)
Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
The St. Joe Company
The St. Joe Company (JOE) investor relations material
The St. Joe Company Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary27 Feb, 2026
Executive summary
Net income rose 58% year-over-year in Q4 2025 to $29.9M ($0.52/share); full-year net income up 56% to $115.6M ($2.00/share).
Total revenue increased 24% in Q4 2025 to $128.9M and 27% for the full year to $513.2M.
Surpassed $500 million in revenue for the first time in 20 years (excluding a one-time 2014 sale) and reached $2 EPS for the first time in 23 years.
Recurring revenue now represents 56% of total revenue, up from 15% two decades ago.
All operating segments showed organic revenue growth, with real estate and hospitality setting records.
Financial highlights
Q4 2025 real estate revenue up 47% to $68.2M; hospitality revenue up 10% to $46.5M; leasing revenue down 9% to $14.2M.
Full-year 2025 real estate revenue up 64% to $234.2M; hospitality up 8% to $215.4M; leasing up 5% to $63.6M.
EBITDA for Q4 2025 increased 30% to $55.1M; full-year EBITDA up 32% to $219.6M.
Gross margin on homesite sales improved from 47% in 2024 to 51% in 2025; leasing gross margins rose to 57% from 54%; hospitality gross margin slightly decreased to 31% from 32%.
Stock repurchases accelerated to 798,622 shares in 2025 at an average price of $50.10; outstanding shares dropped below 58 million for the first time in nearly 30 years.
Outlook and guidance
Plans to break ground on two new DSAPs in 2026 to meet growing home builder demand.
New commercial buildings and an apartment complex planned for 2026.
Management is cautiously optimistic about continued positive impact from increased regional access and new flight routes in 2026 and beyond.
Ongoing media campaigns and infrastructure improvements expected to drive further growth.
Continued focus on growing recurring revenue and expanding club membership and hospitality offerings.
Expected impact of NYC flights on sales?
Homesite pipeline's revenue contribution outlook?
Unconsolidated JVs' full business impact?
Explain the 'virtuous circle' of value creation
How does debt reduction align with capital strategy?
How does back-end participation affect lot pricing?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next The St. Joe Company earnings date
Q1 202622 Apr, 2026
The St. Joe Company
Next The St. Joe Company earnings date
Q1 202622 Apr, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
The St. Joe Company is a real estate development, investment, and management company primarily focused on residential, commercial, and hospitality properties. The company engages in the development of master-planned communities, resorts, and commercial ventures, particularly in Northwest Florida. Its operations include residential homebuilding, commercial leasing, and hospitality management, with a significant emphasis on coastal resort properties, hotels, and golf courses. The company is headquartered in Panama City Beach, Florida, and its shares are listed on the NYSE.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage