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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
The St. Joe Company
The St. Joe Company (JOE) investor relations material
The St. Joe Company Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary29 Oct, 2026
Executive summary
Q3 revenue fell 3.0% to $156.2M and net income attributable to shareholders fell 5% to $36.9M, while operating income rose 16.3% to $61.5M; results reflected the prior-year Watercrest sale.
9M revenue rose 8% to $414.1M, operating income rose 26% to $134.5M, and net income attributable to shareholders rose 7% to $91.3M.
Financial highlights
Q3 diluted EPS was $0.65 vs. $0.67; 9M diluted EPS was $1.60 vs. $1.48.
Q3 real estate revenue decreased 9% to $76.1M and leasing revenue decreased 16% to $14.1M; hospitality revenue increased 8.9% to a record $66.0M.
9M real estate revenue increased 12% to $185.4M and hospitality revenue increased 9% to a record $184.9M; leasing revenue decreased 11% to $43.8M.
9M operating cash flow was $143.9M vs. $146.3M; investing cash outflow was $29.6M vs. $17.3M and financing cash outflow was $125.4M vs. $91.8M.
Outlook and guidance
Growth capex is expected to increase over the next one to two years as leasing demand grows, particularly from national tenants at Watersound Town Center and West Bay Center.
Latitude Margaritaville Watersound plans to add ~3,500 homes, bringing the planned total to ~7,200; PulteGroup's Pigeon Creek community is planned for ~3,000 homes, with groundbreaking expected in early 2027.
Watersound West Bay Center is planned for at least 500,000 sq. ft.; 69,134 sq. ft. was under construction, in addition to 33,182 sq. ft. already existing.
Residential homesite pipeline exceeds 23,000 across development, engineering, permitting, or concept planning stages.
Available cash, financing arrangements and operating cash generation are expected to cover anticipated needs for the next 12 months.
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Latest events from The St. Joe Company
- Q2 net income up 37% to $40.5M, revenue up 23% to $158.9M, with record real estate and hospitality results.JOE
Q2 2026 - All proposals passed; double-digit growth, robust pipelines, and disciplined capital allocation.JOEAGM 2026
- Q1 2026 revenue rose 5.2% to $99.1M, but net income fell 21% to $13.9M.JOEQ1 2026
- Board recommends electing six directors, ratifying auditor, and approving executive pay for 2026.JOEProxy filing
- Director elections, auditor ratification, and say-on-pay up for vote at May 2026 meeting.JOEProxy filing
- Strong 2025 growth in revenue, net income, and recurring revenue, with expansion plans ahead.JOEQ4 2025
- 2025 Annual Meeting features key votes on directors, auditor, executive pay, and a new equity plan.JOEProxy Filing
- Key votes include director elections, auditor ratification, and a new equity incentive plan.JOEProxy Filing
- All proposals passed; record growth and strategic expansion drive long-term value.JOEAGM 2025
Next The St. Joe Company earnings date
Q4 202624 Feb, 2027
The St. Joe Company
Next The St. Joe Company earnings date
Q4 202624 Feb, 2027
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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.