Looking back on safety & security services stocks’ Q4 earnings, we examine this quarter’s best and worst performers, including GEO Group (NYSE: GEO) and its peers.

Rising concerns over physical security, cybersecurity threats, and workplace safety regulations will present opportunities for companies in this sector. AI and digitization will enhance surveillance, access control, and threat detection, which could benefit key players in Safety & Security Services. These trends could also introduce ethical and regulatory concerns over data privacy and automated decision-making in security operations, giving rise to headline risks. Finally, increasing scrutiny on private security practices and evolving criminal justice policies again mean that companies in the space need to operate with the utmost care or risk being the poster child of abuse of power.

The 6 safety & security services stocks we track reported a strong Q4. As a group, revenues beat analysts’ consensus estimates by 2.8% while next quarter’s revenue guidance was in line.

While some safety & security services stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 3.3% since the latest earnings results.

Weakest Q4: GEO Group (NYSE: GEO)

With a global footprint spanning three continents and approximately 81,000 beds across 100 facilities, GEO Group (NYSE: GEO) operates secure facilities, processing centers, and reentry services for government agencies in the United States, Australia, and South Africa.

GEO Group reported revenues of $707.7 million, up 16.5% year on year. This print exceeded analysts’ expectations by 5.8%. Despite the top-line beat, it was still a softer quarter for the company with full-year revenue guidance missing analysts’ expectations significantly and a significant miss of analysts’ full-year EPS guidance estimates.

George C. Zoley, GEO’s Chairman, Chief Executive Officer and Founder, said, “We are pleased with our strong fourth quarter financial results, which were underpinned by strong operational performance across our diversified business segments. In 2025, we made significant progress towards meeting our financial and strategic objectives. We entered into new or expanded contracts, which are expected to generate up to approximately $520 million in annualized revenues, making it the most successful year for new business wins in our Company’s history.”

Interestingly, the stock is up 2.3% since reporting and currently trades at $16.19.

Read our full report on GEO Group here, it’s free.

Best Q4: CoreCivic (NYSE: CXW)

Originally founded in 1983 as the first private prison company in the United States, CoreCivic (NYSE: CXW) operates correctional facilities, detention centers, and residential reentry programs for government agencies across the United States.

CoreCivic reported revenues of $604 million, up 26% year on year, outperforming analysts’ expectations by 6%. The business had an incredible quarter with a beat of analysts’ EPS estimates and an impressive beat of analysts’ revenue estimates.

CoreCivic achieved the biggest analyst estimates beat and fastest revenue growth among its peers. The market seems happy with the results as the stock is up 9.1% since reporting. It currently trades at $20.18.

Is now the time to buy CoreCivic? Access our full analysis of the earnings results here, it’s free.

Brady (NYSE: BRC)

Founded in 1914 and evolving through more than a century of industrial innovation, Brady (NYSE: BRC) manufactures and supplies identification solutions and workplace safety products that help companies identify and protect their premises, products, and people.

Brady reported revenues of $384.1 million, up 7.7% year on year, exceeding analysts’ expectations by 1.5%. Still, it was a mixed quarter due to its lackluster performance in other areas of the business.

As expected, the stock is down 9.8% since the results and currently trades at $85.97.

Read our full analysis of Brady’s results here.

MSA Safety (NYSE: MSA)

Founded in 1914 as Mine Safety Appliances to protect coal miners from dangerous gases, MSA Safety (NYSE: MSA) designs and manufactures advanced safety products that protect workers and facilities across industries including fire service, energy, construction, and manufacturing.

MSA Safety reported revenues of $510.9 million, up 2.2% year on year. This print topped analysts’ expectations by 0.7%. Overall, it was a strong quarter as it also put up a beat of analysts’ EPS estimates and a narrow beat of analysts’ revenue estimates.

MSA Safety had the weakest performance against analyst estimates and slowest revenue growth among its peers. The stock is down 10.2% since reporting and currently trades at $176.63.

Read our full, actionable report on MSA Safety here, it’s free.

Motorola Solutions (NYSE: MSI)

Born from the company that invented the first portable handheld police radio in 1940, Motorola Solutions (NYSE: MSI) provides mission-critical communications, video security, and command center software solutions for public safety agencies and enterprise customers.

Motorola Solutions reported revenues of $3.38 billion, up 12.3% year on year. This result surpassed analysts’ expectations by 1.1%. It was a strong quarter as it also produced a beat of analysts’ EPS estimates and a narrow beat of analysts’ revenue estimates.

The stock is up 11.3% since reporting and currently trades at $468.72.

Read our full, actionable report on Motorola Solutions here, it’s free.

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