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Just reported
Q3 2026 results
From Texas Roadhouse's results release of November 5, 2026; its quarterly report has since been filed.
Revenue
Actual
$1.57B
+9.5% y/y
-6.4% q/qGuided
—
No guide given
EPS, GAAP
Actual
$1.36
+8.8% y/y
-26% q/qGuided
—
No guide given
Operating income, GAAP
Actual
$103M
+6.2% y/y
-28% q/qGuided
—
No guide given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
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The themes Texas Roadhouse is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The theme it is part of
Highest-graded in Restaurants
Graded A or B and worth $2B or more: A first, then the largest.
CMGChipotle Mexican Grill, Inc.$46.3BA+
YUMCYum China Holdings, Inc.$16.5BA
DPZDomino’s Pizza, Inc.$10.8BA+
CAKEThe Cheesecake Factory Incorporated$5.5BA
BROSDutch Bros Inc.$4.8BA
Grade rose recently in Consumer Discretionary
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
TMToyota Motor Corp.Aug 4, 2026BAGraded B, now A
RCLRoyal Caribbean Cruises Ltd.Oct 27, 2026FBGraded F, now B
AZOAutoZone, Inc.Oct 26, 2026CBGraded C, now B
SWSmurfit Westrock plcOct 28, 2026CBGraded C, now B
HSAIHesai GroupNov 10, 2026CBGraded C, now B
How it makes money
- Food and beverage sales at company-run restaurants100%
- Franchise royalties and fees0%
Shares of revenue are estimates for 26 weeks ended June 30, 2026, not figures from a filing.
Competes with
What it sells4
Texas Roadhouse restaurants
Full-service restaurants serving hand-cut steaks cooked to order, along with ribs, seafood, chicken, pork, sides and other meals.
Bubba’s 33 restaurants
Full-service restaurants serving burgers, pizza, wings, appetizers and other meals, with beer and cocktails.
Jaggers restaurants
Fast-casual restaurants serving burgers, breaded chicken sandwiches and tenders, salads and milkshakes, with drive-through and dine-in service.
Branded food and retail products
Products sold online and in select retailers include licensed frozen rolls, buttery spreads, beef jerky, steak sauces and seasonings, as well as branded peanuts and accessories.
Who buys it4
- People who dine at the company’s restaurants and pay for meals and drinks.
- People who order restaurant meals for takeout or delivery.
- Franchisees that pay fees and royalties to operate Texas Roadhouse or Jaggers restaurants.
- Consumers who buy the company’s branded food and other products online or through select retailers.
What it stands on, and what could break it
What the business leans on
- 1Beef is a major input: approximately half of food and beverage costs related to beef (Q2 2026, high).
- 2Restaurants rely on qualified food suppliers and national distributors to deliver ingredients and supplies; substantially all food and beverage products are negotiated directly with suppliers.
- 3The business depends on hiring, training and retaining restaurant workers and managers; it employed approximately 101,000 people (December 30, 2025, high).
- 4Restaurant operations depend on suitable sites, leases, and local permits, including licenses to serve alcoholic drinks.
What could go wrong
- 1Changes in food costs or product availability can affect restaurant expenses; food and beverage costs were 35.4% of restaurant and other sales (Q2 2026, high), and beef prices were a key source of cost pressure.
- 2Higher wages or difficulty hiring and retaining restaurant workers can raise operating costs or affect restaurant service.
- 3About 21% of company restaurants were in Texas and Florida (December 30, 2025, high), leaving the business exposed to economic, weather and other local conditions in those states.
About Texas Roadhouse, Inc.
Texas Roadhouse runs restaurants serving hand-cut steaks, ribs and other meals; Bubba’s 33 serves burgers, pizza and wings; and Jaggers serves burgers and chicken sandwiches. As of June 30, 2026, the company had 832 restaurants (June 30, 2026, high): 732 company-run and 100 franchised. In Q2 2026, comparable sales at company restaurants rose 6.2% (Q2 2026, high), guest traffic rose 3.0% (Q2 2026, high), and takeout made up 14.3% of restaurant sales (Q2 2026, high).
- Head office
- Louisville, Kentucky
- Founded
- 1993 (high confidence)
- Employees
- Approximately 101,000 (December 30, 2025, high)
- Listed on
- Nasdaq
- Financial year ends
- December; fiscal 2025 ended December 30, 2025
Built from Texas Roadhouse, Inc.’s own filings with the U.S. Securities and Exchange Commission (SEC). Figures are as reported, with per-share history restated onto today’s share basis. This describes a business — it is not investment advice and not a recommendation to buy or sell anything.
