Q4 25 EPS
$1.28
MISS 14.52%
Est. $1.50
Q4 25 Revenue
$1.48B
MISS 0.87%
Est. $1.50B
vs S&P Since Q4 25
-4.7%
TRAILING MARKET
TXRH +1.8% vs S&P +6.5%
Full Year 2025 Results
FY 25 EPS
$6.10
MISS 3.50%
Est. $6.32
FY 25 Revenue
$5.88B
MISS 0.22%
Est. $5.89B
Market Reaction
Did TXRH Beat Earnings? Q4 2025 Results
Texas Roadhouse delivered a bruising fourth quarter, missing on both the top and bottom lines as a calendar shift and relentless cost inflation weighed heavily on results. Diluted EPS came in at $1.28, falling 15.79% short of the $1.52 consensus esti… Read more Texas Roadhouse delivered a bruising fourth quarter, missing on both the top and bottom lines as a calendar shift and relentless cost inflation weighed heavily on results. Diluted EPS came in at $1.28, falling 15.79% short of the $1.52 consensus estimate and declining 26.1% year-over-year, while revenue of $1.48 billion grew just 3.1% annually and edged slightly below the $1.49 billion Wall Street had expected. The most material drag was structural: Q4 2025 contained only 13 weeks versus 14 in the prior-year period, accounting for roughly 12 percentage points of the EPS decline, while commodity inflation of 9.5% and wage inflation of 2.9% compressed restaurant margin by 309 basis points to 13.9%, sending restaurant margin dollars down 15.6% to $204.81 million. Investors monitoring the company's ability to balance expansion with profitability will note that comparable restaurant sales still rose a healthy 4.2% in the quarter. Management offered an encouraging forward view, citing 8.2% comparable sales growth in the first seven weeks of Q1 2026, a planned April menu price increase of roughly 1.9%, and an increased quarterly dividend of $0.75 per share.
Key Takeaways
- • Comparable restaurant sales increased 4.2% at company restaurants in Q4
- • Traffic growth driven by dedicated operators
- • Average weekly sales increased to $160,021 from $153,867 in prior year
- • To-go sales increased to $22,099 per week from $20,067
- • 9.5% commodity inflation and 2.9% wage inflation pressured restaurant margins
- • Restaurant margin as a percentage of sales decreased 309 basis points to 13.9%
- • Extra week in prior year Q4 negatively impacted EPS growth by approximately 12%
TXRH YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
TXRH Revenue by Segment
With YoY comparisons, source: SEC Filings
“We had a strong finish to the year thanks to the dedication of our operators who continued to drive traffic growth. While commodity inflation continues to pressure restaurant margin, we remain committed to preserving our value proposition and maintaining a relentless focus on operational excellence.”
— Jerry Morgan, Q4 2025 Earnings Press Release
TXRH Earnings Trends
TXRH vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
TXRH EPS Trend
Earnings per share: estimate vs actual
TXRH Revenue Trend
Quarterly revenue: estimate vs actual
TXRH Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $1.80 | $1.87 | +3.96% | $1.63B | -0.14% |
| Q4 25 MISS FY | $1.50 | $1.28 | -14.52% | $1.48B | -0.87% |
| FY Full Year | $6.32 | $6.10 | -3.50% | $5.88B | -0.22% |
| Q3 25 MISS | $1.28 | $1.25 | -2.24% | $1.44B | +0.49% |
| Q2 25 MISS | $1.91 | $1.86 | -2.49% | $1.51B | +0.66% |
| Q1 25 MISS | $1.76 | $1.70 | -3.27% | $1.45B | +0.51% |