Overview

* Geo Group Q3 2025 revenue beats analyst expectations, reaching $682.3 mln

* Adjusted net income for Q3 2025 beats analyst estimates

* Company increases share repurchase authorization to $500 mln

Outlook

* GEO expects Q4 2025 revenue between $651 mln and $676 mln

* GEO sees full-year 2025 revenue at approximately $2.6 bln

* Company expects full-year 2025 Adjusted EBITDA between $455 mln and $465 mln

Result Drivers

* ASSET DIVESTITURES - Q3 results include a significant gain from asset divestitures, impacting net income

* NEW CONTRACTS - Entered into new or expanded contracts representing over $460 mln in new annualized revenues

* LITIGATION COSTS - Recorded non-cash contingent litigation reserve related to ICE detainee wage case

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $682.30 $664.39

Revenue mln mln (5

Analysts

)

Q3 EPS $1.24

Q3 Beat $35 mln $33.67

Adjusted mln (5

Net Analysts

Income )

Q3 Net $173.90

Income mln

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the business support services peer group is "buy"

* Wall Street's median 12-month price target for Geo Group Inc ( GEO ) is $37.00, about 54.6% above its November 5 closing price of $16.81

* The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 16 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)