Texas Roadhouse (TXRH)
NASDAQ:TXRH
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Earnings Data
Report Date
Jul 23, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.82Last Year’s EPS
1.86Same Quarter Last Year
Moderate Buy
Based on 18 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented strong operational and financial momentum: double‑digit revenue growth (12.8%), healthy comparable sales (+7.1%) driven by traffic (+4.5%), EPS growth (+9.6%), improved labor productivity and robust cash flow. Management also narrowed commodity guidance and highlighted successful tech and to‑go execution and international/franchise expansion. Offsets include meaningful commodity and beef cost pressure (COGS up 122 bps), a modest decline in restaurant margin percentage, negative mix from to‑go and alcohol, and higher G&A/depreciation expense. Overall, positives (top‑line growth, margin dollar expansion, cash generation, productivity gains and tech progress) outweigh the manageable cost and mix headwinds.Company Guidance
Strong Top-Line Growth
Revenue exceeded $1.6 billion for the quarter with revenue growth of 12.8% year-over-year, driven by a 6.8% increase in average weekly sales and a 5.7% increase in store weeks.
Healthy Comparable Sales and Traffic
Comparable sales increased 7.1% in the quarter, driven by 4.5% traffic growth and a 2.6% increase in average check; month-by-month comps were 6.9% (Jan), 8.3% (Feb) and 6.3% (Mar).
Profitability and EPS Improvement
Diluted EPS rose 9.6% to $1.87 and restaurant margin dollars increased 10.5% to $264 million, with restaurant margin dollars per store week up 4.5% year-over-year to over $28,000.
Strong Cash Flow and Balance Sheet
Generated $259 million of cash flow from operations in the quarter and ended the period with $215 million of cash; continue to fund growth while returning capital to shareholders (acquisitions, dividends, buybacks).
Operational Productivity Gains
Labor as a percentage of sales improved 46 basis points to 32.9% despite labor dollars per store week increasing 5.4% (wage and other labor inflation ~3.8% and hours growth ~1.6%); labor hours grew at ~35% of comparable traffic growth, showing productivity improvement.
Digital and Technology Progress
Digital kitchen technologies and testing of upgraded handheld tablets are positively impacting operations, supporting higher to‑go order volumes without harming the dine‑in experience and improving order accuracy and efficiency.
To‑Go and Weekly Sales Mix
Average weekly sales for Texas Roadhouse were over $174,000 in the quarter (brand-level weekly sales referenced as nearly $180,000 earlier), with To‑Go representing more than $25,000 or 14.6% of weekly sales, and strong early Q2 momentum with comps of 6.5% in the first five weeks.
Franchise & International Development Momentum
Company expects ~35 company-owned openings for the full year; Q1 saw 4 Texas Roadhouse openings and franchise partners opened additional domestic and international restaurants with international momentum noted (up to 6 more international openings expected).
Guidance & Cost Visibility Improvement
Management narrowed full‑year commodity inflation guidance from ~7% to 6%–7% based on better-than-expected Q1 inflation (6.2%) and improved visibility for the back half of the year; maintained full-year wage and other labor inflation guidance of 3%–4%.
Brand Recognition and Awards
Texas Roadhouse named America's Best Restaurant Experience (Data Central 500) for the second year in a row; multiple internal awards and recognition cited, reflecting strong brand and culture.
TXRH Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
TXRH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $157.93 | $177.38 | +12.32% |
Feb 19, 2026 | $181.73 | $178.04 | -2.03% |
Nov 06, 2025 | $159.39 | $163.65 | +2.68% |
Aug 07, 2025 | $182.74 | $170.72 | -6.58% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Texas Roadhouse (TXRH) report earnings?
Texas Roadhouse (TXRH) is schdueled to report earning on Jul 23, 2026, After Close (Confirmed).
What is Texas Roadhouse (TXRH) earnings time?
Texas Roadhouse (TXRH) earnings time is at Jul 23, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TXRH EPS forecast?
TXRH EPS forecast for the fiscal quarter 2026 (Q2) is 1.82.
