Airsculpt Technologies, Inc. · NASDAQ:AIRS
Airsculpt Technologies — Q2 2025 Earnings Presentation
17 slides from Airsculpt Technologies's earnings presentation, Aug 1, 2025
Slide 1: Investor Presentation
Investor Presentation August 2025
Slide 2: Yogi Jashnani and Dennis Dean
Yogi Jashnani Dennis Dean CHIEF EXECUTIVE OFFICER CHIEF FINANCIAL OFFICER 28
Slide 3: AirSculpt Snapshot
2012 AirSculpt Snapshot FOUNDING YEAR A disruptor in the Body Contouring marketplace 32 Large Addressable market with efficacious NUMBER OF CENTERS procedures performed by expert surgeons across 31 centers in North America and 1 location in the United Kingdom Significant white space opportunity at s
Slide 4: Why We Win
WHY WE WIN • Uniquely efficacious patented method with a proven track record of performing body contouring procedures • Achieved critical mass with significant runway for growth • Strong return on investment with positive cash flow generation across U.S. centers • Incentivized management team with d
Slide 5: What is AirSculpt? How is it Different?
What is AirSculpt®? How is it Different? AirSculpt is a fast-growing global provider of body Minimally invasive procedure delivered in one session – no sculpting procedures delivering a premium consumer scalpel, stiches or general anesthesia experience Dramatic, fast, natural-looking results – can p
Slide 6: Body Contouring Offerings
Body Contouring Offerings AirSculpt has a broad offering of innovative procedures AirSculpt is the largest fat transfer provider in the industry Fat Transfer ~20% of procedures include a fat transfer Areas include buttocks, breast, hip, and hand AirSculpt+ Enhanced skin tightening using Apyx Medical
Slide 7: How We Do It
How We Do It Access to elite surgeons 31 centers in North America each Generate leads through multiple platforms 3rd party credit providers allow for deliver positive cash flow including social marketing, celebrity ease of payment for patients endorsements, and patient testimonials1 (1) Includes pai
Slide 8: AirSculpt's Attractive Business Model
AirSculpt’s Attractive Business Model • Centers are located primarily in metropolitan cities near high end retail environments with consistent patient traffic • Consistent technology innovation cycle has supported average revenue per case in the $12,000-$13,000 range • De novo centers have relativel
Slide 9: Focused De Novo Growth Story
Focused De Novo Growth Story Center Opening Takes ~12 months Physician Recruitment & Market Research Design & Build Center Customer Acquisition Open Center Training Recent Openings Overland Park, KS July 2024 Columbus, OH August 2024 Deerfield, IL September 2024 Birmingham, MI September 2024 White P
Slide 10: Historical Performance
Historical Performance $250 Total Revenue ($MM) $50 Adj. EBITDA ($MM) 45 43 196 39 $200 180 $40 169 $150 133 $30 21 $100 $20 17 63 $50 41 $10 7 $0 $0 2019 2020 2021 2022 2023 2024 2019 2020 2021 2022 2023 2024 Revenue Per Adj. 10.7 10.7 12.1 12.9 13.1 12.8 16.8% 26.5% 33.4% 23.0% 22.1% 11.5% Case $(
Slide 11: Large Potential White Space Opportunity
Large Potential White Space Opportunity AirSculpt Has Significant White Space Opportunity +350 – 550 +150 – 250 International Centers +200 – 300 32 U.S. / Canada Centers Current Potential White Additional De Novo Center Opportunities Space Strong demand for body sculpting services nationwide ensures
Slide 12: Business Priorities
Business Priorities In order to deliver consistent revenue growth while maintaining industry leading EBITDA margins, AirSculpt is focused on: Culture Revenue Creating a culture that is aligned on one vision with a singular voice across Improving our go to market strategy all aspects of our enterpris
Slide 13: Business Priorities Progress Reported on Q2 2025 Earnings Call
Vision as New Leadership takes Helm - AirSculpt Now and Going Forward Progress Reported on Business Priorities Q2 2025 Earnings Call 1 Marketing Record lead generation with Q2 2025 results Implementing returns-based spend model 2 Sales Processes Enable case growth by expanding consultation hours wit
Slide 14: FY2025 Outlook
FY2025 Outlook 2025 Outlook • Revenue of approximately $160 million to $170 • Adjusted EBITDA of approximately $16 to $18 million 7.2% 14
Slide 15: Quote from Dr. Aaron Rollins, Founder & Executive Chairman
“Our positive performance record, the proprietary technology we possess, and the large addressable market with which we operate in provides us with a vast opportunity from which to grow.” - Dr. Aaron Rollins, Founder & Exective Chairman, AirSculpt 15
Slide 16: Appendix
- Appendix - FINANCIAL HIGHLIGHTS 16
Slide 17: Adjusted EBITDA Reconciliation
Adjusted EBITDA Reconciliation Three Months Ended June 30, 2025 2024 Net (loss)/income $ (591) $ (3,206) Plus Equity-based compensation 1,352 4,873 Restructuring and related severance costs 343 4,092 Depreciation and amortization 3,246 2,885 Loss on disposal of long-lived assets 108 (1) Interest exp
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