Machine learning predictions based on historical earnings data and price patterns
1-Day Prediction
+0.84%
$22.39
100% positive prob.
5-Day Prediction
+6.48%
$23.64
100% positive prob.
20-Day Prediction
+13.76%
$25.26
95% positive prob.
| Quarter | Signal | 1D Return | 5D Return | 20D Return | Confidence | Actual 5D |
|---|---|---|---|---|---|---|
| Q1 2026 | BUY | +0.84% | +6.48% | +13.76% | 100.0% | +2.03% |
| Q4 2025 | SELL | -2.50% | -5.65% | +0.64% | 100.0% | -1.56% |
SEC 8-K filings with transcript text
May 6, 2026 · 100% conf.
1D
+0.84%
$22.39
Act: -4.41%
5D
+6.48%
$23.64
Act: +2.03%
20D
+13.76%
$25.26
Act: +13.29%
2 d122560dex991.htm
Exhibit 99.1
4955 Technology Way ∎ Boca Raton, Florida 33431 ∎ www.geogroup.com
•
1Q26 Revenues Increased 17% to $705.2 Million
•
1Q26 Net Income Attributable to GEO Operations Increased 96% to $38.3 Million
•
1Q26 Adjusted EBITDA Increased 32% to $131.4 Million
•
Repurchased approximately 3.6 million shares for $50 million in 1Q26
•
Guidance for FY26 Revenues Increased to $2.95-$3.10 Billion
•
Guidance for FY26 Net Income Attributable to GEO Operations Increased to $153-$166 Million, or $1.15-$1.25 Per Diluted Share
•
Guidance for FY26 Adjusted EBITDA Increased to $525-$545 Million
Boca Raton, Fla. – May 6, 2026 — The GEO Group, Inc. (NYSE: GEO) (“GEO”, “we” or the “Company”), a leading provider of contracted support services for secure facilities, processing centers, and reentry centers, as well as enhanced in-custody rehabilitation, post-release support, and electronic monitoring programs, reported its financial results for the first quarter 2026, increased its full year 2026 financial guidance, and provided its second quarter 2026 financial guidance.
For the first quarter 2026, we reported total revenues of $705.2 million compared to $604.6 million for the first quarter 2025, reflecting a 17 percent increase.
We reported first quarter 2026 net income attributable to GEO Operations of $38.3 million, or $0.29 per diluted share, compared to net income attributable to GEO Operations of $19.6 million, or $0.14 per diluted share, for the first quarter 2025, reflecting a 96 percent increase.
First quarter 2026 results reflect $0.4 million, pre-tax, in combined transaction fees, employee restructuring expenses, and close-out expenses. Excluding these items, we reported adjusted net income for the first quarter 2026 of $38.6 million, or $0.29 per diluted share, compared to $19.6 million, or $0.14 per diluted share, for the first quarter 2025.
We reported first quarter 2026 Adjusted EBITDA of $131.4 million, compared to $99.8 million for the first quarter 2025, reflecting a 32 percent increase.
Our first quarter 2026 results reflect significant revenue growth from the contracts that we entered into throughout 2025. Operating Expenses were favorably impacted by lower-than-expected labor costs compared to our prior financial guidance for the first quarter 2026.
— More —
Contact: Pablo E. Paez
(866) 301 4436
Executive Vice President, Corporate Relations
George C. Zoley, GEO’s Chairman, Chief Executive Officer and Founder, said, “We are very pleased with our first quarter results and improved full year outlook. Our strong performance has been driven by the new growth opportunities we captured in 2025 and are normalizing in 2026. Last year was the most successful period for new business wins in our Company’s history with new or expanded contracts representing up to $520 million in annualized revenues. We expect 2026 to be very active as well and therefore believe that we have upside potential across our diversified business segments.”
“We remain focused on pursuing new growth opportunities and allocating capital to enhance long-term value for our shareholders. Given the intrinsic value of our assets, including 50,000 owned beds at 70 facilities, and our current and expected future growth, we believe that our stock offers a very attractive investment opportunity,” Zoley added.
Operational Highlights
As we have previously disclosed, in 2025, we were awarded new or expanded contracts that represent up to approximately $520 million in new incremental annualized revenues, which represents the largest amount of new business we have won in a single year in our Company’s history.
In our Secure Services segment, we entered into new contracts to house U.S. Immigration and Customs Enforcement (“ICE”) detainees at four facilities totaling approximately 6,000 beds, including three previously idle company-owned facilities in New Jersey, Michigan, and Georgia and a management services contract in Florida. We also reactivated our company-owned Adelanto ICE Processing Center in California, which was already under contract but had been underutilized due to a long-standing COVID-related court case. These facility activations represent annualized revenues of approximately $300 million.
We have also experienced a significant expansion in our secure transportation services on behalf of both ICE and the U.S. Marshals Service. In 2025, we entered into new or amended contracts to expand secure ground transportation services at four existing ICE facilities and at our three newly activated company-owned ICE facilities, and the support services that we provide under our ICE air transportation subcontract have continued to steadily increase. In addition, in 2025, we signed a new five-year contract with the U.S. Marshals covering 26 f
Feb 12, 2026 · 100% conf.
1D
-2.50%
$13.13
Act: +5.49%
5D
-5.65%
$12.71
Act: -1.56%
20D
+0.64%
$13.56
Act: +8.02%
8-K
GEO GROUP INC false 0000923796 0000923796 2026-02-12 2026-02-12
Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 12, 2026
(Exact Name of Registrant as Specified in its Charter)
Florida
1-14260
65-0043078
(State or Other Jurisdiction of Incorporation)
(Commission File Number)
(IRS Employer Identification No.)
4955 Technology Way, Boca Raton, Florida
33431
(Address of Principal Executive Offices)
(Zip Code) Registrant’s telephone number, including area code (561) 893-0101 N/A (Former Name or Former Address, if Changed Since Last Report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instructions A.2. below):
☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading Symbol
Name of each exchange on which registered
Common Stock, $0.01 Par Value
GEO
New York Stock Exchange Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Section 2 Financial Information
Item 2.02 Results of Operations and Financial Condition.
On February 12, 2026, The GEO Group, Inc. (“GEO” or the “Company”) issued a press release announcing its financial results for the fourth quarter and full year ended December 31, 2025, and issuing its financial guidance for the first quarter and full year 2026. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information furnished pursuant to this Item 2.02, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934 (the “Exchange Act”) or otherwise subject to the liabilities under that Section and shall not be deemed to be incorporated by reference into any filing of the Company under the Securities Act of 1933 or the Exchange Act, except as shall be expressly set forth by specific reference in such filing.
Section 9 Financial Statements and Exhibits
Item 9.01. Financial Statements and Exhibits.
(d) Exhibits
Exhibit No.
Description
99.1
Press Release, dated February 12, 2026, announcing GEO’s financial results for the fourth quarter and full year 2025.
104
Cover Page Interactive Data File (embedded within the Inline XBRL document).
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
February 12, 2026
By:
/s/ Mark J. Suchinski
Date
Mark J. Suchinski
Senior Vice President and Chief Financial Officer
(Principal Financial Officer)
Nov 6, 2025
8-K
GEO GROUP INC false 0000923796 0000923796 2025-11-06 2025-11-06
Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 6, 2025
(Exact Name of Registrant as Specified in its Charter)
Florida
1-14260
65-0043078
(State or Other Jurisdiction of Incorporation)
(Commission File Number)
(IRS Employer Identification No.)
4955 Technology Way, Boca Raton, Florida
33431
(Address of Principal Executive Offices)
(Zip Code) Registrant’s telephone number, including area code (561) 893-0101 N/A (Former Name or Former Address, if Changed Since Last Report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading Symbol
Name of each exchange on which registered
Common Stock, $0.01 Par Value
GEO
New York Stock Exchange Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Section 2 Financial Information
Item 2.02. Results of Operations and Financial Condition.
On November 6, 2025, The GEO Group, Inc. (“GEO” or the “Company”) issued a press release announcing its financial results for the third quarter ended September 30, 2025 and updating its financial guidance for the fourth quarter and full year ending December 31, 2025. The information furnished pursuant to this Item 2.02, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934 (the “Exchange Act”) or otherwise subject to the liabilities under that Section and shall not be deemed to be incorporated by reference into any filing of the Company under the Securities Act of 1933 or the Exchange Act, except as shall be expressly set forth by specific reference in such filing.
Section 8 Other Events
Item 8.01. Other Events.
On November 6, 2025, GEO announced that its Board of Directors had approved on November 4, 2025 an increase to the share repurchase authorization under its share repurchase program to $500 million of its common stock and an extension of the expiration date of the share repurchase program to December 31, 2029. Repurchases of GEO’s outstanding common stock will be made in accordance with applicable securities laws and may be made at the discretion of GEO’s senior management from time to time in the open market, by block purchase, through privately negotiated transactions, pursuant to a trading plan, or otherwise in compliance with Rule 10b-18 under the Exchange Act. The authorization for the share repurchase program may be extended, increased, decreased, suspended or terminated by GEO’s Board of Directors in its discretion at any time. Repurchases of the Company’s common stock (and the timing thereof) will depend upon market conditions, regulatory requirements, the Company’s existing obligations, including its Credit Agreement, other corporate liquidity requirements and priorities and other factors as may be considered in the Company’s sole discretion. The authorization for the share repurchase program does not obligate GEO to purchase any particular amount of the Company’s common stock.
Section 9 Financial Statements and Exhibits
Item 9.01. Financial Statements and Exhibits.
Exhibit No.
Description
99.1
Press Release, dated November 6, 2025, announcing GEO’s financial results for the third quarter ended September 30, 2025.
104
Cover Page Interactive Data File (embedded within the Inline XBRL document).
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
November 6, 2025
By:
/s/ Mark J. Suchinski
Date
Mark J. Suchinski
Senior Vice President and Chief Financial Officer
(Principal Financial Officer)
2
This page provides Geo Group Inc (The) REIT (GEO) earnings call transcripts from SEC 8-K filings along with AI-powered predictions for post-earnings price movements. Our machine learning models analyze historical earnings data, pre-earnings price patterns, volume changes, and volatility to predict 1-day, 5-day, and 20-day returns after each earnings release.
Earnings transcripts are sourced directly from SEC EDGAR filings. Predictions are generated using gradient boosting models trained on GEO's historical earnings reactions. All predicted returns are shown as percentages, and predicted prices are calculated from the closing price at the time of prediction. Past performance does not guarantee future results.