CoreCivic, Inc. SEC 10-K Report
CoreCivic, Inc. (CXW) has released its 2025 Form 10-K report, detailing significant financial growth, strategic initiatives, and operational achievements, including a 12.7% increase in total revenue to $2,211.2 million and net income of $116.5 million. The report emphasizes the company's expansion of operational capacity through facility activations and new contracts, particularly with federal agencies like ICE. Despite demonstrating strong customer retention and financial flexibility, CoreCivic also acknowledges substantial challenges, including regulatory risks, political resistance, occupancy fluctuations, and significant indebtedness.
5 Revealing Analyst Questions From CoreCivic's Q4 Earnings Call
CoreCivic's Q4 2025 earnings call revealed strong revenue growth and margin expansion, primarily due to new federal contracts with ICE, despite a negative market response. Analysts posed revealing questions regarding demand, margin pressures, contracting environments, EBITDA run rates, and liquidity, which management addressed by emphasizing timing, future recovery, ongoing engagement, and ample financial resources. Upcoming quarters will focus on regulatory approvals, occupancy stabilization, new contracts, and capital allocation decisions to further boost performance.
Tennessee prison officials say they need drone detection tech to combat contraband airdrops
The Tennessee Department of Correction is seeking $1.7 million in funding for "drone detection technology" to combat the increased use of drones for airdropping contraband into state prisons. Commissioner Frank Strada emphasized that this is a necessary response to an evolving threat, as traditional security measures are no longer sufficient. The department also plans to develop a Centralized Security Intelligence Center with AI-enabled cameras and sensors, and has reduced correctional officer vacancies to 430 from nearly 700 a year ago.
CoreCivic (CXW) Earnings Surge 69% Challenges Cautious Narratives On Profit Potential
CoreCivic (CXW) reported a significant 69.2% surge in earnings for FY 2025, reaching US$1.09 EPS on US$2.2 billion in revenue, with net profit margins improving to 5.3%. While these strong results challenge cautious narratives and are driven by increased federal detention demand and facility utilization, the modest 5.3% margin and concerns about debt coverage by operating cash flow remain key points of investor discussion. The company's P/E ratio of 15.3x suggests the market is carefully weighing these risks despite analyst price targets and DCF valuations indicating higher potential.
ICE, Inc.: The Top Companies Profiting from Trump’s Immigration Crackdown
This article investigates how several top ICE contractors saw massive increases in revenue during the first year of Donald Trump's second term, often correlating with significant political donations, lobbying efforts, or the hiring of former ICE officials. Companies like Palantir Technologies, CSI Aviation, and CoreCivic are highlighted for their substantial financial gains from ICE contracts and their contributions to Trump-aligned PACs or inauguration committees. The report suggests a potential link between these contributions and the awarding of lucrative government contracts, raising questions about corruption and favoritism within the contracting process.
Catholic Bishop celebrates Mass at CoreCivic ICE Detention Center in California City
Bishop Joseph Brennan of the Roman Catholic Diocese of Fresno celebrated Mass at the CoreCivic ICE detention center in California City, providing spiritual guidance to approximately 70 detainees. This visit comes amidst heightened scrutiny and criticism of ICE detention centers nationwide regarding alleged harsh conditions and insufficient care, prompting the U.S. Conference of Catholic Bishops to express concerns about conditions and lack of pastoral care. Bishop Brennan plans to visit more detention centers in the Central Valley, aiming to offer solace and presence to those held there.
CoreCivic (NYSE:CXW) Raised to Buy at Wall Street Zen
Wall Street Zen has upgraded CoreCivic (NYSE:CXW) to a "buy" rating, consistent with Jones Trading's reaffirmed "Buy" and a $30 price target, contributing to a consensus "Moderate Buy" rating with a $34.00 average target. This upgrade follows CoreCivic's strong Q4 earnings beat, significantly raised FY-2026 guidance, and authorization of a substantial share buyback program. Despite positive financial performance and analyst support, the company faces ongoing political and ESG-related risks that could impact contract renewals and long-term investor demand.
$10 Million Exit: Why a Fund Would Walk Away From CoreCivic Despite a $604 Million Quarter
Turiya Advisors Asia Ltd sold its entire $9.75 million position in CoreCivic (CXW) during the fourth quarter, exiting its 2.6% AUM stake. Despite CoreCivic reporting strong financial results with $604 million in quarterly revenue and a positive outlook for 2026, the fund's move is suggested to be a strategic reallocation rather than a sign of pessimism. The article notes that CoreCivic's stock has underperformed the S&P 500 and carries regulatory risks, leading other investment experts to recommend different stocks.
Why Are CoreCivic (CXW) Shares Soaring Today
CoreCivic (CXW) shares jumped 6.5% after the company reported strong fourth-quarter earnings and an optimistic 2026 forecast. Adjusted EPS surged 69% year-over-year, driven by a 49% increase in federal revenue, including a 103% rise from ICE. The company projects diluted EPS growth of roughly 40% and expects annual revenue to reach approximately $2.5 billion by mid-2026.
CoreCivic, Town of Mason see financial boost after increase of ICE detainees
CoreCivic, a private prison company, has reported a significant financial boost due to a more than 50% increase in ICE detainees and the reopening of the West Tennessee Detention Facility in Mason. The Town of Mason has also benefited financially from the facility's reopening, generating tax revenue and per-detainee fees, and creating over 250 jobs. However, the reopening faced public pushback and opposition from organizations like the Tennessee Immigration and Refugee Rights Coalition.
CoreCivic, Inc. (NYSE:CXW) Q4 2025 Earnings Call Transcript
CoreCivic, Inc. reported strong Q4 2025 earnings, with adjusted EPS and normalized FFO per share exceeding internal projections. The company announced significant contract awards in the second half of 2025, expecting annual revenue of approximately $260 million and an annual EBITDA run rate of $450 million once these facilities reach stabilized occupancy in mid-2026. CoreCivic remains optimistic about future growth, citing high ICE detention populations, increased state-level opportunities, and a continued focus on share repurchases, with a substantial share repurchase program authorized by the board.
Jones Trading Reiterates Buy Rating for CoreCivic (NYSE:CXW)
Jones Trading has reaffirmed its "Buy" rating for CoreCivic (NYSE:CXW) with a price target of $30, indicating a potential 68% upside. This follows CoreCivic's strong Q4 earnings, where it surpassed analyst expectations with $0.52 EPS and $603.95 million in revenue, a 26% year-over-year increase. The company also authorized a $200 million stock repurchase program, suggesting management believes the stock is undervalued.
Is CoreCivic (CXW) Attractive After Recent Share Weakness And Policy Debate Headlines
This article analyzes whether CoreCivic (CXW) is an attractive investment following recent share weakness and policy debates. It uses a Discounted Cash Flow (DCF) analysis to suggest the stock is undervalued by 46.7% compared to its current price, implying a significant discount. The article also touches on the P/E ratio, noting CoreCivic trades below its industry and peer averages, further suggesting potential value, and discusses how policy headlines influence investor perception of revenue stability and risk.
Top ICE Contractor Geo Set to Erase All ‘Trump Trade’ Gains
Shares of private prison operator Geo Group have erased all gains made since Donald Trump's election victory, falling over 60% from their post-election high. The decline is attributed to increasing backlash against the Trump administration's immigration policies, which is clouding the company's future prospects. The stock now trades below its pre-election closing price, reflecting investor concerns.
CoreCivic (CXW) Q4 2025 Earnings Call Transcript
CoreCivic (CXW) reported strong Q4 2025 earnings with significant increases in EPS, FFO per share, and EBITDA, primarily driven by federal partner demand, especially from ICE. The company reactivated several idle facilities and expanded its credit facility, allowing for substantial share repurchases and strategic investments. CoreCivic remains optimistic about future growth, citing considerable idle capacity and ongoing dialogue with government partners for potential new contracts, while also integrating AI into operations.
Earnings call transcript: CoreCivic Q4 2025 beats EPS forecast, stock volatile
CoreCivic (CXW) announced strong Q4 2025 earnings, surpassing EPS and revenue forecasts, but its stock showed volatility, closing down 9.46% in regular trading before rebounding 5.3% premarket. The company's performance was driven by a significant increase in ICE detention revenue and strategic facility reactivations. CoreCivic also provided robust guidance for 2026, projecting substantial growth in diluted EPS and EBITDA, and plans to continue its share repurchase program, believing its stock is undervalued.
CXW Q4 Deep Dive: Federal Contract Wins and Facility Activations Drive Outlook Amid Market Skepticism
CoreCivic (CXW) exceeded Q4 CY2025 revenue and EPS estimates, driven by new federal contracts, particularly with ICE, and facility activations, despite a negative market response. The company projects continued strong demand, especially from federal and state partners, with potential for further upside from pending facility activations and contract wins. Management expressed high visibility for 2026 guidance, attributing growth to increased ICE populations and operational flexibility.
CORECIVIC INC (NYSE:CXW) Crushes Q4 Earnings Estimates with Strong Revenue Growth
CoreCivic (NYSE:CXW) significantly surpassed Q4 earnings and revenue estimates for 2025, with EPS beating expectations by nearly 180% and revenue increasing 26% year-over-year. This strong performance, driven by facility activations and higher occupancy rates, led to a positive 2.7% surge in after-hours trading. The company also provided optimistic full-year 2026 guidance, reinforcing investor confidence despite recent muted stock performance.
CoreCivic (NYSE:CXW) Beats Expectations in Strong Q4 CY2025
CoreCivic (NYSE:CXW) exceeded market expectations in Q4 CY2025, reporting revenue of $604 million, up 26% year-on-year, and a GAAP profit of $0.26 per share, 33.3% above estimates. The company also provided strong guidance for FY2026, with EPS and EBITDA projections beating analyst consensus. This positive performance sent the stock up 3.6% immediately after the results were released.
CoreCivic (NYSE:CXW) Issues Earnings Results
CoreCivic (NYSE:CXW) reported quarterly earnings of $0.27 EPS, falling short of analysts' consensus estimate of $0.49. Despite the earnings miss and a slight dip in stock price, the company's board approved a $200 million stock buyback program, signaling confidence in the stock's undervaluation. Analysts currently maintain a "Moderate Buy" rating for CoreCivic with an average price target of $34.00.
CoreCivic Says ICE Crackdown is Boosting Sales
CoreCivic, a prison operator, reported a significant increase in its fourth-quarter sales and profit, attributing the boost to new contracts with Immigration and Customs Enforcement (ICE). The company's revenue from ICE, its largest government partner, more than doubled year over year. CoreCivic posted a profit of $26.5 million for the quarter ending December 31, up from $19.3 million a year prior.
Earnings Flash (CXW) CoreCivic, Inc. Reports Q4 Revenue $604.0M, vs. FactSet Est of $577.8M
CoreCivic, Inc. (CXW) reported its Q4 revenue of $604.0 million, surpassing the FactSet estimate of $577.8 million. The company also announced its Q4 adjusted FFO and revenue rise, along with its 2026 FFO guidance. This financial update indicates a stronger than expected performance for the correctional and detention management company.
Department of Homeland Security must provide 'constitutionally adequate healthcare' at ICE detention center, judge rules
A federal judge has ordered ICE and the Department of Homeland Security to provide "constitutionally adequate healthcare" to detainees at California's largest immigration detention center, the California City Detention Facility. The ruling mandates an external monitor to ensure compliance, timely and confidential access to attorneys, and appropriate clothing and outdoor recreation. This order stems from a class-action lawsuit filed by detainees alleging medical neglect, unsanitary conditions, and abusive treatment.
CoreCivic earnings up next: Can contract wins offset startup costs?
CoreCivic is set to report fourth-quarter earnings, with investors focused on whether new detention contracts can drive profitability despite startup costs. Analysts expect $0.238 EPS on $569.66 million revenue, and maintain a "strong buy" rating with a $29.88 price target, indicating optimism for the company's long-term potential. The key challenge will be demonstrating successful activation of new facilities and converting contract wins into earnings growth amidst initial margin pressures.
Future of possible Leavenworth ICE detention center could hinge on Kansas appeals court ruling
A Kansas appeals court heard arguments regarding the potential reopening of a former jail in Leavenworth as an ICE detention center. The core issue is whether CoreCivic, the private prison operator, abandoned the facility and if they must obtain a special use permit from the city to operate. The court's decision will determine if city approval is required for the facility to reopen, with a ruling expected at an unspecified future date.
Kansas appeals court hears arguments in Leavenworth–CoreCivic detention center zoning dispute
The Kansas Court of Appeals heard oral arguments in a legal dispute between the City of Leavenworth and private prison operator CoreCivic regarding the zoning legality of a detention facility. CoreCivic is appealing a temporary injunction that prevents it from operating the facility without a special use permit, which the city argues is required by zoning laws. The court did not issue a ruling, but a decision is expected within about a week, which will determine if the injunction remains in place or if CoreCivic can reopen the facility.
Settlement reached in private prison beating lawsuit
A settlement has been reached between CoreCivic, the operator of Northeast Ohio Correctional Center, and an inmate who claimed he was beaten, tied up, and sexually assaulted by other inmates in March 2025. The lawsuit, initially seeking $25,000 and later amended to "in excess of $75,000," was settled in December, with details expected to be filed by March. The inmate alleged the incident was livestreamed and involved extortion from his family.
CoreCivic's Funding Raises Questions For Minnesota Democrats Ahead Of Elections
Minnesota Democratic leaders, including Governor Tim Walz and Lt. Governor Peggy Flanagan, are facing scrutiny over political donations accepted from CoreCivic, a private prison company, by national groups they chaired. While CoreCivic states its donations aim to engage policymakers, the Democratic Lieutenant Governors Association plans to donate the funds to the National Immigration Law Center and cease future donations, while the Democratic Governors Association defends its acceptance for campaign support. This issue prompts questions about political accountability and private detention facilities ahead of upcoming elections in Minnesota.
Earnings To Watch: CoreCivic (CXW) Reports Q4 Results Tomorrow
CoreCivic (CXW) is set to report its Q4 results soon, with analysts expecting a 18.9% year-on-year revenue increase to $570 million and adjusted earnings of $0.21 per share. Despite a softer previous quarter, CoreCivic has historically surpassed revenue estimates. The stock has underperformed recently, down 7.3% over the last month, with an average analyst price target of $29.88 against a current price of $18.88.
Earnings To Watch: CoreCivic (CXW) Reports Q4 Results Tomorrow
CoreCivic (CXW), a private prison operator, is set to report its Q4 results tomorrow. Analysts expect revenue to grow by 18.9% year-on-year to $570 million, with adjusted earnings projected at $0.21 per share. The company has a history of exceeding revenue estimates, and analysts have reconfirmed their estimates recently.
What you can do to stop big corporations from helping ICE
Robert Reich outlines five specific actions individuals can take to combat the complicity of corporations in the activities of ICE and Border Patrol. He urges readers to leverage their power as taxpayers, investors, political supporters, direct consumers, and voters to pressure corporations like CoreCivic, Black Rock, Vanguard, YouTube, Google, AT&T, Home Depot, Amazon, Microsoft, and Verizon to cease their support for ICE's detention and enforcement operations. Reich provides practical steps including contacting elected officials, withdrawing investments, demanding changes from political organizations, directly confronting corporations, and boycotting companies that collaborate with ICE.
CoreCivic, Inc. $CXW Shares Purchased by Allianz Asset Management GmbH
Allianz Asset Management GmbH significantly increased its stake in CoreCivic, Inc. (NYSE:CXW) during the third quarter, growing its holdings by 13.8% to 1,856,230 shares, representing about 1.73% of the company. This comes as institutional investors now own approximately 85.13% of CXW. CoreCivic recently reported strong Q3 results, meeting EPS estimates and exceeding revenue forecasts with an 18.1% year-over-year increase, and has authorized a $200 million stock buyback program.
ICE’s Private Prison Contractors Spent Millions Lobbying to Force Banks to Give Them Loans
Private prison giants GEO Group and CoreCivic have spent millions lobbying Congress to pass the "Fair Access to Banking Act." This legislation aims to compel banks, many of which have previously cut ties due to ESG policies and reports of abuses, to provide them with financing. Civil liberties advocates criticize the bill, arguing that banks should not be forced to do business with industries deemed harmful, especially as these companies seek new credit lines to expand detention facilities.
A for-profit immigrant detention center in Leavenworth, Kansas, is one step closer to opening
A Leavenworth planning commission recommended granting CoreCivic a permit to open a 1,000-bed immigration detention center, but with added restrictions. The decision is now in the hands of the city commission. The proposal has sparked significant public debate, with opponents citing past mismanagement and abuse at the facility, while proponents argue for giving the company a chance under evaluation.
Leavenworth Planning Commission advances CoreCivic’s plan to open ICE detention center
The Leavenworth Planning Commission voted 5-1 to recommend approving CoreCivic's special use permit application to open an ICE detention center, despite community concerns and the company's past controversies. The recommendation includes provisions such as a 36-month permit term, installation of a sewer grinder pump, and specifying reasons for exceeding the 1,104 detainee capacity. The Leavenworth City Commission will make the final decision on the application in late February or early March.
The Bull Case For CoreCivic (CXW) Could Change Following Expanded Buyback Amid Stronger Operating Trends
CoreCivic (CXW) recently expanded its share repurchase authorization due to improved operating trends, including higher federal and state populations and better per diem rates. This move signals management's confidence and prioritizes capital returns while still funding growth initiatives. While a larger buyback supports earnings per share, investors should consider the company's reliance on criminal justice policy, contract renewals, occupancy levels, and its substantial debt load.
Leavenworth planning commission votes 5-1 to advance proposed ICE detention plan
The Leavenworth Planning Commission voted 5-1 to advance a proposal by CoreCivic to convert its prison into an immigration detention center, following a heated public meeting. The plan involves housing up to 1,000 adult detainees for an average of 51 days and now moves to the Leavenworth City Commission for final review. Modifications were made to the proposal, including shortening the permit term from five to three years.
Timeline: How Leavenworth’s detention center fight with CoreCivic unfolded
The City of Leavenworth and CoreCivic have been engaged in a year-long legal battle over the reopening of the Midwest Regional Reception Center as an immigration detention center. The city insists CoreCivic needs a special use permit, while CoreCivic initially argued federal authority should prevail. After multiple lawsuits, CoreCivic has now applied for the permit, with public hearings scheduled for February 2026.
CoreCivic inches closer to ICE detention permit in Leavenworth despite troubled history
CoreCivic is nearing approval for a special use permit to operate an ICE detention facility in Leavenworth, despite significant community opposition and a troubled operational history. The Leavenworth Planning Commission recommended approval, but the decision faces further review by the City Commission and ongoing legal battles over the permit's necessity. Advocates are calling for continued community engagement to prevent the facility's full reopening.
CoreCivic (NYSE:CXW) Hasn't Managed To Accelerate Its Returns
CoreCivic (NYSE:CXW) has shown a flat trend in Return on Capital Employed (ROCE) over the past five years, despite reducing its capital usage by 25%. The company's current ROCE of 7.4% underperforms the Commercial Services industry average. While the stock has seen a significant 167% gain for shareholders over five years, this performance isn't attributed to strong underlying business compounding.
Private prisons are cashing in on Trump’s ICE crackdown. They’re just getting started
Private prison companies like GEO Group and CoreCivic are experiencing a boom in profits due to the Trump administration's increased immigration crackdown. These companies sign contracts with ICE that include "guaranteed minimums," leading to advocacy for policies that increase detention numbers. Critics argue this system allows for an impenetrable lack of transparency and an "unethical, immoral governance" alliance with businesses profiting from human liberties.
Y Intercept Hong Kong Ltd Purchases 96,750 Shares of CoreCivic, Inc. $CXW
Y Intercept Hong Kong Ltd significantly increased its stake in CoreCivic, Inc. by 126.3% in Q3, acquiring 96,750 additional shares, bringing its total to 173,354 shares valued at $3.53 million. CoreCivic's board has authorized a $200 million share buyback program, potentially repurchasing up to 10.7% of its shares. The company reported strong Q3 revenues of $580.4 million, met EPS expectations at $0.48, and received a "Moderate Buy" analyst rating with a $34 target price.
CoreCivic (NYSE:CXW) Trading Down 6.8% - What's Next?
CoreCivic (NYSE:CXW) experienced a 6.8% drop in its stock price, trading down to $18.70 with significantly lower than average volume. Despite this, analysts maintain a "Moderate Buy" rating with an average target price of $34.00, and the company recently authorized a $200 million share buyback, indicating management's belief in the stock's undervaluation. CoreCivic also reported meeting EPS estimates for the last quarter and provided positive FY2025 guidance.
Prison operators GEO, CoreCivic down
This article briefly reports that the stock prices of prison operators GEO and CoreCivic are down. It is a very short news piece from Reuters.
Nisa Investment Advisors LLC Cuts Stake in CoreCivic, Inc. $CXW
Nisa Investment Advisors LLC significantly reduced its holdings in CoreCivic, Inc. (NYSE:CXW) by 98.2% in Q3, now owning just 1,734 shares. Despite this, CoreCivic's board authorized a $200 million share buyback, indicating confidence the stock is undervalued, and the company reported strong Q3 results with revenue up 18.1% year-over-year. Analysts maintain a "Moderate Buy" rating with a consensus price target of $34.00, while institutional investors collectively own 85.13% of the company's stock.
CoreCivic (CXW) Stock Edges Up Amid Naval Contract Speculation
CoreCivic (CXW) shares saw a 1% increase due to speculation surrounding a new government contract from the Naval Supply Systems Command. The company, a major player in the private prison sector, shows mixed financial performance with declining margins but stable revenue. Investors are cautioned by a low Altman Z-Score, indicating potential financial distress, and insider selling despite analyst optimism for potential upside.
Deaths in Detention Warn of Horrors Behind ICE’s Prison Walls
At least 32 people died in ICE detention facilities in 2025, and an additional four have already died in ICE custody in early 2026, raising serious concerns about the conditions within these facilities. Critics highlight a significant increase in detentions, often of individuals without criminal convictions, and widespread allegations of abuse, medical neglect, and inhumane treatment. The article also notes federal resistance to oversight by lawmakers and ongoing efforts to expand ICE's carceral infrastructure, despite calls from some Democrats to defund the agency.
Leavenworth prepares to vote on CoreCivic's ICE detention facility proposal
Leavenworth is preparing to vote on CoreCivic's proposal to open an ICE detention facility, a decision stemming from months of legal and community disputes. CoreCivic argues the facility will bring significant economic benefits and has already hired employees, while opponents cite the company's "long history of human rights abuses" and question its accountability. The vote by city officials will occur amidst an ongoing appeals court case between the city and CoreCivic.
SG Americas Securities LLC Buys 216,101 Shares of CoreCivic, Inc. $CXW
SG Americas Securities LLC significantly increased its stake in CoreCivic (NYSE:CXW) by 1,602.8% during the third quarter, acquiring an additional 216,101 shares to bring their total holding to 229,584 shares, valued at approximately $4.67 million. This move comes as CoreCivic's board authorized a $200 million share buyback program, suggesting management views the stock as undervalued. The company recently reported Q3 results with EPS in line with expectations and revenue growth of 18.1% year-over-year, while analysts maintain a "Moderate Buy" consensus with an average target price of $34.00.
Tennessee senators push for body cameras at CoreCivic prison
Tennessee senators are advocating for a pilot program to equip correctional officers at the private Trousdale Turner Correctional Center, run by CoreCivic, with body cameras. This initiative aims to protect staff and inmates and enhance evidence for investigations, despite opposition from Correction Commissioner Frank Strada, who cites high costs and privacy concerns for a statewide implementation. CoreCivic has not agreed to fund the equipment, while the department plans to invest in AI monitoring and drones as alternatives.
