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Geo Group Inc Stock Price, News & Analysis

GEO NYSE

Welcome to our dedicated page for Geo Group news (Ticker: GEO), a resource for investors and traders seeking the latest updates and insights on Geo Group stock.

The news feed for The GEO Group, Inc. (NYSE: GEO) focuses on company announcements, financial results, contract awards, and regulatory developments related to its role as a diversified government service provider. GEO’s disclosures describe its specialization in design, financing, development, and support services for secure facilities, processing centers, and community reentry centers in the United States and internationally.

Readers following GEO news can expect regular updates on earnings releases, financial guidance, and capital structure actions such as amendments to its revolving credit facility and share repurchase authorizations. Recent press releases have detailed quarterly results, changes in leverage and liquidity, and decisions by the Board of Directors regarding stock repurchase programs.

GEO’s news also highlights major contract activity with government agencies. This includes multi-year agreements with U.S. Immigration and Customs Enforcement for immigration processing centers, electronic monitoring, case management, and supervision services under the Intensive Supervision Appearance Program, as well as skip tracing services. Additional coverage includes contracts with the U.S. Marshals Service for secure transportation and detention capacity, and managed-only contracts with the Florida Department of Corrections for correctional and rehabilitation facilities.

Facility transactions and operational developments are another recurring theme, such as the sale of the Lawton Correctional Facility in Oklahoma, the acquisition of the Western Region Detention Facility in San Diego, and the activation or reactivation of ICE processing centers in multiple states. Legal and regulatory updates, including litigation related to detainee work programs and appellate decisions, are also disclosed through GEO’s news releases.

Investors and observers can use this news page to review GEO’s own descriptions of its business performance, contract pipeline, legal matters, and strategic actions affecting its secure services, reentry services, and electronic monitoring operations.

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GEO (NYSE: GEO) reported 1Q26 revenue $705.2M (up 17% YoY), net income attributable to GEO Operations $38.3M (up 96% YoY), and Adjusted EBITDA $131.4M (up 32% YoY). The company repurchased ~3.6M shares for $50M in 1Q26 and raised full‑year 2026 guidance.

FY26 guidance: revenues $2.95–$3.10B; net income attributable to GEO Operations $153–$166M ($1.15–$1.25/sh); Adjusted EBITDA $525–$545M; CapEx $137.5–$162.5M.

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The GEO Group (NYSE:GEO) will release first quarter 2026 financial results on Wednesday, May 6, 2026 before the market opens and will host a conference call and webcast at 11:00 AM ET the same day.

Investors can join by phone or listen via live webcast at investors.geogroup.com; telephonic replay is available through May 13, 2026 and a webcast replay will remain on the site for one year.

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The GEO Group (NYSE: GEO) announced a senior finance leadership change on March 5, 2026. Chief Financial Officer Mark Suchinski will leave effective March 31, 2026 to accept a role in another industry. Shayn March, Executive Vice President, Finance and Treasurer with 17 years at GEO, will become CFO effective April 1, 2026.

The company highlighted March's long tenure and leadership experience as rationale for the appointment and indicated the change is expected to support continuing corporate objectives and shareholder value.

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The GEO Group (NYSE: GEO) announced that CEO J. David Donahue will retire effective February 28, 2026. Founder and Executive Chairman Dr. George C. Zoley will return as Chairman and Chief Executive Officer under an amended employment agreement effective March 1, 2026 through April 2, 2029.

The change restores Dr. Zoley to the CEO role; he previously served as CEO from the company’s 1994 IPO through June 2021 and has chaired the board since May 2002.

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The GEO Group (NYSE: GEO) reported Q4 2025 revenue of $707.7M, Q4 adjusted EBITDA of $126.0M, and Q4 adjusted net income of $0.25 per diluted share. Full-year 2025 revenue was $2.63B with GAAP net income attributable to GEO operations of $254.4M and adjusted EBITDA of $464.4M.

The company closed asset sales, repurchased ~4.94M shares for $90.6M, added contracts that could generate ~$520M annualized revenue, and issued 2026 guidance of $2.9B–$3.1B revenue and $490M–$510M adjusted EBITDA.

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The GEO Group (NYSE: GEO) closed an amendment to its Amended Credit Agreement to increase its Revolving Credit Facility commitments from $450 million to $550 million, effective January 20, 2026. The $100 million upsizing is intended to provide enhanced balance sheet flexibility and support future growth and the company's expanded stock repurchase authorization announced in November. Management said the amendment reflects continued support from its banking partners.

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The GEO Group (NYSE:GEO) will release fourth quarter 2025 financial results Thursday, February 12, 2026 before the market opens. A conference call and live webcast are scheduled for 1:00 PM ET on February 12, 2026, hosted by George Zoley (Executive Chairman), J. David Donahue (CEO) and Mark Suchinski (CFO).

Investors may join the teleconference at 1-877-250-1553 (U.S.) or 1-412-542-4145 (International). The live audio webcast will be available at investors.geogroup.com under Webcasts. A webcast replay will remain on the website for one year; a telephonic replay is available through February 19, 2026 at 1-855-669-9658 (U.S.) or 1-412-317-0088 (International) using passcode 8459257. For questions contact GEO at 1-866-301-4436.

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GEO (NYSE:GEO) announced that its subsidiary BI Incorporated was awarded a two-year contract by U.S. Immigration and Customs Enforcement to provide skip tracing services, effective December 16, 2025.

The contract carries an estimated revenue value up to approximately $121 million over the two-year period (initial one-year term plus a one-year option). Services include enhanced location research, commercial data verification, and physical observation for individuals on the federal government’s non‑detained docket.

The company noted BI has provided services to ICE for more than 21 years.

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GEO (NYSE: GEO) reported Q3 2025 revenue $682.3M, GAAP net income attributable to GEO of $173.9M or $1.24 per diluted share, and Adjusted EBITDA $120.1M. Results include a $232.4M gain on asset divestitures and a $37.7M pre-tax non-cash contingent litigation reserve related to the Nwauzor case. The Board increased the share repurchase authorization to $500M (about $458.4M available as of Nov 6, 2025) and repurchased 1.97M shares for $41.6M in Q3. GEO updated guidance: Q4 2025 GAAP EPS $0.23–$0.27, full-year 2025 GAAP EPS $1.81–$1.85, full-year Adjusted EBITDA $455M–$465M, and total 2025 capex $200M–$205M.

Notable operational moves: ~6,000 new ICE beds won, Lawton sale for $312M, San Diego purchase ~$60M, ISAP contract award, and net debt reduced ~ $275M to ~$1.4B (net leverage ~3.2x).

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The GEO Group (NYSE:GEO) has scheduled its third quarter 2025 financial results release for Thursday, November 6, 2025, before market opens. The company will host a conference call and webcast at 11:00 AM Eastern Time on the same day.

The earnings call will feature key executives including George Zoley (Executive Chairman), J. David Donahue (CEO), and Mark Suchinski (CFO). Participants can join via phone using U.S. number 1-877-250-1553 or International number 1-412-542-4145, or access the live webcast through GEO's investor relations website.

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FAQ

What is the current stock price of Geo Group (GEO)?

The current stock price of Geo Group (GEO) is $21.21 as of May 7, 2026.

What is the market cap of Geo Group (GEO)?

The market cap of Geo Group (GEO) is approximately 3.0B.