Consensus revenue for Q3 2026 is $698.93 million with an EPS of $0.67, as the stock trades at $30.88 against a $40.67 average analyst price target. Investors are primarily focused on the financial realization of a massive $2.2 billion facility divestiture to the Department of Homeland Security (DHS).
This strategic shift toward a capital-efficient model is expected to fund a recently announced $500 million accelerated share repurchase program. Performance has been bolstered by increased detention demand from federal partners, although legislative headlines from the 2026 midterm elections remain a secondary point of concern for long-term guidance.