Twist Bioscience's Q4 Earnings And Q1 Guidance Surpass Expectations, Stock Jumps
Twist Bioscience's Q4 Earnings And Q1 Guidance Surpass Expectations, Stock Jumps
Total orders received for the fourth quarter of fiscal 2024 grew 24% to $88.2 million compared to $71.1 million for the same period of fiscal 2023. Gross margin improved to 45.1%, up from 36.6% a year ago.On Monday, Twist Bioscience Corporation (NASDAQ:TWST) reported a fourth-quarter loss per share of 59 cents, beating the consensus loss of 70 cents.
週一，Twist Bioscience Corporation（納斯達克股票代碼：TWST）公佈第四季度每股虧損59美分，超過了70美分的市場普遍虧損。
Twist Bioscience reported fourth-quarter sales of $84.71 million, up 27% year-over-year, beating the consensus of $82.2 million and the management guidance of $82 million–$83 million.
Twist Bioscience報告稱，第四季度銷售額爲8,471萬美元，同比增長27％，超過了市場預期的8,220萬美元和管理層預期的8200萬美元至8,300萬美元。
The company shipped products to approximately 3,562 customers in fiscal 2024, compared to approximately 3,450 in 2023. Twist shipped approximately 772,000 genes in 2024 compared to approximately 634,000 genes a year ago.
該公司在2024財年向約3562名客戶運送了產品，而2023年爲約3,450名客戶。Twist 在 2024 年運送了大約 77.2 萬個基因，而去年同期約爲 63.4 萬個基因。
Total orders received for the fourth quarter of fiscal 2024 grew 24% to $88.2 million compared to $71.1 million for the same period of fiscal 2023. Gross margin improved to 45.1%, up from 36.6% a year ago.
2024財年第四季度收到的訂單總額增長了24％，達到8,820萬美元，而2023財年同期爲7,110萬美元。毛利率從去年同期的36.6％提高到45.1％。
"As we head into fiscal 2025, we're building on this momentum as we continue our final push toward achieving adjusted EBITDA breakeven while investing in research and development to deliver precision, efficiency and scalability in products and services that continue to generate profitable growth," said Emily Leproust, CEO and co-founder of Twist Bioscience.
Twist Bioscience首席執行官兼聯合創始人艾米麗·勒普魯斯特表示：「在我們進入2025財年之際，我們正在這一勢頭上再接再厲，繼續努力實現調整後的息稅折舊攤銷前利潤收支平衡，同時投資研發，爲產品和服務提供精度、效率和可擴展性，繼續帶來盈利增長。」
Adjusted EBITDA for the fourth quarter of fiscal 2024 was $(17.0) million compared to $(26.4) million for the same period of fiscal 2023
2024財年第四季度調整後的息稅折舊攤銷前利潤爲1,700萬美元，而2023財年同期的息稅折舊攤銷前利潤爲2640萬美元
Guidance: Twist Bioscience expects fiscal year 2025 sales of $367 million – $377 million, up 17% – 20% year over year, versus a consensus of $371.42 million.
指導方針：Twist Bioscience預計，2025財年的銷售額爲3.67億美元至3.77億美元，同比增長17％至20％，而市場預期爲3.7142億美元。
The guidance includes SynBio's revenue guidance of approximately $142 million – $146 million, up 15% – 18%. NGS revenue of $204 million – $209 million, up 20% – 24%. Biopharma revenue is expected to be approximately $21 million – $22 million, up 5% – 8%.
該指引包括SynBio約1.42億美元至1.46億美元的收入指導，增長15％至18％。NGS收入爲2.04億美元至2.09億美元，增長20％至24％。生物製藥收入預計約爲2100萬美元至2200萬美元，增長5％至8％。
The gross margin is projected to be approximately 48% for fiscal 2025, with quarterly sequential improvements and a 4QFY25 gross margin of 50%. Adjusted EBITDA of approximately $(60) million to $(65) million for fiscal 2025.
預計2025財年的毛利率約爲48％，季度連續增長，4QFY25 毛利率爲50％。2025財年調整後的息稅折舊攤銷前利潤約爲6000萬美元至6500萬美元。
The company expects first-quarter 2025 sales of around $87 million compared to the consensus of $84.47 million.
該公司預計，2025年第一季度的銷售額約爲8700萬美元，而市場普遍預期的銷售額爲8,447萬美元。
SynBio's revenue guidance of approximately $34 million, up 26% year over year. NGS revenue of $48 million, up 22%. Biopharma revenue is expected to be approximately $5 million. Adjusted EBITDA of approximately $(20) million with sequential improvements throughout 2025.
SynBio的收入預期約爲3,400萬美元，同比增長26％。NGS收入爲4,800萬美元，增長22％。生物製藥收入預計約爲500萬美元。調整後的息稅折舊攤銷前利潤約爲2,000萬美元，2025年全年連續增長。
Price Action: TWST stock is up 12.7% at $41.59 at last check Monday.
價格走勢：週一最後一次檢查時，tWST股價上漲12.7％，至41.59美元。
Illustration of Phrama lab worker created with MidJourney
使用 MidJourney 創作的 Phrama 實驗室工作人員的插圖
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