Geo Group Inc is a leading provider of federal, state, and local government services related to the management and rehabilitation of individuals in correctional facilities. The company operates a diverse portfolio of correctional, detention, and community reentry facilities, focusing on offender rehabilitation and the delivery of comprehensive services aimed at reducing recidivism. Geo Group emphasizes the use of evidence-based programs and treatment options, including educational, vocational, and mental health services, to support the successful reintegration of individuals into society. Through its commitment to safety and operational excellence, the company collaborates with government entities to enhance the effectiveness of correctional systems and promote public safety. Read More
GEO’s latest quarter shows a company pulling in record contracts while wrestling with litigation and cooling earnings guidance—here’s what investors need to know.
As the Q3 earnings season wraps, let’s dig into this quarter’s best and worst performers in the safety & security services industry, including GEO Group (NYSE:GEO) and its peers.
GEO sits inside a corner of the economy most investors never see, built on long-term government contracts and policy-dependent demand. Here’s why that business model is drawing fresh institutional interest.
The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer.
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GEO Group’s third quarter was marked by substantial revenue growth, but the market reacted negatively as margin pressures and near-term headwinds overshadowed the top-line beat. Management attributed the sales gains to new and expanded contracts with U.S. Immigration and Customs Enforcement (ICE) and the U.S. Marshals, which drove facility occupancy and transportation services. CEO George Zoley highlighted that "these facility activations have increased our total ICE capacity to over 26,000 beds, and our current census is over 22,000, the highest ICE population we've ever had." However, higher staffing costs and the expense of ramping up new contracts weighed on overall profitability.
Private corrections company GEO Group (NYSE:GEO) beat Wall Street’s revenue expectations in Q3 CY2025, with sales up 13.1% year on year to $682.3 million. On the other hand, next quarter’s revenue guidance of $663.5 million was less impressive, coming in 4.7% below analysts’ estimates. Its GAAP profit of $1.24 per share was 58.8% above analysts’ consensus estimates.
Shares of private corrections company GEO Group (NYSE:GEO) fell 11.1% in the morning session after it reported strong third-quarter results but issued a disappointing forecast for the fourth quarter. Investors appeared to focus on the future outlook rather than the past quarter's performance. The company's guidance for fourth-quarter revenue, at a midpoint of $663.5 million, came in 4.7% below analysts' estimates. Furthermore, the forecast for GAAP earnings per share of $0.25 at the midpoint missed analyst expectations by 17.4%.
This disappointing outlook overshadowed the strong third-quarter report, in which revenue grew 13.1% year on year to $682.3 million, beating estimates. Similarly, its GAAP earnings per share of $1.24 was 58.5% above analysts’ consensus estimates.
Private corrections company GEO Group (NYSE:GEO) announced better-than-expected revenue in Q3 CY2025, with sales up 13.1% year on year to $682.3 million. On the other hand, next quarter’s revenue guidance of $663.5 million was less impressive, coming in 4.7% below analysts’ estimates. Its GAAP profit of $1.24 per share was 58.5% above analysts’ consensus estimates.
GEO Group reported Q3 2025 earnings, beating revenue and adjusted EPS estimates. The company announced major new contracts and provided updated 2025 guidance.
The GEO Group, Inc. (NYSE: GEO) (“GEO” 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 third quarter 2025, updated its financial guidance for the fourth quarter and full year 2025, and announced that its Board of Directors has increased the Company’s share repurchase authorization to $500 million.
Shares of private corrections company GEO Group (NYSE:GEO) jumped 6.5% in the afternoon session after the company announced its subsidiary, BI Incorporated, was awarded a two-year contract by U.S. Immigration and Customs Enforcement (ICE). The agreement is for the continued provision of electronic monitoring, case management, and supervision services under the Intensive Supervision Appearance Program (ISAP). The contract begins with an initial one-year term, effective October 1, 2025, and includes an option for an additional year. This award confirms an ongoing relationship with a key government client, providing investors with increased confidence in the company's operational stability and future revenue from this program.
The GEO Group, Inc. (NYSE:GEO) ("GEO") will release its third quarter 2025 financial results on Thursday, November 6, 2025 before the market opens. GEO has scheduled a conference call and simultaneous webcast for 11:00 AM (Eastern Time) on Thursday, November 6, 2025.
A number of stocks fell in the afternoon session after a report from The Conference Board showed its Consumer Confidence Index fell for a second consecutive month to 94.2, its lowest level since April 2025.
The GEO Group, Inc. (NYSE: GEO) (“GEO” or the “Company”) announced today that its wholly-owned subsidiary, BI Incorporated (“BI”), has been awarded a contract by U.S. Immigration and Customs Enforcement (“ICE”) for the continued provision of electronic monitoring, case management, and supervision services under the Intensive Supervision Appearance Program (“ISAP”). It is a two-year contract, which will have an initial term of one year, effective October 1, 2025, with an additional one-year option period.
Value investing has created more billionaires than any other strategy, like Warren Buffett, who built his fortune by purchasing wonderful businesses at reasonable prices.
But these hidden gems are few and far between - many stocks that appear cheap often stay that way because they face structural issues.
