The GEO Group
Operates secure and reentry facilities while providing electronic monitoring and transportation under government contracts.
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Profile
Earns government-contract revenue by owning, leasing, and managing secure facilities, processing centers, and reentry sites, while providing electronic monitoring, supervision, and secure transportation. U.S. federal agencies supply most revenue, tying facility utilization and service volumes to public policy, appropriations, occupancy, and contract renewals.
Owns, leases, and manages secure facilities, immigration processing centers, and community reentry sites, while providing secure transportation and correctional health services. The four reported lines are U.S. Secure Services, Electronic Monitoring and Supervision Services, Reentry Services, and International Services.
Pairs owned and leased capacity with managed-only contracts and handles facility design, financing, development, and reactivation after awards. BI supplies GPS, radio-frequency, and alcohol-monitoring technology alongside case management; reentry programs add residential services, treatment, and education. International operations center on Australia and South Africa, with UK transportation provided through the GEOAmey joint venture.
Government customers drive the business, with U.S. federal agencies providing most revenue. Contract renewals, policy, appropriations, occupancy, per-diem rates, and compliance requirements determine facility utilization and economics.
Company facts
Key statistics
Year to date +103% · Average volume (30d) 1.7M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Target |
|---|---|---|---|---|---|
| Jun 26, 2026 | Northland Securities | Target | $40 | ||
| Nov 11, 2024 | Noble Capital Markets | Downgrade | Outperform | Market Perform |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q2 FY26 | $0.29 | $0.37 | +28.7% | $721.4M | $732.1M | +1.5% | −4.07% |
| May 6, 2026Q1 FY26 | $0.19 | $0.29 | +52.6% | $688.9M | $705.2M | +2.4% | −4.41% |
| Feb 12, 2026Q4 FY25 | $0.25 | $0.25 | 0.0% | $667.3M | $707.7M | +6.1% | +5.49% |
| Nov 6, 2025Q3 FY25 | $0.22 | $0.25 | +13.6% | $667.2M | $682.3M | +2.3% | −1.82% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $604.6M | $636.2M | $682.3M | $707.7M | $705.2M | $732.1M | |
| Gross profit | $604.6M | $636.2M | $173.5M | $177.8M | $116.0M | $732.1M | |
| Operating income | $61.0M | $72.0M | $40.7M | $83.8M | $89.3M | $101.7M | |
| Net income | $19.6M | $29.1M | $173.9M | $31.8M | $38.3M | $47.5M | |
| Diluted EPS | $0.14 | $0.21 | $1.24 | $0.23 | $0.29 | $0.36 | |
| Gross margin | 100.0% | 100.0% | 25.4% | 25.1% | 16.5% | 100.0% | |
| Operating margin | 10.1% | 11.3% | 6.0% | 11.8% | 12.7% | 13.9% |
Fiscal years (4-quarter sums)FY21 $2.26B · FY22 $2.38B · FY23 $2.41B · FY24 $2.42B · FY25 $2.63B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $57.1M · Total debt $1.61B · Total assets $3.74B · Shareholders' equity $1.52B
Dividends
No dividends on record.
Ownership
Shares outstanding 133.62M · Float 115.42M · 86.4% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 19.31M | 14.46% | 13F | Aug 7, 2026 |
| Pentwater Capital Management LP | 10.58M | 7.92% | 13F | Aug 14, 2026 |
| UBS Group AG | 7.65M | 5.72% | 13F | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 7.43M | 5.56% | 13F | Aug 13, 2026 |
| Vanguard Capital Management LLC | 5.76M | 4.31% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 21, 2026 | Ronald A. Brack | officer: See Remarks | −7,000 | $32.00 |
| Aug 20, 2026 | Matthew Albence | officer: Senior VP, Client Relations | −10,000 | $31.69 |
| Aug 13, 2026 | Lindsay L. Koren | director | −3,500 | $31.31 |
| Mar 4, 2026 | Scott Michael Kernan | director | −6,633 | $15.24 |
| Sep 5, 2025 | George C. Zoley | director, officer: Executive Chairman | −61,052 | $21.00 |
Peers
- CoreCivic
Closest public U.S. peer in detention, corrections, and reentry
- SuperCom
Electronic-monitoring peer for offender and detainee tracking
