THE GEO GROUP, INC.: $108M Department of Homeland Security Contract
Summary
The GEO Group, Inc. received a $108M delivery order from ICE for detention and transportation services at the Adelanto Processing Center. As the recipient is a private entity, no direct public company tickers are mapped.
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Key Takeaways
- 1.The GEO Group, Inc. is a private entity, so no public tickers are affected.
- 2.The $108M contract is for detention and transportation services at the Adelanto ICE Processing Center.
- 3.No related legislation from the provided bill signals directly impacts this contract.
Market Implications
No market implications for publicly traded companies due to the private nature of the contract recipient. The contract is isolated to the private sector.
Full Analysis
This contract awards $108M to The GEO Group, Inc., a private company, for detention and transportation services at the Adelanto ICE Processing Center in California, covering a one-year period from December 2025 to December 2026. The awarding agency is the Department of Homeland Security through U.S. Immigration and Customs Enforcement. Since The GEO Group is not publicly traded, there are no direct public beneficiaries identified. The contract falls under the Defense sector due to its association with immigration enforcement and detention services. No related legislation from the provided bill signals directly connects to this contract, as the bills listed are neutral with low impact scores and cover sectors like Finance, Healthcare, and Government without specific immigration or detention provisions. The contract is a routine renewal or small-scale award, resulting in a low impact score of 3. No supply chain or competitor analysis is provided to avoid false positives.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
FISHER SAND & GRAVEL CO: $2.8B Department of Homeland Security Contract
SLS FEDERAL SERVICES LLC: $1.3B Department of Homeland Security Contract
SLS FEDERAL SERVICES LLC: $1.3B Department of Homeland Security Contract
FISHER SAND & GRAVEL CO: $2.6B Department of Homeland Security Contract
BOLLINGER SHIPYARDS LOCKPORT, L.L.C.: $1.3B Department of Homeland Security Contract
SOUTHWEST VALLEY CONSTRUCTORS CO: $1.7B Department of Homeland Security Contract
FISHER SAND & GRAVEL CO: $2.8B Department of Homeland Security Contract
RAUMA MARINE CONSTRUCTIONS OY: $1.1B Department of Homeland Security Contract
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
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Securing America’s Defense Supply Chains and Ensuring Domestic Acquisition of Critical Materials
This executive order restricts waivers for foreign-sourced critical materials in defense contracts, effective January 1, 2027, and mandates that defense contractors map their supply chains from raw materials to end products, vet subcontractors for risks, and prohibit covered materials from unreliable foreign suppliers. It directs the Secretary of War to enforce strict compliance, including requiring mitigation plans for any non-compliant materials and establishing penalties for fraud or willful noncompliance.
Regulatory Relief for Certain Stationary Sources to Promote American Chemical Manufacturing Security
President Trump issued a proclamation exempting certain chemical manufacturing facilities from compliance with the EPA's HON Rule for two years, citing unavailability of required technology and national security concerns. The exemption delays emissions-control deadlines and maintains pre-HON Rule standards for listed stationary sources, invoking authority under Clean Air Act section 112(i)(4).
Contract Details
Recipient
THE GEO GROUP, INC.
Award Amount
$107,738,200
Awarding Agency
Department of Homeland Security
Sub-Agency
U.S. Immigration and Customs Enforcement
Contract Type
DELIVERY ORDER
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