Jun 2026 (Q2 FY26) — Aug 6, 2026
The GEO Group Q2 FY26 — Strong Performance Driven by New Contracts and ICE Funding
Read the full callGEO Group (GEO) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
GEO Group earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 732 | +15.1% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 13.9 | +2.6 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 47.5 | +63.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$27.77 −3.11% · −$0.89
Performance +63.2% 1Y
1Y: $17.02 on 17 Oct 2025 → $27.77. High $32.77 (26 Aug 2026), low $13.26 (20 Feb 2026).
- Previous close
- $28.66
- 52-week range
- $13.26 – $32.77
- One year
- +63.35%
Overview
- Symbol
- GEO
- Sector
- Industrials
- Exchange
- US
- Currency
- USD
Call summaries
Mar 2026 (Q1 FY26) — May 6, 2026
The GEO Group Q1 FY26 — Strong Performance and Increased Outlook Driven by New Contracts
Read the full callEvery analysed call
GEO Group earnings calls (GEO)
Financials
What the filings say
Net profit, year on year: +63% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 603 | 608 | 605 | 636 | 682 | 708 | 705 | 732 |
| Operating profit | 82 | 68 | 61 | 72 | 41 | 84 | 89 | 102 |
| Operating margin | 13.7% | 11.2% | 10.1% | 11.3% | 6.0% | 11.8% | 12.7% | 13.9% |
| Interest | 45 | 43 | 42 | 42 | 38 | 38 | 38 | 39 |
| Profit before tax | 37 | 25 | 21 | 37 | 230 | 48 | 53 | 66 |
| Tax rate | 31.4% | 41.0% | 8.9% | 28.2% | 24.6% | 35.4% | 28.5% | 28.7% |
| Net profit | 26 | 15 | 20 | 29 | 174 | 32 | 38 | 48 |
| EPS ($ per share) | 0.19 | — | 0.14 | 0.21 | 1.26 | — | 0.29 | 0.36 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Reserves | -53 | -120 | -223 | -176 | -4 | 103 | 40 | 294 |
| Total liabilities | 3,218 | 3,321 | 3,548 | 3,562 | 2,595 | 2,406 | 2,299 | 2,339 |
| Fixed assets | 2,159 | 2,145 | 2,122 | 2,038 | 2,002 | 1,944 | 1,900 | 1,884 |
| Total assets | 4,258 | 4,318 | 4,460 | 4,537 | 3,760 | 3,696 | 3,632 | 3,844 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 274 | 338 | 442 | 283 | 288 | 278 | 242 | 73 |
| Cash from investing | -188 | -104 | -104 | -54 | 11 | -53 | -102 | 106 |
| Cash from financing | -125 | -251 | -97 | 11 | -699 | -208 | -169 | -186 |
| Net cash flow | -49 | -17 | 244 | 236 | -404 | 16 | -34 | -2 |
| Capital expenditure | -196 | -117 | -109 | -69 | -90 | -73 | -79 | -198 |
| Free cash flow | 79 | 221 | 333 | 213 | 198 | 205 | 164 | -125 |
GEO revenue by segment
Us Corrections and Detention grew from 66% to 71% of revenue over the last two years.
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Us Corrections and Detention | 66% | 66% | 67% | 69% | 71% | 70% | 71% | 71% | +17.8% |
| Electronic Monitoring and Supervision Services | 13% | 13% | 13% | 12% | 12% | 12% | 11% | 10% | -3.5% |
| Reentry Services | 12% | 30% | 12% | 11% | 11% | 10% | 10% | 10% | +1.6% |
| International Services | 9% | 17% | 8% | 7% | 7% | 8% | 8% | 9% | +42.3% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
GEO operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Beds under contract ICE | ~26KThese facility activations represent annual revenues of approximately $300 million and increased our total beds under contract with ICE to approximately 26,000 beds.Source: earnings call transcript | ~27KIn our Secure Services segment, we entered into new contracts to house ICE detainees at 4 facilities valued at approximately $280 million in annual revenues and totaling approximately 6,000 beds, increasing our total active ICE beds to approximately 27,000.Source: earnings call transcript | — |
| Detention census ICE | ~21KThe census across our ICE facilities reached a high of 24,000 early this year but has since declined to approximately 21,000, but still representing more than 1/3 of the national ICE population of approximately 58,000.Source: earnings call transcript | ~24KOur current centers across our active ICE facilities is approximately 24,000, representing more than 1/3 of the current national ICE population of approximately 68,000, which has distributed over 225 separate locations that are primarily short-term GEO facilities.Source: earnings call transcript | — |
| ISAP participants on GPS ankle monitors | 48K+The number of ISAP participants on GPS ankle monitors has increased to more than 48,000 currently from 17,000 in early 2025.Source: earnings call transcript | ~54KThe number of ISAP participants on GPS ankle monitors has increased to approximately 54,000 currently from 17,000 early 2025.Source: earnings call transcript | — |
| ISAP participants assigned to case management services | ~111KWe also continue to experience a steady increase in the number of ISAP participants assigned to case management services, which involve staff interaction and monitoring for approximately 111,000 individuals currently.Source: earnings call transcript | ~116KWe also continue to experience a steady increase in the number of ISAP participants assigned to case management services which involves staff interaction and monitoring for approximately 116,000 individuals currently.Source: earnings call transcript | — |
| Idle beds | ~6,000We have approximately 6,000 idle beds at 6 company-owned facilities, which are primarily former US Bureau of Prisons facilities, and therefore, high security, making them ideally suited for the current needs of the federal government.Source: earnings call transcript | ~4,500We have also approximately 4,500 idle beds that remain available at 5 company-owned facilities, which are designed for high security and therefore, well suited for the current needs of the federal government.Source: earnings call transcript | — |
| Idle facilities | 6We have approximately 6,000 idle beds at 6 company-owned facilities, which are primarily former US Bureau of Prisons facilities, and therefore, high security, making them ideally suited for the current needs of the federal government.Source: earnings call transcript | 5We have also approximately 4,500 idle beds that remain available at 5 company-owned facilities, which are designed for high security and therefore, well suited for the current needs of the federal government.Source: earnings call transcript | -16.7% |
| Owned beds | 50KGiven the intrinsic value of our assets, including 50,000 owned beds at 70 facilities and our current and expected future growth, we believe that our stock is significantly undervalued and offers a very attractive investment opportunity.Source: earnings call transcript | 50KGiven the intrinsic value of our assets, including 50,000 owned beds, our strong financial performance and providing diversified secure support services and our expected future growth, we believe our stock continues to be significantly undervalued and offers a very attractive investment opportunity.Source: earnings call transcript | 0% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Revenue by region
Q2 FY2026 · share of revenue
- AU 8%
- ZA 1%
As GEO cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
66 filings between Feb 24, 2026 and Sep 11, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$1.12M
5 sales by 4 insiders
20% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 34
- Award — granted as compensation
- 23
- Tax withheld — shares kept back by the company to cover tax
Also filed: 3 gifts, 1 disposition to issuer.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Albence Matthew | — | $687.9K | Sep 11, 2026 |
| Brack Ronald A. | — | $224.0K | Aug 21, 2026 |
| Koren Lindsay L. | — | $109.6K | Aug 13, 2026 |
| KERNAN SCOTT MICHAEL | — | $101.1K | Mar 4, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 11, 2026 | Albence Matthew Senior VP, Client Relations | Sale | 11,797 | $371.1K |
| Aug 21, 2026 | Brack Ronald A. See Remarks | Sale | 7,000 | $224.0K |
| Aug 20, 2026 | Albence Matthew Senior VP, Client Relations | Sale | 10,000 | $316.9K |
| Aug 13, 2026 | Koren Lindsay L. Director | Sale | 3,500 | $109.6K |
| Jun 4, 2026 | ZOLEY GEORGE C See Remarks | Gift | 100,000 | $0 |
| Jun 4, 2026 | ZOLEY GEORGE C See Remarks | Gift | 100,000 | $0 |
| Jun 4, 2026 | ZOLEY GEORGE C See Remarks | Gift | 100,000 | $0 |
| Apr 1, 2026 | March Shayn P. See Remarks | Award | 6,088 | $0 |
| Apr 1, 2026 | March Shayn P. See Remarks | Award | 6,087 | $0 |
| Mar 31, 2026 | Suchinski Mark Insider | Disposition to issuer | 139,667 | $0 |
| Mar 6, 2026 | March Shayn P. See Remarks | Award | 19,566 | $0 |
| Mar 6, 2026 | Brack Ronald A. See Remarks | Award | 14,515 | $0 |
| Mar 6, 2026 | Mannarino Nicole Chief Compliance Officer | Award | 657 | $0 |
| Mar 6, 2026 | Laird Paul M. See Remarks | Tax withheld | 1,015 | $14.6K |
| Mar 6, 2026 | Albence Matthew Senior VP, Client Relations | Tax withheld | 22,602 | $324.3K |
| Mar 6, 2026 | Bartzokis Thomas C. Director | Award | 10,246 | $0 |
| Mar 6, 2026 | Houston Donald E. See Remarks | Tax withheld | 812 | $11.7K |
| Mar 6, 2026 | Long Richard Kent See Remarks | Tax withheld | 19,428 | $278.8K |
| Mar 6, 2026 | Long Richard Kent See Remarks | Award | 22,518 | $0 |
| Mar 6, 2026 | Arduin Donna Director | Award | 10,246 | $0 |
| Mar 6, 2026 | Ryan Christopher D. See Remarks | Tax withheld | 15,449 | $221.7K |
| Mar 6, 2026 | Ragsdale Daniel H. See Remarks | Tax withheld | 812 | $11.7K |
| Mar 6, 2026 | Ryan Christopher D. See Remarks | Award | 18,461 | $0 |
| Mar 6, 2026 | Suchinski Mark See Remarks | Tax withheld | 3,113 | $44.7K |
| Mar 6, 2026 | Wood Julie Myers Director | Award | 10,246 | $0 |
| Mar 6, 2026 | Albence Matthew Senior VP, Client Relations | Award | 25,019 | $0 |
| Mar 6, 2026 | KERNAN SCOTT MICHAEL Director | Award | 10,246 | $0 |
| Mar 6, 2026 | Koren Lindsay L. Director | Award | 10,246 | $0 |
| Mar 6, 2026 | Brewer Jack Director | Award | 10,246 | $0 |
| Mar 5, 2026 | ZOLEY GEORGE C See Remarks | Tax withheld | 78,700 | $1.17M |
| Mar 5, 2026 | ZOLEY GEORGE C See Remarks | Award | 200,000 | $0 |
| Mar 4, 2026 | KERNAN SCOTT MICHAEL Director | Sale 10b5-1 plan | 6,633 | $101.1K |
| Mar 3, 2026 | Mannarino Nicole Chief Compliance Officer | Tax withheld | 27 | $407 |
| Mar 3, 2026 | Schipma Scott A. See Remarks | Tax withheld | 777 | $11.7K |
| Mar 3, 2026 | Meehan David O. See Remarks | Tax withheld | 378 | $5.7K |
| Mar 3, 2026 | ZOLEY GEORGE C See Remarks | Tax withheld | 19,675 | $296.3K |
| Mar 3, 2026 | Brack Ronald A. See remarks | Tax withheld | 465 | $7.0K |
| Mar 3, 2026 | March Shayn P. See remarks | Tax withheld | 646 | $9.7K |
| Mar 2, 2026 | March Shayn P. See remarks | Tax withheld | 2,192 | $33.5K |
| Mar 2, 2026 | Schipma Scott A. See Remarks | Tax withheld | 3,740 | $57.2K |
| Mar 2, 2026 | Meehan David O. See Remarks | Tax withheld | 2,276 | $34.8K |
| Mar 2, 2026 | Laird Paul M. See Remarks | Tax withheld | 2,895 | $44.3K |
| Mar 2, 2026 | Ragsdale Daniel H. See Remarks | Tax withheld | 2,461 | $37.6K |
| Mar 2, 2026 | Brack Ronald A. See remarks | Tax withheld | 3,123 | $47.8K |
| Mar 2, 2026 | Mannarino Nicole Chief Compliance Officer | Tax withheld | 202 | $3.1K |
| Mar 2, 2026 | Houston Donald E. See Remarks | Tax withheld | 780 | $11.9K |
| Mar 2, 2026 | Ryan Christopher D. See Remarks | Tax withheld | 914 | $14.0K |
| Feb 24, 2026 | Schipma Scott A. See Remarks | Award | 15,000 | $0 |
| Feb 24, 2026 | Meehan David O. See Remarks | Award | 15,000 | $0 |
| Feb 24, 2026 | Meehan David O. See Remarks | Award | 15,000 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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