Jun 2026 (Q2 FY26) — Aug 5, 2026
FRP Holdings Q2 FY26 — Industrial Growth and Capital Allocation Debate
Read the full callFRP Holdings (FRPH) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
FRP Holdings earnings: last reported Wed, 5 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 11.1 | +2.1% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 13.2 | −2.1 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -0.26 | −144.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$19.14 −0.42% · −$0.08
Performance −22.4% 1Y
1Y: $24.67 on 14 Oct 2025 → $19.14. High $25.56 (29 Jun 2026), low $19.14 (15 Oct 2026).
- Previous close
- $19.22
- 52-week range
- $19.14 – $25.56
- One year
- −23.19%
Overview
- Symbol
- FRPH
- Sector
- Real Estate
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
FRP Holdings earnings calls (FRPH)
Financials
What the filings say
Net profit, year on year: −145% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 11 | 11 | 10 | 11 | 11 | 11 | 11 | 11 |
| Expenses | 8 | 8 | 8 | 9 | 9 | 9 | 10 | 10 |
| Operating profit | 3 | 3 | 2 | 2 | 1 | 2 | 1 | 1 |
| Operating margin | 29.0% | 27.7% | 22.6% | 15.3% | 12.7% | 15.4% | 4.8% | 13.2% |
| Interest | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Net profit | 1 | 2 | 2 | 1 | 1 | 0 | -1 | -0 |
| EPS ($ per share) | 0.07 | — | 0.09 | 0.03 | 0.03 | — | -0.04 | -0.01 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Total liabilities | 122 | 147 | 154 | 253 | 257 | 261 | 259 | 279 |
| Fixed assets | 207 | 202 | 203 | 351 | 367 | 367 | 407 | 449 |
| Total assets | 505 | 538 | 536 | 678 | 701 | 709 | 728 | 735 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | -37 | 47 | 19 | 22 | 22 | 33 | 29 | 30 |
| Cash from investing | 91 | -34 | 51 | 67 | -23 | -49 | -50 | -74 |
| Cash from financing | -36 | -9 | -22 | -1 | 17 | -4 | 13 | -1 |
| Net cash flow | — | — | — | — | 16 | -20 | -8 | -45 |
| Capital expenditure | -7 | -10 | -18 | -17 | -28 | -11 | -51 | -51 |
| Free cash flow | -44 | 37 | 1 | 6 | -5 | 22 | -22 | -21 |
Insider filings
38 filings between Nov 10, 2025 and Aug 18, 2026.
Open market
decisions to buy or sellPurchases
$10.70M
10 purchases by 3 insiders
Sales
$186.0K
3 sales by 2 insiders
Compensation
not trading decisions- 11
- Award — granted as compensation
- 2
- Option exercise — converted options into shares
Also filed: 8 gifts, 4 dispositions to the issuer.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| BAKER JOHN D II | $10.40M | — | Aug 18, 2026 |
| Baker John D. III | $247.7K | — | Aug 7, 2026 |
| deVilliers David H III | — | $139.5K | Dec 31, 2025 |
| McNulty Matthew C. | $47.8K | — | Nov 13, 2025 |
| DEVILLIERS DAVID H JR | — | $46.5K | Nov 21, 2025 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 18, 2026 | BAKER JOHN D II Director | Purchase 10b5-1 plan | 8,189 | $179.9K |
| Aug 17, 2026 | BAKER JOHN D II Director | Purchase 10b5-1 plan | 957 | $21.0K |
| Aug 7, 2026 | Baker John D. III CEO | Purchase 10b5-1 plan | 6,800 | $149.0K |
| May 14, 2026 | Surface John S Director | Award | 4,671 | $100.0K |
| May 14, 2026 | Thomas Nicole B. Director | Award | 4,671 | $100.0K |
| May 14, 2026 | McAfee Matthew Director | Award | 4,671 | $100.0K |
| May 14, 2026 | WALTON WILLIAM H III Director | Award | 4,671 | $100.0K |
| May 14, 2026 | STEIN MARTIN E JR Director | Award | 4,671 | $100.0K |
| May 14, 2026 | Wetherbee Margaret B. Director | Award | 4,671 | $100.0K |
| Mar 23, 2026 | BAKER JOHN D II Director | Purchase | 478,468 | $10.00M |
| Mar 10, 2026 | DEVILLIERS DAVID H JR Sr. Advisor to Pres. & COO | Disposition to issuer | 548 | $0 |
| Mar 10, 2026 | Klopfenstein John D Controller & CAO | Disposition to issuer | 276 | $0 |
| Mar 10, 2026 | deVilliers David H III President & COO | Disposition to issuer | 548 | $0 |
| Mar 10, 2026 | McNulty Matthew C. CFO | Disposition to issuer | 418 | $0 |
| Feb 19, 2026 | BAKER JOHN D II Director | Gift | 48,721 | $0 |
| Feb 12, 2026 | BAKER JOHN D II Director | Gift | 97,442 | $0 |
| Feb 12, 2026 | Baker John D. III CEO | Gift | 48,721 | $0 |
| Jan 30, 2026 | BAKER JOHN D II Director | Gift | 54,824 | $0 |
| Jan 27, 2026 | Baker John D. III CEO | Gift | 54,824 | $0 |
| Jan 27, 2026 | BAKER JOHN D II Director | Gift | 109,648 | $0 |
| Jan 2, 2026 | Baker John D. III CEO | Gift | 1,673 | $0 |
| Jan 1, 2026 | Baker John D. III CEO | Award | 6,580 | $0 |
| Jan 1, 2026 | Klopfenstein John D Controller & CAO | Award | 2,192 | $0 |
| Jan 1, 2026 | deVilliers David H III President & COO | Award | 6,580 | $0 |
| Jan 1, 2026 | McNulty Matthew C. CFO | Award | 5,264 | $0 |
| Jan 1, 2026 | DEVILLIERS DAVID H JR Sr. Advisor to Pres. & COO | Award | 2,632 | $0 |
| Dec 31, 2025 | deVilliers David H III President & COO | Sale | 4,589 | $104.4K |
| Dec 31, 2025 | DEVILLIERS DAVID H JR Sr. Advisor to Pres. & COO | Option exercise | 5,819 | $132.4K |
| Dec 29, 2025 | Baker John D. III CEO | Gift | 5,887 | $0 |
| Dec 11, 2025 | deVilliers David H III President & COO | Sale | 1,500 | $35.1K |
| Dec 1, 2025 | DEVILLIERS DAVID H JR Sr. Advisor to Pres. & COO | Option exercise | 2,448 | $38.1K |
| Nov 21, 2025 | DEVILLIERS DAVID H JR Sr. Advisor to Pres. & COO | Sale | 2,000 | $46.5K |
| Nov 13, 2025 | BAKER JOHN D II Director | Purchase | 854 | $20.4K |
| Nov 13, 2025 | McNulty Matthew C. CFO | Purchase | 1,000 | $23.9K |
| Nov 12, 2025 | BAKER JOHN D II Director | Purchase | 7,175 | $171.1K |
| Nov 12, 2025 | McNulty Matthew C. CFO | Purchase | 1,000 | $23.8K |
| Nov 10, 2025 | BAKER JOHN D II Director | Purchase | 334 | $7.8K |
| Nov 10, 2025 | Baker John D. III CEO | Purchase | 4,166 | $98.7K |
| Oct 2, 2025 | Klopfenstein John D Controller & CAO | Option exercise | 760 | $11.8K |
| May 12, 2025 | STEIN MARTIN E JR Director | Award | 3,650 | $0 |
| May 12, 2025 | WALTON WILLIAM H III Director | Award | 3,650 | $0 |
| May 12, 2025 | Thomas Nicole B. Director | Award | 3,650 | $0 |
| May 12, 2025 | McAfee Matthew Director | Award | 3,650 | $0 |
| May 12, 2025 | Surface John S Director | Award | 3,650 | $0 |
| May 12, 2025 | Wetherbee Margaret B. Director | Award | 3,650 | $0 |
| Mar 14, 2025 | BAKER JOHN D II Director | Purchase | 6,608 | $181.4K |
| Mar 5, 2025 | BAKER JOHN D II Director | Award | 1,356 | $42.0K |
| Mar 5, 2025 | DEVILLIERS DAVID H JR Sr. Advisor to Pres. & COO | Award | 1,356 | $42.0K |
| Mar 5, 2025 | Klopfenstein John D Controller & CAO | Award | 408 | $12.6K |
| Mar 5, 2025 | deVilliers David H III President & COO | Purchase | 1,356 | $42.0K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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