GEO

Earnings Release Scheduled for Thursday, August 6, 2026 Before the Market Opens Conference Call Scheduled for Thursday, August 6, 2026 at 1:00 PM (Eastern Time) BOCA RATON, Fla., July 09, 2026--(BUSINESS WIRE)--The GEO Group, Inc. (NYSE:GEO) ("GEO") will release its second quarter 2026 financial results on Thursday, August 6, 2026 before the market opens. GEO has scheduled a conference call and simultaneous webcast for 1:00 PM (Eastern Time) on Thursday, August 6, 2026. To participate in the teleconference, please contact one of the following numbers 5 minutes prior to the scheduled start time: 1-877-250-1553 (U.S.)1-412-542-4145 (International) In addition, a live audio webcast of the conference call may be accessed on the Webcasts section of GEO's investor relations home page at investors.geogroup.com. A webcast replay will remain available on the website for one year. A telephonic replay will also be available through August 13, 2026. The replay numbers are 1-855-669-9658 (U.S.) and 1-412-317-0088 (International). The passcode for the telephonic replay is 1433186. If you have any questions, please contact GEO at 1-866-301-4436. View source version on businesswire.com: https://www.businesswire.com/news/home/20260709382840/en/ Contacts Pablo E. Paez 1-866-301-4436Executive Vice President, Corporate Relations

GEO Group’s first quarter was marked by broad-based revenue growth and a significant improvement in operating margin, as the company secured new and expanded contracts with several federal and state agencies. Management attributed the outperformance to the activation of previously idled facilities, particularly in the Secure Services segment, and steady demand for secure ground and air transportation services. CEO George C. Zoley pointed to contract wins in 2025 as a major driver, stating, “Our better-than-expected performance reflects significant revenue growth from the contracts that we entered into throughout 2025.” Is now the time to buy GEO? Find out in our full research report (it’s free). Revenue: $705.2 million vs analyst estimates of $692.7 million (16.6% year-on-year growth, 1.8% beat) EPS (GAAP): $0.29 vs analyst estimates of $0.19 (52.5% beat) Adjusted EBITDA: $131.4 million vs analyst estimates of $109.9 million (18.6% margin, 19.5% beat) EPS (GAAP) guidance for the full year is $1.20 at the midpoint, beating analyst estimates by 3.2% EBITDA guidance for the full year is $535 million at the midpoint, above analyst estimates of $515.7 million Operating Margin: 12.7%, up from 10.1% in the same quarter last year Market Capitalization: $2.81 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Gregory Thomas Gibas (Northland Securities) asked about the valuation of potential facility sales and whether Lawton’s $130,000 per bed is a relevant benchmark. CEO George C. Zoley said Lawton provides a baseline but noted that ICE facilities could command higher prices due to complexity and location. Gregory Thomas Gibas (Northland Securities) inquired about the timing of possible facility sales to ICE. Zoley estimated late Q2 or early Q3 as possible, but emphasized this was only a guess. Joseph Anthony Gomes (Noble Capital) asked how lower ICE populations affected Q1 results and the ramp of reactivated facilities. Zoley said lower populations actually reduced labor costs and overtime, benefiting margins, and that ramp-up has slowed due to national trends and policy shifts. Brendan Michael McCarthy (Sidoti & Compa...

Unsurprisingly, The GEO Group, Inc.'s (NYSE:GEO) stock price was strong on the back of its healthy earnings report. However, we think that shareholders may be missing some concerning details in the numbers. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. Importantly, our data indicates that GEO Group's profit received a boost of US$190m in unusual items, over the last year. We can't deny that higher profits generally leave us optimistic, but we'd prefer it if the profit were to be sustainable. When we analysed the vast majority of listed companies worldwide, we found that significant unusual items are often not repeated. And, after all, that's exactly what the accounting terminology implies. We can see that GEO Group's positive unusual items were quite significant relative to its profit in the year to March 2026. As a result, we can surmise that the unusual items are making its statutory profit significantly stronger than it would otherwise be. That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. As previously mentioned, GEO Group's large boost from unusual items won't be there indefinitely, so its statutory earnings are probably a poor guide to its underlying profitability. As a result, we think it may well be the case that GEO Group's underlying earnings power is lower than its statutory profit. But on the bright side, its earnings per share have grown at an extremely impressive rate over the last three years. The goal of this article has been to assess how well we can rely on the statutory earnings to reflect the company's potential, but there is plenty more to consider. Keep in mind, when it comes to analysing a stock it's worth noting the risks involved. When we did our research, we found 3 warning signs for GEO Group (2 are concerning!) that we believe deserve your full attention. This note has only looked at a single factor that sheds light on the nature of GEO Group's profit. But there is always more to discover if you are capable of focussing your mind on minutiae. For example, many people consider a high return on equity as an indication of favorable business economics, while others like to 'follow the money' and search out...

Interested in Geo Group Inc (The)? Here are five stocks we like better. Geo Group posted a strong first quarter, with revenue up 17% to about $705.2 million and adjusted EBITDA up 32% to $131.4 million. Net income nearly doubled to $38.3 million, or $0.29 per share, from $19.6 million a year earlier. ICE-related contracts were the main growth driver, including new and expanded detention and transportation agreements that GEO said could add roughly $520 million in annual revenue. The company also reactivated idle facilities and increased its ICE bed count to about 26,000. GEO raised its full-year outlook and continued buying back stock, now expecting 2026 revenue of $2.95 billion to $3.1 billion and adjusted EBITDA of $525 million to $545 million. It repurchased $50 million of shares in the quarter and still has about $359 million left under its authorization. GEO Group: High-Risk Stock With High-Reward Potential Geo Group (NYSE:GEO) reported higher first-quarter 2026 revenue and earnings, with Chairman, CEO and Founder George Zoley saying the company benefited from a large set of new and expanded contracts signed during 2025, particularly with U.S. Immigration and Customs Enforcement. Zoley said the company’s diversified business units delivered “strong financial and operational performance” in the quarter. Revenue rose 17% to approximately $705.2 million from about $604.6 million in the prior-year quarter. Net income attributable to GEO operations increased to approximately $38.3 million, or $0.29 per diluted share, compared with approximately $19.6 million, or $0.14 per diluted share, a year earlier. Adjusted EBITDA rose 32% to approximately $131.4 million. → Wells Fargo’s Comeback Is Real—But Not Risk-Free The company also raised its full-year 2026 outlook. GEO now expects full-year GAAP net income of $153 million to $166 million, or $1.15 to $1.25 per diluted share, on revenue of $2.95 billion to $3.1 billion. Full-year adjusted EBITDA is expected to be $525 million to $545 million. For the second quarter, GEO guided for revenue of $715 million to $725 million, GAAP net income of $33 million to $39 million and adjusted EBITDA of $130 million to $135 million. Zoley said GEO won or expanded contracts in 2025 representing up to approximately $520 million in incremental annual revenue, which he described as the largest amount of new business the company has...

The GEO Group, Inc. (NYSE:GEO) just released its quarterly report and things are looking bullish. It was overall a positive result, with revenues beating expectations by 2.4% to hit US$705m. GEO Group also reported a statutory profit of US$0.29, which was an impressive 55% above what the analysts had forecast. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. Following the latest results, GEO Group's four analysts are now forecasting revenues of US$2.98b in 2026. This would be a meaningful 9.1% improvement in revenue compared to the last 12 months. Statutory earnings per share are forecast to crater 41% to US$1.22 in the same period. Before this earnings report, the analysts had been forecasting revenues of US$2.97b and earnings per share (EPS) of US$1.16 in 2026. The analysts seems to have become more bullish on the business, judging by their new earnings per share estimates. Check out our latest analysis for GEO Group The consensus price target fell 8.5% to US$29.50, suggesting the increase in earnings forecasts was not enough to offset other the analysts concerns. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. Currently, the most bullish analyst values GEO Group at US$33.00 per share, while the most bearish prices it at US$27.00. Still, with such a tight range of estimates, it suggeststhe analysts have a pretty good idea of what they think the company is worth. Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. The analysts are definitely expecting GEO Group's growth to accelerate, with the forecast 12% annualised growth to the end of 2026 ranking favourably alongside historical growth of 2.8% per annum over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 5.9% annually. It se...

Image source: The Motley Fool. Wednesday, May 6, 2026 at 11 a.m. ET Chairman, CEO, and Founder — George C. Zoley Executive Vice President, Corporate Relations — Pablo E. Paez George C. Zoley: Thank you, Pablo. Good morning, everyone, and thank you for joining us on this call. I will conduct the entire conference call due to Shane being out for a couple of weeks. Our diversified five business units delivered strong financial and operational performance during 2026. Our better-than-expected performance reflects significant revenue growth from the contracts that we entered into throughout 2025. As we have previously discussed, in 2025 we were awarded new or expanded contracts that represent up to approximately $520 million in incremental annual revenues, the most in a single year in our company's history. In our Secure Services segment, we entered into new contracts to house ICE detainees at four facilities totaling approximately 6,000 beds, including three previously idled 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 severely underutilized due to a longstanding COVID-related court case. These facility activations represent annual revenues of $300 million and increased our total beds under contract with ICE to approximately 26,000 beds. The census across our ICE facilities reached a high of 24,000 early this year but has since declined to approximately 21,000, still representing more than one-third of the national ICE population of approximately 58,000. We believe that this recent decline is likely due to several factors including the recent transition in leadership at the Department of Homeland Security and the 82-day partial government shutdown of DHS resulting in a lapse in annual appropriations for ICE. During this lapse in annual appropriations, we believe ICE detention operations have been supported with funding from the “one big beautiful bill.” As a reminder, under the budget reconciliation bill, ICE received approximately $45 billion for detention available through 09/30/2029, and this funding is not impacted by the partial government shutdown. Congress has approved legislation that reopened most of DHS, excluding ICE and Customs and Border Protection, through...

Performance was driven by incremental annual revenue from record contract wins secured throughout 2025, including $100 million from Florida contracts scheduled to transition in July 2026, though gains were partially offset by facility closures and depopulations. The Secure Services segment benefited from the activation of three previously idled company-owned facilities and the reactivation of the Adelanto ICE Processing Center. Management attributes a recent decline in ICE census (from 24,000 to 21,000) to a DHS leadership transition and a partial government shutdown impacting annual appropriations. Operational margins improved due to lower-than-expected labor and overtime costs, as reduced detainee intake activity decreased the need for intensive processing and off-site travel. The ISAP 5 program is experiencing a strategic technology shift, with participants moving from mobile apps to higher-priced, more intensive monitoring devices like GPS ankle monitors. GEO Group is positioning itself as a primary support services operator, expressing a willingness to sell facilities to the federal government while retaining long-term management contracts. Full-year 2026 guidance was increased based on Q1 strength, with potential upside from the reactivation of 6,000 remaining idle beds that could generate $300 million in annual revenue. Management anticipates a pickup in ICE population levels starting in the second half of 2026 as federal funding and immigration policies stabilize. Guidance assumes a more moderate contribution from labor savings in future quarters compared to the significant benefit seen in the first quarter. The company expects to transition two new management-only contracts in Florida on 07/01/2026, contributing approximately $50 million in revenue for the remainder of the year. Capital expenditure guidance was increased by 10-11% to fund facility retrofitting and office space expansions requested by ICE for newly activated contracts. A partial government shutdown of DHS has delayed the timing of payments and collections, though services continue uninterrupted as essential public safety functions. The company expanded its revolving credit facility by $100 million to manage working capital needs during the lapse in federal appropriations. Management is in active discussions with ICE regarding the potential sale of multiple facilities, which would be...

GEO Group (GEO) reported Q1 net income Wednesday of $0.29 per diluted share, up from $0.14 a year ea

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 06, 2026--(BUSINESS WIRE)--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. 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 h...

Geo Group (GEO) came out with quarterly earnings of $0.29 per share, beating the Zacks Consensus Estimate of $0.19 per share. This compares to earnings of $0.14 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +50.03%. A quarter ago, it was expected that this private prison operator would post earnings of $0.25 per share when it actually produced earnings of $0.25, delivering no surprise. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Geo Group, which belongs to the Zacks Government Services industry, posted revenues of $705.21 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 3.12%. This compares to year-ago revenues of $604.65 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Geo Group shares have added about 13.9% since the beginning of the year versus the S&P 500's gain of 6%. While Geo Group has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Geo Group was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks...

BOCA RATON, Fla. (AP) — BOCA RATON, Fla. (AP) — Geo Group Inc. (GEO) on Wednesday reported first-quarter earnings of $38.3 million. The Boca Raton, Florida-based company said it had profit of 29 cents per share. The results beat Wall Street expectations. The average estimate of three analysts surveyed by Zacks Investment Research was for earnings of 19 cents per share. The private prison operator posted revenue of $705.2 million in the period, also topping Street forecasts. Three analysts surveyed by Zacks expected $683.9 million. Geo Group expects full-year earnings to be $1.15 to $1.25 per share, with revenue in the range of $2.95 billion to $3.1 billion. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on GEO at https://www.zacks.com/ap/GEO

The GEO Group (NYSE:GEO) surged nearly 20% on Wednesday after the company reported first-quarter results ahead of Wall Street expectations and raised its financial outlook for full-year 2026. The company posted adjusted earnings per share of $0.29, beating analyst forecasts of $0.19 by $0.10. Revenue increased to $705.2 million during the quarter, exceeding consensus estimates of $691.11 million and rising 17% from $604.6 million in the same period last year. Net income attributable to GEO operations climbed 96% year over year to $38.3 million, or $0.29 per diluted share. That compares with $19.6 million, or $0.14 per diluted share, in the first quarter of 2025. Adjusted EBITDA rose 32% to $131.4 million from $99.8 million a year earlier. The company said results benefited from strong revenue growth tied to contracts secured throughout 2025, while operating costs were helped by lower-than-expected labor expenses. GEO Group increased its full-year 2026 guidance and now expects net income attributable to GEO operations between $153 million and $166 million. The company forecast diluted earnings per share in a range of $1.15 to $1.25 on projected revenue of $2.95 billion to $3.10 billion. The midpoint of the EPS guidance range aligns with Wall Street expectations of $1.20 per share, while the midpoint of revenue guidance — $3.025 billion — came in above analyst consensus estimates of $2.97 billion. GEO also projected full-year adjusted EBITDA between $525 million and $545 million. “We are very pleased with our first quarter results and improved full year outlook,” said George Zoley, chairman and chief executive officer of GEO. “Our strong performance has been driven by the new growth opportunities we captured in 2025 and are normalizing in 2026.” During the quarter, GEO repurchased approximately 3.6 million shares for $50 million under its existing $500 million buyback authorization. The company said roughly $359 million remains available for future share repurchases. GEO Group stock price