BIScience

Twist Bioscience specializes in synthetic DNA production and next-generation sequencing solutions for biotechnology research. The California-based company, founded in 2013, provides DNA synthesis, protein solutions, and NGS applications to pharmaceutical firms, academic institutions, and biotech companies, serving over 2,500 customers globally.

Twist Bioscience reported $110.7 million Q2 FY2026 revenue, a 19% year-over-year increase, with gross margins reaching 51.6%. Their DNA Synthesis segment grew 28% to $53.3 million. The company raised full-year guidance to $442-$447 million and anticipates EBITDA breakeven by Q4 FY2026.

Twist serves pharmaceutical companies, biotech firms, academic research institutions, clinical diagnostics labs, and agricultural biotech companies. In Q2 FY2026, they shipped products to approximately 2,583 customers, demonstrating broad adoption across the biotechnology research ecosystem for synthetic DNA and sequencing applications.

Twist recently partnered with Amazon Web Services for AI-powered drug discovery and signed a bispecific licensing agreement with Invenra. These collaborations complement their core DNA synthesis business while expanding into computational biology and therapeutic development markets.

Despite revenue growth, Twist reported a $44 million Q2 FY2026 net loss, including $7.2 million litigation costs. The company depends on continued expansion in competitive DNA synthesis and NGS markets while managing operational costs to achieve projected profitability milestones.

With 13 consecutive quarters of growth and 51.6% gross margins, Twist demonstrates reliable scale in DNA synthesis and sequencing. Their partnerships with AWS and therapeutic developers offer integrated solutions from gene synthesis to AI-driven analysis, particularly valuable for pharmaceutical and institutional researchers.