The earnings call highlights a strong financial performance with significant growth in revenue, strategic developments, and infrastructure improvements. However, challenges such as a slight decline in memberships, lot development issues, and interest rate concerns were noted. The company's proactive approach in addressing these challenges and its strategic capital allocation indicates a positive outlook.

Company Guidance -

Q3 2025

In the second quarter of 2025, The St. Joe Company reported solid financial performance, highlighted by a 16% increase in revenue and a 20% growth in net income, driven by a 27% rise in real estate revenue. The company achieved record quarterly leasing revenue, up 11%, and hospitality revenue, up 10%. Notably, recurring revenue now constitutes 63% of total revenue, emphasizing a strategic shift towards sustainable income streams. The company allocated $36.5 million for capital expenditures, $10.1 million for share repurchases, $8.1 million for dividends, and $7.7 million for debt reduction. Share repurchases have reduced the outstanding share count below 58 million for the first time in 29 years. The company also made progress with several strategic initiatives, including the approval of the Pigeon Creek DSAP for substantial residential and commercial development, and the launch of WaterSound Real Estate, a new brokerage venture. Additionally, infrastructure and transportation developments, such as new flight routes and the approval of bonds for a new medical facility, are expected to enhance the region's growth prospects.

Strong Financial Performance

The company reported 16% growth in revenue, 20% growth in net income, and 27% growth in real estate revenue. Recurring revenue streams have also shown significant growth, with leasing revenue increasing by 11% and hospitality revenue by 10%, both reaching quarterly records.

Significant Strategic Developments

The Bay County Commission approved the Pigeon Creek DSAP for over 3,000 residential units and 400,000 square feet of commercial space. A new boutique real estate brokerage, WaterSound Real Estate, was launched, and Topgolf opened in Panama City Beach.

Infrastructure and Regional Growth

The Florida Governor approved $414 million in bonds for a new FSU Health Teaching Research Hospital, and a $5 million appropriation was made for a new sanitary sewer plant to support future growth.

Share Repurchase and Capital Allocation

The company accelerated share repurchase with $16.2 million spent in the first half of 2025, reducing the outstanding share balance to below $58 million for the first time in 29 years.

St Joe Company (JOE) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

JOE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2025 (Q3)	- / -	0.29	―	―	―
Jul 23, 2025	2025 (Q2)	- / 0.51	0.42	21.43% (+0.09)	―
Apr 23, 2025	2025 (Q1)	- / 0.30	0.24	25.00% (+0.06)	―	―
Feb 26, 2025	2024 (Q4)	- / 0.32	0.23	40.87% (+0.09)	―	―
Oct 23, 2024	2024 (Q3)	- / 0.29	0.333	-12.91% (-0.04)	―	―
Jul 24, 2024	2024 (Q2)	- / 0.42	0.596	-29.53% (-0.18)	―	―
Apr 24, 2024	2024 (Q1)	- / 0.24	0.178	34.83% (+0.06)	―	―
Feb 21, 2024	2023 (Q4)	- / 0.23	0.482	-52.28% (-0.25)	―	―
Oct 25, 2023	2023 (Q3)	- / 0.33	0.21	58.57% (+0.12)	―	―
Jul 26, 2023	2023 (Q2)	- / 0.60	0.289	106.23% (+0.31)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

JOE Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 23, 2025	$49.82	$51.61	+3.59%
Apr 23, 2025	$41.54	$41.87	+0.79%
Feb 26, 2025	$46.03	$47.33	+2.82%
Oct 23, 2024	$56.16	$52.75	-6.07%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does St Joe Company (JOE) report earnings?

St Joe Company (JOE) is schdueled to report earning on Oct 22, 2025, After Close (Confirmed).

What is St Joe Company (JOE) earnings time?

St Joe Company (JOE) earnings time is at Oct 22, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is JOE EPS forecast?

Currently, no data Available

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