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.

Seeking Alpha • Dec 11, 2025

Texas Roadhouse Attracts Investment from Judah Spinner's BlackBird Financial for Its Robust Store-Level Economics and Expansion Outlook

Toms River, New Jersey , Nov. 11, 2025 (GLOBE NEWSWIRE) -- BlackBird Financial LP, the investment firm founded Judah Spinner, an established proponent of value investing, has officially revealed that it has secured a meaningful stake in Texas Roadhouse, Inc.

GlobeNewsWire • Nov 11, 2025

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.

Seeking Alpha • Nov 10, 2025

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.

Seeking Alpha • Nov 7, 2025

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.

Zacks Investment Research • Nov 7, 2025

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.

Zacks Investment Research • Nov 7, 2025

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.

Zacks Investment Research • Nov 5, 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.

Zacks Investment Research • Oct 30, 2025

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.

Seeking Alpha • Oct 29, 2025

Better Growth Stock to Buy Now: Chipotle or Texas Roadhouse?

Shares of Chipotle Mexican Grill (CMG 0.89%) and Texas Roadhouse (TXRH -0.88%) have stumbled in recent weeks, likely prompting some investors to take a closer look at their stocks to see if their sell-offs are buying opportunities. The fast-casual burrito specialist's stock has been crushed this year, declining about 35%, while the steakhouse's stock is down 5% year to date and 20% from its 52-week high.

The Motley Fool • Sep 18, 2025