St. Joe Company reported fourth‑quarter 2025 net income of $29.9 million and full‑year net income of $115.6 million, while revenue reached $128.9 million for the quarter and $513.2 million for the year. Earnings per share were $0.52 for the quarter and $2.00 for the full year, and the company declared a quarterly dividend of $0.16 per share.
The results represent a 58% increase in net income and a 24% rise in revenue compared with the same period in 2024. For the full year, revenue grew 27% to $513.2 million, reflecting a broad‑based expansion across residential, hospitality, and leasing segments.
Residential development continued to drive growth, with the gross margin on homesite sales improving from 47% to 51% as higher homesite prices and increased closing volumes offset modest cost inflation. Hospitality and leasing revenue also posted record highs, supported by higher occupancy rates and average daily rates in the company’s flagship properties.
President, CEO and Chairman Jorge Gonzalez highlighted the company’s disciplined capital allocation, noting that 33% of 2025 capital was returned to shareholders, 47% was invested in growth projects, and 20% was used to repay debt. He also emphasized the company’s land‑ownership advantage, stating that owning the raw material positions St. Joe for multi‑generational growth.
After the release, the company’s stock rose 2.1% in after‑hours trading, a reaction that reflected investors’ confidence in the strong financial performance and the company’s strategic focus on land development and integrated operations.
The earnings release underscores St. Joe’s continued transformation toward a land‑centric, integrated operator. The combination of robust revenue growth, margin expansion in residential development, and a disciplined capital allocation strategy signals a solid trajectory for the company’s future growth and shareholder returns.
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