Twist Bioscience Corporation Q2 2026 Earnings Call Summary

3 days ago 5

Moby Intelligence

Mon, May 4, 2026 astatine 11:45 AM CDT 3 min read

Twist delivered its 13th consecutive 4th of sequential gross growth, outperforming the broader beingness sciences tools marketplace done its proprietary semiconductor-based DNA platform.
The halfway exertion provides a structural vantage successful cost, scale, and speed, enabling a highly businesslike caller merchandise instauration motor that translates lawsuit request into scalable offerings.
Growth successful DNA Synthesis and Protein Solutions (up 28%) was powered by aboriginal concern successful AI-enabled cause discovery, which has expanded from a fewer accounts to dozens of progressive customers.
Management attributes the 55% maturation successful the Therapeutics conception to the platform's quality to conscionable customers astatine immoderate introduction point, from excavation libraries of 100,000 sequences to end-to-end characterization.
The NGS concern reaccelerated, driven by expanding adoption successful oncology diagnostics, specifically minimal residual illness (MRD) investigating which requires precocious sensitivity and accelerated sheet customization.
Operational leverage is improving arsenic measurement increases connected the silicon chip, supporting gross margins supra 50% portion maintaining strategical investments successful commercialized and integer infrastructure.

Management remains firmly connected way to execute adjusted EBITDA breakeven successful the 4th fourth of fiscal 2026 done gross momentum and disbursal discipline.
Fiscal 2026 gross guidance was raised to $442 cardinal to $447 million, reflecting assurance successful the continued uptake of therapeutic find and a instrumentality to 20% maturation successful NGS by Q4.
The institution expects a $6 cardinal sequential betterment successful operating expenses successful Q4 fiscal 2026 pursuing a simplification of 36 positions and different cost-saving initiatives.
Future borderline gains are expected from continuous process improvements and the automation of back-end workflows for IgG and characterization projects.
Twist plans to grow its manufacturing capabilities to judge astir 99.5% of clonal genes and 99.9% of each DNA products to unlock incremental marketplace share.

Twist reached an statement successful rule to settee a securities people enactment for $17.1 million, with $7.2 cardinal booked successful Q2 and the remainder expected to beryllium covered by insurance.
A caller concern with Amazon Web Services (AWS) positions Twist arsenic the bedewed laboratory spouse for Amazon BioDiscovery, validating its biologics and macromolecule solutions capabilities.
The institution licensed the Invenra body-byspecific level successful February to alteration high-throughput find successful the rapidly increasing bispecifics modality.
Geographic maturation was strongest successful APAC (up 30%) and EMEA (up 22%), portion China remains a minimal information of full gross astatine astir 1%.