Inferra AI / Company / GEO
Geo Group Inc
GEO · Industrials
Last earnings Aug 6, 2026
Key results
Revenuequarter
15%
Revenues Increased 15% to $732.1 Million 2Q26 Net Income Attributable to GEO Operations Increased 63% to $47.5
SEC original ↗Geo Group Inc — Earnings release (8-K exhibit)EX-99Aug 6, 2026
Net incomequarter
63%
Revenues Increased 15% to $732.1 Million 2Q26 Net Income Attributable to GEO Operations Increased 63% to $47.5
SEC original ↗Geo Group Inc — Earnings release (8-K exhibit)EX-99Aug 6, 2026
For the second quarter 2026, we reported total revenues of $732.1 million compared to $636.2 million for the second quarter 2025, reflecting a 15 percent increase.
SEC original ↗Geo Group Inc — Earnings release (8-K exhibit)EX-99Aug 6, 2026
We reported second quarter 2026 net income attributable to GEO Operations of $47.5 million, or $0.36 per diluted share, compared to net income attributable to GEO Operations of $29.1 million, or $0.21 per diluted share, for the second quarter 2025, reflecting a 63 percent increase in net income attributable to GEO Operations.
SEC original ↗Geo Group Inc — Earnings release (8-K exhibit)EX-99Aug 6, 2026
Adjusted net incomequarter
$48.8 million
Excluding these items, we reported adjusted net income for the second quarter 2026 of $48.8 million, or $0.37 per diluted share, compared to $30.7 million, or $0.22 per diluted share, for the second quarter 2025.
SEC original ↗Geo Group Inc — Earnings release (8-K exhibit)EX-99Aug 6, 2026
Results for the First Six Months of 2026 For the first six months of 2026, we reported total revenues of $1.44 billion compared to $1.24 billion for the first six months of 2025, reflecting a 16 percent increase.
SEC original ↗Geo Group Inc — Earnings release (8-K exhibit)EX-99Aug 6, 2026
We reported net income attributable to GEO Operations for the first six months of 2026 of $85.8 million, or $0.65 per diluted share, compared to net income attributable to GEO Operations of $48.7 million, or $0.35 per diluted share, for the first six months of 2025, reflecting a 76 percent increase in net income attributable to GEO Operations.
SEC original ↗Geo Group Inc — Earnings release (8-K exhibit)EX-99Aug 6, 2026
Excluding these items, we reported adjusted net income for the first six months of 2026 of $87.4 million, or $0.66 per diluted share, compared to $50.3 million, or $0.36 per diluted share, for the first six months of 2025.
SEC original ↗Geo Group Inc — Earnings release (8-K exhibit)EX-99Aug 6, 2026
AI analysis
Q2 2026 · reported Aug 6, 2026
Based on: Earnings release + parent 8-K — transcript not held
Headline figures
| Metric | Q2 2026 | Prior qtr | Year ago |
|---|---|---|---|
| Revenue | 15% | — | — |
| Net income | 63% | — | — |
| Adjusted net income | $48.8 million | — | — |
Guidance · company-stated
Direction: Raised
“com CR-26-11 THE GEO GROUP REPORTS SECOND QUARTER RESULTS AND UPDATES FULL YEAR 2026 GUIDANCE 2Q26 Revenues Increased 15% to $732.”
“05 Billion Guidance for FY26 Net Income Attributable to GEO Operations Increased to $168-$175 Million, or $1.”
“32 Per Diluted Share Guidance for FY26 Adjusted EBITDA Increased to $550-$560 Million Boca Raton, Fla.”
“We increased our full year 2026 Net Income Attributable to GEO Operations guidance to a range of $168 million to $175 million, or $1.”
“We increased our full year 2026 Adjusted EBITDA guidance to a range of $550 million to $560 million.”
Classified from the release's primary full-year outlook statement.
Capital allocation
com CR-26-11 THE GEO GROUP REPORTS SECOND QUARTER RESULTS AND UPDATES FULL YEAR 2026 GUIDANCE 2Q26 Revenues Increased 15% to $732.1 Million 2Q26 Net Income Attributable to GEO Operations Increased 63% to $47.5 Million 2Q26 Adjusted EBITDA Increased 20% to $142.0 Million Repurchased approximately 1.6 million shares for $36.6 million in 2Q26 Guidance for FY26 Revenues of $2.95-$3.05 Billion Guidance for FY26 Net Income Attributable to GEO Operations Increased to $168-$175 Million, or $1.27-$1.32 Per Diluted Share Guidance for FY26 Adjusted EBITDA Increased to $550-$560 Million Boca Raton, Fla.
Event summary
Second quarter 2026 results reflect $1.7 million, pre-tax, in combined loss on asset divestitures/impairment, start-up expenses, transaction fees, and employee restructuring expenses
Based on: Earnings release + parent 8-K — transcript not held
Guidance & outlook
Direction: Raised
Revenue: “com CR-26-11 THE GEO GROUP REPORTS SECOND QUARTER RESULTS AND UPDATES FULL YEAR 2026 GUIDANCE 2Q26 Revenues Increased 15% to $732.”
Company outlook: “05 Billion Guidance for FY26 Net Income Attributable to GEO Operations Increased to $168-$175 Million, or $1.”
Company outlook: “32 Per Diluted Share Guidance for FY26 Adjusted EBITDA Increased to $550-$560 Million Boca Raton, Fla.”
Company outlook: “We increased our full year 2026 Net Income Attributable to GEO Operations guidance to a range of $168 million to $175 million, or $1.”
Company outlook: “We increased our full year 2026 Adjusted EBITDA guidance to a range of $550 million to $560 million.”
Revenue — Raised (“Increased”)
“com CR-26-11 THE GEO GROUP REPORTS SECOND QUARTER RESULTS AND UPDATES FULL YEAR 2026 GUIDANCE 2Q26 Revenues Increased 15% to $732.”
Company outlook — Raised (“Increased”)
“05 Billion Guidance for FY26 Net Income Attributable to GEO Operations Increased to $168-$175 Million, or $1.”
Company outlook — Raised (“Increased”)
“32 Per Diluted Share Guidance for FY26 Adjusted EBITDA Increased to $550-$560 Million Boca Raton, Fla.”
Company outlook — Raised (“increased”)
“We increased our full year 2026 Net Income Attributable to GEO Operations guidance to a range of $168 million to $175 million, or $1.”
Company outlook — Raised (“increased”)
“We increased our full year 2026 Adjusted EBITDA guidance to a range of $550 million to $560 million.”
Classified from the release's primary full-year outlook statement.
Capital allocation
com CR-26-11 THE GEO GROUP REPORTS SECOND QUARTER RESULTS AND UPDATES FULL YEAR 2026 GUIDANCE 2Q26 Revenues Increased 15% to $732.1 Million 2Q26 Net Income Attributable to GEO Operations Increased 63% to $47.5 Million 2Q26 Adjusted EBITDA Increased 20% to $142.0 Million Repurchased approximately 1.6 million shares for $36.6 million in 2Q26 Guidance for FY26 Revenues of $2.95-$3.05 Billion Guidance for FY26 Net Income Attributable to GEO Operations Increased to $168-$175 Million, or $1.27-$1.32 Per Diluted Share Guidance for FY26 Adjusted EBITDA Increased to $550-$560 Million Boca Raton, Fla.
SEC original ↗Geo Group Inc — Earnings release (8-K exhibit)EX-99Aug 6, 2026
Share Repurchase Program During the second quarter of 2026, we repurchased approximately 1.6 million shares of GEO common stock at an aggregate cost of approximately $36.6 million.
SEC original ↗Geo Group Inc — Earnings release (8-K exhibit)EX-99Aug 6, 2026
As of June 30, 2026, we had repurchased approximately 10.1 million shares of GEO common stock at an aggregate cost of approximately $177 million under our $500 million share repurchase authorization, bringing our current outstanding share count to approximately 132 million and leaving approximately $323 million of repurchase authorization available under the share repurchase program.
SEC original ↗Geo Group Inc — Earnings release (8-K exhibit)EX-99Aug 6, 2026
Repurchases of GEO s outstanding common stock will be made in accordance with applicable securities laws and may be made at our senior management s discretion 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 Securities Exchange Act of 1934, as amended.
SEC original ↗Geo Group Inc — Earnings release (8-K exhibit)EX-99Aug 6, 2026
The authorization for the share repurchase program may be extended, increased, decreased, suspended or terminated by our Board of Directors in its discretion at any time.
SEC original ↗Geo Group Inc — Earnings release (8-K exhibit)EX-99Aug 6, 2026
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.
SEC original ↗Geo Group Inc — Earnings release (8-K exhibit)EX-99Aug 6, 2026
Strategy & priorities
We remain focused on pursuing new growth opportunities and allocating capital to enhance long-term value for our shareholders, and we believe that our stock continues to offer a very attractive investment opportunity.
SEC original ↗Geo Group Inc — Earnings release (8-K exhibit)EX-99Aug 6, 2026
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.
SEC original ↗Geo Group Inc — Earnings release (8-K exhibit)EX-99Aug 6, 2026
Risks & headwinds
Adjusted EBITDA is defined as EBITDA adjusted for loss on asset divestitures/impairment, pre-tax, net loss attributable to non-controlling interests, stock-based compensation expenses, pre-tax, litigation costs and settlements, pre-tax, start-up expenses, pre-tax, transaction fees, pre-tax, employee restructuring expenses, pre-tax, close-out expenses, pre-tax, other non-cash revenue and expenses, pre-tax, and certain other adjustments as defined from time to time.
SEC original ↗Geo Group Inc — Earnings release (8-K exhibit)EX-99Aug 6, 2026
Adjusted Net Income is defined as net income attributable to GEO operations adjusted for certain items which by their nature are not comparable from period to period or that tend to obscure GEO s actual operating performance, including for the periods presented loss on asset divestitures/impairment, pre-tax, loss on extinguishment of debt, pre-tax, litigation costs and settlements, pre-tax, start-up expenses, pre-tax, transaction fees, pre-tax, employee restructuring expenses, pre-tax, close-out expenses, pre-tax, and tax effect of adjustments to net income attributable to GEO operations.
SEC original ↗Geo Group Inc — Earnings release (8-K exhibit)EX-99Aug 6, 2026
(1) Tax adjustment related to loss on asset divestitures/impairment, loss on extinguishment of debt, litigation costs and settlements, start-up expenses, transaction fees, employee restructuring expenses, and close-out expenses.
SEC original ↗Geo Group Inc — Earnings release (8-K exhibit)EX-99Aug 6, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
30 documents- Q3 2026
- 8-KGEO
Oct 8, 2026
- 8-KGEO
Oct 5, 2026
- Q2 2026
- 8-KGEO
Aug 6, 2026
- 10-QGEO
Aug 6, 2026
- Q1 2026
- 10-QGEO
May 7, 2026
- 8-KGEO
May 6, 2026
- 8-KGEO
May 4, 2026
- Q4 2025
- 8-KGEO
Mar 5, 2026
- 10-KGEO
Feb 25, 2026
- 8-KGEO
Feb 12, 2026
- 8-KGEO
Feb 12, 2026
- 8-KGEO
Jan 26, 2026
- Q3 2025
- 8-KGEO
Dec 8, 2025
- 8-KGEO
Nov 18, 2025
- 8-KGEO
Nov 6, 2025
- 10-QGEO
Nov 6, 2025
- 8-KGEO
Oct 2, 2025
- Q2 2025
- 8-KGEO
Aug 18, 2025
- 10-QGEO
Aug 6, 2025
- 8-KGEO
Aug 6, 2025
- 8-KGEO
Jul 17, 2025
- 8-KGEO
Jul 10, 2025
- Q1 2025
- 8-KGEO
Jun 9, 2025
- 10-QGEO
May 7, 2025
- 8-KGEO
May 7, 2025
- 8-KGEO
May 5, 2025
- Q4 2024
- 8-KGEO
Mar 20, 2025
- 10-KGEO
Feb 28, 2025
- 8-KGEO
Feb 27, 2025
- 8-KGEO
Jan 13, 2025
Earnings releases
8 documentsPresentations
0 documentsNo presentations for Geo Group Inc are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Geo Group Inc are held in this edition of the library.
Mentioned by
14 companiesOther tracked companies whose held documents mention Geo Group Inc by name or ticker. A mention is counted once per document, from the document text the library holds.
“information” within the meaning of applicable Canadian securities… …of 2025 were $532 per GEO³ as compared to $439 in the third quarter of 2024. This resulted in a cash operating margin¹ of $2,930 per GEO³ sold, an increase of 41% as compared with th”
“recious metal prices and growing production. “We achieved the top end of our revised 2025 GEO guidance range thanks to a strong fourth quarter”, stated Paul Brink, CEO. “The record increase in our annual… …Asset 29 Review of Quarterly Financial Per”
“costs; the outcome of mine permitting; other required permitting; information with… …(US$/GEO) 1,985 1,829 9% 1,449 37% 1,906 1,455 31% Operating Cash Flow 111,945 117,871 -5% 79,864 40% 229,816 ”
“rating segment are included in the following tables: Nine months ended September 30, 2026 GEO… …information regularly reviewed by the CODM and the reconciliation thereof to the net loss as well as the capital expenditures by operating segment are inc”
“lion and no outstanding debt. Operationally, the Corporation achieved its 80,000 - 88,000 GEO delivery guidance range and anticipates modest year-over-year GEO growth in 2026. Reflecting its continued financial … …Committee's Charter and Annual Work ”
“2022 Return of capital 2023 Share buybacks 10-Year Gold and Copper Production Outlook (GEO koz)iii 7,000 6,000 5,000 4,000 3,000 2,000 1,000 0 2024 Gold 2025 2026 2027 Copper 2028… …payments, which rank equally with our other unsecured and u”
“ buybacks YTD 20261 Séguéla expansion and Diamba Sud are the two drivers toward ~500,000 GEO per year from … …are the two drivers toward ~500,000 GEO per year from H2 2028 Séguéla Mine expansion, Côte d’Ivoire Capex $110 M 30% increase in plant cap”
“on undrawn and available. • The repurchase… …$318.3M GEOs 2 74,700 Cost of Sales $834/GEO Commodity breakdown: Metal Units Sold Ending Period Inventory Gold 57,600 oz 23,300 oz Silver 772,300 oz 424,200 oz Copper 3.8 Mlb — Zinc 1.3 Mlb ”
“4.3% 3.2% 2.9% 2.7% % Sales 13.1% 21.9% 17.1% 18.3% 15.9% 15.3%… …connectivity solutions (GEO, LEO, terrestrial, wireless) with over $1.4bn of revenue and >$200m of operating cash flow Global leader in ground segment technology, manufacturing, depl”
“ meaning of applicable Canadian securities… …Average cash costs¹ in Q2 2026 were $568 per GEO³ as compared to $406 in Q2 2025. This resulted in a cash operating margin¹ of $3,875 per GEO³ sold, an increase of 65% as compared with the second quarter o”
Alexandria Real Estate Equities (ARE)
“nd available. • The repurchase of 147,205… …$311.0 M GEOs 2 69,000 Cost of Sales $871/GEO Commodity breakdown: Metal Units Sold Ending Period Inventory Gold 54,500 oz 27,400 oz Silver 595,500 oz 371,200 oz Copper 2.5 Mlb 0.7 Mlb Zinc 1.”
“l subscriptions, including Discovery and Eurosport Player in the U.K., as well as MGM and GEO Television in Germany… …and that it expects to reach 20,000 participants by 2020. Career Choice is Amazon’s innovative career training program that pre-pays”
Versamet Royalties Corporation (VMET)
“ite (versamet.com). 2026 Outlook The Company continues to expect attributable GEO production to be between 20,000 and 23,000 ounces…”
“ial flexibility, future cash flow and per-share value; expectations of an 80% increase in GEO production by 2027 from 2025; expectations… …2026 Financial Position and Capital Allocation TOTAL LIQUIDITY1 ~$672 M CAPITAL STRUCTURE Senior credit fac”
See also the earnings calendar for every tracked company’s next earnings date.