CoreCivic's New Contracts On Focus, Analyst Sees Revenue Opportunities In 2026

Group 1 - CoreCivic, Inc. reported fourth-quarter revenue of $479.3 million, exceeding analyst estimates of $465.17 million, and funds from operations (FFO) of 39 cents per share, surpassing estimates of 34 cents per share [1] - For full-year 2025, CoreCivic expects net income to range between $53.5 million and $67.5 million, with FFO projected at $1.37 to $1.50 per share, compared to estimates of $1.77 per share [2] - The analyst believes that new ICE contracts are likely to be secured this year, which would support above-consensus earnings expectations for 2026 [2][3] Group 2 - CoreCivic's guidance does not currently include new contract awards, but management anticipates securing multiple agreements in 2025, with updates to be provided as contracts are signed [3] - The analyst's estimates consider the potential for significant new contracts, supported by CoreCivic's available capacity [3] - CoreCivic shares experienced a slight increase of 0.32%, reaching $18.90 [3]