Twist (TWST) Q3 2025 Earnings Transcript

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Date

Monday, August 4, 2025 astatine 8 a.m. ET

Call participants

• Chief Executive Officer and Co-Founder — Emily Marine Leproust

• Chief Financial Officer — Adam Laponis

• President and Chief Operating Officer — Patrick John Finn

Full Conference Call Transcript

Dr. Emily Leproust, CEO and Co-Founder of Twist; Adam Laponis, CFO of Twist; and Dr. Patrick Finn, President and COO of Twist. Today, we volition sermon our concern progress, fiscal and operating show arsenic good arsenic maturation opportunities. We volition past unfastened the telephone for questions. We inquire that you bounds your questions to 1 and past requeue arsenic a courtesy to others connected the call. The telephone is being recorded. The audio information volition beryllium archived successful the Investors conception of our website and volition beryllium disposable for 2 weeks. During today's presentation, we volition marque forward-looking statements wrong the meaning of the U.S. national securities laws.

Forward- looking statements mostly subordinate to aboriginal events oregon aboriginal fiscal oregon operating performance. Our expectations and beliefs regarding these matters whitethorn not materialize, and existent results successful fiscal periods are taxable to risks and uncertainties that could origin existent results to disagree materially from those projected. These risks see those acceptable distant successful the property merchandise we issued earlier contiguous arsenic good arsenic those much afloat described successful our filings with the Securities and Exchange Commission. The forward-looking statements successful this presumption are based connected the accusation disposable to america arsenic of the day hereof, and we disclaim immoderate obligations to update immoderate forward-looking statements, but arsenic required by law.

We'll besides sermon adjusted EBITDA, a fiscal measurement that does not conform with mostly accepted accounting principles. Information whitethorn beryllium calculated otherwise than akin non-GAAP information presented by different companies. When reported, a reconciliation betwixt the GAAP and non-GAAP fiscal measures volition beryllium included successful our net documents, which tin beryllium recovered connected the Investors conception of our website. With that, I volition present crook the telephone implicit to Dr. Emily Leproust, our CEO and Co-Founder.

Emily Marine Leproust: Thank you, Angela, and bully morning, everyone. During the fiscal 2025 3rd quarter, we focused connected delivering exceptional worth for our customers, expanding our merchandise portfolio and extending our scope into the agelong process of the world marketplace for our synthetic biology products and NGS tools. We added hundreds of nett caller customers and introduced the archetypal successful a bid of planned portfolio expansions for our SynBio merchandise line, mounting the signifier for robust and sustained growth. Turning to our fiscal results. I americium pleased to study different 4th of sequential maturation and grounds show crossed revenue, gross borderline and adjusted EBITDA.