secwatch.observer — SEC 8-K summary
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Issuer:     GEO GROUP INC (GEO)
CIK:        0000923796
Form:       8-K
Filed at:   2026-08-06T10:30:06+00:00
Accession:  0001193125-26-336562
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

GEO Group Q2 2026 revenue up 15% to $732.1M; net income up 63%; raises FY26 guidance
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/923796/000119312526336562/0001193125-26-336562-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/923796/000119312526336562/d118675d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-336562

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