olivLaw · US equity research
The GEO Group, Inc. GEO
General Bldg Contractors - Residential Bldgs · SIC 1520 · Vertical: General Bldg Contractors - Residential Bldgs (SIC 1520)
The GEO Group owns and manages secure facilities, processing centers and reentry centers in the United States, Australia and South Africa, with about 75,000 beds. The company recorded its most active period for new contract wins in 2025, and its expanded ICE work keeps it in the focus of the press and investors.
At the close of 05 Nov 2026, The GEO Group, Inc. (GEO) stock was 25.17 USD (−8.57% on the day), with market capitalisation 3.3 bn USD, P/E 11.9 on diluted EPS of 2.12 USD over the last 12 months, dividend yield 0.00%, beta 1.15, 52-week range 13.26–32.77 USD. Latest reported quarter (Q2 2026): revenue of 732.1 m USD (+15.1% YoY), net income of 47.5 m USD (+63.2% YoY), diluted EPS 0.36 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 31.0
- weak (30–45)
- Bollinger (20, 2)
- 25.17 – 31.90
- in the lower half of the band · %B 0.00 · band width 23.6%
- SMA 50 / 200
- 30.13 / 24.39
- mixed trend
- MACD (12, 26, 9)
- -0.94 / -0.81
- MACD below signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | −15.9% | −1.1% | −14.8 pp | — |
| 3 months | −16.5% | −0.5% | −16.0 pp | — |
| 6 months | +18.6% | +4.4% | +14.2 pp | — |
| Year to date | +56.1% | +12.3% | +43.8 pp | — |
| 1 year | +49.7% | +13.5% | +36.2 pp | −30.2% |
| 3 years | +181.2% | +76.4% | +104.8 pp | — |
| 5 years | +163.3% | +63.7% | +99.6 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q2 2026 · 30 Jun 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 603.1 m | 607.7 m | 604.6 m | 636.2 m | 682.3 m | 707.7 m | 705.2 m | 732.1 m |
| Operating income | 82.4 m | 67.9 m | 61.0 m | 72.0 m | 40.7 m | 83.8 m | 89.3 m | 101.7 m |
| Depreciation & amortisation | 31.8 m | 31.8 m | 32.1 m | 32.7 m | 33.0 m | 34.1 m | 33.8 m | 34.2 m |
| Interest expense | 45.5 m | 43.2 m | 42.4 m | 41.9 m | 38.2 m | 37.9 m | 38.3 m | 38.6 m |
| Pre-tax income | 37.1 m | 24.5 m | 20.5 m | 37.5 m | 229.6 m | 47.9 m | 52.7 m | 65.7 m |
| Income tax | 11.7 m | 10.0 m | 1.8 m | 10.6 m | 56.4 m | 16.9 m | 15.0 m | 18.9 m |
| Net income | 26.3 m | 15.5 m | 19.6 m | 29.1 m | 173.9 m | 31.8 m | 38.3 m | 47.5 m |
| Diluted EPS | 0.19 | 0.11 ≈ | 0.14 | 0.21 | 1.24 | 0.23 ≈ | 0.29 | 0.36 |
| Operating cash flow | 109.3 m ≈ | 18.5 m | 71.2 m | 39.2 m ≈ | 79.6 m ≈ | -117.3 m | 156.5 m | 80.0 m ≈ |
| Capex | 18.7 m ≈ | 20.8 m | 30.8 m | 36.8 m ≈ | 93.7 m ≈ | 36.2 m | 21.7 m | 20.6 m ≈ |
| Share repurchases | — | — | 0 | 0 ≈ | 41.6 m ≈ | 49.4 m | 50.1 m | 36.6 m ≈ |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Today's P/E sits at the 36 percentile of its own 39-quarter history (min 6.4, median 14.6, max 153.3; quarters with earnings only).
Fiscal years
| Fiscal year | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 2.3 bn | 2.5 bn | 2.4 bn | 2.3 bn | 2.4 bn | 2.4 bn | 2.4 bn | 2.6 bn |
| Revenue YoY | +3.0% | +6.3% | −5.2% | −4.0% | +5.3% | +1.5% | +0.4% | +8.6% |
| Net income | 145.1 m | 166.6 m | 113.0 m | 77.4 m | 171.8 m | 107.3 m | 32.0 m | 254.4 m |
| Net income YoY | −0.8% | +14.8% | −32.2% | −31.5% | +121.9% | −37.5% | −70.2% | +695.8% |
| Diluted EPS | 1.20 | 1.40 | 0.94 | 0.58 | 1.17 | 0.72 | 0.22 | 1.82 |
| Diluted EPS YoY | −0.8% | +16.7% | −32.9% | −38.3% | +101.7% | −38.5% | −69.4% | +727.3% |
| net % | 6.2% | 6.7% | 4.8% | 3.4% | 7.2% | 4.4% | 1.3% | 9.7% |
| Free cash flow | 78.8 m | 220.9 m | 332.9 m | 213.2 m | 198.0 m | 204.8 m | 163.5 m | -124.9 m |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2025 · 31 Dec 2025
- Cash
- 69.0 m USD
- Financial debt
- 1.7 bn USD
- Net debt
- 1.6 bn USD
- Equity
- 1.5 bn USD
- Total assets
- 3.8 bn USD
- Debt / equity
- 1.10x
- Current ratio
- 2.01x
- ROE
- 17.9%
- ROA
- 6.8%
- FCF margin
- -4.7%
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 2.4 bn | 2.3 bn | 2.4 bn | 2.4 bn | 2.4 bn | 2.6 bn | SEC (XBRL)· 25 Feb 2026verified |
| Operating income | 229.4 m | 288.1 m | 383.9 m | 352.4 m | 310.0 m | 257.5 m | SEC (XBRL)· 25 Feb 2026verified |
| Depreciation & amortisation | 134.7 m | 135.2 m | 132.9 m | 125.8 m | 126.2 m | 132.0 m | SEC (XBRL)· 25 Feb 2026verified |
| EBITDA | 364.1 m ≈ | 423.3 m ≈ | 516.9 m ≈ | 478.2 m ≈ | 436.2 m ≈ | 389.5 m ≈ | SEC (XBRL)· 25 Feb 2026derived |
| Interest expense | 126.8 m | 129.5 m | 164.6 m | 218.3 m | 190.6 m | 160.5 m | SEC (XBRL)· 25 Feb 2026verified |
| Pre-tax income | 124.1 m | 192.8 m | 229.8 m | 138.0 m | 38.6 m | 335.5 m | SEC (XBRL)· 25 Feb 2026verified |
| Income tax | 20.5 m | 122.7 m | 62.9 m | 35.4 m | 9.4 m | 85.7 m | SEC (XBRL)· 25 Feb 2026verified |
| Net income | 113.0 m | 77.4 m | 171.8 m | 107.3 m | 32.0 m | 254.4 m | SEC (XBRL)· 25 Feb 2026verified |
| Diluted EPS | 0.94 | 0.58 | 1.17 | 0.72 | 0.22 | 1.82 | SEC (XBRL)· 25 Feb 2026verified |
| Weighted average diluted shares | 120.0 m | 120.7 m | 122.3 m | 123.7 m | 134.1 m | 139.7 m | SEC (XBRL)· 25 Feb 2026verified |
| Dividend per share | 1.78 | 0.25 | 0.00 | 0.00 | — | — | SEC (XBRL)· 29 Feb 2024verified |
≈ computed by olivLaw from the reported lines of the same year: Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 283.5 m | 506.5 m | 95.1 m | 94.0 m | 76.9 m | 69.0 m | SEC (XBRL)· 25 Feb 2026verified |
| Receivables | 362.7 m | 365.6 m | 416.4 m | 390.0 m | 376.0 m | 593.5 m | SEC (XBRL)· 25 Feb 2026verified |
| Inventories | — | 9.0 m | 20.7 m | 25.1 m | 35.9 m | 41.0 m | SEC (XBRL)· 25 Feb 2026verified |
| Current assets | 711.3 m | 943.9 m | 555.0 m | 528.5 m | 500.2 m | 718.5 m | SEC (XBRL)· 25 Feb 2026verified |
| Property, plant & equipment, net | 2.1 bn | 2.0 bn | 2.0 bn | 1.9 bn | 1.9 bn | 1.9 bn | SEC (XBRL)· 25 Feb 2026verified |
| Goodwill | 755.3 m | 755.2 m | 755.2 m | 755.2 m | 756.0 m | 756.0 m | SEC (XBRL)· 25 Feb 2026verified |
| Intangibles (excl. goodwill) | 187.7 m | 166.1 m | 147.7 m | 135.9 m | 126.6 m | 117.3 m | SEC (XBRL)· 25 Feb 2026verified |
| Total assets | 4.5 bn | 4.5 bn | 3.8 bn | 3.7 bn | 3.6 bn | 3.8 bn | SEC (XBRL)· 25 Feb 2026verified |
| Accounts payable | 85.9 m | 64.1 m | 79.3 m | 64.4 m | 67.5 m | 58.7 m | SEC (XBRL)· 25 Feb 2026verified |
| Short-term debt | 26.6 m | 18.6 m | 44.7 m | 55.9 m | 1.6 m | 1.4 m | SEC (XBRL)· 25 Feb 2026verified |
| Long-term debt | 1.9 bn | 2.6 bn | 1.9 bn | 1.7 bn | 1.7 bn | 1.6 bn | SEC (XBRL)· 25 Feb 2026verified |
| Current liabilities | 411.3 m | 378.8 m | 437.2 m | 437.5 m | 340.2 m | 356.9 m | SEC (XBRL)· 25 Feb 2026verified |
| Equity | 912.1 m | 975.0 m | 1.2 bn | 1.3 bn | 1.3 bn | 1.5 bn | SEC (XBRL)· 25 Feb 2026verified |
Cash flow · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | 441.7 m | 282.6 m | 288.0 m | 277.8 m | 242.2 m | 72.6 m | SEC (XBRL)· 25 Feb 2026verified |
| Capex | 108.8 m | 69.4 m | 90.0 m | 73.0 m | 78.7 m | 197.5 m | SEC (XBRL)· 25 Feb 2026verified |
| Free cash flow | 332.9 m ≈ | 213.2 m ≈ | 198.0 m ≈ | 204.8 m ≈ | 163.5 m ≈ | -124.9 m ≈ | SEC (XBRL)· 25 Feb 2026derived |
| Investing cash flow | -104.2 m | -53.7 m | 11.4 m | -53.4 m | -101.7 m | 105.7 m | SEC (XBRL)· 25 Feb 2026verified |
| Financing cash flow | -96.7 m | 11.3 m | -699.1 m | -208.1 m | -168.9 m | -185.7 m | SEC (XBRL)· 25 Feb 2026verified |
| Dividends paid | 216.1 m | 30.5 m | — | — | — | — | SEC (XBRL)· 28 Feb 2022verified |
| Share repurchases | 9.0 m | — | — | — | — | 91.0 m | SEC (XBRL)· 25 Feb 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
Risk
Valuation
olivLaw classification
Score: 47 / 100
A scoring methodology on indicators and valuation, not investment advice.
Closing price
05 Nov 2026Source: olivLaw, closing series
Market cap: 3.3 bn USD
Key indicators
Coverage and freshness
Score by group
- Balance sheet27
- Returns77
- Quality47
- Growth64
- Valuation46
Estimated value range
The combined range = the median of the valid methods' low, central and high values; it is not a probability interval and does not cover every result. Envelope of all methods: 5.28 – 17.60 USD.
Valuation assumptions are editorial choices, not measured; beta is not measured.
Method ranges (USD per share)
— — Mid · ▏ Price
Valuation methods
- DCF (discounted cash flow)5.28 – 17.60 (Mid 9.69)WACC 7.7% · starting FCFF 138.0 m USD · terminal value share of EV 78%The WACC × g sensitivity gives the method's bounds; these are not probabilities.Reverse DCF: starting growth implied by the price (fading linearly to terminal growth, everything else fixed): 29.4%
- Peers: EV/EBITDAunavailable · not enough peers
- Peers: P/Eunavailable · not enough peers
- Dividend discount (DDM)unavailable · the base of the ratio is not positive
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Neutral profile · Score 47/100
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROIC · Quality | 7.7% | 43 (on a fixed band) | 11% |
| Net margin · Quality | 10.3% | 100 (vs peers) | 7% |
| FCF conversion · Quality | 9.1% | 0 (on a fixed band) | 7% |
| Revenue CAGR 3Y · Growth | 3.5% | 29 (on a fixed band) | 9% |
| EPS CAGR 3Y · Growth | 15.9% | 100 (on a fixed band) | 9% |
| Net debt / EBITDA · Balance sheet | 3.3x | 20 (on a fixed band) | 11% |
| Interest coverage · Balance sheet | 2.1x | 9 (on a fixed band) | 7% |
| Current ratio · Balance sheet | 1.7x | 71 (on a fixed band) | 4% |
| P/E (TTM) · Valuation | 11.9x | 82 (on a fixed band) | 11% |
| EV/EBITDA · Valuation | 10.6x | 40 (on a fixed band) | 11% |
| FCF yield · Valuation | 0.8% | 10 (on a fixed band) | 9% |
| Shareholder yield (distributions) · Returns | 5.4% | 77 (on a fixed band) | 7% |
| Payout ratio (FCF) · Returns | unavailable | unavailable | — |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet27/100 · 3/3 factors with a value
- Growth64/100 · 2/2 factors with a value
- Quality47/100 · 3/3 factors with a value
- Returns· partial77/100 · 1/2 factors with a value
- Valuation46/100 · 3/3 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
The GEO Group, Inc. (GEO). Latest full fiscal year: 2025; data up to 2026-06-30.
Figures computed from the financial statements: revenue 2.6 bn USD in 2025; YoY growth 8.6%; net margin 10.3%; ROE 20.1%; net debt/EBITDA 3.3x.
The estimated value range is 5.28–17.60 USD per share (median of 1 methods, agreement: single method); assumptions are illustrative. Against the central value of 9.69 USD, the price of 25.17 USD leaves a potential of -61.5% (value / price − 1) and a margin of safety of -159.8% (1 − price / value). The range is the median of the methods' low, central and high values, not a probability interval.
olivLaw score 47/100, methodological classification: neutral profile (score, margin of safety and method agreement together; not a judgement of the right price). Groups assessed only in part: returns. Not investment advice.
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- Net margin: 10.3%
- EPS CAGR 3Y: 15.9%
- Current ratio: 1.7x
- P/E (TTM): 11.9x
- Shareholder yield (distributions): 5.4%
What contradicts it
- FCF conversion: 9.1%
- Revenue CAGR 3Y: 3.5%
- Net debt / EBITDA: 3.3x
- Interest coverage: 2.1x
- FCF yield: 0.8%
- The price is above the estimated value range
Not assessed (insufficient data or a ratio without meaning): Payout ratio (FCF).
Versus the vertical median
General Bldg Contractors - Residential Bldgs (SIC 1520) · same industry (4-digit SIC) · compared with 5 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| IBPInstalled Building Products, Inc. | 5.9 bn | 24.0 | 38.5% | 8.5% | +1.0% | −17% / +48% |
| GEOThe GEO Group, Inc. | 3.3 bn | 11.9 | 20.1% | 10.3% | +8.6% | +50% / +181% |
| FBGLFBS Global Limited | 29.2 m | — | -23.6% | -7.9% | +84.3% | −67% / unavailable |
| SPHLSpringview Holdings Ltd | 26.6 m | — | -36.4% | -30.1% | −5.8% | −36% / unavailable |
| ONEGOneConstruction Group Limited | 20.3 m | — | -212.7% | -26.8% | −7.2% | +6% / unavailable |
| LENLennar Corp | — | — | 5.9% | 4.1% | −3.5% | −30% / −26% |
1- and 3-year price returns: for GEO from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | 15.37 Total return -39% · Per year -39% | 27.19 Total return 8% · Per year 8% | 40.98 Total return 63% · Per year 63% |
| 3 years | 14.61 Total return -42% · Per year -17% | 29.10 Total return 16% · Per year 5% | 48.20 Total return 91% · Per year 24% |
| 5 years | 13.88 Total return -45% · Per year -11% | 31.15 Total return 24% · Per year 4% | 56.69 Total return 125% · Per year 18% |
- Exit P/E± 7.28
- Net margin± 5.09
- Annual revenue growth± 4.22
- Annual dilution± 0.43
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
In brief
The GEO Group owns and manages secure facilities, processing centers and reentry centers in the United States, Australia and South Africa, with about 75,000 beds. The company recorded its most active period for new contract wins in 2025, and its expanded ICE work keeps it in the focus of the press and investors.13
SWOT
Strengths
- The company has extensive experience running secure facilities and a high rate of ACA accreditation. This helps it win and keep government contracts.
- The portfolio spans four segments, which reduces reliance on any single service type. The broad service range supports offers to different clients.
- The company has reduced net debt and kept up a steady share repurchase pace, which points to financial discipline in capital management.
Weaknesses
- A limited number of government clients generates a large share of revenue. Losing one of them could materially affect results.
- High debt limits financial flexibility and exposes the company to higher interest rates, particularly on floating rate portions.
- Idle facilities carry maintenance costs and may require impairment if new clients are not found.
Opportunities
- Activating idle facilities and new ICE contracts could add revenue. The guidance does not yet include the contribution of these contracts.
- Higher volume in the ISAP program and in secure transportation could support growth in monitoring and transport services.
- If labor cost savings persist, margins could stay better than in earlier years.
Threats
- State laws restricting contracts with private operators could reduce the number of available contracts in some regions.
- Political changes in the federal administration could alter detention policy and the volume of contracts with government agencies.
- Pending litigation and civil liability risks could create unforeseen costs if courts rule against the company.
Risks
- Reliance on government clientshigh
Most revenue comes from a few government clients, and a decision by one of them to reduce or end a contract could affect results.
- High indebtednesshigh
Total debt is substantial, and rising interest rates could raise financing costs, especially on floating rate portions.
- Political and legislative oppositionmedium
Measures restricting public-private partnerships could lead to lost contracts or difficulty obtaining financing.
- Litigation and liabilitymedium
The company is involved in lawsuits that could produce significant payments, and insurance does not cover all claims.
- Currency fluctuationslow
Operations in Australia, the United Kingdom and South Africa expose revenue to exchange rate changes.
Investment thesis
What would need to be true (bull case)
- New ICE contracts and the reactivation of idle facilities could support sustained growth in revenue and operating income over the coming years.
- Improved guidance and lower leverage could strengthen investor confidence if quarterly results stay in line.
- Activity spread across several segments could reduce the risk tied to any single contract type.
What would break the thesis
- If detention policy shifts, contract volume could fall quickly and revenue could be affected.
- High debt and rising financing costs could limit the company's ability to invest and repurchase shares.
- Opposition to public-private partnerships is growing, and several financial institutions have withdrawn support, which could complicate access to capital.
What to watch
- Activation of the Big Horn and Rivers contracts and their contribution to revenueQ4 2026
- Changes to guidance for the third and fourth quarters of fiscal 2026Q4 2026
- Transition of the Graceville and Bay managed-only contracts in Florida2027
- Status of California bill AB1633 and its gross receipts tax2027
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
The business
GEO owns, leases and manages secure facilities, processing centers and reentry facilities, and provides community-based services. The company also offers secure transportation in the United States and the United Kingdom through its joint venture GEOAmey, along with electronic monitoring, supervision and treatment programs.1 Its clients are mainly government agencies, and consolidated revenues reached 2.6 billion USD in fiscal 2025.1
The business operates under a public-private partnership model in which government agencies contract for the construction, financing and operation of facilities. Most services are delivered in facilities the company owns, leases or that belong to its government partners.1 In 2025 the company reactivated several idle facilities and bought the San Diego unit it previously leased.1
Leadership changed in early 2026: the founder became chief executive officer, and the former chief executive officer retired and remained as a consultant for secure services business opportunities in the United States and overseas.1
Segments
U.S. Secure Services
The largest segment covers operation of secure facilities and processing centers in the United States. In fiscal 2025, about 86% of segment revenue came from ACA accredited facilities.1
Electronic Monitoring and Supervision
This segment provides GPS, radio frequency and alcohol monitoring devices, along with supervision services for people outside detention. A two-year contract with ICE for the ISAP program was renewed with a one-year initial term and a one-year option.1
Market context
Demand from the federal government for detention capacity, particularly from ICE, is the main driver of the market, having grown after the 2025 executive orders and the Laken Riley Act. Quarterly revenue rose 15% in the second quarter of 2026, and fiscal 2026 guidance points to revenues between 2.95 and 3.05 billion USD.13
The market remains sensitive to political decisions, state budgets and opposition to public-private partnerships, which could change long-term demand. Financial institutions that stopped analyst coverage of GEO have added pressure to market perception.1
Competitive position
The company competes for government contracts with other private operators of secure and reentry facilities, and competition may compress margins at renewal. The sources do not name competitors explicitly, so the list below is limited to categories mentioned in the documents.1
In electronic monitoring and supervision, competition comes from technology providers that offer alternatives to detention. If governments favor cheaper technology solutions, this could affect the company's share in that segment.1
- Private operators of secure facilities
Competitors for government contracts to run detention facilities, mentioned generically in the company's documents.
- Reentry service providers
Organizations offering community programs and temporary housing that compete for reentry contracts.
- Electronic monitoring providers
Companies offering GPS devices and supervision systems as alternatives to physical detention.
- Secure transportation operators
Providers competing for detainee transport contracts in the United States and the United Kingdom.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
No news in our archive over the last 180 days.
SEC filings
- Current report08 Oct 2026Material agreement · Creation of a direct financial obligation · Regulation FD disclosure · Other events · Financial statements and exhibits
- Current report05 Oct 2026Material agreement · Acquisition or disposition of assets · Regulation FD disclosure · Other events · Financial statements and exhibits
- Quarterly report06 Aug 2026
- Current report06 Aug 2026Results of operations · Financial statements and exhibits
- Quarterly report07 May 2026
- Current report06 May 2026Results of operations · Financial statements and exhibits
- Current report04 May 2026Shareholder vote
- Proxy statement19 Mar 2026
- Current report05 Mar 2026Departure or appointment of officers · Regulation FD disclosure · Financial statements and exhibits
- Annual report25 Feb 2026
Sources
- [1] Form 10-K, fiscal year ended 2025-12-31 · SEC / The GEO Group, Inc. · 25 Feb 2026
- [2] Form 10-Q, quarter ended 2026-06-30 · SEC / The GEO Group, Inc. · 06 Aug 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / The GEO Group, Inc. · 06 Aug 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.