AirSculpt Technologies, Inc. (AIRS) Earnings Call Transcripts

AirSculpt Technologies, Inc.'s Latest Earnings Call - Q1 FY2026

In the first quarter of fiscal year 2026, AirSculpt Technologies reported revenue of $39.4 million, flat year-over-year, but with a positive same-store sales growth of 1%. The company achieved gross margin expansion to 60% and reduced debt, ending the quarter with over $16 million in cash. Management reaffirmed full-year revenue guidance of $151 million to $157 million, indicating a solid foundation for growth driven by enhanced marketing strategies and new service offerings targeting the growing GLP-1 market.

Reported metrics

Guidance from management

Management reaffirmed its full-year revenue guidance of $151 million to $157 million and adjusted EBITDA in the range of $15 million to $17 million, indicating confidence in continued growth and operational momentum.

What management said

Thank you, Michael. In conclusion, we are pleased with our start to 2026 and the acceleration in our business with our enhanced sales and marketing strategy and new procedures driving growth. We are delivering on what we set out to do and are intently focused on building upon our positive performance and achieving our goal to generate long-term sustainable profitable growth and value creation for our shareholders. ...

Sam, this is Michael. Yes, I mean, as of right now, our plan doesn't contemplate any de novos in 2026. However, we do continue to be excited about the long-term center opportunity, and we'll open de novos at the appropriate time. In the short term, as Yogi kind of mentioned, we're still really focused on improving our same-center sales growth. It's our #1 priority, and Q1 is a big step in that, right, with the posi...

What analysts pressed on

Analysts expressed concerns regarding the sustainability of demand and the impact of the broader consumer environment on considered purchases. There were questions about the potential for new center openings and whether the current improvements could be maintained in a challenging market.

Main topics on the call

• Revenue Stabilization — AirSculpt reported revenue of $39.4 million, flat year-over-year, but noted a 1% increase in same-store sales, marking a positive trend. CEO Yogi Jashnani stated, "We stabilized revenue year-over-year and delivered posit...
• Gross Margin Expansion — The company achieved a gross margin of 60%, an increase of approximately 1% from the prior year. CFO Michael Arthur highlighted that this was a result of improved operational efficiencies and cost management.
• Debt Reduction and Financial Discipline — AirSculpt reduced its debt by nearly $30 million over the last five quarters, bringing leverage below 2.5x. This was emphasized by Arthur, who noted, "Debt reduction remains a key focus of our capital allocation strategy...
• New Service Offerings — The introduction of new procedures, particularly targeting the GLP-1 market, is expected to unlock significant revenue potential. Jashnani mentioned, "Combined, we are effectively addressing the side effects from GLP-1 u...

Read the full AirSculpt Technologies, Inc. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 22 AirSculpt Technologies, Inc. earnings call transcripts on record, spanning December 3, 2021 to August 10, 2026. Based on this history, AirSculpt Technologies, Inc. reports quarterly. The most recent call on file is dated August 10, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

AIRS

Exchange

NasdaqGM

Country

US

Sector

Health Care

Industry

Health Care Providers and Services

Calls on record

22

First call

December 3, 2021

Most recent

August 10, 2026

Reporting cadence

quarterly