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St Joe Company (JOE)
NYSE:JOE
Earnings Data
Report Date
Apr 29, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
0.3Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call presented multiple strong positive trends: double-digit top-line and earnings growth, margin improvements in key operating segments, an enlarged homesite pipeline and entitlements, substantial share repurchases and reduced share count, and a conservative balance sheet with low LTV. Lowlights are present but generally limited to execution/timing risks on future developments, modest hospitality margin pressure tied to one-time opening costs, and investor concerns about lot pricing relative to nearby comps (which management says is mitigated by back-end participation structures). On balance, the positive operational and financial momentum and large development runway outweigh the noted challenges.Company Guidance
Strong Top-Line and Earnings Growth
Q4 revenue grew 24% year-over-year and Q4 net income increased 58% year-over-year. For fiscal 2025, revenue rose 27% to $513.2 million (from $402.7M) and net income increased 56% to $115.6 million (from $74.2M). EPS increased to $2.00 from $1.27 (~+57.5%). Company surpassed $500M in revenue (first time in ~20 years excluding a 2014 one-time sale) and hit $2.00 per share for the first time in ~23 years.
Improving Operating Margins
Homesite gross margin increased to 51% from 47% (+4 percentage points). Leasing gross margin rose to 57% from 54% (+3 points). Hospitality gross margin was 31% (down 1 point from 32%) but remains substantially higher than 2023 (20%).
Aggressive Share Repurchases and Capital Returns
2025 repurchases totaled 798,622 shares vs 70,985 in 2024 (more than a 10x increase). Q4 capital allocation included $15.1M for repurchases (highest quarter in 2025), $9.2M dividends, $18.5M capital expenditures, and $8.0M debt reduction. Since 2015 the company used $653.6M to repurchase 34.9M shares (37.8% of original shares), bringing outstanding shares below 58M for the first time in nearly 30 years. Average repurchase price in 2025 was $50.10.
Large Development Pipeline and Entitlement Progress
Company has local/state approval for 10 DSAPs (each >=1,000 acres) and has only begun developing 3 of them, indicating significant runway. Residential homesite pipeline ~23,900 homesites (up ~2,200 vs end of 2024).
Commercial Development Momentum
94,500 sq ft of commercial under construction (approximately 76% preleased). Plans to break ground on ~54,000 sq ft of additional commercial space in 2026, plus a new apartment complex and several ground leases.
Healthy Balance Sheet and Selective Debt Management
Loan-to-value (LTV) on income-producing assets is under 25% with cost of debt in the low single digits. Management selectively paid down higher-cost/shorter-life project debt while retaining low-cost long-term HUD financing for apartments.
Strategic Project Catalysts and New Opportunities
Key catalysts in progress: FSU Health campus (teaching hospital phase progressing), Pier Park East development (Topgolf plus a secured family surf-park anchor), and Pigeon Creek discussions with a single builder for ~3,000 units. Brokerage business shows strong early agent interest; nonstop NY flight is generating early travel demand and bookings.
JOE Earnings History
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 |
|---|---|---|---|
Feb 25, 2026 | $68.92 | $69.73 | +1.18% |
Oct 29, 2025 | $48.90 | $54.70 | +11.86% |
Jul 23, 2025 | $49.68 | $51.47 | +3.60% |
Apr 23, 2025 | $41.43 | $41.76 | +0.80% |
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 Apr 29, 2026, After Close (Confirmed).
What is St Joe Company (JOE) earnings time?
St Joe Company (JOE) earnings time is at Apr 29, 2026, 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