Texas Roadhouse (TXRH) remains a long-term buy due to strong execution, brand loyalty, and disciplined financial management despite recent stock volatility. TXRH faces near-term margin pressure from beef inflation and commodity costs, but continues to grow sales, expand its footprint, and leverage digital and delivery channels. The company's expansion plans include new company-owned and franchise restaurants, and a growing retail segment, supporting its long-term growth thesis.
Texas Roadhouse, Inc. ( TXRH ) Q3 2025 Earnings Call November 6, 2025 5:00 PM EST Company Participants Gerald Morgan - CEO & Executive Vice Chairman Keith Humpich - Interim CFO, VP of Finance & Principal Accounting Officer Michael Bailen - Head of Investor Relations Conference Call Participants David Palmer - Evercore ISI Institutional Equities, Research Division Sara Senatore - BofA Securities, Research Division Gregory Francfort - Guggenheim Securities, LLC, Research Division Jacob Aiken-Phillips - Melius Research LLC David Tarantino - Robert W. Baird & Co. Incorporated, Research Division Brian Bittner - Oppenheimer & Co. Inc., Research Division Peter Saleh - BTIG, LLC, Research Division Jeffrey Bernstein - Barclays Bank PLC, Research Division Brian Harbour - Morgan Stanley, Research Division Brian Vaccaro - Raymond James & Associates, Inc., Research Division Dennis Geiger - UBS Investment Bank, Research Division Andrew Barish - Jefferies LLC, Research Division Lauren Silberman - Deutsche Bank AG, Research Division John Ivankoe - JPMorgan Chase & Co, Research Division Andrew Strelzik - BMO Capital Markets Equity Research James Salera - Stephens Inc., Research Division Zachary Fadem - Wells Fargo Securities, LLC, Research Division Jake Bartlett - Truist Securities, Inc., Research Division Presentation Operator Good evening, and welcome to the Texas Roadhouse Third Quarter Earnings Conference Call.
While the top- and bottom-line numbers for Texas Roadhouse (TXRH) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
| Hotels, Restaurants & Leisure Industry | Consumer Discretionary Sector | Gerald L. Morgan CEO | XMUN Exchange | US8826811098 ISIN |
| US Country | 95,000 Employees | 2 Dec 2025 Last Dividend | 26 Sep 2005 Last Split | 5 Oct 2004 IPO Date |
Texas Roadhouse, Inc. is a distinguished entity in the realm of casual dining, with a significant presence across the United States and an expanding international footprint. Founded in 1993 and headquartered in Louisville, Kentucky, Texas Roadhouse has carved out a niche for itself in the restaurant industry by providing a distinctive dining experience characterized by a welcoming atmosphere and a focus on quality food and service. The company’s business operations span the ownership and franchising of restaurants under the Texas Roadhouse, Bubba's 33, and Jaggers brands. As of December 28, 2021, Texas Roadhouse operated 566 domestic restaurants along with 101 franchise establishments, showcasing its broad appeal and successful business model.