Biological Products, (No Diagnostic Substances) · SIC 2836

Twist Bioscience Corp

TWST

Watch

Latest revenue

$110.7M

as of 2026-03-31

Latest net income

$-44.0M

as of 2026-03-31

Net margin

-39.8%

as of 2026-03-31

Price · 5Y

-10.8% / yr 24.6 pts / yr vs S&P 500 43.6% total
Compare:

Live market

delayed ≤15 min
$60.57
2.95%
Market cap
$3.77B
Enterprise value
$3.77B
P/E (trailing)
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$66.06
52-wk low
$23.30
Beta
Shares out
62.3M

5-year trend

What this company does

AI

Item 1.Business At Twist Bioscience Corporation, we work in service of our customers who are changing the world for the better. In fields such as health care, food/agriculture, industrial chemicals/materials and academic research, by using our products, our customers are developing ways to better lives and improve the sustainability of the planet. We believe Twist Bioscience is uniquely positioned to help accelerate their efforts and the faster our customers succeed, the better for all of us. We have developed a disruptive DNA synthesis platform to industrialize the engineering of biology. The core of our platform is a proprietary technology that pioneers a new method of manufacturing…

AI summary unavailable — showing raw filing excerpt

Generated from TWST's filing dated 2025-11-17

Key risks

AI

Item 1A.Risk Factors Risk Factor Summary Investing in our common stock involves a high degree of risk. You should carefully consider all information in this Form 10-K and in subsequent reports we file with SEC prior to investing in our common stock. These risks are discussed more fully in the section titled “Risk Factors.” These risks and uncertainties include, but are not limited to, the following: •We have incurred net losses in every period to date, and we expect to continue to incur significant losses as we develop our business and may never achieve profitability; •If we are unable to maintain adequate revenue growth or do not successfully manage such growth, our business and growth…

AI summary unavailable — showing raw filing excerpt

Generated from TWST's filing dated 2025-11-17

Profitability

Operating margin

-36.2%

48.7%

Net margin

-20.6%

69.1%

Return on equity

-16.4%

62.8%

Return on assets

-12.1%

64.4%

Leverage

Debt / equity

0.36×

19.2%

Long-term debt / equity

0.03×

Debt / assets

26.3%

14.1%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$110.7M+19.3%$-44.0M-11.9%-39.8%

Q4 2025

2025-12-31

$103.7M+16.9%$-30.5M+3.4%-29.4%

Q3 2025

2025-09-30

$99.0M+16.9%$-27.1M+21.7%-27.4%

Q2 2025

2025-06-30

$96.1M+17.9%$20.4M+123.8%21.2%

Q1 2025

2025-03-31

$92.8M+23.2%$-39.3M+13.5%-42.4%

Q4 2024

2024-12-31

$88.7M+24.1%$-31.6M+26.5%-35.6%

Q3 2024

2024-09-30

$84.7M$-34.7M-40.9%

Q2 2024

2024-06-30

$81.5M+27.8%$-85.6M-49.1%-105.0%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Biological Products, (No Diagnostic Substances) · SIC 2836

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Insider activity

Insider buying

$0

Insider selling

$20.2M

Net activity

−$20.2M

Distinct insiders

9

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-12

Jan Johannessen

Director

Sale12,000$56.12$673.4K
2026-05-08

Robert F. Werner

Chief Accounting Officer

Sale4,961$56.88$282.2K
2026-05-04

Dennis Cho

Senior Vice President, Chief Legal Officer & Corporate Secretary

Sale1,962$57.15$112.1K
2026-05-04

Emily M. Leproust

Chief Executive Officer

Sale5,127$57.15$293.0K
2026-05-04

Patrick John Finn

President and COO

Sale2,844$57.15$162.5K
2026-05-04

Paula Green

SVP of Human Resources

Sale1,116$57.15$63.8K
2026-05-04

Robert F. Werner

Chief Accounting Officer

Sale164$57.15$9.4K
2026-04-27

Melissa A. Starovasnik

Director

Sale500$61.83$30.9K
2026-04-23

Patrick John Finn

President and COO

Sale2,321$60.76$141.0K
2026-04-22

Emily M. Leproust

Chief Executive Officer

Sale7,910$65.28$516.3K
2026-04-22

Emily M. Leproust

Chief Executive Officer

Sale151$66.00$10.0K
2026-04-21

Emily M. Leproust

Chief Executive Officer

Sale1,610$65.01$104.7K
2026-04-17

Adam Laponis

Chief Financial Officer

Sale4,000$60.00$240.0K
2026-04-14

Adam Laponis

Chief Financial Officer

Sale3,000$55.00$165.0K
2026-04-09

Adam Laponis

Chief Financial Officer

Sale2,597$49.89$129.6K
2026-04-01

Melissa A. Starovasnik

Director

Sale1,000$51.00$51.0K
2026-03-20

Dennis Cho

Senior Vice President, Chief Legal Officer & Corporate Secretary

Sale354$43.79$15.5K
2026-03-20

Paula Green

SVP of Human Resources

Sale297$43.79$13.0K
2026-03-20

Emily M. Leproust

Chief Executive Officer

Sale1,742$43.79$76.3K
2026-03-17

Robert Chess

Director

Sale10,000$47.00$470.0K
2026-03-06

Robert F. Werner

Chief Accounting Officer

Sale246$46.43$11.4K
2026-03-06

Dennis Cho

Senior Vice President, Chief Legal Officer & Corporate Secretary

Sale425$46.43$19.7K
2026-03-06

Paula Green

SVP of Human Resources

Sale935$46.43$43.4K
2026-03-06

Emily M. Leproust

Chief Executive Officer

Sale2,423$46.43$112.5K
2026-02-23

Patrick John Finn

President and COO

Sale4,294$46.71$200.6K
2026-02-23

Robert F. Werner

Chief Accounting Officer

Sale1,693$46.71$79.1K
2026-02-23

Adam Laponis

Chief Financial Officer

Sale2,085$46.71$97.4K
2026-02-23

Emily M. Leproust

Chief Executive Officer

Sale7,205$46.71$336.5K
2026-02-23

Paula Green

SVP of Human Resources

Sale1,465$46.71$68.4K
2026-02-23

Dennis Cho

Senior Vice President, Chief Legal Officer & Corporate Secretary

Sale844$46.71$39.4K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns TWST

Institutional value

$2.14B

Total shares held

46.5M

Distinct holders

164

-78 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1Artisan Partners Limited Partnership6.4M$302.6M+537.6K (+9.2%)Added
2ARK Investment Management LLC6.3M$301.4M-1.2M (-16.1%)Trimmed
3BlackRock, Inc.5.6M$263.9M-340.6K (-5.8%)Trimmed
4WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC5.3M$250.4M-684.7K (-11.5%)Trimmed
5VANGUARD PORTFOLIO MANAGEMENT LLC2.6M$125.9MNew
6VANGUARD CAPITAL MANAGEMENT LLC2.6M$125.4MNew
7Invesco Ltd.2.2M$103.2M+881.6K (+68.3%)Added
8Nikko Asset Management Americas, Inc.1.5M$71.1M-406.7K (-21.4%)Trimmed
9Sumitomo Mitsui Trust Group, Inc.1.5M$71.1M-406.7K (-21.4%)Trimmed
10BAILLIE GIFFORD & CO1.2M$57.7M-61.0K (-4.8%)Trimmed
11UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC824.0K$39.2M-349.1K (-29.8%)Trimmed
12DIMENSIONAL FUND ADVISORS LP781.6K$37.1M-33.8K (-4.1%)Trimmed
13NEW YORK STATE COMMON RETIREMENT FUND674.0K$32.0M+82.8K (+14.0%)Added
14JENNISON ASSOCIATES LLC605.2K$28.8M-13.7K (-2.2%)Trimmed
15BNP PARIBAS FINANCIAL MARKETS604.0K$28.7M+188.4K (+45.3%)Added
16JANE STREET GROUP, LLC601.2K$28.6MNew
17Allspring Global Investments Holdings, LLC455.4K$22.6MNew
18CITIGROUP INC460.3K$21.9M+59.0K (+14.7%)Added
19UBS Group AG452.5K$21.5M-209.8K (-31.7%)Trimmed
20VANGUARD FIDUCIARY TRUST CO423.1K$20.1MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once TWST's latest filing finishes processing.