Texas Roadhouse Inc. (TXRH)
TXRH Bets on Unit Growth: Will 35 New Stores in 2026 Move the Needle?
Texas Roadhouse plans about 35 new company-owned restaurants in 2026, betting steady unit growth can sustain momentum despite inflation and higher capital spending.
Texas Roadhouse: Attractively Valued, But Beef Prices Hurt (Rating Upgrade)
Texas Roadhouse, Inc. is now attractively valued after an 18% pullback, trading at 26x forward earnings. Near-term TXRH earnings growth is constrained by elevated beef and wage inflation, with margins likely to stay at multi-year lows until at least 2027. Long-term outlook is compelling: margin recovery and 23% EPS growth are expected by 2027 as commodity pressures normalize.
Texas Roadhouse: Beef Costs Bite, But Execution Still Wins
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 Transcript
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.
Texas Roadhouse (TXRH) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
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.
Texas Roadhouse (TXRH) Misses Q3 Earnings Estimates
Texas Roadhouse (TXRH) came out with quarterly earnings of $1.25 per share, missing the Zacks Consensus Estimate of $1.28 per share. This compares to earnings of $1.26 per share a year ago.
Texas Roadhouse (TXRH) Q3 Earnings on the Horizon: Analysts' Insights on Key Performance Measures
Besides Wall Street's top-and-bottom-line estimates for Texas Roadhouse (TXRH), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended September 2025.
Texas Roadhouse (TXRH) Reports Next Week: Wall Street Expects Earnings Growth
Texas Roadhouse (TXRH) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Texas Roadhouse: Tricks Against Inflation (Earnings Preview)
Texas Roadhouse remains a resilient casual dining leader, driven by value pricing, consistent traffic growth, and disciplined expansion. TXRH faces margin pressure from rising beef costs but maintains conservative pricing, strong cash flow, and ample coverage for dividends and capex. Expansion of Bubba's 33 and Jaggers concepts offers diversification and higher ROI, providing a strategic hedge against beef inflation.
Texas Roadhouse: Coming Back Down To Earth
Texas Roadhouse remains a best-in-class operator, with strong management and consistent execution, despite recent earnings misses and margin normalization. Comparable sales growth is slowing to historical levels, and margins are under pressure from cost inflation, but the company still outperforms industry peers. Valuation is elevated at 28x forward earnings; I see attractive entry closer to $170 per share.
Texas Roadhouse: Beef Inflation Has Me Raising My Stake
Texas Roadhouse stock has gone sideways despite strong sales and customer loyalty. Rising beef prices are pressuring margins, but history shows this may be temporary. I believe this pullback could be a rare chance to grow a long-term stake.
Texas Roadhouse, Inc. (TXRH) Q2 2025 Earnings Call Transcript
Texas Roadhouse, Inc. (NASDAQ:TXRH ) Q2 2025 Earnings Conference Call August 7, 2025 5:00 PM ET Company Participants Gerald L. Morgan - CEO & Director Keith V.
