Overview

• Secure facilities service provider's Q4 revenue beat analyst expectations

• Adjusted net income for Q4 missed analyst estimates

• Company repurchased 2.97 mln shares for $49 mln in Q4

Outlook

• Geo Group expects 2026 revenue between $2.9 bln and $3.1 bln

• Company forecasts 2026 adjusted EBITDA of $490 mln to $510 mln

• Co expects to scale up services in electronic monitoring and secure transportation segments in 2026

• Geo Group anticipates Q1 2026 revenue of $680 mln to $690 mln

Result Drivers

• NEW CONTRACTS - Geo Group entered into new or expanded contracts expected to generate up to $520 mln in annualized revenues, marking a record year for new business wins

• CAPITAL STRUCTURE - Co strengthened capital structure through share repurchases and asset divestitures

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the business support services peer group is "buy"

• Wall Street's median 12-month price target for Geo Group Inc is $30.00, about 89.5% above its February 11 closing price of $15.83

• The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 10 three months ago

Press Release: ID:nBwbMH0J9a

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)