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St. Joe Company JOE Commercial — Revenue

Other segment segments

Hospitality
$78.93M+10.9%
Residential Real Estate
$52.84M+38.7%

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Other financials

Income statement

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Revenue$158.8M+23.0%
Gross profit$73.4M+32.6%
Operating income$54.8M+48.2%
Net income$40.5M+37.1%
EPS (diluted)$0.71+39.2%

Balance sheet

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Cash & equivalents$117.3M+33.1%
Total debt$2.2M-43.7%
Total equity$764.5M+3.5%
Total assets$1.5B-2.6%

Cash flow

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Operating cash flow$43.9M+41.4%
CapEx$977.0K-27.8%
Free cash flow$43.0M+44.6%

Valuation

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Market cap$3.84B+31.7%
Enterprise value$3.72B+31.5%
P/E31.2×-4.0×
P/S+0.2×

Profitability

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Gross margin44.1%+3.2pp
Operating margin30.2%+6.5pp
Net margin22.5%+3.1pp
FCF margin38.7%+12.7pp

Returns & leverage

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Return on equity16.4%+4.9pp
Debt / equity0.0×

Where this comes from

Reported directly by St. Joe Company in its filing.

Tagged under the XBRL concept us-gaap:Revenues.

The source filing: St. Joe Company’s 10-Q, filed July 29, 2026.

Filed
Jul 29, 2026, 4:17 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001104659-26-088152
Line itemResidentialHospitalityCommercialOtherTotal
Real estate revenue$52,837$3,560$7,884$5,302$69,583
Hospitality revenue74,22974,229
Leasing revenue1,14113,76411215,017
Total revenue$52,837$78,930$21,648$5,414$158,829
Timing of Revenue Recognition:
Recognized at a point in time$52,837$62,072$7,884$5,302$128,095
Recognized over time15,71715,717
Over lease term1,14113,76411215,017

Item 1. Financial Statements (Unaudited)

FAQ

What is St. Joe Company's commercial — revenue?
St. Joe Company (JOE) reported commercial — revenue of $21.65M in Q2 2026.
How has St. Joe Company's commercial — revenue changed year-over-year?
St. Joe Company's commercial — revenue increased by 17.0% year-over-year, from $18.51M to $21.65M.
What is the long-term trend for St. Joe Company's commercial — revenue?
Over 4 years (2021 to 2025), St. Joe Company's commercial — revenue has grown at a 27.8% compound annual growth rate (CAGR), from $44.63M to $118.98M.
What does commercial — revenue mean?
The total gross income generated by the commercial segment from all business activities, including rental income, service fees, and other operating activities. It reflects the overall scale and market demand for the company's commercial offerings.

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