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GEOThe GEO Group, Inc.
$29.03$3.9B
Overview & Verdict
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GEO logoThe GEO Group, Inc.(GEO)Earnings, Financials & Key Ratios

GEO•NYSE
$29.03
16.0× P/E·Price updated Jul 7, 2026
SectorIndustrialsIndustrySecurity ServicesSub-IndustryPhysical Security Services and Guarding
AboutThe GEO Group, Inc. engages in the ownership, leasing, and management of secure facilities, reentry facilities, and processing centers in the United States, Australia, and South Africa. It operates through four segments: U.S. Secure Services, Electronic Monitoring and Supervision Services, Reentry Services, and International Services. The company provides counseling, education, and treatment for alcohol and drug abuse problems at various facilities; and compliance technologies for monitoring services, and evidence-based supervision and treatment programs for community-based parolees, probationers, and pretrial defendants. It also offers secure facility management services, including security, administrative, rehabilitation, education, and food services at secure services facilities; reentry services comprising supervision of individuals in community-based programs and reentry centers, and provision of temporary housing, programming, employment assistance, and other services; and supervision and reporting services that improves the participation of non-detained aliens in the immigration court system. In addition, the company provides secure transportation services; and rehabilitation services, such as evidence-based, including cognitive behavioral treatment and post-release services, as well as academic and vocational classes in life skills and treatment programs under the GEO Continuum of Care platform; and develops new facilities based on contract, as well as designs, constructs, and finances the facilities. The GEO Group, Inc. was founded in 1984 and is headquartered in Boca Raton, Florida.Show more
  • Revenue$2.63B+8.6%
  • EBITDA$388M-11.0%
  • Net Income$254M+695.8%
  • EPS (Diluted)1.82+727.3%
  • Gross Margin25.2%-74.8%
  • EBITDA Margin14.75%-18.1%
  • Operating Margin9.78%-23.5%
  • Net Margin9.67%+632.9%
  • ROE17.93%+635.8%

GEO Price & Volume

The GEO Group, Inc. (GEO) stock price & volume — 10-year historical chart

Loading chart...

Revenue Growth Momentum Faces Persistent Leverage Constraints

Investment Thesis • Updated 2026Q1

VerdictNeutral
Growth:Accelerating
Profitability:Moderate
Financial:Vulnerable
Cash Flow:Deteriorating
Primary Risk:Regulatory and refinancing exposure

Key Thesis Takeaways

  • The GEO Group is currently navigating a complex transition as a C-Corp, characterized by accelerating revenue growth of 16.6% in 2026Q1, yet this top-line expansion is frequently offset by extreme margin volatility and significant operational overhead.
  • While the firm has made progress in reducing its debt-to-equity ratio to 1.11, the reliance on $1.7B in total debt and the potential for goodwill impairment on its $756M balance sheet asset remain critical long-term risks.
  • Investors should monitor the sustainability of recent contract-driven growth against the backdrop of erratic cash flow conversion and the ongoing necessity for high capital expenditures, which reached 13.7% of revenue in 2025Q3.

Verdict Logic

while the company shows signs of top-line momentum with 16.6% revenue growth, the high EV/EBITDA multiple of 14.65 and the unpredictable nature of cash flows warrant a cautious wait-and-see approach.

GEO Growth Metrics

The GEO Group, Inc. (GEO) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years3.62%
5 Years2.29%
3 Years3.45%
TTM12.74%

Profit CAGR

10 Years6.2%
5 Years17.61%
3 Years13.97%
TTM846.59%

EPS CAGR

10 Years3.83%
5 Years14.13%
3 Years15.87%
TTM936.84%

Return on Capital

10 Years8.13%
5 Years9.01%
3 Years9.26%
Last Year7.6%

GEO Recent Earnings

The GEO Group, Inc. (GEO) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 4/12 qtrs (33%)●Beat Revenue 8/12 qtrs (67%)
Q2 2026Latest
May 6, 2026
Metric
Actual
Est
EPS
$0.29+52.6%
$0.19
Rev
$705M+2.4%
$689M
Q1 2026
Feb 12, 2026
Metric
Actual
Est
EPS
$0.25+0.0%
$0.25
Rev
$708M+6.1%
$667M
Q4 2025
Nov 6, 2025
Metric
Actual
Est
EPS
$0.25+13.6%
$0.22
Rev
$682M+2.3%
$667M
Q3 2025
Aug 6, 2025
Metric
Actual
Est
EPS
$0.22+37.5%
$0.16
Rev
$636M-2.2%
$650M
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q2 2026LatestMay 6, 2026
$0.29vs $0.19+52.6%
$705Mvs $689M+2.4%
Q1 2026Feb 12, 2026
$0.25vs $0.25+0.0%
$708Mvs $667M+6.1%
Q4 2025Nov 6, 2025
$0.25vs $0.22+13.6%
$682Mvs $667M+2.3%
Q3 2025Aug 6, 2025
$0.22vs $0.16+37.5%
$636Mvs $650M-2.2%
Based on last 12 quarters of dataView full earnings history →

Latest GEO News

Recent stock market news and headlines for The GEO Group, Inc. (GEO)

Business Wire·Jun 24, 2026
Reputation Launches GEO Readiness Audit to Help Brands Measure and Improve Visibility in AI Search

SAN RAMON, Calif.--(BUSINESS WIRE)--Reputation, the global leader in reputation intelligence, today announced the launch of its Generative Engine Optimization (GEO) Readiness Audit, a new assessment tool that helps multi-location brands understand and improve how they appear in AI-generated search results. Designed for marketing, customer experience (CX) and digital teams, the assessment provides a clear view of how AI engines interpret, describe and recommend brands, along with prioritized act.

PRNewsWire·Jun 23, 2026
Flywheel Launches GEO Capability to Help Brands Earn AI Recommendations Across Commerce Channels

New solution from Omnicom's designated commerce practice leverages reverse engineering from AI systems to reveal how product content is evaluated CANNES, France, June 23, 2026 /PRNewswire/ -- Flywheel, a leader in commerce and technology solutions and part of the Omnicom (NYSE: OMC) Integrated Media offering, today launched a new Generative Engine Optimization (GEO) capability designed to help brands earn recommendations within AI-powered commerce experiences across retailers including Amazon, Walmart, and Target. The new capability is the latest addition to Omnicom's global portfolio of GEO solutions - spanning commerce, media and public relations - that help clients increase visibility and performance in AI search.

WSJ·Jun 20, 2026
Immigration Crackdown Lifts Private-Prison Stocks

So far this year, prison operators Geo Group and CoreCivic are outperforming tech and energy giants alike.

Benzinga·Jun 16, 2026
Top 3 Industrials Stocks That May Keep You Up At Night This Month

As of June 16, 2026, three stocks in the industrials sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.

GuruFocus·Jun 15, 2026
Eutelsat and French Armed Forces Ministry Announce Call-Off Capacity Contract in the Context of the NEXUS Framework Agreement

Regulatory News: Eutelsat (ISIN: FR0010221234 – Euronext Paris / London Stock Exchange: ETL) today announced the signature, through the French Directorate

Peers Comparison

Key metrics vs top competitors for The GEO Group, Inc. (GEO)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
GEO logoGEOThe GEO Group, Inc.Current
$29.03$3.85B15.958.58%9.67%17.93%—
CXW logoCXWCoreCivic, Inc.
$29.30$2.9B27.1312.72%5.53%9%—
ACHC logoACHCAcadia Healthcare Company, Inc.
$31.92$2.94B-2.635.04%-32.84%-40.92%—
UHS logoUHSUniversal Health Services, Inc.
$161.26$10.09B6.989.71%8.56%20.65%—
G logoGGenpact Limited
$29.74$5.04B9.506.56%11.04%22.44%—
ABM logoABMABM Industries Incorporated
$45.17$2.65B17.444.62%1.75%8.94%—

Compare GEO vs Peers

The GEO Group, Inc. (GEO) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs CXW

Most directly comparable listed peer for GEO.

Scale Benchmark

vs CTAS

Larger-name benchmark to compare GEO against a more recognizable public peer.

Peer Set

Compare Top 5

vs CXW, ACHC, UHS, G

GEO SEC Filings & Documents

The GEO Group, Inc. (GEO) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

May 6, 2026·SEC

Material company update

May 4, 2026·SEC

Material company update

Mar 5, 2026·SEC

10-K Annual Reports

2
FY 2026

Feb 25, 2026·SEC

FY 2025

Feb 28, 2025·SEC

10-Q Quarterly Reports

6
FY 2026

May 7, 2026·SEC

FY 2025

Nov 6, 2025·SEC

FY 2025

Aug 6, 2025·SEC

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GEO Frequently Asked Questions

The GEO Group, Inc. (GEO) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is The GEO Group, Inc.'s revenue?

The GEO Group, Inc. (GEO) reported $2.73B in revenue for fiscal year 2025. This represents a 1882% increase from $137.8M in 1996.

How fast is The GEO Group, Inc. growing?

The GEO Group, Inc. (GEO) grew revenue by 8.6% over the past year. This is steady growth.

Is GEO profitable?

Yes, The GEO Group, Inc. (GEO) is profitable, generating $273.1M in net income for fiscal year 2025 (9.7% net margin).

Dividend & Returns
What is GEO's return on equity?

The GEO Group, Inc. (GEO) has a return on equity (ROE) of 17.9%. This is reasonable for most industries.

What is The GEO Group, Inc.'s free cash flow?

The GEO Group, Inc. (GEO) had negative free cash flow of $165.4M in fiscal year 2025, likely due to heavy capital investments.

What if you invested $1,000 in GEO back in 1996?

Total return calculator · dividends reinvested · 30+ years of data

See returns →