AirSculpt Technologies (AIRS) 16th Annual LD Micro Invitational Conference summary

Business overview and performance

• Premier provider of minimally invasive body contouring, offering fat removal, fat transfer, and skin tightening across 31 corporate centers, generating $150 million in revenue with a 10% EBITDA margin and 60% gross margin.

• Procedures are elective, cash-only, and performed under local anesthesia, with most patients resuming normal activities within 24-48 hours.

• Core customer demographic is women aged 35-55 with median household income over $100,000, and all locations are in high-end metropolitan areas.

Growth strategy and market trends

• Returned to positive same-store sales growth in Q1 after two years, driven by enhanced marketing and operational improvements.

• Three growth drivers: optimized marketing, service expansion (notably addressing GLP-1 side effects), and future geographic expansion.

• Marketing focus includes paid media, influencers, and consultative sales to create custom treatment packages.

• Service expansion includes standalone skin tightening and skin removal, with high demand from GLP-1 users experiencing loose skin and stubborn fat.

• Piloted standalone skin removal procedures, growing from 100 in Q4 to 150 in Q1, with strong consumer interest.

Expansion and operational efficiency

• Identified potential to add 100+ new centers in the U.S. without significant cannibalization, leveraging a proven model where most new clinics pay back within a year.

• All clinics are leased in medical centers, with typical build-out costs around $1 million and the ability to be operational within 30-60 days.

• Operational improvements have yielded $4 million in annualized savings through efficiency gains and reduced complexity.

• Executive team refreshed in 2025-2026, improving alignment and nimbleness across finance, operations, clinical, and sales.