AirSculpt Technologies, Inc. (NASDAQ: AIRS) reported its fourth‑quarter and full‑year 2025 financial results on April 2, 2026. Revenue for the quarter was $33.4 million, a decline from the $34.56 million reported by some analysts and below the consensus estimate of $34.93 million. Net income for the quarter was $1.3 million, a turnaround from the $5.0 million loss recorded in Q4 2024. Adjusted EBITDA rose to $2.5 million from $1.9 million in the prior year, while full‑year 2025 adjusted EBITDA was $15.1 million, down from $21.0 million in 2024. Case volume fell 15% year‑over‑year in the quarter to 2,604 and 15.6% for the full year to 11,852.
The quarter’s results show a clear shift from loss to profit, driven largely by cost‑control measures and improved operational leverage. Revenue fell 4% from the $34.56 million reported in Q4 2024, reflecting a 15% decline in case volume amid a challenging consumer‑spending environment and post‑COVID normalization of the aesthetics market. Despite the revenue shortfall, the company’s margin expansion—gross margin grew 2% and adjusted EBITDA margin increased to 7.4% from 4.9%—helped lift earnings to a $1.3 million net profit and an EPS of –$0.02, beating the consensus estimate of –$0.0286 by 30.07%. The EPS beat was largely attributable to disciplined cost management and the sequential improvement in same‑store sales reported by management.
AirSculpt’s guidance for 2026 reflects a cautious outlook. Revenue is projected at $151–$157 million, and adjusted EBITDA at $15–$17 million, essentially flat compared to the prior year’s $151.8 million revenue and $15.1 million adjusted EBITDA. Management highlighted that the company is focusing on GLP‑1‑driven demand for skin tightening and fat removal, which it views as a “$100 million‑plus sales opportunity long term.” The guidance signals confidence in maintaining profitability while the company continues to streamline operations, including the exit of its London clinic and the implementation of a new go‑to‑market strategy.
CEO Yogi Jashnani said, “In the fourth quarter, we delivered sequential improvement in same store sales versus the first nine months of the year and adjusted EBITDA ahead of the prior year period.” He added, “During 2025, we took significant steps to enhance our business approach and team. We added talent, improved business processes, implemented a new go‑to‑market strategy, and added new procedures that expanded our market potential.” Jashnani continued, “The results of this work are already evident. We entered fiscal 2026 with same‑store sales turning positive in February and enhanced financial flexibility to fuel our growth. I'm pleased with our team's unwavering commitment and excited about what lies ahead. AirSculpt is scaled, trusted and strongly positioned at the intersection of aesthetics and GLP‑1's. I'm confident our strategy positions us to create meaningful value for our shareholders.” CFO Michael Arthur noted, “During the close process, we identified a reconciliation matter related to intercompany transactions, which led us to conduct a broader review of certain accounting treatments, including lease accounting under ASC 842.”
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