NYSE$JOE

The St. Joe Company · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

St. Joe's Q3 2024 results were reported, with a mix of revenue performance across segments. Hospitality and leasing revenues saw growth, while real estate revenue declined. The company continues to focus on recurring revenue streams and efficient operations.

St. Joe Company reported a 2% decrease in total revenue for Q3 2024, amounting to $99.0 million. Hospitality and leasing revenues increased by 17% and 19%, respectively, while real estate revenue decreased by 32%. Net income attributable to the company decreased by 13% to $16.8 million, or $0.29 per share. The company is focused on growing recurring revenue and improving operational efficiency.

  • Total revenue decreased by 2% to $99.0 million compared to Q3 2023.
  • Hospitality revenue increased by 17% to $55.4 million.
  • Leasing revenue increased by 19% to $15.6 million.
  • Real estate revenue decreased by 32% to $28.0 million due to timing of homesite closings and product mix.

Headline financials

Total Revenue

$99M

Previous: $101M-2.3%
EPS (adj)

$0.29

Previous: $0.33-12.1%
Capital Expenditures

-$5.51M

Previous: -$4.45M-23.7%
Free Cash Flow

$11.3M

Previous: $15M-24.3%
Net Income

$16.8M

Previous: $19.4M-13.3%
Operating Income

$21.3M

Previous: $20.3M+4.8%
Gross Profit

$99M

Previous: $101M-2.3%
Cash & Equivalents

$82.7M

Previous: $92M-10.1%
Total Assets

$1.55B

Previous: $1.54B+0.2%
Stock-Based Comp

$327K

Previous: $226K+44.7%

Revenue & EPS history

St. Joe · Revenue · Quarterly

$99M

Q3 2024-2.3%vs Q3 2023
Beat estimate in 1 of 1 quarters(100%)
ActualEstimate

Revenue by segment

St. Joe · $60.5M total across 2 segments · Q3 2023

  • Hospitality
    $47.4M+63.4%
  • Leasing
    $13.1M+29.7%

Forward guidance

The St. Joe Company did not provide specific forward guidance in the earnings report. The report focused on the results of the third quarter and first nine months of 2024 and strategic initiatives.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

+1.0%

Avg return

Earnings day

+1.1%

Avg return

5 days after

+2.6%

Avg return

30 days after

55%

38 / 69 earnings

Positive

+19.0%

Q2 2023

Best reaction

-7.0%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.7%-8.3%-10.5%
Q4 2025+1.2%+5.6%-10.9%
Q3 2025+11.4%+20.1%+23.0%
Q2 2025-1.0%-3.0%+2.3%
Q1 2025+1.0%+1.7%+3.5%
Q4 2024+2.8%+1.1%-0.3%
Q3 2024-7.0%-7.6%-11.8%
Q2 2024+1.8%+0.2%-3.5%
Q1 2024+1.4%+2.8%-1.3%
Q4 2023+3.3%+0.3%+1.7%
Q3 2023-5.0%-6.3%+7.8%
Q2 2023+19.0%+17.0%+9.6%
Q1 2023+0.8%+1.5%+15.5%
Q4 2022-1.3%-3.5%-11.0%
Q3 2022-1.2%-1.1%+2.8%
Q2 2022-0.6%-2.6%-7.7%
Q1 2022+4.9%-3.5%-5.7%
Q4 2021+8.5%+15.6%+28.7%
Q3 2021-0.4%-2.6%+3.7%
Q2 2021+3.7%-0.0%+3.7%
Q1 2021-0.6%-0.1%+1.8%
Q4 2020+3.1%-1.2%-14.8%
Q3 2020+9.3%+4.8%+30.4%
Q2 2020+3.5%-0.5%+14.9%
Q1 2020+1.1%-4.5%+6.4%
Q4 2019-2.7%-1.1%-18.3%
Q3 2019+1.0%+0.4%+3.4%
Q2 2019-3.9%-10.1%-6.8%
Q1 2019+1.5%+2.3%-6.5%
Q4 2018-1.3%-0.1%+4.7%
Q3 2018+5.3%+1.8%-1.3%
Q2 2018+1.4%+2.0%-2.5%
Q1 2018-3.2%-0.6%+4.0%
Q4 2017+4.5%+8.5%+7.1%
Q3 2017+1.7%+1.7%+5.1%
Q2 2017+0.8%+2.8%+3.9%
Q1 2017-0.3%+2.0%+3.2%
Q4 2016+3.3%-0.3%+2.4%
Q3 2016+3.3%+6.6%+22.4%
Q2 2016-0.3%+1.6%+3.2%
Q1 2016+2.0%
Q4 2015+3.0%
Q3 2015+0.4%
Q2 2015-1.2%
Q1 2015+0.9%
Q4 2014-2.0%
Q3 2014-5.3%
Q2 2014-6.9%
Q1 2014-0.1%
Q4 2013+4.1%
Q3 2013+9.9%
Q2 2013-0.3%
Q1 2013-4.1%
Q4 2012-4.2%
Q3 2012+12.1%
Q2 2012+3.8%
Q1 2012-2.7%
Q4 2011-2.4%
Q4 2010-2.4%
Q3 2011-3.3%
Q2 2011-3.4%
Q1 2010+0.9%
Q1 2011+3.6%
Q4 2008+4.5%
Q3 2010+0.8%
Q3 2009+0.8%
Q2 2010-3.3%
Q2 2009-3.3%
Q4 2009-3.3%

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