CoreCivic: The Government Buys The Buildings And Keeps The Operator
CoreCivic (CXW) is rated a Buy, with prudent management actions and undervalued assets driving a fair value estimate of $40 per share. CXW monetized facilities at $307,000 per bed, used proceeds to halve debt and repurchase 12.5% of shares, signaling strong shareholder orientation. Revenue surged 27.3% YoY in Q2 2026, driven by ICE contracts and facility reopenings, while operating margin was temporarily impacted by one-off costs.
CoreCivic Q2 Earnings Call Highlights
CoreCivic NYSE: CXW reported second-quarter 2026 results that exceeded average analyst estimates for adjusted earnings per share and adjusted EBITDA, while outlining a series of facility sales, debt repayments and expanded share-repurchase capacity.
CoreCivic, Inc. (CXW) Q2 2026 Earnings Call Transcript
CoreCivic, Inc. (CXW) Q2 2026 Earnings Call Transcript
Wall Street Lunch: Ban Talk Lifts Networking Names
The U.S. is reportedly drafting a ban on Chinese optical transceivers, driving rallies in networking stocks like LITE, COHR, and CIEN. CoreCivic (CXW) secured a five-year ICE contract for a 1,600-bed facility, expected to generate $75M in annual revenue once fully operational.
Immigration Crackdown Lifts Private-Prison Stocks
So far this year, prison operators Geo Group and CoreCivic are outperforming tech and energy giants alike.
CoreCivic Q1 Earnings Call Highlights
CoreCivic NYSE: CXW reported stronger first-quarter 2026 results and raised its full-year outlook, citing higher demand from federal immigration authorities, the activation of previously idle facilities and the acquisition of Clinical Solutions Pharmacy.
CoreCivic, Inc. (CXW) Q1 2026 Earnings Call Transcript
CoreCivic, Inc. (CXW) Q1 2026 Earnings Call Transcript
CoreCivic, Inc. (CXW) Q4 2025 Earnings Call Transcript
CoreCivic, Inc. (CXW) Q4 2025 Earnings Call Transcript
CoreCivic Says ICE Crackdown is Boosting Sales
Management revenue from ICE, which is the Brentwood, Tenn., company's biggest government partner, more than doubled year over year.
CoreCivic, Inc. (CXW) Q3 2025 Earnings Call Transcript
CoreCivic, Inc. ( CXW ) Q3 2025 Earnings Call November 6, 2025 2:30 PM EST Company Participants Jeb Bachmann Damon T. Hininger - CEO & Director Patrick Swindle - President & COO David Garfinkle - Executive VP & CFO Conference Call Participants Joseph Gomes - NOBLE Capital Markets, Inc., Research Division Marla Marin - Zacks Small-Cap Research Kirk Ludtke - Imperial Capital, LLC, Research Division Raj Sharma Gregory Gibas - Northland Capital Markets, Research Division Ben Briggs - StoneX Financial Inc. Edwin Groshans - Compass Point Research & Trading, LLC, Research Division Jason Weaver - JonesTrading Institutional Services, LLC, Research Division Presentation Operator Good day, and welcome to CoreCivic's Third Quarter 2025 Earnings Conference Call.
CoreCivic: From Distressed Credit To Policy-Backed Growth Story
CoreCivic (CXW) is rebounding, driven by major ICE contracts and facility reactivations, leading to record top-line and free cash flow growth. Recent multi-year contracts and acquisitions are projected to add $60-80M in annual incremental EBITDA, with further upside if idle facilities are reactivated. CXW's capital structure is now robust, with leverage reduced to 2.9x and liquidity ample, reflecting successful restructuring and improved credit market perception.
CoreCivic: It Is Time To Trade With Options (Rating Upgrade)
CoreCivic stock has dropped 22% recently, creating an attractive buying opportunity due to market overreaction, not fundamental weakness. CXW's core business remains strong, with new contracts expected to boost revenue, and essential operations funded even during government shutdowns. The sell-off has inflated option premiums, presenting lucrative opportunities for selling puts or trading options on CXW.
