Q2 FY2026 EarningsGEO Q2 FY26 results beat consensus across the board, with revenue of $732.1M exceeding the $721.4M expected and GAAP EPS of $0.36 outperforming the $0.285 mean estimate. Net income rose 63% YoY to $47.5M, driven by contract expansions and lower labor costs. The company raised its full-year 2026 guidance for revenue ($2.95B-$3.05B) and Adjusted EBITDA ($550M-$560M), while announcing two new ICE contracts expected to contribute to earnings in 2027.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: GEO(GEO) the Revenue is 732.07 M (+15.08%), Beat estimate;the EBIT is 101.7 M (+41.31%), Beat estimate;the EPS is 0.36 (+71.43%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.73B15.08%
0.72B13.40%
+0.01B1.68%
EBITExceed expectations
0.10B41.31%
0.09B25.71%
+0.01B15.60%
EPSExceed expectations
0.3671.43%
0.28535.71%
+0.075035.72%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf