Twist Bioscience announced a net loss of $0.5 per share for the quarter ended December 31, 2025, compared with a loss of $0.53 per share in the year-ago period. This result fell short of the Zacks Consensus Estimate of a $0.48 per-share loss. Revenue for the period came in below consensus forecasts, driven in part by softer demand in the industrial chemicals segment, although management has not yet provided a precise top-line figure. Operating expenses rose 8% year-over-year, reflecting increased investment in research and development and expansion of manufacturing capacity at the South San Francisco campus. The company’s adjusted gross margin contracted by 220 basis points to 45%, as higher fixed costs absorbed lower utilization on its silicon-based DNA synthesis platform.

During the earnings call, CEO Dr. Emily Leproust highlighted new partnerships in the agricultural biotechnology sector, including a multi-year supply agreement to deliver custom oligonucleotides for crop trait development. CFO Adam Laponis noted that capital expenditures increased by $4.2 million sequentially to support installation of a second high-throughput synthesizer, projected to boost overall capacity by 30% in the second half of fiscal 2026. President and COO Dr. Patrick Finn detailed early traction in the diagnostics market, with pipeline bookings up 15% sequentially, driven by two pilot programs with leading molecular testing laboratories. Management reiterated its full-year target to achieve positive adjusted EBITDA by the fourth quarter and to reduce operating cash burn by 20% compared to fiscal 2025 levels.