Twist Bioscience continues to demonstrate robust top-line momentum, with revenue growing 23.2% year-over-year to $118.4M in 2026Q3, marking the fourteenth consecutive quarter of growth.
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Revenue growth accelerated to 23.2% year-over-year in 2026Q3, but gross margin plateaued at 52.8% and operating margin remained deeply negative at -30.6%, with SG&A consuming 68% of revenue.
Twist Bioscience's silicon-based DNA synthesis enables high-precision, high-throughput manufacturing, giving it a competitive edge in synthetic biology.
The company's platform supports research across medicine, agriculture, industrial biology, and biopharma, broadening its revenue potential.
Multiple bullish theses highlight Twist Bioscience's growth potential, with analysts summarizing positive outlooks on its stock performance.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 3, 2026 | -$0.56-10.6% vs -$0.51 | $118M+3.4% vs $115M |
Q2 2026 May 4, 2026 | -$0.71-44.9% vs -$0.49 | $111M+2.9% vs $108M |
Q1 2026 Feb 2, 2026 | -$0.50-4.2% vs -$0.48 | $104M+1.8% vs $102M |
Q4 2025 Nov 14, 2025 | -$0.45+10.0% vs -$0.50 | $99M+1.7% vs $97M |
We remain encouraged by the operational performance of the Micro cap companies held in portfolios. TWST shares surged as a strong fiscal 3Q highlighted accelerating demand across several of the company's end markets. TKNO management responded to the stronger first half by substantially raising its full-year revenue outlook.
The portfolio's outperformance was primarily driven by our holdings in the Health Care sector, which delivered strong returns for the quarter on company-specific catalysts. Information Technology holdings and underweight to the Energy sector detracted from returns. For the year-to-date period, the Fund returned 5.80% (net of fees), outperforming the Russell Midcap Growth Index's 1.01%.
SOUTH SAN FRANCISCO, Calif.--(BUSINESS WIRE)--Twist Bioscience Corporation (NASDAQ: TWST), a mid-cap growth and value biotech company, today launched Twist MRD Express, custom panels manufactured at scale with a rapid turnaround time starting within one day. Twist MRD Express custom panels enable cancer researchers to investigate tumor-associated genomic variants and support studies in oncology research, biomarker discovery and assay development. Molecular residual disease (MRD) is the presence.
SOUTH SAN FRANCISCO, Calif.--(BUSINESS WIRE)--Twist Bioscience Corporation (NASDAQ: TWST), a mid-cap growth and value biotech company, today expanded its antibody production and characterization portfolio with the launch of Twist Express Screening Antibodies, a high-throughput cell-free offering that delivers purified full-length IgG with SPR binding characterization. Twist Express Screening Antibodies accelerate the path from sequence to purified antibody and binding characterization across br.
Benchmark TWST against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Twist Bioscience Corporation (TWST)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $120.79 | $7.52B | -55.13 | 20.32% | -31.66% | -29.89% | — | |
| $213.13 | $32.25B | 36.67 | -0.78% | 19.72% | 31.45% | — | |
| $2.26 | $701.96M | -5.36 | 3.89% | -81.31% | -2618.51% | — | |
| $26.41 | $2.72B | -25.82 | 120.01% | -73.04% | -9.69% | — | |
| $11.35 | $1.27B | -3.73 | 16.92% | -805.75% | -64.73% | — | |
| $150.87 | $20.01B | -41.81 | 32.88% | -37.93% | — | — |
Twist Bioscience Corporation (TWST) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Twist Bioscience Corporation (TWST) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 5, 2026·SEC
Aug 3, 2026·SEC
May 4, 2026·SEC
Nov 17, 2025·SEC
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Twist Bioscience Corporation (TWST) stock FAQ — growth, dividends, profitability & financials explained
Twist Bioscience Corporation (TWST) reported $431.8M in revenue over the trailing twelve months. Revenue was $376.6M in fiscal year 2025. That is 16496% more than the $2.3M of fiscal year 2016.
Twist Bioscience Corporation (TWST) grew revenue by 19.2% over the trailing twelve months, compared with the twelve months before.
No. Twist Bioscience Corporation (TWST) reported a net loss of $136.7M over the trailing twelve months.
Twist Bioscience Corporation (TWST) had a return on equity (ROE) of -29.9% over the trailing twelve months. A negative ROE means the company lost money over the period.
Twist Bioscience Corporation (TWST) had negative free cash flow of $93.1M over the trailing twelve months.
