NEW YORK – Twist Bioscience said before the market opened on Monday that it has raised its full-year fiscal 2025 revenue guidance after reporting strong first quarter revenue growth.

纽约–Twist Bioscience周一开市前表示，在报告第一季度收入强劲增长后，已提高了2025财年全年收入指导。

The synthetic biology and genomics company now expects full-year revenues to be in the range of $372.0 million to $379.0 million, representing growth of 19 to 21 percent, year over year, compared to previous guidance of $367.0 million to $377.0 million. For fiscal Q2, Twist said it expects total revenue of approximately $91.0 million to $93.0 million..

这家合成生物学和基因组学公司目前预计，全年收入将在3.72亿美元至3.79亿美元之间，同比增长19%至21%，而之前的预期为3.67亿美元至3.77亿美元。。。

SynBio revenue is expected to be in the range of $144.0 million to $147.0 million compared to the previous estimate of $142.0 million to $146.0 million. Next-generation sequencing (NGS) revenue is expected to be in the range of $205.0 million to $209.0 million, compared to the previous estimate of $204.0 million to $209.0 million.

合成生物的收入预计在1.44亿美元至1.47亿美元之间，而之前的估计为1.42亿美元至1.46亿美元。下一代测序（NGS）收入预计在2.05亿美元至2.09亿美元之间，而之前的估计为2.04亿美元至2.09亿美元。

Biopharma revenue is expected to be approximately $23.0 million, compared to the previous estimate of approximately $21.0 million to $22.0 million..

生物制药收入预计约为2300万美元，而之前的估计约为2100万至2200万美元。。

'We're starting the fiscal year strong, demonstrating our unwavering commitment to progressing toward adjusted EBITDA breakeven,' CEO and Cofounder Emily Leproust said in a statement.

首席执行官兼联合创始人艾米丽·莱普劳斯（EmilyLeproust）在一份声明中说，我们本财年开局强劲，表明我们坚定不移地致力于实现调整后的息税折旧摊销前利润盈亏平衡。

Revenues for the three months ended Dec. 31, 2024 increased 24 percent year over year to $88.7 million from $71.5 million a year ago, beating the consensus Wall Street estimate of $87.0 million.

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Synbio revenues, which include genes, libraries, and oligo pools, totaled $34.4 million, up 28 percent from $26.9 million a year ago. 'We continue to see sequential growth in our Express [genes] portfolio, both in revenue and number of net new accounts,' Leproust said on a conference call with investors following the release of the results..

Synbio的总收入为3440万美元，比一年前的2690万美元增长了28%。Synbio的收入包括基因、图书馆和寡核苷酸池结果公布后，Leproust在与投资者的电话会议上说，我们继续看到我们的Express[基因]投资组合在收入和净新账户数量上都有连续增长。。

NGS revenues were $48.6 million, up 23 percent from $39.4 million a year ago, driven by liquid biopsy and rare disease assays.

受液体活检和罕见病检测的推动，NGS的收入为4860万美元，比一年前的3940万美元增长了23%。

Biopharma revenues were $5.7 million, up 10 percent from $5.2 million a year ago. 'We had 89 active programs as of the end of December 2024, and we started 67 new programs during the quarter,' CFO Adam Laponis said.

生物制药收入为570万美元，比一年前的520万美元增长了10%首席财务官亚当·拉波尼斯（AdamLaponis）说，截至2024年12月底，我们有89个活跃项目，本季度我们启动了67个新项目。

Healthcare revenues rose to $40.9 million, up from $30 million a year ago, 'reflecting the increased uptake of our products by pharma, biotech, and diagnostic companies,' Laponis said. Industrial chemical revenues rose to $16.3 million from $15.3 million a year ago. Academic revenues were $13.8 million, up from $10 million a year ago, with growth coming from both synbio and NGS customers..

拉波尼斯说，医疗保健收入从一年前的3000万美元增至4090万美元，“反映出制药、生物技术和诊断公司对我们产品的吸收增加”。工业化学品收入从一年前的1530万美元增至1630万美元。学术收入为1380万美元，高于一年前的1000万美元，增长来自synbio和NGS客户。。

By region, Americas revenues were approximately $53.7 million, up 22 percent from $44.0 million a year ago. Europe, Middle East, and Africa revenues were $28.3 million, up 33 percent from $21.2 million a year ago. Asia Pacific revenues were $6.7 million, up 6 percent from $6.3 million a year ago.

按地区划分，美洲的收入约为5370万美元，比一年前的4400万美元增长了22%。欧洲、中东和非洲的收入为2830万美元，比一年前的2120万美元增长了33%。亚太地区的收入为670万美元，比一年前的630万美元增长了6%。

Leproust noted that it makes all of its products in the US, while several competitors manufacture theirs in China. With new tariffs targeting China, Canada, and Mexico recently announced by the US government, 'what that means is, if there was a package coming from China from a competitor that was worth $500, there used to be no tariff and now there's a 16.5 percent tariff on it,' she said, 'so it's definitely a headwind for [those competitors].'.

Leproust指出，它的所有产品都在美国制造，而一些竞争对手在中国制造。随着美国政府最近宣布针对中国、加拿大和墨西哥的新关税，她说，“这意味着，如果有一个价值500美元的竞争对手从中国发出的一揽子方案，过去没有关税，现在有16.5%的关税，所以这对[那些竞争对手]来说绝对是一个阻力。”。

The firm is also not expecting much in the way of retaliatory tariffs from Mexico and Canada. 'We have a very, very limited exposure to Mexico,' Leproust said. 'If we look at Canada, it's a low, small couple of percent. And as far as we know, in the Canadian retaliatory tariffs, there are no tariffs on DNA.'.

该公司对墨西哥和加拿大的报复性关税也没有太大期望莱普劳斯说，我们在墨西哥的风险敞口非常非常有限如果我们看看加拿大，这个数字很低，只有几个百分点。据我们所知，在加拿大的报复性关税中，DNA没有关税。”。

Twist reported a fiscal Q1 net loss of $31.6 million, or $.53 per share, compared to a net loss of $43.0 million, or $.75 per share, in Q1 of FY 2024.

Twist报告称，与2024财年第一季度净亏损4300万美元（每股0.75美元）相比，第一季度净亏损3160万美元（每股0.53美元）。

Twist's Q1 R&D expenses fell 8 percent to $21.3 million from $23.1 million in the year-ago quarter. SG&A expenses grew 6 percent to $56.2 million from $52.8 million a year ago.

Twist第一季度的研发费用从去年同期的2310万美元降至2130万美元，下降了8%。销售和管理费用从一年前的5280万美元增长到5620万美元，增幅为6%。

As of Dec. 31, 2024, the company had $221.4 million in cash and cash equivalents and $49.4 million in short-term investments.

截至2024年12月31日，该公司拥有2.214亿美元的现金和现金等价物以及4940万美元的短期投资。