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The St. Joe Company (JOE) investor relations material
The St. Joe Company Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary30 Oct, 2025
Executive summary
Net income attributable to the company rose 130% year-over-year to $38.7 million ($0.67 per share) for Q3 2025, with revenue up 63% to $161.1 million, driven by strong performance in residential, hospitality, and leasing segments.
Real estate revenue surged 199% to $83.8 million, with residential real estate up 94% to $36.8 million and average homesite price at $150,000.
Hospitality and leasing revenues reached Q3 records at $60.6 million and $16.7 million, respectively.
Sale of Watercrest Senior Living for $41 million generated $19.4 million gross profit and a $19.1 million cash distribution.
The company continues to expand recurring revenue streams and development pipeline, with 1,992 homesites under contract and over 24,000 entitled units in progress.
Financial highlights
Q3 2025 revenue: $161.1 million (+63% YoY); net income: $38.7 million (+130% YoY); EPS: $0.67 (+131% YoY).
Gross margin for Q3 2025: real estate 49.3%, hospitality 34.5%, leasing 55.7%; residential gross margin at 53%, up from 39% YoY.
Operating income for Q3 2025: $52.9 million (+149% YoY); EBITDA for Q3: $68.8 million (+72% YoY).
Hospitality revenue for nine months reached $169 million, up from $157 million; leasing revenue at $49.4 million, up from $44.7 million.
Cash and cash equivalents at September 30, 2025: $126 million.
Outlook and guidance
Management expects continued growth in recurring revenue and long-term value, supported by net migration to Northwest Florida and a robust residential and commercial pipeline.
The company anticipates sufficient liquidity for capital expenditures, debt service, dividends, and share repurchases over the next twelve months.
Pipeline includes 1,992 homesites under contract, expected to generate $146.2 million+ in future revenue, and over 24,000 homesites in development.
Hospitality and leasing segments expected to expand further, with new concepts and town center developments in the pipeline.
New direct flights to NYC and hospital developments are expected to boost demand and regional attractiveness.
What is the long-term impact of share repurchases?
Why not grow senior living communities?
Assess future JV revenue contribution
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Next The St. Joe Company earnings date
Q4 202525 Feb, 2026
Next The St. Joe Company earnings date
Q4 202525 Feb, 2026
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Frequently asked questions
The St. Joe Company is a real estate development, investment, and management company primarily focused on residential, commercial, and hospitality properties. The company engages in the development of master-planned communities, resorts, and commercial ventures, particularly in Northwest Florida. Its operations include residential homebuilding, commercial leasing, and hospitality management, with a significant emphasis on coastal resort properties, hotels, and golf courses. The company is headquartered in Panama City Beach, Florida, and its shares are listed on the NYSE.
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