earnings
confidence high
sentiment neutral
materiality 0.70
GEO Q3 revenue $682.3M, net income $173.9M ($1.24/diluted); buyback authorization raised to $500M
GEO GROUP INC
2025-Q3 EPS reported
$1.58
revenue$1,923,854,000
- 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.