GEO Group is a U.S.-based operator of secure facilities, processing centers, reentry facilities, and electronic monitoring programs for government agencies. The company also develops and finances new correctional and community-based facilities and runs international operations in Australia, South Africa, and through a UK secure-transport joint venture.
14,8 %
9,7 %
+8,6 %
2.01
1.90
| % | |
|---|---|
| U.S. Secure Services | 55% Ownership and management of secure detention and correctional facilities for government customers. |
| Electronic Monitoring and Supervision | 15% Radio frequency, GPS, and alcohol monitoring devices plus supervision services for offenders in the community. |
| Reentry Services | 10% Community-based residential and treatment programs that support transition from custody to release. |
| International Services | 12% Secure facility management and secure transportation services in Australia, South Africa, and the UK joint venture. |
| Facility Development and Other Services | 8% Design, construction, financing, and related project development for new secure facilities. |
GEO sells primarily to government agencies, especially U.S. federal agencies, state governments, and select...
Buy secure detention and electronic monitoring services; the company says these agencies represented 67% of consolidated revenue in 2025.
Contract for secure facilities, processing centers, and reentry programs to supplement public capacity.
Buy facility management and secure transport services in Australia, South Africa, and the UK joint venture.
Individuals placed on electronic monitoring or reentry programs, typically through government referrals.
The company’s core business is in the United States, where most revenue is tied to federal and state government...
Management is focused on preserving liquidity, funding capital projects, and maintaining contract-backed cash flow from...
The business is capital intensive and depends on ongoing access to cash, credit, and refinancing.
Facility development and maintenance spending must be balanced against contract returns and leverage.
Long-term government relationships and portfolio changes can extend the revenue base.
GEO’s earnings are highly exposed to government contract concentration, regulatory compliance, and policy shifts...
A large share of revenue comes from U.S. federal agencies, making results sensitive to contract changes and policy shifts.
The business operates under detailed government contracts and correctional regulations; failures can lead to termination, penalties, or litigation.
Variable-rate borrowings and large senior notes expose the company to higher interest expense and refinancing pressure.
Electronic monitoring products rely on components and evolving technology; shortages or redesign needs can disrupt sales.
Facility development and idle facilities can create cost overruns, write-downs, or underutilized assets.
: 28/04/2026