Twist Bioscience 8-K
PositiveEarnings
NGS Applications outpaced guidance as preliminary revenue topped outlook; momentum is expected to continue into Q2.
Filed 2026-01-12 08:13 ET
- 2.02 Results of Operations
- 9.01 Financial Statements and Exhibits
Summary
Preliminary Q1 FY2026 revenue results. Twist reported revenue growth of 17%, above its prior $100M-$101M outlook; results remain unaudited and may change materially. The company expects NGS Applications momentum to continue into Q2.
Key Figures
| Metric | Q1 FY2026 | Q1 FY2025 | Y/Y |
|---|---|---|---|
| Revenue | ≈$104M (±$0.2M) | — | 17% |
| DNA Synthesis and Protein Solutions revenue | ≈$51.1M (±$0.1M) | — | 27% |
| NGS Applications revenue | ≈$52.6M (±$0.1M) | — | — |
- Revenue was above the prior Q1 outlook of $100M-$101M; NGS Applications revenue was ahead of guidance expectations.
- Excluding one large NGS Applications customer transitioning its assay from research to commercial, NGS Applications revenue grew 18% Y/Y.
Guidance
No guidance in this filing.
Investor Takeaways
- Final Q1 results are scheduled for 2/2/2026; watch whether they remain consistent with the preliminary revenue estimate.
- Twist expects NGS Applications momentum and reacceleration to continue into Q2; Q2 results will test that outlook.
The summary is written by an AI model reading the filing.
Model 005 · prompt 01d34d48e3