{"filings":[{"id":2087848,"accession_number":"0001193125-26-336562","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2026-08-06T10:30:06+00:00","items":["2.02","9.01"],"status":"ready","headline":"GEO Group Q2 2026 revenue up 15% to $732.1M; net income up 63%; raises FY26 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $732.1M (+15% YoY); net income $47.5M ($0.36 diluted) vs $29.1M ($0.21) YoY.","Adjusted EBITDA $142.0M (+20% YoY); adjusted net income $48.8M ($0.37 diluted).","FY26 guidance raised: revenue $2.95-3.05B, net income $168-175M ($1.27-1.32 diluted), Adj. EBITDA $550-560M.","New ICE contracts: Big Horn (1,188 beds, ~$85M/yr) and Rivers (1,320 beds, ~$80M/yr); activation by end of 2026.","Repurchased 1.6M shares for $36.6M in Q2; $323M remaining under $500M authorization."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99817,"accession_number":"0001193125-26-207484","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Geo Group Q1 revenue up 17% to $705.2M; net income +96%; raises FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $705.2M vs $604.6M YoY (+17%); net income $38.3M (+96%); adjusted EBITDA $131.4M (+32%).","Repurchased 3.6M shares for $50M in Q1; remaining authorization $359M.","FY2026 guidance raised: revenues $2.95-3.10B; net income $153-166M ($1.15-1.25/sh); adj. EBITDA $525-545M.","New/expanded contracts in 2025 represent up to $520M in annualized revenue; ISAP GPS participants rose to 48K from 17K.","Total net debt ~$1.53B, net leverage below 3.2x; credit facility expanded by $100M in January 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":0.29,"consensus_revenue_estimate":null,"consensus_revenue_actual":705213000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99816,"accession_number":"0001193125-26-204018","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2026-05-04T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"GEO Group annual meeting: all directors elected; say-on-pay passes with ~28% opposed","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Seven directors elected; Jack Brewer received 20.2M against votes (21.5% of votes cast).","Grant Thornton LLP ratified as independent auditor for 2026 with 105.9M for, 783k against.","Non-binding advisory say-on-pay approved: 67.2M for, 26.7M against (28.4% opposed).","Broker non-votes totaled 12.7M on director elections and say-on-pay proposals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.15,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116059,"accession_number":"0001193125-26-094068","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2026-03-05T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"GEO Group CFO Mark Suchinski to depart; Shayn March named new CFO effective April 1, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Mark Suchinski leaves March 31, 2026 to relocate and join another industry.","Shayn March appointed SVP & CFO effective April 1, 2026; was EVP Finance & Treasurer.","March's new employment agreement: $650k base salary, 100% target bonus, equity award (80% of salary) and initial 12,175 RSUs.","March served as acting CFO in Jan-Jul 2024; has 17 years at GEO.","March receives separation benefits (1x salary + benefits for 12 months) and auto transfer upon qualifying termination."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116058,"accession_number":"0001193125-26-048953","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2026-02-12T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"GEO Group CEO J. David Donahue retiring Feb 28; founder George Zoley returns as CEO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Donahue to receive $104,167/month consulting fee from Mar 2026 through Feb 2028 under Consultant Agreement.","Donahue's unvested stock options and restricted stock to continue vesting per performance metrics.","George C. Zoley appointed Chairman and CEO effective Mar 1, 2026; term ends Apr 2, 2029.","Zoley's base salary set at $1.2M; target annual performance award of 200% of base salary.","Zoley also to receive annual equity award of restricted stock with value of at least 300% of base salary."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116057,"accession_number":"0001193125-26-047556","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2026-02-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"GEO Q4 revenues $707.7M (+16% YoY); adjusted EPS $0.25 vs $0.13; FY26 rev guidance $2.9-$3.1B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $707.7M (+16% YoY); adj. net income $0.25/diluted vs $0.13 in Q4 2024.","Full-year 2025 revenue $2.63B; adj. EPS $0.86 (vs $0.75); GAAP EPS $1.82 includes $232.4M gain on asset sales.","Adjusted EBITDA Q4 $126.0M; full-year $464.4M; FY26 guidance: rev $2.9-$3.1B, adj. EBITDA $490-$510M.","New contracts in 2025 expected to generate up to ~$520M annualized revenue; ICE capacity increased to ~26,000 beds.","Q4 share repurchases: 2.97M shares for $49M; remaining authorization $409.4M; credit facility expanded from $450M to $550M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.82,"consensus_revenue_estimate":null,"consensus_revenue_actual":2631549000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116056,"accession_number":"0001193125-26-022602","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2026-01-26T23:59:59+00:00","items":["1.01","2.03","7.01","9.01"],"status":"ready","headline":"GEO Group upsizes revolving credit facility by $100M to $550M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Revolving facility commitments increased from $450M to $550M effective Jan 20, 2026.","Incremental amount for future borrowings reduced from $250M to $150M under the amendment.","Executive Chairman cites enhanced flexibility and support from banking partners.","Amendment ties to expanded stock repurchase authorization announced in November 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132485,"accession_number":"0001193125-25-311262","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2025-12-08T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Geo Group General Counsel Joe Negron to retire Dec 31, 2025; will consult for 2 years","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Senior VP, General Counsel & Corporate Secretary Joe Negron notified GEO of retirement effective Dec 31, 2025.","Negron has served as GC and Corporate Secretary since 2019.","He will provide consulting services on legal, regulatory and compliance matters for two years from Jan 1, 2026.","Outstanding performance-based restricted stock from 2023 and 2024 continues to vest per Compensation Committee certification."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132484,"accession_number":"0001193125-25-285288","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2025-11-18T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"GEO amends credit agreement to relax restricted payment covenant, enabling $75M payments","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Removes 3.00x total leverage ratio test from half of the $150M restricted payments carve-out.","New clause (h) allows $75M in restricted payments without leverage test, subject only to no default and compliance with Section 6.09.","Remaining $75M still requires pro forma Total Leverage Ratio ≤ 3.00x.","Amendment dated November 13, 2025; effective upon lender consent and conditions satisfaction.","GEO and its subsidiaries reaffirm all existing loan document obligations and liens."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132483,"accession_number":"0001193125-25-267980","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"GEO Q3 revenue $682.3M, net income $173.9M ($1.24/diluted); buyback authorization raised to $500M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 revenue $682.3M, net income $173.9M ($1.24 diluted); adjusted EPS $0.25 vs $0.21 prior year.","Adjusted EBITDA $120.1M vs $118.6M; full-year guidance: adjusted EPS $0.84-0.87, Adj EBITDA $455-465M.","Board increased share repurchase authorization to $500M, extended to Dec 2029; Q3 repurchased 1.97M shares for $41.6M.","Won >$460M in new incremental annualized revenues YTD; new contracts include ICE facilities, ISAP award, FL DOC deals.","Recorded $37.7M non-cash litigation reserve for Nwauzor case (WA minimum wage claim); appeal to Supreme Court pending."],"consensus_eps_estimate":null,"consensus_eps_actual":1.58,"consensus_revenue_estimate":null,"consensus_revenue_actual":1923854000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132482,"accession_number":"0001193125-25-228350","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2025-10-02T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"GEO Group enters JV to manage 1,310-bed Florida detention facility","summary_kind":"llm","event_type":"other_material","confidence":"medium","bullets":["Joint venture with an unnamed contractor to manage the 1,310-bed North Florida Detention Facility in Baker County, FL.","Client is the State of Florida under a management services agreement.","No financial terms, partner name, or expected start date disclosed in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149013,"accession_number":"0001193125-25-182703","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2025-08-18T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Ninth Circuit denies GEO rehearing; $37.6M judgment stands in detainee wage case","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["Ninth Circuit denied GEO's petition for panel rehearing and rehearing en banc in two detainee minimum wage cases.","Combined judgment includes $23.2M jury verdict plus ~$14.4M in fees, costs, and interest; post-judgment interest accruing.","Six judges dissented from denial of en banc rehearing, issuing two dissenting opinions.","GEO plans to seek a stay of mandate and petition U.S. Supreme Court for certiorari on preemption grounds."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149012,"accession_number":"0001193125-25-173958","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2025-08-06T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"GEO Group Reports Q2 2025 Revenue of $636M, Net Income $29.1M, and Authorizes $300M Share Buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 2025 total revenues reached $636.2 million, up from $607.2 million in Q2 2024.","Net income attributable to GEO was $29.1 million ($0.21 per diluted share) vs. a net loss of $32.5 million a year ago.","Board authorized a $300 million share repurchase program, expiring June 30, 2028.","Full-year 2025 Adjusted EBITDA guidance set at $465–$490 million; Q3 2025 revenue forecast $650–$660 million.","Recent developments include $312M sale of Lawton Facility and $60M purchase of San Diego Facility, reducing net leverage to 3.3x."],"consensus_eps_estimate":null,"consensus_eps_actual":0.35,"consensus_revenue_estimate":null,"consensus_revenue_actual":1241513000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149011,"accession_number":"0001193125-25-160544","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2025-07-17T23:59:59+00:00","items":["1.01","2.03","5.02","7.01","9.01"],"status":"ready","headline":"GEO upsizes revolver to $450M, extends maturity to 2030, repays $132M Term Loan B","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Revolver commitments increased from $310M to $450M; maturity extended to July 14, 2030.","Interest rate on SOFR-based loans reduced by 0.50% to SOFR + 2.75% per annum.","Repaid $132M of Term Loan B prior to amendment; expects to pay remaining balance from Lawton facility sale (closing July 25).","Net debt expected to fall to ~$1.47B; company may consider future capital returns.","Vesting of Executive Chairman Zoley's special restricted stock award accelerated to July 17, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149010,"accession_number":"0001193125-25-157618","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2025-07-10T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"GEO Group extends Executive Chairman Zoley's term to 2029, raises target bonus/stock to 150%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Executive Chairman George Zoley's employment term extended from June 30, 2026 to April 2, 2029.","Zoley's base salary updated to $1,147,363 per year; target bonus and target stock award raised from 100% to 150% of base salary.","CEO J. David Donahue's target bonus and target stock award also increased from 100% to 150% of base salary.","Compensation Committee approved changes, citing unprecedented business opportunities and executive experience."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167983,"accession_number":"0001193125-25-137828","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2025-06-09T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"GEO Group sells Lawton Correctional Facility to Oklahoma for $312M; expects close July 25, 2025","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Sale price of $312M for Lawton Correctional Facility; expected close July 25, 2025.","Net proceeds to be used to pay down debt and for general corporate purposes.","Executive Chairman George C. Zoley calls transaction a significant deleveraging event.","GEO owns over 52,000 beds across company-owned facilities; sale reflects intrinsic value."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167982,"accession_number":"0001193125-25-114314","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2025-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"GEO Group Q1 revenue $604.6M, net income $19.6M; FY25 EPS guidance $0.77-$0.89","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $604.6M (flat YoY); net income $19.6M ($0.14 diluted EPS) vs $22.7M ($0.14) in Q1 2024.","Full-year 2025 guidance: EPS $0.77-$0.89 on ~$2.53B revenue, Adj EBITDA $465-$490M.","Q2 2025 guidance: EPS $0.15-$0.17, revenue $615-$625M, Adj EBITDA $110-$114M.","Awarded ICE contracts: Delaney Hall (1,000 beds, ~$60M annualized) and North Lake (1,800 beds, ~$70M annualized).","Net debt $1.68B, net leverage 3.78x; expects $150-$175M debt reduction in 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":0.14,"consensus_revenue_estimate":null,"consensus_revenue_actual":604647000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167981,"accession_number":"0001193125-25-112786","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2025-05-05T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"GEO Group shareholders elect all directors; Julie Myers Wood sees 23M against votes","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All seven director nominees elected; Julie Myers Wood received 76.3M for, 22.98M against (highest dissent).","Ratification of Grant Thornton as auditor: 112.9M for, 0.62M against, no broker non-votes.","Say-on-pay advisory vote approved: 97.1M for, 1.78M against, 14.3M broker non-votes.","Broker non-votes on director elections and say-on-pay totalled 14.3M shares."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.15,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185222,"accession_number":"0001193125-25-058290","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2025-03-20T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"GEO Group hosts Investor Day on March 20, 2025; presentation lacks specific financial details in excerpt","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Investor Day held on March 20, 2025; presentation attached as Exhibit 99.1.","Exhibit text available includes only cover page and disclaimers; no operational or financial targets disclosed.","No specific guidance, earnings, or material updates are extractable from the provided filing text.","Company ticker GEO listed on NYSE; event is procedural with no quantified news."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185221,"accession_number":"0001193125-25-037537","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2025-02-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"GEO Q4 net income $0.11 diluted, Adj EBITDA $108M on $607.7M revenue; new ICE contract worth ~$1B over 15 years","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2024: Net income $15.5M ($0.11 diluted); adjusted net income $0.13 diluted.","Adjusted EBITDA $108.0M on revenue $607.7M; below guidance due to higher G&A expenses.","Full year 2024: Adj. net income $0.75 diluted, Adj. EBITDA $463.5M on revenue $2.42B.","FY 2025 guidance: Revenue ~$2.5B, Adj. EBITDA $460M-$485M, EPS $0.74-$0.88 diluted.","Awarded 15-year ICE contract for Delaney Hall Facility; ~$1B total value, $60M annual revenue."],"consensus_eps_estimate":null,"consensus_eps_actual":0.22,"consensus_revenue_estimate":null,"consensus_revenue_actual":2423702000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185220,"accession_number":"0001193125-25-005315","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2025-01-13T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Andrew N. Shapiro resigns from GEO Group board for personal reasons","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Andrew N. Shapiro resigned from the Board and all committee positions effective January 6, 2025.","Resignation is for personal reasons and does not involve any disagreement with GEO, management, or the Board.","GEO and the Board thanked Mr. Shapiro for his dedicated service."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201819,"accession_number":"0001193125-24-279667","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2024-12-16T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"GEO CEO Brian Evans retires; David Donahue named successor; $70M ICE expansion plan","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CEO Brian Evans retires Dec 31, 2024; separation agreement provides $85,834/month through Dec 2026 and immediate vesting of unvested equity.","J. David Donahue becomes CEO effective Jan 1, 2025; base salary $1M, target annual performance award 100% of salary, two-year term.","Company announces $70M capex investment to expand ICE detention, transportation, and electronic monitoring capabilities.","GEO currently provides ~21,000 detention beds to ICE with census of 14,000; plans to expand to 32,000 beds at 23 facilities.","GEO intends to pursue sale of several underperforming state correctional facilities to offset the $70M investment and reduce debt."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201818,"accession_number":"0001193125-24-269986","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2024-12-03T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"GEO Group Secure Services President James Black retiring; Paul Laird named successor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["James H. Black retires as SVP and President Secure Services effective Dec 31, 2024; will serve as consultant.","Paul Laird promoted to SVP and President Secure Services effective Jan 1, 2025; joined GEO in 2015.","Black receives $46,415/month consulting fee through Dec 31, 2026; 2024 performance award, COBRA, equity vesting.","Separation and Consultant Agreements include confidentiality and non-disparagement provisions.","Black will also receive retirement benefit under the Senior Officer Retirement Plan after Effective Date."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201817,"accession_number":"0001193125-24-269395","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2024-12-03T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"GEO Group files 8-K furnishing investor presentation; no specific financial data in filing text","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Filing includes Item 7.01 disclosure of a slide presentation to be used with investors from Dec 3, 2024.","The full content of the presentation is not reproduced in the exhibit excerpt provided.","No material financial or operational updates are included in the filing body or exhibit label."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201816,"accession_number":"0001193125-24-257285","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2024-11-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"GEO Q3 rev flat at $603M; adj EPS $0.21; Q4 rev guidance $600-610M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 GAAP net income $26.3M ($0.19/sh) vs $24.5M ($0.16) year ago; adj. net income $29.1M ($0.21) vs $23.6M ($0.19).","Q3 Adj. EBITDA $118.6M, virtually flat vs $118.7M in Q3 2023; revenues $603.1M vs $602.8M.","Q4 2024 guidance: rev $600-610M, Adj. EBITDA $114-124M, GAAP EPS $0.19-0.22.","ISAP participant counts averaged ~177k in Q3 (down from ~184k in Q2); recovered to ~182.5k post-quarter.","ICE exercised first 5-year option on Adelanto Processing Center, extending contract through Dec 2029."],"consensus_eps_estimate":null,"consensus_eps_actual":0.11,"consensus_revenue_estimate":null,"consensus_revenue_actual":1815982000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217823,"accession_number":"0001193125-24-215177","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2024-09-06T23:59:59+00:00","items":["1.01","3.02","9.01"],"status":"ready","headline":"GEO exchanges $300K of 6.5% exchangeable notes for ~$0.5M in cash and stock","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$300,000 aggregate principal of 6.50% Exchangeable Senior Notes due 2026 exchanged for cash and common stock valued at ~$0.5M.","Exchange reduces outstanding notes by 50%, leaving $300,000 principal remaining.","Shares issued in private placement under Section 4(a)(2) exemption, not registered."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217822,"accession_number":"0001193125-24-203186","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2024-08-20T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"GEO Group furnishes Q2 2024 investor presentation, no new financial data disclosed","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Investor presentation for Q2 2024 made available on August 20, 2024.","No specific financial metrics or guidance changes included in the filing.","Presentation intended for existing and prospective investors and analysts."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217821,"accession_number":"0001193125-24-198888","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2024-08-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"GEO Q2 revenue $607.2M, net loss $0.25/sh on $82.3M debt extinguishment; Adj EPS $0.23","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 2024 revenue $607.2M (+2.2% YoY); net loss $32.5M ($0.25 diluted) vs net income $29.6M ($0.20) in Q2 2023.","Adjusted EBITDA $119.3M (down 7.5% YoY); adjusted net income $30.1M ($0.23) vs $29.2M ($0.24) last year.","FY2024 guidance: revenue ~$2.44B; Adj EBITDA $485M-$505M; GAAP EPS $0.40-$0.51; Adj EPS $0.82-$0.93.","Completed debt refinancing; exchanged $229.4M convertible notes; net debt $1.754B as of June 30.","New one-year contract with Oklahoma DOC for Lawton Facility through June 2025; ICE extends Adelanto task order to Oct 19."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.08,"consensus_revenue_estimate":null,"consensus_revenue_actual":1212857000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217820,"accession_number":"0001193125-24-179961","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2024-07-17T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"GEO extends note exchange offer; 99.9% secured, 99.85% unsecured tendered","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Exchange offer extended to July 23, 2024 from July 16, 2024.","$650M senior secured notes (8.625% due 2029): 99.93% tendered.","$625M senior unsecured notes (10.250% due 2031): 99.85% tendered.","Extension to allow remaining outstanding notes to be tendered.","All other terms of the exchange offer remain unchanged."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237731,"accession_number":"0001193125-24-169682","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2024-06-27T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"GEO appoints D.F. King as exchange agent for $1.275B debt exchange offer","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Appointed D.F. King & Co. as exchange agent for up to $650M 8.625% Senior Secured Notes due 2029 and $625M 10.250% Senior Notes due 2031.","Exchange offer expires July 16, 2024; tenders may be withdrawn at any time prior to expiration.","Exchange is for registered notes in exchange for unregistered notes originally issued April 18, 2024.","No change in principal, interest rate, or maturity; purely a registration exchange."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237730,"accession_number":"0001193125-24-164556","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2024-06-20T23:59:59+00:00","items":["1.01","3.02","9.01"],"status":"ready","headline":"GEO Group exchanges $5.86M of 6.50% notes due 2026 for $9.7M cash and stock (65% premium)","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Exchanged $5.86M principal of 6.50% Exchangeable Senior Notes due 2026 for estimated $9.7M cash and common stock (65% premium).","Issued common stock at $12.85 per share; exchange price per $1,000 note: $1,650.481.","Exchange covers ~91% of outstanding notes; only $600K principal remains after deal.","Shares issued in private placement under Section 4(a)(2) of Securities Act; unregistered."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237729,"accession_number":"0001193125-24-163412","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2024-06-18T23:59:59+00:00","items":["5.02","5.03","9.01"],"status":"ready","headline":"GEO Group appoints Donna Kauranen to board, expands board to nine members","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board expanded from 8 to 9 members; Donna Arduin Kauranen appointed as director effective June 12, 2024.","Ms. Kauranen serves on Audit/Finance, Nominating/Governance, Corporate Planning, Executive, and Independent Committees.","She brings over 30 years experience and has served as President of Arduin, Laffer & Moore Econometrics since 2005.","No arrangement with any person; no related party transactions disclosed.","Bylaws amended to increase authorized directors from eight to nine."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237728,"accession_number":"0001193125-24-158352","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2024-06-10T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"GEO Group furnishes investor presentation; no specific financial data in filing","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["GEO Group furnished an investor presentation under Regulation FD on June 10, 2024.","The presentation is labeled '1Q24' and will be used beginning June 11, 2024.","The filing exhibit contains only the title slide and disclaimers; no financial data is disclosed.","Investors should refer to other filings or the full presentation for material information."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237727,"accession_number":"0001193125-24-158342","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2024-06-10T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"GEO Group appoints Mark J. Suchinski as CFO effective July 8, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Suchinski previously CFO of Spirit AeroSystems; brings finance and manufacturing experience.","Employment agreement: $700,000 base salary, 100% target performance award, initial 50,000 restricted shares.","Shayn March remains Acting CFO until July 8, then continues as EVP Finance and Treasurer.","Relocation reimbursement of $150,000 provided, deducted from 2025 performance award; severance includes two times salary plus 18-month benefits."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237726,"accession_number":"0001193125-24-140002","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2024-05-16T23:59:59+00:00","items":["1.01","3.02","9.01"],"status":"ready","headline":"GEO Group exchanges $46.4M of 6.50% notes for $75.3M in cash/stock, reducing outstanding by 88%","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Exchanged $46.4M aggregate principal of 6.50% Exchangeable Senior Notes due 2026 for estimated $75.3M in cash and common stock.","Exchange reduces outstanding principal by ~88%; only $6.5M of the notes remain outstanding after the deal.","Exchange price based on 5-day VWAP starting May 16, 2024; shares issued in private placement exempt from registration.","Transaction extinguishes debt at a premium to par, improving balance sheet and reducing interest expense.","Holders include qualified institutional buyers; shares are restricted and not registered under the Securities Act."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237725,"accession_number":"0001193125-24-137288","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2024-05-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"GEO Q1 revenue $605.7M, net income $22.7M; guides FY24 Adj. EBITDA $485M-$515M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 total revenue $605.7M (vs $608.2M Q1 2023); net income $22.7M (vs $28.0M); Adj. EBITDA $117.6M (vs $130.9M).","Full-year 2024 guidance: net income $55-75M, Adj. EBITDA $485-515M; includes $86M loss on extinguishment of debt.","Q2 2024 guidance: net loss $27-30M on $86M debt extinguishment loss; Rev $600-610M; Adj. EBITDA $119-125M.","Closed $1.275B senior notes (8.625% secured/10.25% unsecured) and $450M Term Loan B; retired $1.5B existing debt.","GEO Transport awarded 5-year ICE air ops subcontract; annualized revenue ~$25M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.14,"consensus_revenue_estimate":null,"consensus_revenue_actual":605672000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237724,"accession_number":"0001193125-24-135357","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2024-05-09T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"GEO shareholders approve 12.4M share stock plan increase and raise authorized shares to 225M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved Second Amended and Restated 2018 Stock Incentive Plan, increasing shares available by 12,400,000.","Shareholders approved amendment to Articles of Incorporation to increase authorized shares from 187.5M to 225M.","All eight director nominees were elected; Terry Mayotte received 68.6M votes for, lowest among nominees.","Shareholder proposal for a third-party racial equity audit rejected with 68.8M votes against.","Say-on-pay approved (63.8M for, 3.7M against); Grant Thornton LLP ratified as independent auditor for 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237723,"accession_number":"0001193125-24-118166","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2024-04-26T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"GEO Group settles shareholder derivative lawsuit; adopts corporate governance reforms, hearing set for Aug 28","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["Settlement of Zhang v. Zoley derivative action; no monetary payment to shareholders; plaintiff's counsel seeks up to $2.5M in fees (contested).","Court hearing for final approval on August 28, 2024; shareholder objections due by August 7, 2024.","Geo will create a separate Chief Compliance Officer role, adopt charters for Legal Steering and Disclosure Committees.","For two years, independent director vacancies must be filled using an independent search firm.","Defendants deny all wrongdoing; settlement resolves litigation to avoid further expense and uncertainty."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237722,"accession_number":"0001193125-24-110253","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2024-04-24T23:59:59+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"GEO closes $1.275B senior notes offering and new $760M credit facility","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$650M of 8.625% senior secured notes due 2029; $625M of 10.25% unsecured notes due 2031.","New $310M revolver (incl. $175M LC subfacility) and $450M term loan, both maturing April 2029.","Proceeds to refinance ~$1.5B of existing debt, including prior term loans and second-lien notes.","Plans to retire up to $177.1M of 6.50% exchangeable notes via stock and cash.","Entered into a first-lien senior secured credit facility with $760M total commitments."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237721,"accession_number":"0001193125-24-087934","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2024-04-05T23:59:59+00:00","items":["1.01","3.02","7.01","9.01"],"status":"ready","headline":"GEO Group exchanges $177M of 6.50% Exchangeable Senior Notes for $305M cash and stock","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Entered private exchange agreements to exchange $177M principal of 6.50% Exchangeable Senior Notes due 2026 for estimated $305M cash and stock.","Notes exchanged represent 77% of outstanding principal; $53M remains outstanding after exchange.","Cash portion of $177M to be funded by net proceeds from previously announced senior secured and unsecured notes offerings.","Final number of shares to be determined by VWAP over 20 trading days starting April 5, 2024.","Shares issued will be unregistered under Section 4(a)(2) of the Securities Act."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237720,"accession_number":"0001193125-24-087929","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2024-04-05T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"GEO prices $1.275B senior notes and $450M Term Loan to refinance ~$1.5B debt","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$650M of 8.625% senior secured notes due 2029 and $625M of 10.25% senior unsecured notes due 2031 priced.","New $450M Term Loan B at SOFR+5.25% under a new senior secured credit facility.","Combined net proceeds ~$1.67B used to refinance existing Tranche 1 & 2 Term Loans, second lien notes, 6.00% notes due 2026.","Also intends to retire/settle portion of 6.50% exchangeable notes due 2026 with stock and up to $180M cash.","Transactions expected to close on April 18, 2024, subject to customary conditions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237719,"accession_number":"0001193125-24-085423","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2024-04-03T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"GEO proposes $1.2B senior notes offering to refinance ~$1.5B of existing debt","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Proposes $1.2B notes: $700M secured due 2029, $500M unsecured due 2031.","Also plans $400M new Term Loan B; proceeds to refinance ~$1.5B existing indebtedness.","Refinancing targets: Tranche 1 & 2 Term Loans, 9.50% & 10.50% secured notes, and 6.00% notes due 2026.","Offering is private under Rule 144A/Reg S; refinancing conditioned on closing, not vice versa.","Notes guaranteed by domestic subsidiaries that guarantee new credit facility."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255249,"accession_number":"0001193125-24-065374","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2024-03-12T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"GEO Group FY23 adjusted EBITDA $507M, net income $107M; FY24 EBITDA guidance $485-515M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["FY23 revenue $2.41B, net income $107.2M, adjusted EBITDA $507.2M.","Reduced net debt by ~$197M in 2023 to $1.78B; target $175-200M annual reduction.","FY24 guidance: adj. EBITDA $485-515M, EPS $0.87-0.99, capex $70-80M.","ICE faces budgetary uncertainty; potential shutdown risk after Mar 22 continuing resolution.","GEO stock trades at ~6.5x EV/Adj. EBITDA, ~12% free cash flow yield."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255245,"accession_number":"0001193125-24-053685","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K/A","filed_at":"2024-02-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"GEO takes $8.9M charge after NM Court of Appeals tax ruling; cuts Q4/FY2023 EPS","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["New Mexico Court of Appeals ruled against GEO in tax dispute; total assessment ~$21.1M including penalty/interest.","Company recorded a one-time non-cash accrual of $8.9M in Q4/FY2023; FY2023 net income reduced $6.6M to $107.2M.","Diluted EPS reduced $0.04 for Q4 to $0.17 and $0.05 for FY2023 to $0.72.","GEO plans to appeal ruling to State Supreme Court; disputes assessment and intends to defend position.","2024 and Q1 2024 financial guidance unchanged; operating expenses rose $8.9M to $1.74B for FY2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255248,"accession_number":"0001193125-24-042879","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2024-02-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"GEO Group FY2023 revenue $2.41B, net income $113.8M; Q4 revenue $608.3M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full year 2023: revenues $2.41B (+1.3% YoY), net income $113.8M (down from $171.7M), Adjusted EBITDA $507.2M (down from $540.0M).","Fourth quarter 2023: revenues $608.3M (down from $620.7M YoY), net income $31.8M (down from $41.5M), Adjusted EBITDA $129.0M (down from $145.5M).","Reduced total net debt by ~$197M in FY23 to $1.78B; Q1 2024 guidance for revenues $600-610M and net income $22-24M.","FY2024 guidance: revenues ~$2.4B, net income $110-125M, Adjusted EBITDA $485-515M, reflecting ICE budget uncertainty."],"consensus_eps_estimate":null,"consensus_eps_actual":0.72,"consensus_revenue_estimate":null,"consensus_revenue_actual":2413167000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255247,"accession_number":"0001193125-24-037639","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2024-02-15T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"GEO Group reduces board size from nine to eight directors to eliminate vacancy","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved amendment decreasing the number of directors on the Board from nine to eight, effective February 9, 2024.","Amendment eliminates an existing vacancy on the Board and is reflected in Article V, Section 1 of the Third Amended and Restated Bylaws.","The amendment was recommended by the Nominating and Corporate Governance Committee and adopted by the Board."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255246,"accession_number":"0001193125-24-004468","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2024-01-08T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"GEO files motions to vacate court orders limiting use of Adelanto facility; ICE may end contract early","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["Filed motions to Intervene and Vacate COVID-19-era injunction orders that limit use of 1,940-bed Adelanto ICE Processing Center.","ICE issued task order ending contract performance on Feb 19, 2024, ten months before base term expiration on Dec 19, 2024.","Facility contract generates ~$85M annualized revenue for GEO; unions representing 350+ employees joined the motion.","ICE statement cites ongoing litigation preventing full use as factor in considering disposition of the facility."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":272712,"accession_number":"0001193125-23-305223","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2023-12-28T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"GEO Group establishes $300M at-the-market equity offering program","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Equity Distribution Agreements with nine managers allow up to $300M in common stock sales.","Managers receive up to 2.0% commission on gross sales price.","Program replaces prior shelf registration that expired October 30, 2023.","Company is not obligated to sell any shares; no minimum volume guaranteed.","Proceeds may be used for general corporate purposes, including debt repayment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":272711,"accession_number":"0001193125-23-299987","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2023-12-20T23:59:59+00:00","items":["1.01","1.02","2.03","9.01"],"status":"ready","headline":"GEO Group closes $265M refinancing of revolving credit facility, extends maturity to 2027","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Amendment provides $265M in refinancing revolving commitments maturing March 23, 2027.","Prior facility had $265M commitment with portion maturing May 17, 2024; all commitments now extended.","Interest rate increased by 50 bps to SOFR + 3.00% based on total leverage ratio.","GEO had no outstanding borrowings under the facility as of December 14, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":272710,"accession_number":"0001193125-23-289201","cik":923796,"company_name":"GEO GROUP INC","ticker":"GEO","form_type":"8-K","filed_at":"2023-12-05T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"GEO CEO Jose Gordo departs Dec 31; Brian Evans named new CEO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jose Gordo departs as CEO and board member Dec 31, 2023; becomes advisor at $40K/month for 18 months.","Brian Evans, former CFO (14 yrs), appointed CEO effective Jan 1, 2024; base salary $1M, target bonus 100%.","Shayn March becomes Acting CFO effective Jan 1, 2024; salary increased to $450K annually.","Wayne Calabrese named President and COO effective Jan 1, 2024; base salary $700K.","Founder George Zoley to step down as Executive Chairman June 30, 2026; to remain as non-Exec Chairman."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3027790404.2416224,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2023-12-05T23:59:59+00:00|272710"}