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Twist Bioscience 10-Q Filings

TWST NASDAQ

Every 10-Q that Twist Bioscience (TWST) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 10-Q covers the quarterly report filed between annual reports, so if you follow TWST and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full TWST filings page.

Rhea-AI Summary

Twist Bioscience reported strong top-line growth for the quarter ended June 30, 2026, with revenue up 23.2% to $118.4 million and nine‑month revenue up 20% to $332.8 million, driven by both DNA synthesis and protein solutions and NGS applications. Revenue rose across all regions and industries, and genes shipped grew 56% in the quarter to 369,000.

Profitability remains challenging. Gross margin was 52.8% for the quarter and 52.1% year‑to‑date, but the company posted a quarterly net loss of $35.1 million and a nine‑month net loss of $109.6 million, with higher selling, general and administrative expenses and a $7.2 million litigation settlement charge. Operating cash outflow was $41.3 million for the nine months.

Liquidity appears solid, with $166.8 million in cash, cash equivalents and short‑term investments and management expecting this to fund operations for at least 12 months. Twist entered a $33.8 million Invenra platform license and equity investment (mostly paid in stock), set up a $200.0 million at‑the‑market equity program, and reached insurance‑funded settlements in a securities class action (about $17.1 million) and related derivative case (about $1.0 million).

Rhea-AI Summary

Twist Bioscience reported strong top-line growth but remains unprofitable for the quarter ended March 31, 2026. Revenue rose 19% to $110.7 million, with DNA synthesis and protein solutions up 28% and NGS applications up 12%, lifting gross margin to 51.6% from 49.6%.

The company posted a quarterly net loss of $44.0 million and a six‑month loss of $74.5 million, driven partly by higher selling, general and administrative expenses and $7.2 million of litigation settlement costs, net of recoveries. Operating cash outflow was $42.4 million for the first half.

Twist ended the quarter with $171.7 million in cash, cash equivalents and short‑term investments and expects this to fund operations for at least one year. It also entered a $20.0 million co‑exclusive license for Invenra’s B‑Body bispecific antibody platform and a related $13.8 million equity investment to deepen its therapeutics discovery offerings.

Rhea-AI Summary

Twist Bioscience Corporation filed an amended quarterly report mainly to correct typographical errors in officer certifications, while re-filing its full results for the quarter ended December 31, 2025.

Revenue rose to $103.7 million, up 16.9% from $88.7 million, driven by growth in both DNA synthesis and protein solutions and NGS applications. Gross margin improved to 52.0% from 48.3%, and operating loss narrowed slightly to $32.9 million. Net loss was $30.5 million, or $0.50 per share, compared with a $31.6 million loss, or $0.53 per share, a year earlier. The company used $24.8 million of cash in operating activities and ended the quarter with $197.9 million in cash, cash equivalents, and short-term investments, which management believes will fund operations for at least one year. As of January 27, 2026, there were 61,311,704 common shares outstanding.

Rhea-AI Summary

Twist Bioscience reported quarterly revenue of $103.7 million for the three months ended December 31, 2025, up 16.9% from $88.7 million a year earlier. Growth came from both DNA synthesis and protein solutions and NGS applications, with particularly strong demand from therapeutics and global supply partners.

Gross margin improved to 52.0% from 48.3% as higher volume and process improvements offset cost increases. The company still recorded a net loss of $30.5 million, slightly better than the $31.6 million loss last year, and used $24.8 million in operating cash.

Cash, cash equivalents and short-term investments totaled $197.9 million, and management believes this balance is sufficient to fund operations for at least one year. Operating expenses shifted, with lower research and development spending and higher selling, general and administrative costs to support commercial scaling.