Welcome to our dedicated page for GEO GROUP SEC filings (Ticker: GEO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The GEO Group, Inc. filings document a NYSE-listed common stock issuer that provides contracted support services for secure facilities, processing centers, community reentry centers, rehabilitation programs, post-release support, and electronic monitoring. Recent Form 8-K reports furnish operating results and financial guidance, record amendments to credit agreements and revolving-facility obligations, and disclose material corporate governance and management events.
GEO's proxy and annual-meeting filings cover director elections, auditor ratification, advisory executive-compensation votes, board governance, compensation discussion, and shareholder voting outcomes. The filings also identify the company's common stock, $0.01 par value, under symbol GEO on the New York Stock Exchange and describe formal exhibits tied to press releases, material agreements, and governance actions.
The GEO Group CFO, Mark Suchinski, reported receiving a new equity award of 48,000 shares of restricted stock. The filing shows this grant was made on 02/24/2026 at a price of $0, reflecting a compensatory stock award rather than an open-market purchase.
Half of the award, or 24,000 shares, is time-based restricted stock that vests in equal one-third installments each year on the grant-date anniversary over three years. The other 24,000 shares are performance-based restricted stock that may vest depending on GEO’s performance metrics between January 1, 2026 and December 31, 2028, including return on capital employed and total shareholder return tests. Following these grants, Suchinski beneficially owned 148,000 shares of GEO common stock directly.
Schipma Scott A. reported acquisition or exercise transactions in this Form 4 filing.
GEO Group Inc. officer Scott A. Schipma reported receiving 30,000 shares of restricted stock on restricted stock awards dated February 24, 2026. The grant is split evenly between 15,000 time-based restricted shares and 15,000 performance-based restricted shares, awarded at no cash cost per share.
The time-based portion vests in equal one-third installments on each anniversary of the grant date over three years. Vesting of the performance-based portion depends on GEO meeting specified performance metrics between January 1, 2026 and December 31, 2028, as certified by the compensation committee, tied equally to return on capital employed and total shareholder return. Following these awards, Schipma directly holds 79,874 restricted shares and 24,314 shares of common stock.
Meehan David O. reported acquisition or exercise transactions in this Form 4 filing.
GEO Group Inc. reported that executive David O. Meehan received a grant of 30,000 shares of restricted stock. Half of the award is time-based restricted stock, and half is performance-based restricted stock.
The time-based portion vests in three equal installments, with one-third vesting each year on the grant-date anniversary over three years. The performance-based portion depends on GEO meeting specific metrics from January 1, 2026 to December 31, 2028, as certified by the compensation committee. Half of this performance-based portion vests based on return on capital employed goals and may vest by March 15, 2029 if achieved, while the other half vests one-third per year over three years based on GEO’s total shareholder return, to the extent performance goals are met.
ZOLEY GEORGE C reported acquisition or exercise transactions in this Form 4 filing.
GEO Group Executive Chairman George C. Zoley reported an award of 250,000 shares of restricted stock at a price of $0.00 per share. The restricted stock vests 12 months after the grant date. Following this grant, he directly holds 300,000 shares of restricted stock and 3,850,904 shares of common stock.
GEO Group Inc executive Scott A. Schipma filed an initial ownership report, detailing his direct holdings in company stock. As of February 19, 2026, he reported 49,874 shares of Restricted Stock and 24,314 shares of Common Stock, all held directly.
GEO Group Inc. reported the initial shareholdings of company officer David O. Meehan. He holds 26,120 shares of Restricted Stock and 49,710 shares of Common Stock, all listed as directly owned. This filing records existing ownership and does not show any buy or sell transactions.
The GEO Group, Inc. describes a global corrections and reentry business that owns, leases or manages about 75,000 beds at 95 facilities as of December 31, 2025, plus extensive electronic monitoring and day-reporting operations.
2025 consolidated revenue was approximately $2.6 billion, with international services contributing about $197.1 million, or 7%. Various U.S. federal agencies, including ICE and the U.S. Marshals Service, accounted for 67% of revenue and 78% of year-end receivables, highlighting significant customer concentration.
The company executed major transactions, selling the 2,388-bed Lawton Correctional Facility for $312 million, generating an estimated $228 million gain and helping fund the $60 million purchase of the Western Region Detention Facility and repay about $300 million of floating-rate debt, with an estimated $9.3 million capital gains cash tax saving.
GEO reports 18,000 employees and emphasizes ACA and NCCHC accreditations, noting a median ACA re-accreditation score of 100% and that 86% of 2025 U.S. Secure Services revenue came from ACA-accredited facilities. The filing details idle capacity of 5,896 secure beds and 750 reentry beds with a combined carrying cost of $23.4 million in 2026 and outlines potential incremental annual revenue of about $240 million if these eight facilities were activated at 2025 average per diem and occupancy levels.
The GEO Group, Inc. announced that Chief Executive Officer J. David Donahue will retire effective February 28, 2026. He signed a separation agreement under which he will receive consulting fees of $104,167 per month from March 1, 2026 through February 28, 2028, continued COBRA health coverage for up to 18–24 months, and continued vesting of his outstanding equity awards.
Founder and Executive Chairman Dr. George C. Zoley has been appointed Chairman and Chief Executive Officer effective March 1, 2026 under an amended employment agreement running through April 2, 2029. He will receive a base salary of $1,200,000, a target annual performance bonus equal to 200% of base salary, and annual restricted stock awards with grant-date fair value of at least 300% of base salary, in addition to existing retirement benefits.
The GEO Group, Inc. reported much stronger results for the fourth quarter and full year 2025 and issued its first outlook for 2026. Fourth quarter 2025 net income attributable to GEO operations rose to $31.8 million, or $0.23 per diluted share, on revenue of $707.7 million, up from $15.5 million, or $0.11 per share, on $607.7 million a year earlier. Adjusted net income increased to $34.8 million, or $0.25 per diluted share, and Adjusted EBITDA grew to $126.0 million from $108.0 million.
For full year 2025, net income attributable to GEO operations jumped to $254.4 million, or $1.82 per diluted share, from $32.0 million, largely reflecting a $232.4 million gain on asset divestitures and a $38.2 million non‑cash contingent litigation reserve tied to a Washington state case. On an adjusted basis, net income increased to $120.1 million, or $0.86 per diluted share, compared with $101.0 million, or $0.75 per share, while revenue grew to $2.63 billion from $2.42 billion and Adjusted EBITDA edged up to $464.4 million from $463.5 million.
The company highlighted new and expanded contracts across ICE detention, secure transportation, and state corrections, plus the sale of its Lawton facility for $312 million and purchase of the San Diego facility for about $60 million. GEO ended 2025 with roughly $70 million in cash and $1.65 billion in total debt, and noted current net debt around $1.5 billion. It also repurchased about 4.94 million shares in 2025 for approximately $90.6 million, leaving $409.4 million available under its $500 million authorization. For 2026, GEO expects GAAP net income of $0.99–$1.07 per diluted share on $2.9–$3.1 billion of revenue, Adjusted EBITDA of $490–$510 million, and capital expenditures of $120–$155 million, with first quarter 2026 diluted EPS guidance of $0.17–$0.19 and revenue of $680–$690 million.
The GEO Group, Inc. amended its main credit agreement, increasing its revolving credit facility commitments from $450 million to $550 million. At the same time, the amendment reduced the future Incremental Amount the company may request, cutting it from $250 million to $150 million for additional term loans, incremental equivalent debt or further increases to the revolver, subject to conditions in the amended agreement. GEO also noted that it issued a press release announcing the closing of this third amendment.