Companies · TXRH
Texas Roadhouse
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Latest analysis
Updated Nov 6, 2026
Texas Roadhouse Q3 2026: 4.3% comparable sales growth with positive traffic signals margin expansion to 14.6%, despite 5.0% YTD commodity inflation headwind
Texas Roadhouse delivered Q3 2026 comparable restaurant sales of 4.3%, with guest traffic counts turning positive at +0.7% — a structurally important signal in a casual dining environment where peers are losing traffic. Restaurant margin expanded 30 basis points to 14.6% despite 2.0% commodity inflation in the quarter, driven by operating leverage from higher average unit volumes. The company is guiding 5.0%–6.0% store week growth in 2027 and expects commodity inflation to moderate to approximately 4.0% next year, setting up a favorable cost tailwind if traffic momentum holds.
Tone: bullishRevenue
$5.9B
TXRH 10-K · FY 2025
Employees
101,000
Revenue FY2024
$5.4B
Founded
1993
Profile
TXRH 10-K Item 1 · Feb 27, 2026Texas Roadhouse is a Louisville-based casual dining restaurant company operating three concepts — Texas Roadhouse, Bubba's 33, and Jaggers — across 816 locations in 49 states, one U.S. territory, and ten foreign countries as of December 30, 2025. The company's flagship concept is a moderately priced, full-service steakhouse featuring hand-cut steaks, made-from-scratch sides, and a rustic southwestern atmosphere. Texas Roadhouse operates primarily through company-owned restaurants, with 714 company restaurants and 102 franchised locations.
Read filing description ↓ Collapse description ↑
Texas Roadhouse, Inc. is a growing restaurant company operating predominantly in the casual dining segment. Our late founder, W. Kent Taylor, started the business in 1993 with the opening of the first Texas Roadhouse restaurant in Clarksville, Indiana. Since then, we have grown to three concepts with 816 restaurants in 49 states, one U.S. territory, and ten foreign countries. Our mission statement is 'Legendary Food, Legendary Service' and our core values are 'Passion, Partnership, Integrity, and Fun with Purpose.' Our operating strategy is designed to position each of our restaurants as the local hometown favorite for a broad segment of consumers seeking high quality, affordable meals served with friendly, attentive service. Texas Roadhouse is a moderately priced, full-service, casual dining restaurant concept offering an assortment of specially seasoned and aged steaks hand-cut daily on the premises and cooked to order over open grills. Bubba's 33 is a moderately priced, full-service, casual dining restaurant concept featuring scratch-made food with a rock 'n' roll atmosphere, ice-cold beer, and signature cocktails. Jaggers is a fast-casual restaurant concept offering burgers, hand-breaded chicken sandwiches and chicken tenders, made-to-order fresh salads, and hand-spun milkshakes with drive-thru, carry-out, and dine-in service options. As of December 30, 2025, we owned and operated 714 restaurants and franchised an additional 102 restaurants.
Primary products
- Texas Roadhouse restaurants
- Bubba's 33 restaurants
- Jaggers restaurants
- Franchise arrangements
- Retail initiatives (frozen rolls, whipped buttery spreads, beef jerky, steak sauces and seasonings, branded bagged peanuts)
Business segments
End markets
Geographies
“Although we believe that we compete favorably with respect to each of the above channels, other restaurants and retail establishments compete for the same casual dining guests, quality site locations, and restaurant-level employees as we do.” Competitive position, as stated in the filing
Revenue commentary · FY 2025
Total revenue grew from $5.37 billion in fiscal 2024 to $5.88 billion in fiscal 2025, driven primarily by higher restaurant and other sales across the company restaurant base.
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Analysis, signals, diligence answers, M&A activity and every quote, each citing the filing it came from.