Texas Roadhouse, Inc.

Texas Roadhouse, Inc. Earnings Recaps

TXRH Consumer Discretionary 2 recaps
Q1 2026 May 8, 2026

Texas Roadhouse shares rose 11.1% post-earnings, reflecting investor approval of solid same-store sales growth and improved commodity cost guidance that together supported healthy margin expansion.

Key takeaways
  • Comparable same-store sales increased 7.1% in Q1, driven by 4.5% traffic growth and favorable mix.
  • Revenue surpassed $1.6 billion, up 12.8% driven by a 6.8% increase in average weekly sales and a 5.7% increase in store weeks.
  • Restaurant margin dollars grew 10.5% to $264 million; diluted EPS rose 9.6% to $1.87.
  • Commodity inflation guidance was reduced for full year 2026 from ~7% to between 6% and 7%, with expectations for easing in the second half of the year.
  • Traffic and mix trends remain solid, supported by digital kitchen and handheld technology investments that improve operational efficiency without sacrificing dine-in experience.
Q3 2025 Nov 7, 2025

Texas Roadhouse delivered record third-quarter revenues of $1.4 billion, driven by strong same-store sales growth and successful expansion efforts across its restaurant brands.

Key takeaways
  • Revenue increased significantly, achieving the highest quarterly growth of the year alongside strong traffic and same-store sales.
  • Seven new company-owned locations opened in Q3, contributing to a projected total of approximately 30 new restaurants for 2025.
  • Despite rising commodity prices, especially for beef, there was no significant impact on guest behavior post-menu price increase, indicating robust consumer demand.
  • Continued momentum in the To-Go business and retail strategy, with presence across 120,000 retail outlets bolstering brand visibility.
  • Cash flow from operations rose to $144 million, supporting ongoing development and capital allocation strategies.