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EX-99.1

2 twst-2026331xex991.htm

EX-99.1

Document

Exhibit 99.1

Twist Bioscience Reports Fiscal Second Quarter 2026 Financial Results

— Record revenue of $110.7 million in 2QFY26; Increase of more than 19% over $92.8 million in 2QFY25; 13th consecutive quarter of sequential growth —

— Gross margin of 51.6% in 2QFY26; Improvement of approximately 2 margin points versus 2QFY25 —

— Revenue guidance raised to $442-$447M; Reiterating Q4 FY26 Adj EBITDA breakeven —

SOUTH SAN FRANCISCO, Calif. -- (May 4, 2026) — Twist Bioscience Corporation (NASDAQ: TWST), a mid-cap growth and value biotech company, today reported financial results and business highlights for the second quarter ended March 31, 2026.

"We had a strong performance in the first half of fiscal 2026, ending the second quarter with our thirteenth consecutive quarter of growth. Revenue exceeded guidance, coming in at $110.7 million, growth of over 19% compared to the second quarter of 2025," said Emily M. Leproust, Ph.D., CEO and co-founder of Twist Bioscience. "As we look ahead, we remain focused on delivering consistent, measurable growth designed to scale over time. We expect to chart toward profitability while simultaneously building on the strong momentum we are seeing across the portfolio. We continue to anticipate achieving adjusted EBITDA breakeven in the fourth quarter of fiscal 2026 while holding gross margin above 52% for the fiscal year."

See "Non-GAAP Information" below for a discussion of the measure adjusted EBITDA.

FISCAL 2026 SECOND QUARTER FINANCIAL RESULTS

•Revenue: Total revenues for the second quarter of fiscal 2026 grew 19% to $110.7 million compared to $92.8 million for the same period of fiscal 2025.

◦DNA Synthesis and Protein Solutions (DSPS) revenue grew 28% to $53.3 million for the second quarter of fiscal 2026 compared to $41.6 million for the same period of fiscal 2025, and grew 4% sequentially, compared to $51.1 million for the first quarter of fiscal 2026.

◦NGS Applications (NGS) revenue grew 12% to $57.4 million for the second quarter of fiscal 2026 compared to $51.1 million for the same period of fiscal 2025, and grew 9% sequentially, compared to $52.6 million for the first quarter of fiscal 2026.

•Cost of Revenues: Cost of revenues for the second quarter of fiscal 2026 increased to $53.6 million compared to $46.8 million for the same period of fiscal 2025.

•Gross Margin: Gross margin for the second quarter of fiscal 2026 increased to 51.6% compared to 49.6% for the same period of fiscal 2025.

•Research and Development Expenses: Research and development expenses for the second quarter of fiscal 2026 decreased to $19.7 million compared to $23.9 million for the same period of fiscal 2025.

•Selling, General and Administrative Expenses: Selling, general and administrative expenses for the second quarter of fiscal 2026 were $76.1 million compared to $63.7 million for the same period of fiscal 2025.

•Litigation Settlement: We reached a settlement in principle regarding the securities class action for approximately $17.1 million. $7.2 million was booked for litigation settlement costs, net of recoveries in the second quarter of fiscal 2026.

•Net Loss: Net loss for the second quarter of fiscal 2026 increased to $44.0 million, or $0.71 per share, compared to $39.3 million, or $0.66 per share, for the same period of fiscal 2025.

•Adjusted EBITDA: Adjusted EBITDA for the second quarter of fiscal 2026 was $(13.3) million compared to $(14.8) million for the same period of fiscal 2025. See the table included in this release for a reconciliation between adjusted EBITDA, which excludes litigation settlement costs, and net loss attributable to common stockholders, the most directly comparable GAAP financial measure.

•Cash Position: As of March 31, 2026, the company had approximately $172 million in cash, cash equivalents and short-term investments.

Recent Highlights:

•Shipped products to approximately 2,583 customers in the second quarter of fiscal 2026, versus approximately 2,431 in the same period of fiscal 2025.

•Physically shipped approximately 300,000 genes in the second quarter of fiscal 2026, compared with approximately 227,000 in the same period of fiscal 2025.

•Entered into bispecific licensing agreement to become the co-exclusive provider, together with Invenra, of Invenra’s B-Body® bispecific antibody platform, extending Twist’s antibody discovery services.

•Amazon Web Services announced Twist as a wet lab partner for Amazon Bio Discovery, its AI-powered drug discovery application.

•Launched the Twist TrueAmp Library Preparation Kit and Twist PCR-Free WGS Library Preparation Kit, each designed to address a wide range of sample input, including low input and challenging sample types, to enable clinical research.

Fiscal 2026 Financial Guidance

The following statements are based on Twist’s current expectations for fiscal 2026. The following statements are forward-looking, and actual results could differ

twist-20260202FALSE000158128000015812802026-02-022026-02-02

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 2, 2026

Twist Bioscience Corporation (Exact name of registrant as specified in its charter)

Delaware001-3872046-2058888 (State or other jurisdiction of incorporation) (Commission File Number) (I. R. S. Employer Identification No.)

681 Gateway Boulevard South San Francisco, CA 94080 (Address of principal executive offices, including ZIP code)

(800) 719-0671 (Registrant’s telephone number, including area code)

Not Applicable (Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading Symbol(s) Name of each exchange on which registered

Common StockTWSTThe Nasdaq Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02Results of Operations and Financial Condition.

On February 2, 2026, Twist Bioscience Corporation (the “Company”) issued a press release announcing its financial results for the quarter ended December 31, 2025. The full text of the press release issued in connection with the announcement is furnished as Exhibit 99.1 to this Current Report on Form 8-K.

The information furnished in this Item 2.02, including Exhibit 99.1, is being furnished and shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section, nor shall it be deemed to be incorporated by reference into any registration statement or other document filed pursuant to the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in such filing.

Item 9.01Financial Statements and Exhibits.

(d)Exhibits.

Exhibit No.Description 99.1Press release dated February 2, 2026 titled “Twist Bioscience Reports Fiscal First Quarter 2026 Financial Results”

104Cover Page Interactive Data File (formatted as Inline XBRL)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date: February 2, 2026 Twist Bioscience Corporation

/s/ Judy Yan Judy Yan Assistant General Counsel and Assistant Secretary