GEO

Q3 FY2026 EarningsQ3 FY26 results beat consensus across all major profitability metrics, with revenue of $761.1M missing the $772.7M consensus by 1.5%. GAAP Net Income of $49.2M (+9.5% vs. consensus) and Diluted EPS of $0.37 (+8.0% vs. consensus) were driven by strong U.S. Secure Services occupancy (94%) and lower-than-expected tax rates. Management's strategic pivot via $950M in asset sales post-quarter significantly de-leverages the balance sheet, positioning the firm to capitalize on unprecedented federal immigration enforcement demand.