AirSculpt 2025 Q3 Earnings Misses Targets as Net Loss Widens 57.5%

AirSculpt’s Q3 2025 earnings report fell short of expectations, with revenue declining 17.8% year-over-year to $35 million and a net loss widening to $9.5 million. The company cut its full-year revenue guidance to $153 million from $160–170 million, signaling weaker near-term demand in the body-contouring market.

Revenue

Total revenue for Q3 2025 fell to $34.99 million, a 17.8% decline from $42.55 million in Q3 2024. The drop was driven by weaker performance across the aesthetics industry and a 15.2% decrease in case volume to 2,780 procedures. Same-store revenue declined 22%, reflecting softer consumer demand for body-contouring services.

Earnings/Net Income

The company’s losses deepened to $9.51 million in Q3 2025, a 57.5% increase from $6.04 million in Q3 2024. Loss per share widened to $0.15 from $0.10. The EPS of -$0.15 marked a significant deterioration compared to the previous year, underscoring the company’s challenging financial performance.

Post-Earnings Price Action Review

AirSculpt’s stock price plummeted 16.16% during the latest trading day, 41.21% for the week, and 28.42% month-to-date. The sharp decline followed the earnings report and guidance cut, which signaled near-term headwinds. Investors reacted strongly to the revenue shortfall and reduced full-year outlook, pushing the stock closer to its 52-week low of $2.60.

CEO Commentary

CEO Yogesh Jashnani attributed the revenue miss to timing rather than trajectory, emphasizing confidence in long-term growth driven by GLP-1-related services. Strategic priorities included expanding skin-tightening and excision procedures for GLP-1 patients, enhanced sales training, and financial discipline. The closure of the unprofitable London center highlighted cost-cutting efforts, while $18 million in debt repayment underscored capital allocation discipline.

Guidance

AirSculpt revised 2025 revenue guidance to $153 million (from $160–170 million) and EBITDA to $16 million (lower bound of prior $16–18 million). Q4 implied guidance suggests smaller year-over-year revenue declines, stronger same-store sales, and improved EBITDA margins. Leadership emphasized debt repayment and capital allocation for growth initiatives, including new GLP-1 procedures.

Additional News

1. C-Level Transition: Michael Arthur was appointed CFO effective January 2026, succeeding Dennis Dean, who will retire. Arthur brings public market experience and a track record of navigating growth and complexity.

2. Operational Restructuring: The London center, AirSculpt’s only unprofitable location, was closed to prioritize North American expansion. The decision aligned with disciplined capital allocation and cost savings.

3. GLP-1 Strategic Expansion: The company launched pilot programs for skin-tightening and excision procedures targeting GLP-1 patients, a high-growth segment. CEO Jashnani highlighted these initiatives as a “major opportunity” with higher conversion rates and long-term revenue potential.