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St. Joe Company JOE Residential Real Estate — Revenue

Other segment segments

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$78.93M+10.9%
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$21.65M+17.0%

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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 residential real estate — revenue?
St. Joe Company (JOE) reported residential real estate — revenue of $52.84M in Q2 2026.
How has St. Joe Company's residential real estate — revenue changed year-over-year?
St. Joe Company's residential real estate — revenue increased by 38.7% year-over-year, from $38.1M to $52.84M.
What is the long-term trend for St. Joe Company's residential real estate — revenue?
Over 4 years (2021 to 2025), St. Joe Company's residential real estate — revenue has grown at a 3.2% compound annual growth rate (CAGR), from $145.78M to $165.09M.
What does residential real estate — revenue mean?
This represents the total gross income generated by the residential real estate segment from activities such as homesite sales, residential development, and related services. It serves as the primary indicator of the segment's market demand and top-line growth performance. Monitoring this helps evaluate the segment's ability to capture value from its residential land holdings.

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