Geo Group Q4 revenue beats estimates, adjusted income misses

Geo

12/02/2026 11:09

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

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$707.70 mln
$667.26 mln (5 Analysts)
Q4 EPS
$0.23
Q4 Adjusted Net Income
Miss
$34.80 mln
$38.26 mln (3 Analysts)
Q4 Net Income
$31.80 mln


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

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)