AirSculpt Technologies (NASDAQ:AIRS) Issues Earnings Results

Key Points

• AirSculpt reported a quarterly loss of $0.08 per share, missing the $0.03-per-share loss analysts expected; revenue of $31.94 million also fell short of the $34.33 million estimate.
• Results were pressured by lower marketing productivity and center-level operational challenges. Fewer leads and higher customer-acquisition costs contributed to weaker case volume and adjusted EBITDA.
• The company cut its 2026 forecast, now projecting revenue of $144 million–$146 million and adjusted EBITDA of $9 million–$10 million. Management also highlighted GLP-1-related procedures as a potential long-term growth opportunity.

AirSculpt Technologies (NASDAQ:AIRS - Get Free Report) posted its quarterly earnings results on Friday. The company reported ($0.08) EPS for the quarter, missing the consensus estimate of ($0.03) by ($0.05), FiscalAI reports. AirSculpt Technologies had a negative net margin of 7.79% and a negative return on equity of 5.83%. The business had revenue of $31.94 million during the quarter, compared to analyst estimates of $34.33 million.

Here are the key takeaways from AirSculpt Technologies' conference call:

• Negative Sentiment: Third-quarter results fell short: revenue declined 8.7% year over year, same-center case volume fell 9.6%, and adjusted EBITDA dropped to about $0.4 million from $3 million. Management attributed the weakness to lower marketing productivity and operational challenges at several centers.
• Negative Sentiment: Google’s AI Overviews reduced traffic reaching AirSculpt’s website, contributing to 16% fewer leads and a 26% higher cost per lead; customer acquisition cost rose to about $3,800 per case from $3,100. Management said it is working to improve AI-search visibility and expand local marketing, but noted those efforts may take time to affect revenue.
• Negative Sentiment: AirSculpt cut its 2026 outlook, now expecting revenue of $144 million–$146 million versus $151 million–$157 million previously, and adjusted EBITDA of $9 million–$10 million versus $12 million–$14 million. The revised forecast assumes third-quarter trends continue through Q4.
• Positive Sentiment: GLP-1-related procedures reached 250 in the quarter, nearly 10% of total cases, and are now offered in almost all centers. Management sees a potential $100 million-plus long-term revenue opportunity, while acknowledging that these newer services require tailored marketing and patient education.
• Positive Sentiment: The company refinanced its debt with a $44 million facility maturing in 2031, extending its maturity and providing more covenant and payment flexibility; quarter-end liquidity was about $20 million. The new loan carries an interest rate roughly 300 basis points above the prior facility.

AirSculpt Technologies Price Performance

NASDAQ AIRS traded down $0.91 on Friday, hitting $0.53. The stock had a trading volume of 11,073,870 shares, compared to its average volume of 828,261. AirSculpt Technologies has a one year low of $0.52 and a one year high of $8.09. The company has a debt-to-equity ratio of 0.32, a current ratio of 0.79 and a quick ratio of 0.79. The company's 50-day moving average is $1.87 and its two-hundred day moving average is $3.08.

Wall Street Analysts Forecast Growth

AIRS has been the subject of several recent research reports. Wall Street Zen lowered AirSculpt Technologies from a "buy" rating to a "hold" rating in a report on Saturday, August 15th. Lake Street Capital initiated coverage on AirSculpt Technologies in a report on Thursday, October 29th. They issued a "buy" rating and a $3.00 price target on the stock. Finally, Weiss Ratings restated a "sell (d-)" rating on shares of AirSculpt Technologies in a research report on Monday, September 28th. One research analyst has rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of "Hold" and an average price target of $3.75.

About AirSculpt Technologies

AirSculpt Technologies, Inc operates a medical aesthetics business focused on body-contouring and cosmetic procedures. Through its AirSculpt brand, the company provides minimally invasive liposuction and fat-transfer treatments designed to remove unwanted fat and reshape areas of the body.

Its services also include procedures such as skin tightening and other elective aesthetic treatments, with offerings varying by location and patient needs. AirSculpt markets its procedures directly to consumers and provides consultations, treatment planning and follow-up care through its network of company-operated centers.

The company was founded in 2015 by plastic surgeon Dr.

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