Hello, everyone,
Shortly after the U.S. presidential election, prison operators were in high demand.
That’s why I’d like to introduce you to a company in this sector ahead of the midterms.
Do you see potential in this sector and in this company?
I look forward to your comments.
A strategic $1.5 billion real estate deal with the Department of Homeland Security is sending the stock price soaring!
(July 7, 2026)
Multi-billion-dollar transaction completed: CoreCivic sells two large California deportation centers to the U.S. government for $1.5 billion. Increased financial flexibility: The massive influx of cash strengthens the balance sheet and enables targeted debt reduction and share buybacks. Analysts raise price targets: Northland and Benchmark have raised their price targets to as high as $40. CoreCivic, one of the leading operators of private correctional facilities and deportation centers in the U.S.
CoreCivic verkauft zwei Haftanstalten | CoreCivic, Inc.
CoreCivic, Inc. operates correctional, detention, and reentry facilities through partnerships. The company’s business segments include CoreCivic Safety, CoreCivic Community, and CoreCivic Properties. The company offers government partners in the public sector a wide range of solutions, including correctional and detention management, a network of reentry centers designed to reduce recidivism rates, and real estate solutions for government agencies. The CoreCivic Safety segment comprises approximately 44 correctional and detention facilities that are owned by the company or controlled through long-term leases. It also includes correctional and detention facilities owned by third parties. The CoreCivic Community segment comprises over 20 residential reintegration centers that are owned by the company or controlled through long-term lease agreements. The CoreCivic Properties segment comprises five correctional properties owned by the company and held for lease to state authorities.
Number of employees: 13,651
Why CoreCivic
Compelling Investment Opportunity…
Market leader with critical infrastructure in a market with high barriers to entry
- • Largest private owner of correctional facilities
- • Overcrowding, staff shortages, aging facilities, and insufficient capacity at public facilities are driving demand in the private market
- • High costs and time required to build new facilities
Long-standing government relationships with high renewal rates
- • Over 40 years of experience in public service and government relationships
- • Average renewal rate of approximately 96.4% since 2022(1)
Conservative balance sheet with strong, predictable cash flows and diversified growth
- • Strong and predictable cash flows from a large portfolio of unencumbered fixed assets
- • Low debt and strong coverage of fixed costs
- • Capacity utilization rates and underutilized facilities offer opportunities for organic growth
- • Balance sheet flexibility to deploy capital and recurring cash flows toward M&A opportunities or return capital to shareholders
Experienced management team with a track record spanning multiple tenures
- • The management team collectively has 158 years of experience at CoreCivic and an average tenure of 23 years
- • Unwavering commitment to rehabilitation and reducing recidivism
…Which benefits the general public
Prepares offenders for successful reintegration into society
- • Improved conditions ➢ Less overcrowding, modern amenities ➢ 99.6% average ACA audit score for the facility
- • Focus on rehabilitation and reintegration ➢ Supports legislation aimed at eliminating discrimination against rehabilitated individuals in the justice system ➢ Offers training and treatment programs
The company’s ESG focus benefits its stakeholders
- • Meets the needs of government partners, taxpayers, and the broader community
CoreCivic: Prison construction for the government! CoreCivic dominates the security industry with strong Q1 results!
(June 12, 2026)
The “Industrials” sector is holding steady in the top third of the sector rankings. CoreCivic stands out with a share price increase of nearly 31% in just 4 weeks. The company currently dominates the “Security & Protection Services” industry. But what exactly does CoreCivic do? The company is relatively unknown. CoreCivic operates prisons and reintegration centers. A total of 4 facilities have been reactivated since last year. Revenue rose 25.8% to $614.7 million, and profit jumped to $37.9 million.
CoreCivic berichtet über die Finanzergebnisse des ersten Quartals 2026 | CoreCivic, Inc.
Investor Presentation: First Quarter 2026
In the last fiscal year, CoreCivic Inc.’s revenue rose by 12.7%, from $2.0 billion to $2.2 billion. Net income increased by 69.2%, from $68.9 million to $116.5 million. The net profit margin thus stood at 5.3%, compared to 3.5% in the prior year. On May 7, 2026, CoreCivic Inc. reported its Q3 results for the quarter ending March 31, 2026. Revenue for the reporting period was $614.7 million (+25.8% compared to the same quarter last year), and net income was $37.9 million (+51.0% compared to the same quarter last year).
– CoreCivic, Inc. (NYSE: CXW) ("CoreCivic") announced today that it will release its financial results for the second quarter of 2026 after the market closes on Wednesday, August 5, 2026.
Revenue Breakdown by Business Segment:
2025 (USD)
Safety 2.07 billion
Community 123 million
Properties 18.72 million
Unallocated Other 131,000 thousand
Juan’s Conclusion on the 2025–2027 Financial Key Figures
CoreCivic presents a clear picture for the coming years: operationally stable, financially increasingly profitable. Revenue continues to grow steadily, and the company is managing to slightly increase its EBIT margin each year —a sign of improved cost control and operational leverage. Particularly notable is the sharp jump in profits in 2025, which transitions into more moderate but healthy growth in 2026 and 2027.
The ROE of 8.04% in 2025 confirms that profitability based on equity is picking up again, even though no estimates are available for subsequent years. The EPS growth remains strong, which is always a good sign for investors: rising earnings per share without dilution.
In short: CoreCivic is becoming more efficient, more profitable, and more predictable. Not a high-growth stock, but a company that is steadily improving its key metrics and showing a clear direction for 2025–2027.
Market capitalization 3,182
Number of shares (in thousands) 98,888
Date of publication: February 11, 2026
Mini-Juan’s Conclusion on Valuation
CoreCivic will be clearly more attractively valued in 2025–2027: The P/E ratio will fall in 2027 despite rising profits, and the PEG is normalizing nicely toward 1, which points to a healthy balance between growth and price. The price-to-book ratio is not reported, but the available multiples indicate a company that is growing operationally while simultaneously easing valuation pressure — a good setup for investors betting on efficiency and re-rating.
July 23, 2026, 3:55:48 PM •
NYSE (USD)
$31.66
July 23, 2026, 4:56:37 PM •
Lang & Schwarz (EUR)
28.00 EUR
