Filing Flows › Twist Bioscience (TWST) › Guidance history
Twist Bioscience (TWST) guidance history: what it guided and what it reported
Twist Bioscience gave guidance in 12 earnings releases on file since Feb 2, 2024. Of 5 guided periods since reported, it met or beat its own guidance 5 times (100%). Revenue: 5 of 5, on average +2.1% against the guided midpoint. Its releases raised guidance 9 times and lowered it once.
Revenue
Met or beat 5 of 5 periods (5 above, 0 within, 0 below).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q4 FY26 | $123M–$124M (Aug 3, 2026) | — | to be reported | — |
| Q3 FY26 | $114M–$115M (May 4, 2026) | $118M | above the range | +3.4% |
| Q1 FY26 | $100M–$101M (Nov 14, 2025) | $104M | above the range | +3.2% |
| FY26 | $425M–$435M (Nov 14, 2025) → raised $435M–$440M (Feb 2, 2026) → raised $442M–$447M (May 4, 2026) → raised $456M–$457M (Aug 3, 2026) | — | to be reported | — |
| FY25 | $367M–$377M (Nov 18, 2024) → raised $372M–$379M (Feb 3, 2025) → reaffirmed $372M–$379M (May 5, 2025) → reaffirmed $374M–$376M (Aug 4, 2025) | $377M | above the range | +0.4% |
| Q1 FY25 | $87.0M (Nov 18, 2024) | — | — | — |
| Q4 FY24 | $77.0M–$80.0M (May 2, 2024) → raised $82.0M–$83.0M (Aug 2, 2024) | $84.7M | above the range | +2.7% |
| FY24 | $288M–$293M (Feb 2, 2024) → raised $300M–$304M (May 2, 2024) → raised $310M–$311M (Aug 2, 2024) | $313M | above the range | +0.8% |
| Q3 FY24 | $77.0M (May 2, 2024) | — | — | — |
| Q2 FY24 | $70.0M–$71.0M (Feb 2, 2024) | — | — | — |
Gross margin
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q4 FY26 | 52.0% (May 4, 2026) | — | to be reported | — |
| FY26 | 50.0% (Nov 14, 2025) → raised 52.0% (May 4, 2026) → reaffirmed 52.0% (Aug 3, 2026) | — | to be reported | — |
| Q4 FY25 | 50.0% (Feb 3, 2025) | — | — | — |
| FY25 | 45.1% (Nov 18, 2024) → raised 49.0% (Feb 3, 2025) → raised 49.5% (May 5, 2025) → raised 50.5%–51.0% (Aug 4, 2025) | — | — | — |
| Q4 FY24 | 43.0%–44.0% (May 2, 2024) → raised 44.0% (Aug 2, 2024) | — | — | — |
| Q3 FY24 | 41.0%–42.0% (May 2, 2024) | — | — | — |
| Q2 FY24 | 39.0% (Feb 2, 2024) | — | — | — |
| FY24 | 40.0%–41.0% (Feb 2, 2024) → raised 41.5%–42.0% (May 2, 2024) → raised 42.0% (Aug 2, 2024) | — | — | — |
Capital expenditures
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY24 | $15.0M (Feb 2, 2024) → reaffirmed $15.0M (May 2, 2024) → lowered $13.0M (Aug 2, 2024) | — | — | — |
Adjusted EBITDA
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY25 | −$65.0M–−$60.0M (Nov 18, 2024) → raised −$60.0M–−$55.0M (Feb 3, 2025) → raised −$53.0M–−$48.0M (May 5, 2025) → raised −$47.0M–−$45.0M (Aug 4, 2025) | — | — | — |
| Q4 FY24 | $20.0M (Aug 2, 2024) | — | — | — |
The latest quarter
Twist Bioscience, Q3 FY26: revenue $118M (+23% year over year), operating margin -30.6%, net loss $35.1M, operating cash flow $1.1M. The chart follows the revenue to costs, profit and cash.
Questions
Does Twist Bioscience beat its guidance?
Twist Bioscience gave guidance in 12 earnings releases on file since Feb 2, 2024. Of 5 guided periods since reported, it met or beat its own guidance 5 times (100%). Revenue: 5 of 5, on average +2.1% against the guided midpoint.
How often does Twist Bioscience raise guidance?
Its earnings releases raised guidance 9 times and lowered it once since Feb 2, 2024.
Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.