What is the revenue and EPS growth rate for The St. Joe year over year?

Did The St. Joe beat or miss consensus estimates last quarter?

What is The St. Joe's gross profit margin?

What guidance did The St. Joe's management provide for the next earnings period?

What were the key takeaways from The St. Joe’s earnings call?

What is the market's earnings forecast for The St. Joe next quarter?

What factors drove the changes in The St. Joe's revenue and profit?

What does The St. Joe do and what are its main business segments?

- **Revenue Surge**: 63% YoY growth driven by residential (94%), leasing (7%), and hospitality (9%) record highs. 
- **Strategic Asset Sale**: $41M Watercrest sale yielded $19.4M profit, exemplifying piggyback monetization. 
- **Share Buyback Acceleration**: 2025 YTD repurchases up 100%, with dividend hike to $0.16/share (14% increase). 
- **Market Expansion**: NYC flight connects to 20M metro population, boosting regional visibility. 
- **Pipeline Power**: 24,000 entitled homesites and 1,992 under contract highlight growth potential. 
- **Recurring Revenue Growth**: Leasing and hospitality up 10% and 12% YTD, respectively.

**【CEO Summary Section】**
- **Revenue Growth**: Q3 2025 revenue increased 63% YoY, driven by residential real estate (94% growth to $36.8M), leasing ($16.7M, all-time high), and hospitality ($60.6M, all-time Q3 record). 
- **Watercrest Sale**: Sold Watercrest senior living for $41M, yielding $19.4M gross profit, demonstrating asset monetization strategy. 
- **Pipeline Strength**: 24,000 entitled residential units in pipeline, with 1,992 homesites under contract (vs. 1,381 in 2024). 
- **Capital Allocation**: $20.4M in Q3 capex, $8.7M share buybacks (total $24.9M YTD), and 14% dividend increase to $0.16/share. 
- **Market Expansion**: New NYC flight to ECP airport, connecting to 20M NYC metro population, enhancing regional exposure. 

**【CFO Financial Commentary】**
- **Financial Highlights**: GAAP net income $42.3M (130% YoY growth), non-GAAP EPS $1.08. 
- **Liquidity Management**: $126M cash balance, $50M+ debt reduction YTD, and 1% annualized share buyback rate. 
- **Dividend Growth**: Dividends increased 129% since 2020 program launch. 
- **Recurring Revenue**: Leasing ($49.4M YTD) and hospitality ($169M YTD) show steady growth. 

**【Q&A Key Highlights】**
- **Share Buyback Strategy**: Prioritizes buybacks but balances liquidity needs; 2025 YTD repurchases up 100% vs. 2024. 
- **Asset Monetization**: Evaluating non-core timberlands and operating properties for sale, aiming for full value realization. 
- **WindMark Expansion**: Builder program success led to 800+ developed lots, with potential for 1,000-unit community. 
- **Townhome Transition**: Shifting 46 unleased townhomes to sales, achieving higher prices than leasing. 
- **Hospitality Growth**: Opening 5 hotels in 12 months, with continued pipeline expansion. 
- **Leasing Focus**: Targeting high-rate town centers (WaterSound, West Bay, FSU TMH) to double commercial portfolio. 
- **Builder Contracts**: Negotiating pricing, product differentiation, and takedown pace with builders to maximize margins.

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