Research Feed
GEO Q4 2025: Record Execution at 48% Performance Gap to CoreCivic
GEO Group reported its strongest growth quarter in company history — $520M in new annualized contracts ([transcript line 17](https://sec.gov/cgi-bin/viewer?action=view&cik=0000923796&accession_number=0001193125-26-034567&xbrl_type=v)), record ICE populations at 24,000 (all-time high, [line 23](https
Private Prison Policy Tailwind Confirmed — CXW Is the Quality Play, Not GEO
CoreCivic's Q4 2025 earnings call (Feb 12, 2026) confirms the strongest immigration detention policy environment in a decade. ICE beds have surged from ~45,000 (end of prior administration) to 73,000+ in 12 months, and the One Big Beautiful Bill Act provides $75 billion four-year legislative funding