This is a routine funding addition to an existing contract, not a new win. Monitor future modifications for cumulative scale and any changes in ICE detention policy that could affect facility utilization.
Price Chart
Executive Summary
GEO Group received a $35.7M contract modification from DHS for detention and transportation services at two California facilities. The award represents approximately 1.3% of annualized revenue, a notable but not transformative addition to the company's core business.
Key Financial Metrics
Key Facts
- Modification P00005 to contract 70CDCR26FR0000042 adds $35,682,865.67 in funding
- Services cover detention and transportation at Mesa Verde and Golden State facilities in DHS's San Francisco area of responsibility
- Awarding agency is the Department of Homeland Security
- Annualized revenue of $2.82B makes this ~1.3% of revenue
Financial Impact
$35.7M modification, ~1.3% of annualized revenue
Risk Factors
- Detention services are subject to political and policy shifts in immigration enforcement
- Modification adds funding but does not extend the period of performance or guarantee future task orders
Investment Themes
Documents Analyzed
This report is based on 1 federal contract record from official U.S. government contract data.
| Document | Accession Number |
|---|---|
| GOVT-CONTRACT Data (Synthetic) | contract-70CDCR26FR0000042 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 5d ago | Institutional Cluster | $26.94 | awaiting T+20 | — | $28.03 (+4.05%) |
Oct 8, 2026 18d ago | 8-K | $31.13 | awaiting T+20 | — | $28.03 (−9.96%) |
Oct 5, 2026 22d ago | 8-K | $32.34 | awaiting T+20 | — | $28.03 (−13.33%) |
Sep 16, 2026 5w ago | GOVT-CONTRACT | $32.14 $29.33 | ▼ −8.74% | ▼ −9.95% | $28.03 (−12.79%) |
Sep 15, 2026 6w ago | GOVT-CONTRACT | $31.43 $30.81 | ▼ −1.97% | ▼ −4.03% | $28.03 (−10.82%) |
Sep 9, 2026 6w ago | Court Ruling | $31.38 $30.96 | ▲ +1.34% | ▲ +3.46% | $28.03 (+10.68%) |
Aug 25, 2026 8w ago | Insider Cluster | $32.77 $31.96 | ▼ −2.47% | ▼ −2.62% | $28.03 (−14.46%) |
Aug 24, 2026 9w ago | Insider Cluster | $32.16 $30.62 | ▼ −4.79% | ▼ −5.76% | $28.03 (−12.84%) |
Aug 14, 2026 10w ago | Court Ruling | $31.15 $31.26 | ▲ +0.35% | ▲ +2.33% | $28.03 (−10.02%) |
Aug 6, 2026 11w ago | GOVT-CONTRACT | $30.69 $31.77 | ▲ +3.52% | ▲ +3.92% | $28.03 (−8.67%) |
US Market Status
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