Overview

* AirSculpt ( AIRS ) Q3 revenue declines 17.8% yr/yr, missing analyst expectations

* Adjusted EBITDA for Q3 misses analyst estimates, declining to $3.0 mln

* Company updates 2025 revenue and EBITDA guidance to lower bound of previous range

Outlook

* Company updates 2025 revenue guidance to $153 mln, down from $160-$170 mln

* AirSculpt ( AIRS ) expects 2025 adjusted EBITDA to be approximately $16 mln

* Improvement in same store sales trends observed entering Q4

* Company sees broader market opportunity due to structural shift in aesthetics space

Result Drivers

* GLP-1 OPPORTUNITIES - Co sees broader market opportunity in aesthetics space due to GLP-1 use

* DEBT REDUCTION - Co reduced debt by $18 mln and delivered positive cash flow YTD

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Miss $35 mln $39.50

Revenue mln (4

Analysts

)

Q3 Net -$9.50

Income mln

Q3 Miss $3 mln $3.81

Adjusted mln (4

EBITDA Analysts

)

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the healthcare facilities & services peer group is "buy."

* Wall Street's median 12-month price target for AirSculpt Technologies Inc ( AIRS ) is $6.00, about 74.8% below its November 6 closing price of $10.49

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)