AirSculpt misses Q3 revenue estimates, cuts outlook

Overview

• US body contouring procedures provider's Q3 revenue fell 8.7%, missing analysts' expectations

• Adjusted loss per share was larger than expected, while adjusted EBITDA missed estimates

• Company cut 2026 revenue and adjusted EBITDA guidance after Q3 underperformance

Outlook

• AirSculpt cuts 2026 revenue outlook to $144 mln-$146 mln from $151 mln-$157 mln

• Company lowers 2026 adjusted EBITDA guidance to $9 mln-$10 mln from $12 mln-$14 mln

• Company expects third quarter performance trends to continue through year-end

Result Drivers

• CASE VOLUME DECLINE - Co said lower case volume contributed to revenue decline

• GLP-1 PROCEDURES - Co said expansion of GLP-1-related procedures represented about 10% of total cases in Q3

Company press release:

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 2 "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 is $3.00, about 108.3% above its November 5 closing price of $1.44

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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.)