Texas Roadhouse Gestione
Criteri Gestione verificati 3/4
Texas Roadhouse Il CEO è Jerry Morgan, nominato in Mar2021, e ha un mandato di 5.17 anni. la retribuzione annua totale è $ 10.82M, composta da 12.5% di stipendio e 87.5% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.15% delle azioni della società, per un valore di $ 17.04M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.3 anni e 4.6 anni.
Informazioni chiave
Jerry Morgan
Amministratore delegato
US$10.8m
Compenso totale
| Percentuale dello stipendio del CEO | 12.53% |
| Mandato del CEO | 5.2yrs |
| Proprietà del CEO | 0.1% |
| Durata media del management | 3.3yrs |
| Durata media del Consiglio di amministrazione | 4.6yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • May 21
TXRH: Menu Pricing And Beef Costs Will Shape Margins And Traffic
Analysts have nudged the Texas Roadhouse fair value estimate higher to $196.04 from $193.60. They cite a series of upward price target revisions, updated earnings models that extend valuation views into 2027, and expectations that more favorable beef costs and incremental to go orders could support margins over time.Articolo di analisi • May 13
Texas Roadhouse, Inc. (NASDAQ:TXRH) Just Released Its First-Quarter Results And Analysts Are Updating Their Estimates
Shareholders of Texas Roadhouse, Inc. ( NASDAQ:TXRH ) will be pleased this week, given that the stock price is up 16...Seeking Alpha • May 08
Texas Roadhouse: It Hasn't Bottomed Out Yet, But Upside Potential Is Medium Well (Rating Upgrade)
Summary Texas Roadhouse, Inc. (TXRH) has reached its one-year low, supporting my previous hold rating, amid the recent market correction. Despite ongoing uncertainty, TXRH's robust fundamentals remain evident and sustained, offering potential for investors at current levels. Valuation for TXRH now appears more reasonable, making the stock potentially attractive at its one-year low. Technical indicators show some potential for TXRH, suggesting a possible new entry opportunity for investors. Read the full article on Seeking AlphaAggiornamento della narrazione • May 04
TXRH: Menu Pricing And Easing Beef Costs Will Support Margins
Texas Roadhouse's fair value estimate has been trimmed by about $3 to $193.60 as analysts adjust price targets across the Street, generally reflecting more conservative assumptions around future P/E multiples, revenue growth, and costs following recent research updates that skew toward lower target prices despite some mixed upward revisions. Analyst Commentary Recent Street research highlights a mix of optimism about Texas Roadhouse's execution and demand trends, alongside more cautious views on costs, margins, and valuation.Aggiornamento della narrazione • Apr 17
TXRH: Menu Pricing And Easing Beef Costs Will Support Future Earnings
The analyst price target for Texas Roadhouse has been reduced by about $20 to $196.84, as analysts factor in higher structural cost assumptions and slightly softer margin expectations, even as they acknowledge firm same-store sales trends and menu pricing support. Analyst Commentary Recent research on Texas Roadhouse reflects a mix of optimism about the brand and same store sales trends, alongside more cautious views on margins and valuation after the latest Q4 results.Aggiornamento della narrazione • Feb 18
TXRH: Beef Cost Pressures And Sector Headwinds Will Shape Earnings Trajectory
Texas Roadhouse's analyst price target edges higher by less than $1 as analysts point to slightly stronger modeled revenue growth, a modestly higher profit margin, a lower discount rate, and a roughly flat future P/E assumption. Analyst Commentary Recent research on Texas Roadhouse reflects a mix of optimism on the company specific story and caution around the broader restaurant sector, with several firms updating their targets and views as they refresh multi year outlooks.Aggiornamento della narrazione • Feb 04
TXRH: Tariff Relief And Balanced Execution Will Support Earnings In A Tough Sector
The analyst price target for Texas Roadhouse has been adjusted modestly higher to reflect a fair value move of about US$3 per share, as analysts factor in updated sector views, a slightly higher assumed future P/E multiple of 27.23x, a new discount rate of 8.53%, and refreshed expectations for revenue growth and profit margins. Analyst Commentary Recent Street research on Texas Roadhouse shows a mix of optimism about the company’s execution and unit economics, alongside caution about sector headwinds, valuation, and cost inflation.Aggiornamento della narrazione • Jan 21
TXRH: Tariff Relief And Traffic Resilience Will Support Earnings In A Tough Sector
Analysts now peg fair value for Texas Roadhouse at about $193.69, up roughly $2.41 from the prior $191.28. This reflects a modestly higher assumed future P/E multiple alongside tempered views on revenue growth, profit margins, and discount rate after a mix of recent target hikes and trims across the Street.Aggiornamento della narrazione • Jan 07
TXRH: Beef Tariff Cuts And Traffic Strength Will Support Future Earnings
Analysts have made a modest upward adjustment to our Texas Roadhouse fair value estimate to $191.28, reflecting fine tuned assumptions on long term growth and margins, alongside a mix of higher and lower recent Street price targets in response to ongoing cost pressures and sector wide concerns. Analyst Commentary Recent Street research on Texas Roadhouse reflects a mix of optimism around the company specific execution and caution around broader restaurant sector pressures.Aggiornamento della narrazione • Dec 22
TXRH: Beef Cost Relief And Traffic Resilience Will Support Future Earnings
Analysts have nudged their Texas Roadhouse price target slightly higher, with our fair value estimate rising to $190.48 from $189.16, as they balance resilient traffic trends and solid execution against margin pressure from elevated beef and broader commodity costs. Analyst Commentary Recent Street research reflects a mixed but generally constructive view on Texas Roadhouse, with price targets adjusting around evolving expectations for traffic resilience, commodity inflation, and valuation risk.Aggiornamento della narrazione • Dec 08
TXRH: Beef Cost Relief Will Support Margins And Future Earnings Power
Analysts modestly lifted their Texas Roadhouse fair value estimate to approximately $189.20 per share, balancing sustained traffic strength and solid same store sales with ongoing margin pressure from elevated beef and broader commodity inflation, as reflected in the latest round of mixed price target revisions across the Street. Analyst Commentary Recent Street research reflects a constructive but more nuanced stance on Texas Roadhouse, with modest target cuts clustered around near term margin uncertainty, offset by confidence in the brand's traffic resilience and long term growth algorithm.Aggiornamento della narrazione • Nov 24
TXRH: Sales Momentum And Commodity Costs Will Influence Margins In A Balanced Outlook
Analysts have slightly lowered their fair value estimate for Texas Roadhouse to $189.08 from $196.16, citing persistent commodity inflation and some margin pressures, even though sales performance remains strong. Analyst Commentary Recent analyst research on Texas Roadhouse presents a nuanced picture, highlighting both the company’s strengths and the ongoing challenges facing its valuation and growth prospects.Articolo di analisi • Nov 12
Analyst Estimates: Here's What Brokers Think Of Texas Roadhouse, Inc. (NASDAQ:TXRH) After Its Third-Quarter Report
Texas Roadhouse, Inc. ( NASDAQ:TXRH ) last week reported its latest quarterly results, which makes it a good time for...Aggiornamento della narrazione • Nov 07
TXRH: Same-Store Sales Momentum Will Drive Shares Despite Margin Pressure
The analyst price target for Texas Roadhouse has shifted modestly as a result of adjustments for recent sales momentum and profit margin pressures. Analysts cite solid same-store sales but note concerns over elevated input costs as key factors.Aggiornamento della narrazione • Oct 24
Solid Traffic And Menu Adjustments Will Offset Rising Costs Ahead
Analysts have slightly revised their price target for Texas Roadhouse, increasing it by $5 to $210. They cite ongoing solid traffic and generally stable demand.Aggiornamento della narrazione • Oct 09
New Outlets And Digital Integration Will Enrich Dining Experience
Texas Roadhouse's average analyst price target has been revised slightly downward to approximately $196.71 from $199.17. Analysts point to resilient traffic but note ongoing concerns about profit margins and cost management.Aggiornamento della narrazione • Sep 11
New Outlets And Digital Integration Will Enrich Dining Experience
Analysts modestly raised their price target for Texas Roadhouse to $199.17, citing strong traffic, resilient demand among higher-income consumers, and disciplined growth, though margin pressures from rising beef costs remain a concern. Analyst Commentary Bullish analysts are raising price targets on Texas Roadhouse due to solid traffic levels and a positive industry demand backdrop, especially among middle and upper income consumer cohorts.Articolo di analisi • Jul 31
Texas Roadhouse, Inc.'s (NASDAQ:TXRH) Share Price Could Signal Some Risk
With a price-to-earnings (or "P/E") ratio of 28.6x Texas Roadhouse, Inc. ( NASDAQ:TXRH ) may be sending very bearish...Articolo di analisi • Jul 15
Is Texas Roadhouse, Inc. (NASDAQ:TXRH) Worth US$188 Based On Its Intrinsic Value?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Texas Roadhouse fair value estimate is US$141 Current share...Articolo di analisi • Jun 29
Do Texas Roadhouse's (NASDAQ:TXRH) Earnings Warrant Your Attention?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Seeking Alpha • Apr 30
Texas Roadhouse: Grilling Up Growth For Long-Term Success
Summary Texas Roadhouse stands out as a resilient, high-quality business in the US chain restaurant industry, with strong financial fundamentals and a proven business model. Profitability and financial performance metrics point to outperformance. TXRH's valuation appears expensive compared to peers, suggesting a hold rating until a more favorable entry point is available for better returns. Read the full article on Seeking AlphaSeeking Alpha • Feb 24
Texas Roadhouse: Growth And Margins Have Peaked For Now
Summary Texas Roadhouse has shown impressive growth and profitability, but its stock is currently rated 'Hold' due to limited growth prospects and peak margins. Q4 results were strong with record margins, but the 14-week quarter skewed the numbers, making future comparisons tougher. For 2025, EPS growth is estimated at 8%, with flat margins expected due to rising commodity and wage inflation. At $169 per share, the valuation is fair, but still holds multiple contraction risks; consider buying around $150. Read the full article on Seeking AlphaSeeking Alpha • Dec 25
Texas Roadhouse: Chasing Here Would Be A Mistake
Summary Texas Roadhouse shares surged early 2024, but tougher comps and declining margins are pulling the stock to more reasonable levels. Next year is shaping up to be tough, with significant deceleration in unit expansion, comparable sales, and margin declines. The long-term growth trajectory of 7%-10% annual revenue growth and 9%-12% EPS growth is not enough to support a 'Buy' at current levels. Read the full article on Seeking AlphaSeeking Alpha • Oct 27
Texas Roadhouse: When 'Screaming Value' Leads To A Likely Index Inclusion
Summary Texas Roadhouse's customer loyalty and satisfaction have driven its stock to double, outperforming the market despite industry concerns and temporary margin hits. The company's Q3 earnings report showed strong revenue growth, increased restaurant margins, and a significant rise in diluted EPS, signaling robust fundamentals. Texas Roadhouse's strategic focus on small, consistent price increases and acquiring franchised restaurants enhances long-term value for customers and shareholders. With a market cap over $12.5B and strong liquidity, Texas Roadhouse is poised for potential inclusion in the S&P 500, presenting a compelling buy opportunity. Read the full article on Seeking AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$415m |
| Dec 30 2025 | US$11m | US$1m | US$406m |
| Sep 30 2025 | n/a | n/a | US$437m |
| Jul 01 2025 | n/a | n/a | US$438m |
| Apr 01 2025 | n/a | n/a | US$434m |
| Dec 31 2024 | US$6m | US$1m | US$434m |
| Sep 24 2024 | n/a | n/a | US$390m |
| Jun 25 2024 | n/a | n/a | US$370m |
| Mar 26 2024 | n/a | n/a | US$332m |
| Dec 26 2023 | US$5m | US$1m | US$305m |
| Sep 26 2023 | n/a | n/a | US$292m |
| Jun 27 2023 | n/a | n/a | US$291m |
| Mar 28 2023 | n/a | n/a | US$281m |
| Dec 27 2022 | US$4m | US$973k | US$270m |
| Sep 27 2022 | n/a | n/a | US$263m |
| Jun 28 2022 | n/a | n/a | US$253m |
| Mar 29 2022 | n/a | n/a | US$256m |
| Dec 28 2021 | US$4m | US$411k | US$245m |
| Sep 28 2021 | n/a | n/a | US$212m |
| Jun 29 2021 | n/a | n/a | US$188m |
| Mar 30 2021 | n/a | n/a | US$79m |
| Dec 29 2020 | US$4m | US$100k | US$31m |
Compensazione vs Mercato: La retribuzione totale di Jerry ($USD 10.82M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 14.79M ).
Compensazione vs guadagni: La retribuzione di Jerry è aumentata di oltre il 20%, mentre gli utili aziendali sono diminuiti di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Jerry Morgan (64 yo)
5.2yrs
Mandato
US$10,822,133
Compensazione
Mr. Gerald L. Morgan, also known as Jerry, serves as Chief Executive Officer and Director at Texas Roadhouse, Inc. since March 19, 2021 and June 15, 2021 respectively and has been its Executive Vice Chairm...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Executive Vice Chairman | 5.2yrs | US$10.82m | 0.15% $ 17.0m | |
| President | 3.3yrs | US$4.09m | 0.021% $ 2.4m | |
| Chief Financial Officer | less than a year | US$964.27k | Nessun dato | |
| Chief Accounting & Financial Services Officer | 3.3yrs | US$1.64m | 0.030% $ 3.5m | |
| Chief Technology Officer | 3.3yrs | US$2.85m | 0.024% $ 2.8m | |
| Corporate Secretary and Chief Business & Administrative Officer | 6.8yrs | US$2.84m | 0.023% $ 2.7m | |
| Chief Communications Officer | 2.5yrs | US$2.84m | 0.056% $ 6.5m | |
| Chief Growth Officer | less than a year | US$2.33m | 0.016% $ 1.8m | |
| Head of Investor Relations | no data | Nessun dato | Nessun dato | |
| General Counsel | no data | Nessun dato | 0.00066% $ 77.0k |
3.3yrs
Durata media
55yo
Età media
Gestione esperta: Il team dirigenziale di TXRH è considerato esperto (durata media dell'incarico 3.3 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Executive Vice Chairman | 4.9yrs | US$10.82m | 0.15% $ 17.0m | |
| Independent Chairman | 21.2yrs | US$450.66k | 0.045% $ 5.3m | |
| Independent Director | 2.3yrs | US$285.02k | 0.0033% $ 384.0k | |
| Independent Director | 2.9yrs | US$285.02k | 0.0044% $ 519.4k | |
| Independent Director | 7.8yrs | US$297.52k | 0.0082% $ 952.4k | |
| Non-Independent Non-employee Director | less than a year | US$1.21m | 0.0013% $ 154.1k | |
| Independent Director | less than a year | Nessun dato | Nessun dato | |
| Independent Director | 5.9yrs | US$297.52k | 0.018% $ 2.1m | |
| Independent Director | 4.6yrs | US$310.02k | 0.0074% $ 868.4k |
4.6yrs
Durata media
60yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di TXRH sono considerati esperti (durata media dell'incarico 4.6 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/26 06:50 |
| Prezzo dell'azione a fine giornata | 2026/05/26 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/30 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Texas Roadhouse, Inc. è coperta da 44 analisti. 27 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| David Tarantino | Baird |
| Jeffrey Bernstein | Barclays |
| Jeffrey Bernstein | Barclays |