secwatch.observer — SEC 8-K summary
======================================

Issuer:     GEO GROUP INC (GEO)
CIK:        0000923796
Form:       8-K
Filed at:   2026-02-12T23:59:59+00:00
Accession:  0001193125-26-047556
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

GEO Q4 revenues $707.7M (+16% YoY); adjusted EPS $0.25 vs $0.13; FY26 rev guidance $2.9-$3.1B
--------------------------------------------------------------------------------

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/923796/000119312526047556/0001193125-26-047556-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/923796/000119312526047556/d88889d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-047556

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer