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Twist Bioscience超出了顶线和底线预期;启动第四季度并更新了财年展望
2025-08-04 19:21
- Twist Bioscience press release (NASDAQ:TWST): Q3 GAAP EPS of $0.34 beats by $0.91.
- Revenue of $96.1M (+17.9% Y/Y) beats by $0.46M.
- Adjusted EBITDA: Adjusted EBITDA for the third quarter of fiscal 2025 was $(8.0) million compared to $(22.0) million for the same period of fiscal 2024.
- Cash Position: As of June 30, 2025, the company had $250.8 million in cash, cash equivalents and short-term investments.
- Shipped products to approximately 2,484 customers in the third quarter of fiscal 2025, versus approximately 2,300 customers in the third quarter of fiscal 2024.
- Shipped approximately 237,000 genes during the third quarter of fiscal 2025, compared with approximately 212,000 genes during the third quarter of fiscal 2024.
- Updated Fiscal 2025 Financial Guidance: The following statements are based on Twist’s current expectations for fiscal 2025, including the fourth quarter of fiscal 2025. The following statements are forward-looking, and actual results could differ materially depending on market conditions and the factors set forth under “ForwardLooking Statements” below.
- For the full fiscal year 2025, Twist expects: • Total revenue to be in the range of $374 million to $376 million vs $376.21M consensus, revised from previous guidance of $372 million to $379 million, indicating growth of 19 to 20 percent year over year, including: ◦ SynBio revenue of $144 million to $145 million, growth of 16 to 17 percent ◦ NGS revenue of $207 million to $208 million, growth of 22 to 23 percent ◦ Biopharma revenue of $23 million, growth of 13 percent • Gross margin is projected to be approximately 50.5% to 51.0% for fiscal 2025 with quarterly sequential improvements, compared to previous guidance of 49.5% • Adjusted EBITDA of approximately $(45.0) million to $(47.0) million for fiscal 2025, compared to previous guidance of $(48.0) million to $(53.0) million.
- For the fourth quarter, Twist expects: • Total revenue of approximately $96 million to $98 million vs. $98.97M consensus• SynBio revenue of approximately $38 million to $39 million • NGS revenue of approximately $52 million to $53 million • Biopharma revenue of approximately $6 million • 4QFY25 gross margin is projected to be 51% to 52% • Adjusted EBITDA of approximately $(6.0) million to $(8.0) million Twist expects to achieve adjusted EBITDA breakeven by the end of fiscal 2026.
More on Twist Bioscience
- Twist Bioscience: Still Not There Yet
- Twist Bioscience: Expansion Efforts Continue To Face Challenges
- Twist Bioscience Q3 2025 Earnings Preview
- Twist Bioscience and Ginkgo Bioworks update 2022 partnership
- Seeking Alpha’s Quant Rating on Twist Bioscience
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