Jun 2026 (Q2 FY26) — Jul 31, 2026
The St. Joe Company Q2 FY26 — Strong Revenue and Profitability Growth, Strategic Capital Allocation
Read the full callST JOE (JOE) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
ST JOE earnings: last reported Fri, 31 Jul 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 | 159 | +23.0% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 34.5 | +5.9 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 40.5 | +37.1% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$67.52 −1.30% · −$0.89
Performance +40.3% 1Y
1Y: $48.13 on 17 Oct 2025 → $67.52. High $72.79 (3 Mar 2026), low $48.13 (17 Oct 2025).
- Previous close
- $68.41
- 52-week range
- $48.81 – $72.79
- One year
- +38.33%
Overview
- Symbol
- JOE
- Sector
- Real Estate
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
ST JOE earnings calls (JOE)
Financials
What the filings say
Net profit, year on year: +37% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 99 | 104 | 94 | 129 | 161 | 129 | 99 | 159 |
| Expenses | 78 | 79 | 77 | 92 | 108 | 89 | 81 | 104 |
| Operating profit | 21 | 26 | 17 | 37 | 53 | 39 | 18 | 55 |
| Operating margin | 21.5% | 24.7% | 17.9% | 28.6% | 32.9% | 30.6% | 18.4% | 34.5% |
| Other income | 2 | -1 | 6 | 3 | 1 | -0 | -0 | 0 |
| Interest | 8 | 8 | 8 | 8 | 8 | 7 | 7 | 7 |
| Profit before tax | 23 | 25 | 22 | 40 | 54 | 39 | 18 | 55 |
| Tax rate | 27.8% | 26.7% | 25.8% | 25.1% | 25.5% | 25.0% | 25.3% | 25.6% |
| Net profit | 17 | 19 | 17 | 30 | 39 | 30 | 14 | 40 |
| EPS ($ per share) | 0.29 | — | 0.30 | 0.51 | 0.67 | — | 0.24 | 0.71 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Reserves | 187 | 214 | 255 | 311 | 358 | 410 | 454 | 536 |
| Total liabilities | 338 | 380 | 469 | 582 | 780 | 825 | 802 | 743 |
| Fixed assets | 12 | 19 | 21 | 31 | 40 | 66 | 59 | 41 |
| Total assets | 871 | 909 | 1,037 | 1,208 | 1,431 | 1,524 | 1,539 | 1,518 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 41 | 30 | 37 | 112 | 48 | 104 | 108 | 191 |
| Cash from investing | 44 | -30 | -175 | -196 | -190 | -99 | -50 | -26 |
| Cash from financing | -80 | -9 | 59 | 49 | 112 | 41 | -52 | -124 |
| Net cash flow | 6 | -9 | -79 | -36 | -29 | 45 | 6 | 40 |
| Capital expenditure | -3 | -9 | -6 | -4 | -7 | -6 | -8 | -4 |
| Free cash flow | 39 | 21 | 32 | 107 | 41 | 98 | 100 | 187 |
Insider filings
40 filings between Dec 15, 2025 and Jun 18, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$82.31M
27 sales by 1 insider
Compensation
not trading decisions- 4
- Award — granted as compensation
- 9
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| BERKOWITZ BRUCE R | — | $82.31M | Jun 18, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Jun 18, 2026 | BERKOWITZ BRUCE R 10% owner | Sale | 140,400 | $9.23M |
| Jun 16, 2026 | BERKOWITZ BRUCE R 10% owner | Sale | 26,700 | $1.74M |
| Jun 15, 2026 | BERKOWITZ BRUCE R 10% owner | Sale | 94,200 | $6.18M |
| Jun 12, 2026 | BERKOWITZ BRUCE R 10% owner | Sale | 63,800 | $4.16M |
| Jun 10, 2026 | BERKOWITZ BRUCE R 10% owner | Sale | 29,200 | $1.90M |
| Jun 9, 2026 | BERKOWITZ BRUCE R 10% owner | Sale | 30,500 | $1.99M |
| Jun 8, 2026 | BERKOWITZ BRUCE R 10% owner | Sale | 29,000 | $1.89M |
| Jun 5, 2026 | BERKOWITZ BRUCE R 10% owner | Sale | 33,600 | $2.19M |
| Jun 4, 2026 | BERKOWITZ BRUCE R 10% owner | Sale | 59,100 | $3.85M |
| May 11, 2026 | BERKOWITZ BRUCE R 10% owner | Sale | 29,200 | $1.91M |
| May 8, 2026 | BERKOWITZ BRUCE R 10% owner | Sale | 86,500 | $5.72M |
| May 7, 2026 | BERKOWITZ BRUCE R 10% owner | Sale | 25,000 | $1.63M |
| May 6, 2026 | BERKOWITZ BRUCE R 10% owner | Sale | 163,600 | $10.76M |
| May 5, 2026 | BERKOWITZ BRUCE R 10% owner | Sale | 189,200 | $12.45M |
| Mar 17, 2026 | BERKOWITZ BRUCE R 10% owner | Sale | 21,100 | $1.52M |
| Mar 4, 2026 | BERKOWITZ BRUCE R 10% owner | Sale | 1,400 | $102.9K |
| Mar 3, 2026 | BERKOWITZ BRUCE R 10% owner | Sale | 8,800 | $643.6K |
| Mar 2, 2026 | GOFF RHEA SVP & Chief Admin. Officer | Award | 2,494 | $0 |
| Mar 2, 2026 | Bakun Marek EVP & Chief Financial Officer | Award | 3,702 | $0 |
| Mar 2, 2026 | WALTERS Elizabeth J SVP, Chief Legal Officer & Sec | Award | 3,075 | $0 |
| Mar 2, 2026 | Gonzalez Jorge Luis President, CEO and Chairman | Award | 11,126 | $0 |
| Mar 2, 2026 | BERKOWITZ BRUCE R 10% owner | Sale | 11,200 | $813.6K |
| Feb 27, 2026 | BERKOWITZ BRUCE R 10% owner | Sale | 19,000 | $1.37M |
| Feb 25, 2026 | WALTERS Elizabeth J SVP, Chief Legal Officer & Sec | Tax withheld | 187 | $12.9K |
| Feb 25, 2026 | GOFF RHEA SVP & Chief Admin. Officer | Tax withheld | 141 | $9.7K |
| Feb 25, 2026 | Bakun Marek EVP & Chief Financial Officer | Tax withheld | 225 | $15.5K |
| Feb 23, 2026 | WALTERS Elizabeth J SVP, Chief Legal Officer & Sec | Tax withheld | 359 | $24.9K |
| Feb 23, 2026 | Bakun Marek EVP & Chief Financial Officer | Tax withheld | 398 | $27.6K |
| Feb 23, 2026 | GOFF RHEA SVP & Chief Admin. Officer | Tax withheld | 305 | $21.1K |
| Feb 20, 2026 | Bakun Marek EVP & Chief Financial Officer | Tax withheld | 445 | $31.8K |
| Feb 20, 2026 | WALTERS Elizabeth J SVP, Chief Legal Officer & Sec | Tax withheld | 370 | $26.5K |
| Feb 20, 2026 | GOFF RHEA SVP & Chief Admin. Officer | Tax withheld | 277 | $19.8K |
| Feb 20, 2026 | BERKOWITZ BRUCE R 10% owner | Sale | 1,000 | $71.5K |
| Feb 19, 2026 | BERKOWITZ BRUCE R 10% owner | Sale | 3,900 | $276.9K |
| Feb 18, 2026 | BERKOWITZ BRUCE R 10% owner | Sale | 11,100 | $791.1K |
| Jan 16, 2026 | BERKOWITZ BRUCE R 10% owner | Sale | 13,900 | $910.5K |
| Jan 15, 2026 | BERKOWITZ BRUCE R 10% owner | Sale | 87,700 | $5.75M |
| Dec 17, 2025 | BERKOWITZ BRUCE R 10% owner | Sale | 6,100 | $378.2K |
| Dec 16, 2025 | BERKOWITZ BRUCE R 10% owner | Sale | 6,800 | $422.8K |
| Dec 15, 2025 | BERKOWITZ BRUCE R 10% owner | Sale | 59,000 | $3.68M |
| Sep 5, 2025 | BERKOWITZ BRUCE R 10% owner | Sale | 104,100 | $5.32M |
| Aug 28, 2025 | BERKOWITZ BRUCE R 10% owner | Sale | 25,300 | $1.29M |
| Aug 22, 2025 | BERKOWITZ BRUCE R 10% owner | Sale | 81,000 | $4.09M |
| Aug 19, 2025 | BERKOWITZ BRUCE R 10% owner | Sale | 29,000 | $1.45M |
| Aug 15, 2025 | BERKOWITZ BRUCE R 10% owner | Sale | 26,000 | $1.31M |
| Aug 14, 2025 | BERKOWITZ BRUCE R 10% owner | Sale | 44,000 | $2.23M |
| Aug 13, 2025 | BERKOWITZ BRUCE R 10% owner | Sale | 167,500 | $8.62M |
| Aug 12, 2025 | BERKOWITZ BRUCE R 10% owner | Sale | 139,100 | $7.03M |
| Mar 20, 2025 | BERKOWITZ BRUCE R 10% owner | Sale | 2,900 | $136.3K |
| Mar 19, 2025 | BERKOWITZ BRUCE R 10% owner | Sale | 57,200 | $2.69M |
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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