Twist Bioscience Corp 2026年季度报告

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 newor revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ TWIST BIOSCIENCE CORPORATIONQUARTERLY REPORT ON FORM 10-Q TABLE OF CONTENTS FORWARD-LOOKING STATEMENTS PART I. FINANCIAL INFORMATION Item 1.Financial Statements (unaudited)Condensed Consolidated Balance Sheets (unaudited)Condensed Consolidated Statements of Operations and Comprehensive Loss(unaudited) Condensed Consolidated Statements of Stockholders’ Equity (unaudited)Condensed Consolidated Statements of Cash Flows (unaudited)Notes to Unaudited Condensed Consolidated Financial StatementsItem 2.Management’s Discussion and Analysis of Financial Condition and Results of OperationsItem 3.Quantitative and Qualitative Disclosures About Market RiskItem 4.Controls and ProceduresPART II. OTHER INFORMATION Item 1.Legal ProceedingsItem 1A.Risk FactorsItem 2.Unregistered Sales of Equity Securities and Use of ProceedsItem 3.Defaults Upon Senior SecuritiesItem 4.Mine Safety DisclosuresItem 5.Other InformationItem 6.ExhibitsSignatures FORWARD-LOOKING STATEMENTS This Quarterly Report on Form 10-Q for the quarter ended December31, 2025 (“Form 10-Q”) contains forward-lookingstatements within the meaning of Section 27A of the Securities Act of 1933, as amended (the "Securities Act"), andSection 21E of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). These statements relate to,among other matters, future growth, expansion and other expectations regarding future operations plans and financialperformance. Forward-looking statements are also identified by the words “believe,” “will,” “may,” “estimate,” “continue,”“anticipate,” “intend,” “should,” “plan,” “expect,” “predict,” “could,” “potentially” and variations of such words and similar •our ability to increase our revenue and our revenue growth rate; •our ability to accurately estimate capital requirements and our needs for additional financing; •our estimates of the size of our market opportunities; •our ability to increase DNA production, reduce turnaround times and drive cost reductions for our customers; •our ability to effectively manage our growth and maintain and improve operational efficiency, cost control, andgross margin as we scale; •our ability to successfully enter new markets and manage our international expansion; •our ability to comply with evolving international regulatory requirements, including those in the European Unionand other key markets; •our ability to develop and commercialize additional products in the synthetic biology, biologic drug industries,including our portfolio of Express products; •our ability to leverage our investment in our manufacturing facility in Wilsonville, Oregon; •our ability to protect our intellectual property, including our proprietary DNA synthesis platform; •costs associated with defending intellectual property infringement and other claims; •the effects of increased competition in our business; •our ability to keep pace with rapid changes in technology and evolving competitive dynamics; •our ability to integrate and leverage artificial intelligence and machine learning technologies to improve operationalefficiency, product development, and customer solutions; •our ability to successfully identify, evaluate and manage any future acquisitions of businesses, solutions ortechnologies; •the success of our marketing efforts; •a significant disruption in, or breach in security of our information technology systems and resultant interruptionsin service and any related impact on our reputation; •our ability to attract and retain qualified employees and key personnel; •the effects of natural or man-made catastrophic events or public health emergencies; •the effectiveness of our internal controls; •changes in government regulation affecting our business; •uncertainty as to economic and market conditions and the impact of adverse economic conditions; and •other risk factors included under the section titled “Risk factors” contained in Part I, Item 1A of our Annual Reporton Form 10-K filed with the SEC on November17, 2025 (the "Annual Report on Form 10-K"). You should not rely upon forward-looking statements as predictions of future events. Such statements are based onmanagement’s expectations as of the date of this filing and involve many risks and uncertainties that could cause our Readers are urged to carefully review and consider all of the information in this Form 10-Q and in other documents we filefrom time to time with the Securities and Exchange Commission (the "SEC"). We undertake no obligation to update anyforward-looking statements made in this Form 10-Q to reflect events or circumstances after the date of this filing or toreflect new information or the occurrence of unanticipated events, except as required by law. We may not