Company Overview - The GEO Group operates as a leading provider of diversified correctional, detention, and community reentry services, serving government clients across multiple countries [4] - The company generates revenue primarily through long-term contracts with government agencies for facility operation, electronic supervision, and community-based reentry programs [5] - GEO's competitive position is supported by its broad geographic footprint, contract-based revenue streams, and specialized expertise in security and compliance solutions [4] Recent Developments - On November 10, 2025, Turiya Advisors Asia Ltd disclosed a new position in The GEO Group, acquiring 5,644,900 shares valued at approximately $115.66 million, representing 30.62% of the fund's reportable U.S. equity assets under management [2][6] - As of November 11, 2025, GEO shares were priced at $14.84, reflecting a 44.0% decline over the past year and underperforming the S&P 500 by 55.68 percentage points [3] Financial Metrics - The GEO Group reported a total revenue of $2.42 billion and a net income of $31.97 million for the trailing twelve months [3] - The company's market capitalization stands at $2.07 billion [3] Investment Sentiment - Turiya Advisors Asia's significant investment in GEO suggests a belief that the company's fundamentals may be undervalued compared to the prevailing market narrative [8] - The investment reflects a view that growing contract activity and cash generation will prove more durable than the political and legal challenges facing the company [11] Business Model and Strategy - GEO's business model is anchored in long-term, contracted revenue from federal, state, and local agencies, managing secure correctional and detention facilities while expanding electronic monitoring and community-based services [9] - Recent quarters have shown increased revenue driven by new and reactivated contracts, indicating a robust pipeline of contracted cash flows that can support debt reduction and capital returns [9]

The GEO Group, Inc generates revenue primarily through long-term contracts with government agencies for facility operation, electronic supervision, and community-based reentry programs. Its main customers include federal, state, and local government agencies responsible for corrections, detention, and rehabilitation services.The GEO Group, Inc. operates at scale as a leading provider of diversified correctional, detention, and community reentry services, serving government clients across multiple countries. ...

Core Points - The GEO Group, Inc. will release its third quarter 2025 financial results on November 6, 2025, before the market opens [1] - A conference call is scheduled for the same day at 11:00 AM Eastern Time, hosted by key executives [2][5] - The company has been awarded a two-year contract by U.S. Immigration and Customs Enforcement for services under the Intensive Supervision Appearance Program [7] - GEO has received Notices of Intent to Award three managed-only contracts for correctional and rehabilitation facilities in Florida [8] - The company reported its second quarter 2025 results and announced a $300 million share repurchase program [9] Financial Information - The third quarter 2025 earnings release will occur before market opening on November 6, 2025 [1] - A telephonic replay of the conference call will be available until November 13, 2025 [3] Contracts and Services - The contract with ICE involves electronic monitoring, case management, and supervision services [7] - The Florida Department of Corrections has issued contracts for management and support services at three correctional facilities [8] Corporate Actions - The Board of Directors has authorized a $300 million share repurchase program following the second quarter 2025 results [9]