8-K
filed May 6, 2026, 7:59 PM ET
ticker GEO
CIK 0000923796
earnings
confidence high
sentiment positive
materiality 0.85
Geo Group Q1 revenue up 17% to $705.2M; net income +96%; raises FY guidance
GEO GROUP INC
2026-Q1 EPS reported
$0.29
revenue$705,213,000
- 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.
Machine-readable event card
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- secwatch.filing_event.v1
- accession
- 0001193125-26-207484
- form_type
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- ticker
- GEO
- cik
- 0000923796
- company_name
- GEO GROUP INC
- filed_at
- 2026-05-06T23:59:59+00:00
- discovered_at
- 2026-05-14T18:02:33.941656+00:00
- generated_at
- 2026-05-14T23:06:04.099726+00:00
- sec_items
- ["2.02", "9.01"]
- event_type
- earnings
- sentiment
- positive
- materiality_score
- 0.85
- calibrated_materiality_score
- 0.85
- confidence
- high
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- https://secwatch.observer/filing/0001193125-26-207484
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- https://secwatch.observer/filing/0001193125-26-207484.md
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- https://secwatch.observer/filing/0001193125-26-207484.txt
- edgar_index_url
- https://www.sec.gov/Archives/edgar/data/923796/000119312526207484/0001193125-26-207484-index.htm
- edgar_primary_document_url
- https://www.sec.gov/Archives/edgar/data/923796/000119312526207484/d122560d8k.htm
- generated_by_model
- deepseek-v4-flash:cloud@v2
- review_status
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- human_reviewed
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- corrected
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- correction_timestamp
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1Q26 Revenues Increased 17% to $705.2 Million • 1Q26 Net Income Attributable to GEO Operations Increased 96% to $38.3 Million • 1Q26 Adjusted EBITDA Increased 32% to $131.4 Million
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1Q26 Revenues Increased 17% to $705.2 Million • 1Q26 Net Income Attributable to GEO Operations Increased 96% to $38.3 Million • 1Q26 Adjusted EBITDA Increased 32% to $131.4 Million
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1Q26 Revenues Increased 17% to $705.2 Million • 1Q26 Net Income Attributable to GEO Operations Increased 96% to $38.3 Million • 1Q26 Adjusted EBITDA Increased 32% to $131.4 Million
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compared to the same period ended May 3, 2025 : 13 Weeks Ended May 2, May 3, (Dollars in millions, except per share data) 2026 2025 Net sales $ 3,163.9 $ 2,848.4 Comparable sales 5.3% 2.9% Gross profit (as a percentage of net sales) 40.1% 39.1% Selling, general and administrative expenses $ 814.7 $ 710.6
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Exchange Act, except as expressly set forth by specific reference in such a filing.
--- EX-99.1 (EX-99.1) ---
Yext Announces First Quarter Fiscal 2027 Results – Revenue of $107.9 million – Net Income Per Share, basic, of $0.02 or non-GAAP Net Income Per Share of $0.15 – Adjusted EBITDA of $26.9 million, resulting in an Adjusted EBITDA margin of 25% – ARR of
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1Q26 Revenues Increased 17% to $705.2 Million • 1Q26 Net Income Attributable to GEO Operations Increased 96% to $38.3 Million • 1Q26 Adjusted EBITDA Increased 32% to $131.4 Million
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1Q26 Revenues Increased 17% to $705.2 Million • 1Q26 Net Income Attributable to GEO Operations Increased 96% to $38.3 Million • 1Q26 Adjusted EBITDA Increased 32% to $131.4 Million
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The Company reported net sales of $1.560 billion for the first quarter of 2026, an increase of 15% compared to net sales of $1.353 billion for the first quarter of 2025 and above the previously communicated guidance range of $1.490 billion to $1.525 billion. Total comparable sales for the first quarter of 2026 increased 13%. The Company reported operating income for the first quarter of 2026 of $76 million compared to operating income of $20 million in the first quarter of 2025. Net income was $48 million, or $0.56 per diluted share, for the first quarter of 2026 compared to net loss of $2 million, or $0.02 per diluted share, for the first quarter of 2025.
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similar materiality
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1Q26 Revenues Increased 17% to $705.2 Million • 1Q26 Net Income Attributable to GEO Operations Increased 96% to $38.3 Million • 1Q26 Adjusted EBITDA Increased 32% to $131.4 Million
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(NYSE: DG) today reported financial results for its first quarter (13 weeks) ended May 1, 2026. First Quarter Fiscal Year 2026
Highlights · Net
Sales Increased 3.4% to $10.8 Billion · Same-Store
Sales Increased 2.0% · Operating
Profit Increased 10.8% to $638.5 Million · Diluted
Earnings Per Share (“EPS”) Increased 12.4% to $2.00 · Cash
Flow From
Filing page
SEC filing
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