The stock will likely decline on continued revenue contraction and lackluster 2026 guidance despite improved EBITDA and debt reduction. Monitor Q1 2026 results to confirm the same-store sales recovery. The $14.8M capital raise improves liquidity but adds dilution risk.
Price Chart
Executive Summary
AirSculpt reported full year 2025 results with revenue down 15.8% to $151.8M and adjusted EBITDA down 28.1% to $15.1M. The company guided 2026 revenue of $151-157M and adjusted EBITDA of $15-17M, flat to slightly up from 2025. Despite improved quarterly adjusted EBITDA and positive 2026 same-store sales trends, the stock will likely react negatively due to continued revenue declines and minimal growth guidance.
Key Financial Metrics
Key Facts
- Full year 2025 revenue declined 15.8% to $151.8M from $180.4M in 2024
- Full year 2025 adjusted EBITDA declined 27.9% to $15.1M from $21.0M in 2024
- 2026 revenue guidance of $151-157M implies flat to slight growth, below inflation
- 2026 adjusted EBITDA guidance of $15-17M is flat to slightly up from 2025
- Fourth quarter 2025 revenue declined 14.6% to $33.4M, but adjusted EBITDA improved to $2.5M from $1.9M
- Same-store sales turned positive in February 2026, with Q1 2026 revenue guided to $38.5-39.5M
- Company raised $14.8M in Q1 2026 and reduced gross debt from $56M to $45M
Financial Impact
Revenue down 15.8% YoY, adjusted EBITDA down 27.9% YoY, with flat to minimal growth guidance for 2026
Risk Factors
- Continued revenue decline trends
- Failure to stabilize same-store performance
- Dilution from recent $14.8M at-the-market offering
- High competition in weight loss and obesity solutions market
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001870940-26-000016 |
| Document: airs-20260402.htm | 0001870940-26-000016 |
| Document: 0001870940-26-000016-index-headers.html | 0001870940-26-000016 |
| Document: 0001870940-26-000016-index.html | 0001870940-26-000016 |
| Document: 0001870940-26-000016.txt | 0001870940-26-000016 |
| 8-K Data (Synthetic) | 0001870940-26-000016 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 15, 2026 10w ago | Institutional Cluster | $3.09 $2.13 | ▼ −30.96% | ▼ −28.98% | $1.17 (−62.07%) |
Aug 10, 2026 11w ago | 8-K | $2.75 $2.71 | ▲ +1.64% | ▲ +0.72% | $1.17 (+57.45%) |
Aug 10, 2026 11w ago | Press Release | $2.75 $2.71 | ▲ +1.64% | ▲ +0.72% | $1.17 (+57.45%) |
May 8, 2026 24w ago | 8-K | $3.86 $5.11 | ▲ +32.38% | ▲ +32.36% | $1.17 (−69.69%) |
May 8, 2026 24w ago | Press Release | $3.86 $5.11 | ▼ −32.38% | ▼ −32.36% | $1.17 (+69.69%) |
May 1, 2026 25w ago | Press Release | $3.32 $5.30 | ▲ +59.64% | ▲ +54.35% | $1.17 (−64.76%) |
Apr 6, 2026 29w ago | 10-K/A | $3.10 $3.44 | ▼ −10.97% | ▼ −1.98% | $1.17 (+62.26%) |
Apr 6, 2026 29w ago | Press Release | $3.10 $3.44 | ▼ −10.97% | ▼ −1.98% | $1.17 (+62.26%) |
Apr 2, 2026 29w ago | 8-K | $3.17 $2.68 | ▲ +15.46% | ▲ +25.33% | $1.17 (+63.09%) |
Apr 2, 2026 29w ago | Press Release | $3.17 $2.68 | ▲ +15.46% | ▲ +25.33% | $1.17 (+63.09%) |
US Market Status
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