Texas Roadhouse Q4 revenue misses estimates

Texas Roadhouse

19/02/2026 21:11

Overview

Casual dining chain's Q4 revenue missed analyst expectations

Diluted EPS for Q4 decreased 26.1%, impacted by lower restaurant margins

Company opened nine new restaurants and completed franchise acquisitions

Outlook

Company plans menu price increase of 1.9% in early April

Company anticipates wage and labor inflation of 3% to 4%

Result Drivers

COMPARABLE SALES GROWTH - Comparable restaurant sales increased 4.2% at company restaurants, despite missing revenue expectations

MARGIN PRESSURE - Restaurant margin dollars decreased 15.6% due to higher food and beverage costs and the absence of an extra week from the prior year

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Miss
$1.48 bln
$1.50 bln (25 Analysts)
Q4 EPS
$1.28
Q4 Net Income
$84.64 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 14 "strong buy" or "buy", 18 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the restaurants & bars peer group is "buy"

Wall Street's median 12-month price target for Texas Roadhouse Inc is $192.50, about 3% above its February 18 closing price of $186.87

The stock recently traded at 28 times the next 12-month earnings vs. a P/E of 23 three months ago

Press Release: ID:nGNX7PGXKh

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)