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 (4 buy, 0 hold, 0 sell out of 4) with an average price target of $37.75.
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 | 15.64% |
| Pentwater Capital Management LP | 8.04% |
| UBS Group AG | 7.13% |
| Vanguard Portfolio Management, LLC | 5.66% |
| Vanguard Capital Management, LLC | 4.38% |
| Cooper Creek Partners Management LLC | 4.04% |
| State Street Corp | 3.73% |
| The Goldman Sachs Group Inc | 3.17% |
| Document | Date |
|---|---|
| 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 |
| Board / officer change · Q1 2026 THE GEO GROUP, INC. - 8-K FILING SUMMARY HEADLINE NUMBERS • CFO Compensation Package: Annual base salary of $650,000 • Performance Bonus Target: 100 | 2026-03-05 |
| Annual report FY2025 THE GEO GROUP, INC. – 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Market capitalization (June 30, 2025): Approximately $3.3 billion, based | 2026-02-25 |
Readable in the app.
| Announcement | Date |
|---|---|
| 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 |
| Joint venture agreement to manage detention facility in Florida The GEO Group, Inc., a private corrections and detention management company, announced on October 2, 2025 that it has entered into a joint venture agreement to provide management services fo | 2025-10-02 |
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Google PlayApp StoreData updated 2026-09-18.