← Geo overview

Geo vs CoreCivic: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Geo Group Inc (GEO)

Q3 2026
▲3▼1

GEO beats earnings, sells ICE assets, cuts debt and boosts buybacks

  • Q2 earnings beat and raised 2026 guidance GEO reported Q2 earnings above analyst estimates and raised its full-year 2026 guidance above consensus. Revenue rose 15% to $732 million, and the company expects higher income and EBITDA. This signals stronger profits ahead, which supports a higher stock price.

    This is a new, company-specific event that directly boosts investor confidence in future earnings.

  • GEO sells Adelanto ICE facilities for $950M GEO completed the sale of three Adelanto ICE facilities to the U.S. government for $950 million, netting about $705 million. It will keep providing support services under a long-term contract through 2034. The cash strengthens GEO's finances and funds debt reduction and buybacks.

    This is a major new transaction that improves GEO's balance sheet and returns cash to shareholders.

  • GEO redeems high-cost debt and extends credit facility GEO will redeem $650 million of 8.625% notes due 2029 and extended its $550 million credit line to 2031. This lowers interest costs and gives more flexibility for share buybacks. The move improves GEO's debt profile and supports the stock.

    This is a new capital-structure action that reduces financial risk and enhances shareholder returns.

  • Citizens Financial exits credit facilities Citizens Financial is exiting its credit facilities for GEO and CoreCivic after activist pressure. While GEO's capital needs may fall due to government facility sales, losing a banking partner could tighten access to future financing. This is a headwind for the stock.

    This is a new negative development that could affect GEO's cost of capital and investor sentiment.

August 2026
▲3▼1

GEO beats earnings, sells ICE assets, cuts debt and boosts buybacks

  • Q2 earnings beat and raised 2026 guidance GEO reported Q2 earnings above analyst estimates and raised its full-year 2026 guidance above consensus. Revenue rose 15% to $732 million, and the company expects higher income and EBITDA. This signals stronger profits ahead, which supports a higher stock price.

    This is a new, company-specific event that directly boosts investor confidence in future earnings.

  • GEO sells Adelanto ICE facilities for $950M GEO completed the sale of three Adelanto ICE facilities to the U.S. government for $950 million, netting about $705 million. It will keep providing support services under a long-term contract through 2034. The cash strengthens GEO's finances and funds debt reduction and buybacks.

    This is a major new transaction that improves GEO's balance sheet and returns cash to shareholders.

  • GEO redeems high-cost debt and extends credit facility GEO will redeem $650 million of 8.625% notes due 2029 and extended its $550 million credit line to 2031. This lowers interest costs and gives more flexibility for share buybacks. The move improves GEO's debt profile and supports the stock.

    This is a new capital-structure action that reduces financial risk and enhances shareholder returns.

  • Citizens Financial exits credit facilities Citizens Financial is exiting its credit facilities for GEO and CoreCivic after activist pressure. While GEO's capital needs may fall due to government facility sales, losing a banking partner could tighten access to future financing. This is a headwind for the stock.

    This is a new negative development that could affect GEO's cost of capital and investor sentiment.

Latest
▲3▼1

GEO beats earnings, sells ICE assets, cuts debt and boosts buybacks

  • Q2 earnings beat and raised 2026 guidance GEO reported Q2 earnings above analyst estimates and raised its full-year 2026 guidance above consensus. Revenue rose 15% to $732 million, and the company expects higher income and EBITDA. This signals stronger profits ahead, which supports a higher stock price.

    This is a new, company-specific event that directly boosts investor confidence in future earnings.

  • GEO sells Adelanto ICE facilities for $950M GEO completed the sale of three Adelanto ICE facilities to the U.S. government for $950 million, netting about $705 million. It will keep providing support services under a long-term contract through 2034. The cash strengthens GEO's finances and funds debt reduction and buybacks.

    This is a major new transaction that improves GEO's balance sheet and returns cash to shareholders.

  • GEO redeems high-cost debt and extends credit facility GEO will redeem $650 million of 8.625% notes due 2029 and extended its $550 million credit line to 2031. This lowers interest costs and gives more flexibility for share buybacks. The move improves GEO's debt profile and supports the stock.

    This is a new capital-structure action that reduces financial risk and enhances shareholder returns.

  • Citizens Financial exits credit facilities Citizens Financial is exiting its credit facilities for GEO and CoreCivic after activist pressure. While GEO's capital needs may fall due to government facility sales, losing a banking partner could tighten access to future financing. This is a headwind for the stock.

    This is a new negative development that could affect GEO's cost of capital and investor sentiment.

CoreCivic Inc (CXW)

Q3 2026
▲3▼1

CoreCivic Cashes In on Facility Sales and Surging Federal Demand

  • ICE Rewrites Detention Standards to Benefit Private Operators ICE rewrote national detention standards in a way that favors for-profit contractors like CoreCivic. This regulatory shift makes it easier for the company to win and keep federal contracts, boosting investor confidence and pushing the stock up.

    This is a new regulatory catalyst that directly improves CoreCivic's business prospects and was the first event in the period.

  • CoreCivic Sells Four Facilities to DHS for $2.2 Billion CoreCivic sold four detention facilities to the Department of Homeland Security for $2.2 billion, netting about $1.6 billion. The cash will pay down debt and fund share buybacks, strengthening the balance sheet and returning money to shareholders.

    These sales are a major new capital event that improves financial health and shareholder returns, directly lifting the stock.

  • Citizens Financial Exits Credit Facilities Citizens Financial is pulling out of CoreCivic's credit facilities after activist pressure. Losing a banking partner reduces access to capital and could raise borrowing costs, a headwind for the stock even though the company recently raised cash from asset sales.

    This is a new negative development that poses a real counterweight to the positive news, affecting capital access.

  • Q2 Earnings Show Strong Growth and Buyback Boost CoreCivic's Q2 revenue jumped 27.3% to $684.9 million, driven by reopening idle facilities and more federal detainees. The company raised its share buyback program to $1.2 billion and redeemed high-cost debt, signaling confidence and supporting the stock price.

    This is a new earnings report that confirms strong operational momentum and capital returns, key drivers for the stock.

July 2026
▲3▼1

CoreCivic Cashes In on Facility Sales and Surging Federal Demand

  • ICE Rewrites Detention Standards to Benefit Private Operators ICE rewrote national detention standards in a way that favors for-profit contractors like CoreCivic. This regulatory shift makes it easier for the company to win and keep federal contracts, boosting investor confidence and pushing the stock up.

    This is a new regulatory catalyst that directly improves CoreCivic's business prospects and was the first event in the period.

  • CoreCivic Sells Four Facilities to DHS for $2.2 Billion CoreCivic sold four detention facilities to the Department of Homeland Security for $2.2 billion, netting about $1.6 billion. The cash will pay down debt and fund share buybacks, strengthening the balance sheet and returning money to shareholders.

    These sales are a major new capital event that improves financial health and shareholder returns, directly lifting the stock.

  • Citizens Financial Exits Credit Facilities Citizens Financial is pulling out of CoreCivic's credit facilities after activist pressure. Losing a banking partner reduces access to capital and could raise borrowing costs, a headwind for the stock even though the company recently raised cash from asset sales.

    This is a new negative development that poses a real counterweight to the positive news, affecting capital access.

  • Q2 Earnings Show Strong Growth and Buyback Boost CoreCivic's Q2 revenue jumped 27.3% to $684.9 million, driven by reopening idle facilities and more federal detainees. The company raised its share buyback program to $1.2 billion and redeemed high-cost debt, signaling confidence and supporting the stock price.

    This is a new earnings report that confirms strong operational momentum and capital returns, key drivers for the stock.

Latest
▲3▼1

CoreCivic Cashes In on Facility Sales and Surging Federal Demand

  • ICE Rewrites Detention Standards to Benefit Private Operators ICE rewrote national detention standards in a way that favors for-profit contractors like CoreCivic. This regulatory shift makes it easier for the company to win and keep federal contracts, boosting investor confidence and pushing the stock up.

    This is a new regulatory catalyst that directly improves CoreCivic's business prospects and was the first event in the period.

  • CoreCivic Sells Four Facilities to DHS for $2.2 Billion CoreCivic sold four detention facilities to the Department of Homeland Security for $2.2 billion, netting about $1.6 billion. The cash will pay down debt and fund share buybacks, strengthening the balance sheet and returning money to shareholders.

    These sales are a major new capital event that improves financial health and shareholder returns, directly lifting the stock.

  • Citizens Financial Exits Credit Facilities Citizens Financial is pulling out of CoreCivic's credit facilities after activist pressure. Losing a banking partner reduces access to capital and could raise borrowing costs, a headwind for the stock even though the company recently raised cash from asset sales.

    This is a new negative development that poses a real counterweight to the positive news, affecting capital access.

  • Q2 Earnings Show Strong Growth and Buyback Boost CoreCivic's Q2 revenue jumped 27.3% to $684.9 million, driven by reopening idle facilities and more federal detainees. The company raised its share buyback program to $1.2 billion and redeemed high-cost debt, signaling confidence and supporting the stock price.

    This is a new earnings report that confirms strong operational momentum and capital returns, key drivers for the stock.