Skip to content

St. Joe Company JOE Club Membership — Deferred Revenue

Similar metrics at other companies

Yum China Holdings logo
YUMCPrivilege Membership Programs — Deferred Revenue
$40M+17.6%
Travel + Leisure logo
TNLDeferred subscription revenue — Contract with Customer, Liability
$151M-3.2%
Equity Lifestyle Properties logo
ELSMembership Subscription — Deferred membership revenue
-$2.71M-712%
Marriott Vacations Worldwide logo
VACContract With Customer, Liability, Deferred Revenue And Other
$466M
Equity Lifestyle Properties logo
ELSMembership Subscription — Contract with Customer, Liability
$208.46M-4.3%
Equity Lifestyle Properties logo
ELSMembership Subscription — Contract with Customer, Liability, Revenue Recognized
$3.7M+14.8%

Other financials

Income statement

See full
Revenue$99.0M+5.1%
Gross profit$37.9M+6.6%
Operating income$18.2M+7.6%
Net income$13.9M-20.2%
EPS (diluted)$0.24-20.0%

Balance sheet

See full
Cash & equivalents$136.3M+44.2%
Total debt$2.6M-41.8%
Total equity$765.9M+5.2%
Total assets$1.5B-1.9%

Cash flow

See full
Operating cash flow$42.2M+45.6%
CapEx$2.0M+71.0%
Free cash flow$40.2M+44.5%

Valuation

See full
Market cap$3.81B+32.0%

Profitability

See full
Gross margin43.1%+1.9pp
Operating margin28.5%+4.9pp
Net margin21.6%+2.6pp
FCF margin38.4%+13.3pp

Returns & leverage

See full
Return on equity15%+4.0pp
Debt / equity0.0×

Where this comes from

Reported directly by St. Joe Company in its filing.

Tagged under the XBRL concept us-gaap:ContractWithCustomerLiability.

The official record: St. Joe Company’s 10-Q, filed April 29, 2026, on SEC EDGAR. View the filing →

Ask your AI about St. Joe Company's club membership — deferred revenue.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

What is St. Joe Company's club membership — deferred revenue?
St. Joe Company (JOE) reported club membership — deferred revenue of $47.1M in Q1 2026.
How has St. Joe Company's club membership — deferred revenue changed year-over-year?
St. Joe Company's club membership — deferred revenue increased by 3.4% year-over-year, from $45.55M to $47.1M.
What is the long-term trend for St. Joe Company's club membership — deferred revenue?
Over 4 years (2021 to 2025), St. Joe Company's club membership — deferred revenue has grown at a 26.3% compound annual growth rate (CAGR), from $71.53M to $182.21M.
What does club membership — deferred revenue mean?
Represents the total obligation to provide future club-related services or benefits for which the company has already received payment from members. This liability reflects deferred revenue that will be recognized as performance obligations are satisfied over time. It serves as a key indicator of future revenue visibility and the scale of the prepaid membership base.