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Mar 31, 2024

St. Joe Q1 2024 Earnings Report

St. Joe's Q1 2024 results were released, showcasing growth in revenue, operating income, and net income.

Key Takeaways

St. Joe Company reported a strong first quarter in 2024, with revenue increasing by 20% to $87.8 million, operating income increasing by 42%, and net income attributable to the Company increasing by 34% to $13.9 million, or $0.24 per share.

Revenue increased by 20% compared to the first quarter of 2023.

Operating income increased by 42% compared to the first quarter of 2023.

Net income attributable to the Company increased by 34% compared to the first quarter of 2023.

Hospitality revenue grew by 60%, and leasing revenue grew by 21%.

Total Revenue
$87.8M
Previous year: $73M
+20.3%
EPS
$0.24
Previous year: $0.18
+33.3%
Residential Homesites Sold
216
Previous year: 327
-33.9%
Gross Profit
$23.1M
Previous year: $24.2M
-4.7%
Cash and Equivalents
$89.8M
Previous year: $57.2M
+57.1%
Free Cash Flow
$25.2M
Previous year: $17.5M
+44.0%
Total Assets
$1.54B
Previous year: $1.47B
+4.9%

St. Joe

St. Joe

St. Joe Revenue by Segment

Forward Guidance

The St. Joe Company did not provide specific forward guidance in the provided document. However, the President and Chief Executive Officer conveyed a positive outlook, expressing confidence in the company's future growth and the potential for increased profits and land value through their diverse portfolio of complementary businesses.

Positive Outlook

  • Growth of hospitality segment exposes more visitors to residential communities.
  • Residential communities create more customers for commercial leasing portfolio.
  • Commercial leasing portfolio growth drives increased shopping and entertainment opportunities.
  • Increased visitation further drives profits.
  • Value of surrounding lands are expected to increase with each development.

Challenges Ahead

  • Ability to successfully implement strategic objectives
  • New or increased competition across business units
  • Any decline in general economic conditions, particularly in primary markets
  • Interest rate fluctuations
  • Inflation

Revenue & Expenses

Visualization of income flow from segment revenue to net income