ST JOE Co JOE
As used throughout this Annual Report on Form 10-K (“Form 10-K”), the terms “St. Joe,” the “Company,” “we,” “our,” or “us” include The St. 10-K, Item 1
- Headquarters
- Panama City Beach, FL
- Next results
- around Feb 24, 2027
Where each dollar of revenue went, FY2025
Revenue of $513.2M through the costs to a net profit of $115.6M · income statement of the 10-K
JOE among Real estate peers
Six ratios from the latest 10-K. Each corner is the share of 89 peers the company is above, not a score.
What changed
3 new risk paragraphs. 10-K filed Feb 25, 2026 against Feb 26, 2025.
Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.
Accounting checks
10 checks on the latest 10-K. Checks, not verdicts.
0facts worth reading about all 10 checks found nothing to note
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Receivables -24.6% ($14.6M to $11.0M) vs revenue +27.4% ($402.7M to $513.2M), -52.0 pts apart
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Cash from operations $190.7M vs net income $115.6M (FY ending Dec 31, 2025)
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Inventory -17.9% ($4.0M to $3.3M) vs revenue +27.4% ($402.7M to $513.2M), -45.4 pts apart
7 more checks with nothing to note
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Same auditor in both 10-Ks: Grant Thornton LLP
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No statement of substantial doubt about going concern
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No 8-K item 4.02 in the last 2 years
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No NT 10-K or NT 10-Q in the last 2 years
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No sentence in the 10-K concludes that controls were not effective because of a material weakness
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No 8-K item 2.06 in the last 2 years
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No 8-K item 1.03 in the last 2 years
In their words
3 paragraphs in Risk Factors that were not in the 10-K filed Feb 26, 2025. Quoted as filed.
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Item 1A · new paragraph · not in the 10-K filed Feb 26, 2025 10-K, ITEM 1A
We may not be able to successfully implement our business strategy. Our business strategy consists of developing our residential real estate and expanding the scope of our hospitality assets and services, our commercial portfolio of
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Item 1A · new paragraph · not in the 10-K filed Feb 26, 2025 10-K, ITEM 1A
We cannot assure you that we will not make changes to our existing capital allocation plan, including whether we will continue to pay dividends at the current rate or at all. In 2025, we paid cash dividends of $0.14 per share on our
New risk paragraphs, against peers
Latest 10-K of each, Real estate companies closest in revenue
Paragraphs in Risk Factors with nothing like them in the company's 10-K the year before. A count of text, not of risk.
Financial performance
Last 4 fiscal years · 10-K XBRL
| Metric | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|
| Revenue | $252.3M | $389.3M | $402.7M | $513.2M |
| Net income | $70.9M | $77.7M | $74.2M | $115.6M |
| Operating cash flow | $48.2M | $103.8M | $108.0M | $190.7M |
| Free cash flow | $40.9M | $97.7M | $100.2M | $186.6M |
Revenue, FY2016 to FY2025
Ten fiscal years, each from its own 10-K · XBRL · USD
$513.2M ▲ 27.4% in FY2025$115.6M ▲ 55.9% in FY2025$186.6M ▲ 86.2% in FY2025
Recent filings
3 filings in the last 30 days · SEC EDGAR
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Planned saleNov 2, 2026FAIRHOLME CAPITAL MANAGEMENT LLC (Affiliate) gave notice of a planned sale of 800 shares worth about $56K Form 144, approximate sale date Nov 2, 2026
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8-KOct 28, 2026Quarterly results, Other events 8-K items 2.02, 8.01
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10-QOct 28, 2026Quarterly report (10-Q) period ended Sep 30, 2026
About the company
ST JOE Co, Panama City Beach, FL · from the 10-K filed Feb 25, 2026
As used throughout this Annual Report on Form 10-K (“Form 10-K”), the terms “St. Joe,” the “Company,” “we,” “our,” or “us” include The St. Joe Company, its consolidated subsidiaries and consolidated joint ventures unless the context indicates otherwise. St. Joe was incorporated in the State of Florida in 1936. We are a diversified real estate development, asset management and operating company. As of December 31, 2025, we owned 165,000 acres of land in Northwest Florida, compared to 167,000 acres and 168,000 acres as of December 31, 2024 and 2023, respectively.
- Headquarters
- Panama City Beach, FL
- Country
- United States
- Reports in
- USD
- Listed on
- NYSE
- Fiscal year ends
- December 31
- Last results
- Oct 28, 2026
- Incorporated in
- FL
Email alerts
Sources
The 10-K filed Feb 25, 2026 (open at SEC), compared with the 10-K filed Feb 26, 2025. Numbers from the XBRL of the 10-Ks; filings from SEC EDGAR.
Work with it: Excel workbook · CSV. Google Sheet that stays up to date: paste =IMPORTDATA("https://tickdelta.com/company/JOE/export.csv") into a cell.