The financials
The St. Joe Company by the numbers
The St. Joe Company (JOE) reported revenue of $99M in Q1 2026 (quarter ended March 31, 2026), up 5.1% from the same quarter a year earlier. That came with a gross margin of 38% and net income of $14M (14% of revenue). For the full year FY2025, revenue was $513M (+27% year on year) and net income $116M. Its largest product in 2026-Q2 was Hospitality at $74M, 50% of the disclosed total, just ahead of Real Estate at 47%.
| Income statement | Q1 2026 | Q1 2025 | Change |
|---|---|---|---|
| Revenue | $99M | $94M | +5.1% |
| Gross profit | $38M | $36M | +6.6% |
| Operating income | $18M | $17M | +7.6% |
| Net income | $14M | $17M | −20% |
| Diluted EPS | $0.24 | $0.30 | −20% |
| Product | Revenue | Share |
|---|---|---|
| Hospitality | $74M | 50% |
| Real Estate | $70M | 47% |
| Sale Of Vacation Rental Properties | $3.6M | 2.4% |
Business Segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Q2 2026Total $147.4M (+75%)
Real Estate grew +59% year on yearHospitality +8.0% year on year
Segment Latestquarter on quarteryear on year
- Hospitality$74.2M$74.2MQoQ +66%year on year +8.0%+66%+8.0%
- Real Estate$69.6M$69.6MQoQ +75%year on year +59%+75%+59%
- Sale Of Vacation Rental Properties$3.6M$3.6MQoQ -year on year ---
- Sale Of Hospitality Properties--QoQ -year on year ---