US · Industrials · Security & Protection Services
EPS came in at 0.37 against a street estimate of 0.28 — a beat of 32.1%.
Analysts rate Geo Group Inc a strong buy (3 buy, 0 hold, 0 sell out of 3) with an average price target of $39.00.
CONFIDENT GEO delivered 15% revenue growth and 63% net income growth in Q2 2026, driven by new ICE contracts. Two facility activations worth $165M annually launching in early 2027. Guidance raised; upside exists from facility sales to ICE and ISAP tech mix shift. Q2 2026 Not broken out by geography in call. Facilities span Colorado, North Carolina, Florida, Oklahoma, and multiple other states. Analysts probed Florida timing (budgetary delays pushed to 2027), CapEx dynamics (ICE now reimbursing start-up costs), and ISAP's future (growth expected post-100K-bed consolidation). Management provided specific timelines and reaffirmed capital allocation priority: debt paydown, then buybacks post-asset sales. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 14.67% |
| Pentwater Capital Management LP | 8.04% |
| UBS Group AG | 5.81% |
| Vanguard Portfolio Management, LLC | 5.64% |
| Vanguard Capital Management, LLC | 4.38% |
| The Goldman Sachs Group Inc | 4.18% |
| State Street Corp | 3.75% |
| Rubric Capital Management LP | 3.14% |
| Document | Date |
|---|---|
| Material agreement · Q4 2026 HEADLINE NUMBERS • GEO amended and restated its credit agreement on October 5, 2026. • The revolving credit facility remains $550.0 million, with it | 2026-10-08 |
| Material agreement · Q4 2026 HEADLINE NUMBERS • GEO completed the sale of its Adelanto Complex in California to the United States, through the Department of Homeland Security, fo | 2026-10-05 |
| Quarterly report · Q2 2026 THE GEO GROUP, INC. — 10-Q SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Revenue (6 months ended June 30, 2026): $1,437.3 million vs. $1,241.5 mil | 2026-08-06 |
| Results announced · Q3 2026 THE GEO GROUP - Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Q2 2026 revenues: $732.1 million, up 15% from $636.2 million in Q2 2025 • Q2 2026 net inc | 2026-08-06 |
| Quarterly report · Q1 2026 THE GEO GROUP, INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenues: $705.2 million (Q1 2026) vs. $604.6 million (Q1 2025) – 16.6% increase • Net | 2026-05-07 |
| Results announced · Q2 2026 THE GEO GROUP, INC. - Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q1 2026 revenues: $705.2 million, up 17% from $604.6 million in Q1 2025 • Q1 2026 | 2026-05-06 |
| Shareholder vote results · Q2 2026 GEO GROUP, INC. - 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting of Shareholders held on April 28, 2026 • Total votes cast for director elections: ap | 2026-05-04 |
| Proxy statement · Q2 2026 THE GEO GROUP, INC. — PROXY STATEMENT SUMMARY CEO COMPENSATION • George C. Zoley (age 76, founder and CEO since 1994): Total 2025 compensation not s | 2026-03-19 |
Readable in the app.
| Announcement | Date |
|---|---|
| Share repurchase authorization increased from $500 million to $1.25 billion GEO announced two major actions on October 5, 2026: the sale of its Adelanto Complex and a larger stock-repurchase authorization. The filing excerpt does not provide the Adelanto sale price, | 2026-10-05 |
| Board approves $500 million share repurchase authorization extension through 2029 The Geo Group, Inc. announced on November 6, 2025 that its Board of Directors approved an increase to the company's share repurchase program. The key change: the board increased the authoriz | 2025-11-06 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-18.