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The St Joe's Business Segments
The St Joe's reported revenue by business segment and by geographic region, quarterly and annual, normalized against the consolidated income statement. Free below: the top 3 rows per table, this quarter and this fiscal year. Subscriber access adds the full segment history and operating income by segment.
Segment Data As of Q2 FY2026
Reportable Segments
3
Largest Segment
Hospitality segment
Total Revenue
$ 159
Regions Reported
-
Revenue Share by Reportable Segment - Q2 FY2026
- Hospitality segment49.7%
- Residential Real Estate Segment33.3%
- Commercial13.6%
Revenue by Reportable Segment - Q2 FY2026
| Segment | Revenue (Millions) | % of Total |
|---|---|---|
| Hospitality segment | $ 79 | 49.7% |
| Residential Real Estate Segment | $ 53 | 33.3% |
| Commercial | $ 22 | 13.6% |
Revenue by Product & Service Category - Q2 FY2026
- Hospitality46.7%
- Real Estate3.3%
- Sale of Vacation Rental Properties2.3%
Revenue by Product & Service Category - Q2 FY2026
| Category | Revenue (Millions) | % of Total |
|---|---|---|
| Hospitality | $ 74 | 46.7% |
| Real Estate | $ 5 | 3.3% |
| Sale of Vacation Rental Properties | $ 4 | 2.3% |
Product and service categories are a supplemental disclosure and are not required to sum to consolidated revenue or to the reportable segments above.
Description of The St Joe
St. Joe was incorporated in 1936. We are a real estate development and operating
company with real estate assets and operations currently concentrated primarily
between Tallahassee and Destin, Florida, which we predominantly use, or intend
to use, for or in connection with, our various residential or commercial real
estate developments, resorts, leisure and leasing operations or our forestry operations
on a limited basis.
We have significant residential and commercial land-use entitlements in hand or in process. We seek higher and better uses for our assets through a range of activities from strategic land planning and development, infrastructure improvements and promoting economic development in the regions where we operate. We may explore the sale of such assets opportunistically or when we believe they have reached their highest and best use.
We have significant residential and commercial land-use entitlements in hand or in process. We seek higher and better uses for our assets through a range of activities from strategic land planning and development, infrastructure improvements and promoting economic development in the regions where we operate. We may explore the sale of such assets opportunistically or when we believe they have reached their highest and best use.
The St. Joe Company operates across multiple segments in the real estate and leisure industries, primarily in Northwest Florida. Below is a comprehensive overview of its residential and commercial real estate segments, leisure business, leasing operations, and forestry activities. This detailed description includes current activities and areas of focus for the company.
Residential Real Estate
The Residential Real Estate segment focuses on the planning and development of mixed-use resort, primary, and seasonal residential communities, leveraging St. Joe’s extensive land holdings primarily in Northwest Florida. The portfolio includes valuable Gulf of Mexico beachfront and waterfront properties situated between Tallahassee and Destin.
Community Types
1. Residential Resort Communities:
- These communities cater primarily to second-home buyers looking for vacation or seasonal properties. Successful examples include WaterColor and WaterSound Beach communities, which have experienced a surge in demand due to their desirable locations and established reputations.
- Despite the popularity of established communities, less developed areas have shown low sales and minimal price appreciation.
2. Primary Home Communities:
- Targeted towards individuals and families looking for permanent residences. Notable projects in this category include WaterSound Origins, Breakfast Point, and SouthWood. There has been a consistent demand from builders for developed lots in communities like WaterSound Origins, indicating a strong market for primary residences.
Commercial Real Estate
The Commercial Real Estate segment involves the planning, development, and sale of properties intended for commercial use. This includes retail spaces, light industrial properties, and strategic development opportunities in Northwest Florida.
Key Projects
- VentureCrossings Enterprise Centre: An industrial park located adjacent to the Northwest Florida Beaches International Airport. This location is actively marketed to global office, retail, and industrial users, enhancing its attractiveness for businesses looking to establish a presence in the region.
- The company also develops commercial parcels close to existing residential areas, further integrating their commercial offerings with residential growth.
Resort and Leisure Business
The Resort and Leisure Business segment is diversified, encompassing hospitality services and recreational amenities.
1. WaterColor Inn and Vacation Rentals:
- An award-winning boutique hotel offering a beach club, spa services, a tennis center, and fine dining. The inn aims to provide a holistic vacation experience for guests.
- The vacation rental business complements the inn by offering privately owned homes in WaterColor, WaterSound Beach, and surrounding communities for tourists seeking unique lodging options.
2. St. Joe Club & Resorts:
- A private membership club launched in January 2014, providing homeowners and their guests access to exclusive amenities, positioning the company to potentially increase revenues through enhanced guest services while limiting public access.
3. Golf Courses and Marinas:
- St. Joe owns four golf courses in the region, primarily situated within or near residential developments. The courses are managed by a third-party operator.
- The company also manages two marinas, further diversifying its leisure offerings and appealing to recreational boating enthusiasts.
Leasing Operations
The Leasing Operations segment primarily covers retail and commercial leasing activities, typically arising from the growth of the residential developments. The leasing operations are tailored to support the residential segments and enhance overall community experiences.
1. Retail Leasing:
- Involves several small retail centers located adjacent to residential projects like WaterColor and WindMark Beach. Success in this segment is closely linked to the vitality of the nearby residential communities.
2. Pier Park North:
- This commercial leasing venture includes a 324,000 square foot retail lifestyle center in Panama City Beach, developed in collaboration with Casto, a renowned developer specializing in community retail centers.
Forestry
The Forestry segment focuses on managing timber resources in Northwest Florida. The company specializes in the cultivation and sale of sawtimber, wood fiber, and other forest products. St. Joe provides land management services associated with conservation areas.
- Following the sale of AgReserves, the company has adopted a strategy to sell forestry products on-site. This approach reduces delivery costs and enhances profitability.
Conclusion
The St. Joe Company maintains a well-rounded portfolio that integrates residential, commercial, and leisure activities with strategic land use and development. Its operations are primarily concentrated in Northwest Florida, leveraging the regions natural beauty and growing market demand to create sustainable communities and recreational spaces. The company’s multifaceted approach not only supports local economic development but also enhances the overall quality of life for residents and visitors alike.
Residential Real Estate
The Residential Real Estate segment focuses on the planning and development of mixed-use resort, primary, and seasonal residential communities, leveraging St. Joe’s extensive land holdings primarily in Northwest Florida. The portfolio includes valuable Gulf of Mexico beachfront and waterfront properties situated between Tallahassee and Destin.
Community Types
1. Residential Resort Communities:
- These communities cater primarily to second-home buyers looking for vacation or seasonal properties. Successful examples include WaterColor and WaterSound Beach communities, which have experienced a surge in demand due to their desirable locations and established reputations.
- Despite the popularity of established communities, less developed areas have shown low sales and minimal price appreciation.
2. Primary Home Communities:
- Targeted towards individuals and families looking for permanent residences. Notable projects in this category include WaterSound Origins, Breakfast Point, and SouthWood. There has been a consistent demand from builders for developed lots in communities like WaterSound Origins, indicating a strong market for primary residences.
Commercial Real Estate
The Commercial Real Estate segment involves the planning, development, and sale of properties intended for commercial use. This includes retail spaces, light industrial properties, and strategic development opportunities in Northwest Florida.
Key Projects
- VentureCrossings Enterprise Centre: An industrial park located adjacent to the Northwest Florida Beaches International Airport. This location is actively marketed to global office, retail, and industrial users, enhancing its attractiveness for businesses looking to establish a presence in the region.
- The company also develops commercial parcels close to existing residential areas, further integrating their commercial offerings with residential growth.
Resort and Leisure Business
The Resort and Leisure Business segment is diversified, encompassing hospitality services and recreational amenities.
1. WaterColor Inn and Vacation Rentals:
- An award-winning boutique hotel offering a beach club, spa services, a tennis center, and fine dining. The inn aims to provide a holistic vacation experience for guests.
- The vacation rental business complements the inn by offering privately owned homes in WaterColor, WaterSound Beach, and surrounding communities for tourists seeking unique lodging options.
2. St. Joe Club & Resorts:
- A private membership club launched in January 2014, providing homeowners and their guests access to exclusive amenities, positioning the company to potentially increase revenues through enhanced guest services while limiting public access.
3. Golf Courses and Marinas:
- St. Joe owns four golf courses in the region, primarily situated within or near residential developments. The courses are managed by a third-party operator.
- The company also manages two marinas, further diversifying its leisure offerings and appealing to recreational boating enthusiasts.
Leasing Operations
The Leasing Operations segment primarily covers retail and commercial leasing activities, typically arising from the growth of the residential developments. The leasing operations are tailored to support the residential segments and enhance overall community experiences.
1. Retail Leasing:
- Involves several small retail centers located adjacent to residential projects like WaterColor and WindMark Beach. Success in this segment is closely linked to the vitality of the nearby residential communities.
2. Pier Park North:
- This commercial leasing venture includes a 324,000 square foot retail lifestyle center in Panama City Beach, developed in collaboration with Casto, a renowned developer specializing in community retail centers.
Forestry
The Forestry segment focuses on managing timber resources in Northwest Florida. The company specializes in the cultivation and sale of sawtimber, wood fiber, and other forest products. St. Joe provides land management services associated with conservation areas.
- Following the sale of AgReserves, the company has adopted a strategy to sell forestry products on-site. This approach reduces delivery costs and enhances profitability.
Conclusion
The St. Joe Company maintains a well-rounded portfolio that integrates residential, commercial, and leisure activities with strategic land use and development. Its operations are primarily concentrated in Northwest Florida, leveraging the regions natural beauty and growing market demand to create sustainable communities and recreational spaces. The company’s multifaceted approach not only supports local economic development but also enhances the overall quality of life for residents and visitors alike.