEO Emily M. Leproust emphasized the goal of maintaining gross margins above 50% and moving towards sustained profitable growth [4] Analyst Perspective - William Blair noted that shares of Twist trade at 3.9 times its calendar 2026 sales target, below the average of 6.3 times for high-growth life science tools peers [5] - Analyst Matt Larew expressed confidence in the long-term revenue growth trajectory, highlighting the company's aggressive investments in multiple markets, which could lead to over 20% growth [5] - The company’s strategy to moderate investments while aiming for adjusted EBITDA breakeven is seen as a positive move [6]