AirSculpt Sees Core Stabilization, Targets $100M-Plus GLP-1 Opportunity
MarketBeat
Wed, August 12, 2026 at 3:34 AM GMT+5:30
6 min read
- AIRS
+16.91%
Key Points
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Core business stabilization: AirSculpt reported positive case growth for the past two quarters after several periods of decline. Management expects third-quarter same-store sales to fall by a single-digit percentage but forecasts full-year sales to be roughly flat to slightly higher
GLP-1 growth opportunity: The company is expanding skin-removal and volume-restoration services for patients who lose significant weight using GLP-1 drugs. Management estimates the long-term opportunity could exceed $100 million, compared with current annual revenue of about $150 million
Expansion remains on hold: AirSculpt is prioritizing debt repayment and refinancing, having reduced debt by more than $30 million over the past year. New clinic expansion will resume after further same-center stabilization and balance-sheet improvement
AirSculpt Technologies (NASDAQ:AIRS) is seeing stabilization in its core body-contouring business after several quarters of declines, while expanding services aimed at patients using GLP-1 weight-loss drugs, Chief Executive Officer Yogi Jashnani said at a Canaccord consumer conference
The company operates 31 North American centers offering minimally invasive plastic-surgery procedures focused on fat removal, fat transfer and skin tightening. Patients remain awake during procedures and generally return home within hours, Jashnani said. The average procedure carries a cash-pay price of roughly $12,000 to $13,000, with the company’s typical customer being a woman between 35 and 55 years old from a household earning more than $100,000
Core Business Stabilization
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Jashnani said AirSculpt has produced positive case growth over the past two quarters, marking a change from prior declines. He attributed the improvement to new talent, updated sales and marketing execution, and more disciplined operations
“That’s what’s carried us through, and the results are showing with the second consecutive quarter of stability after many quarters of decline,” Jashnani said
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Although the company continues to see a “choppy” consumer environment, Jashnani said demand remains for aesthetic procedures. The company is focused on engaging its target customer base and highlighting the differentiation of its services
For the second half, AirSculpt expects third-quarter same-store sales to decline by a single-digit percentage before returning to growth in the fourth quarter. For the full year, Jashnani said the company expects same-store sales to be roughly flat to slightly higher year over year
