Twist Bioscience Corporation (TWST) Earnings Call Transcripts
Twist Bioscience Corporation's Latest Earnings Call - May 21, 2026
In the fiscal Q2 2026 earnings call, Twist Bioscience Corporation reported a revenue forecast of $442 million to $447 million, representing a compound annual growth rate of 22% over the last three years. The company highlighted a significant improvement in gross margins, expected to exceed 52% in fiscal 2026, up from 37% in 2023. Management emphasized their operational excellence and the scalability of their silicon chip platform, which enables rapid production and cost reduction, crucial for maintaining competitive advantages in the biotechnology sector.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $442M - $447M (positive) |
| Gross Margin | 52% (positive) |
| AI Orders Growth | Triple-digit growth (positive) |
| Cost Reduction | 60% (positive) |
| Operational Capacity | 3x (positive) |
| Adjusted EBITDA | Breakeven (positive) |
Guidance from management
Management is optimistic about achieving breakeven adjusted EBITDA in Q4 of fiscal 2026, with a long-term goal of exceeding $1 billion in revenue capacity by 2030.
What management said
[Audio Gap] We'll focus more on NGS and finance and our culture. So to tell us about our [ DNA synthesizer production ], I'm very glad to welcome our CTO, Siyuan Chen. He is going to tell us some of our strategy. Thank you, Siyuan.
That's great. So you are an expert in enzyme. I think a lot of your career has been focused on enzyme. I know you have to catch a plane after this, so you'll miss our part on enzyme engineering. But just tell us why enzymes are so important from your perspective?
What analysts pressed on
Analysts expressed concerns about the scalability of AI-driven drug discovery and the competitive landscape in biotechnology. There were questions regarding the sustainability of growth and how Twist plans to maintain its competitive edge amidst increasing competition in the sector.
Main topics on the call
- Revenue Growth and Guidance — Twist Bioscience expects fiscal 2026 revenue to be between $442 million and $447 million, indicating a strong growth trajectory. Management stated, "We are at an inflection point of profitability," signaling confidence i...
- Operational Excellence and Cost Reduction — The company has achieved a 60% reduction in synthesis costs over three years and improved turnaround times significantly. Management noted, "We continue to reduce the cost of synthesis," which is critical for maintaining...
- AI-Driven Drug Discovery Growth — Management indicated that AI-driven drug discovery orders are expected to grow triple digits in fiscal 2026, potentially exceeding $100 million. Emily Leproust stated, "We are here to build a durable business," emphasizi...
- Market Expansion and New Products — Twist is expanding its product offerings, particularly in nucleic acid therapeutics, which management views as a significant growth opportunity. They noted, "The drive towards personalized medicine is inevitable," highli...
Read the full Twist Bioscience Corporation transcript (May 21, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Twist Bioscience Corporation
Twist Bioscience Corporation (TWST) is a publicly listed company in the Biotechnology industry, within the Health Care sector. It trades on NasdaqGS and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 55 calls on record spanning January 15, 2020 to August 3, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 55 Twist Bioscience Corporation earnings call transcripts on record, spanning January 15, 2020 to August 3, 2026. Based on this history, Twist Bioscience Corporation reports quarterly. The most recent call on file is dated August 3, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- TWST
- Exchange
- NasdaqGS
- Country
- US
- Sector
- Health Care
- Industry
- Biotechnology
- Calls on record
- 55
- First call
- January 15, 2020
- Most recent
- August 3, 2026
- Reporting cadence
- quarterly