NYSE$JOE

The St. Joe Company · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

St. Joe Company reported Q3 2025 revenue of $85.0M, net income of $15.0M, diluted EPS of $0.25.

For Q3 2025, St. Joe Company reported Revenue was $85.0M, net income was $15.0M, diluted EPS was $0.25. Management discusses segment trends, liquidity, and outlook in the quarterly filing.

  • Revenue $85.0M for Q3 2025.
  • Net income $15.0M.
  • Diluted EPS $0.25.

Headline financials

Total Revenue

$161M

Previous: $99M+62.7%
EPS (adj)

$0.25

Previous: $0.29-13.8%
Homesites Under Contract

2.0K

No prior period
Homesites Sold

189

No prior period
LMWS Homes Sold

82

No prior period
Watersound Club Members

3.6K

No prior period
Operational Hotel Rooms

1.3K

No prior period
Total Leasable Space

1.2M

No prior period
Space Under Construction

31.0K

No prior period
Homesite Pipeline

24.0K

No prior period
Avg Homesite Price (FY)

$150K

No prior period
Homesite Gross Margin (FY)

53.0%

No prior period
Capital Expenditures

-$3.52M

Previous: -$5.51M+36.0%
Net Income

$38.7M

Previous: $16.8M+129.9%
Operating Income

$52.9M

Previous: $21.3M+148.7%

Revenue & EPS history

St. Joe · Revenue · Quarterly

$161M

Q3 2025+62.7%vs Q3 2024
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

REIT outlook focuses on occupancy, rent growth, financing costs, and capital recycling.

Tailwinds

  • Portfolio cash flows and same-store trends support dividends.
  • Development and acquisition pipelines add growth optionality.

Headwinds

  • Interest rates and cap rates affect NAV and refinancing.
  • New supply and affordability can pressure rent growth.

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 2025

Historical avgQ3 2025

+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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