Twist Bioscience(TWST) - 2025 Q3 - Earnings Call Presentation

Financial Performance - The company reported revenue of $96.1 million, meeting guidance of approximately $94-97 million[9] - Adjusted EBITDA was $(8.0) million, exceeding guidance of $(13) million[9] - Gross margin reached 53.4%, achieving the target of exceeding 50%+ by 4QFY25[9] - Cash, cash equivalents, and short-term investments totaled $250.8 million as of June 30, 2025[34] Segment Revenue - SynBio revenue was $35.2 million, a 7% year-over-year growth, with approximately 237,000 genes shipped[13] - NGS revenue was $55.3 million, a 27% year-over-year growth, driven by expanded collaborations[16] - Biopharma Solutions revenue was $5.6 million, a 10% year-over-year growth, with $6.2 million in orders[19] FY2025 Guidance - Q4 FY2025 revenue is projected to be approximately $96 to $98 million, with SynBio contributing ~$38 to 39 million, NGS ~$52 to 53 million, and Biopharma ~$6 million[37] - Full-year FY2025 revenue is guided at approximately $374 to $376 million, with SynBio contributing ~$144 to 145 million, NGS ~$207 to 208 million, and Biopharma ~$23 million[37] - Full-year FY2025 Adjusted EBITDA is expected to be ~$(45 to 47M)[37]