Texas Roadhouse, Inc.

NasdaqGS:TXRH 株式レポート

時価総額:US$13.2b

Texas Roadhouse マネジメント

マネジメント 基準チェック /34

Texas Roadhouseの CEO はJerry Morganで、 Mar2021年に任命され、 の在任期間は 5.42年です。 の年間総報酬は$ 10.82Mで、 12.5%給与と87.5%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.15%を直接所有しており、その価値は$ 19.31M 。経営陣と取締役会の平均在任期間はそれぞれ3.6年と4.8年です。

主要情報

Jerry Morgan

最高経営責任者

US$10.8m

報酬総額

CEO給与比率12.53%
CEO在任期間5.4yrs
CEOの所有権0.1%
経営陣の平均在職期間3.6yrs
取締役会の平均在任期間4.8yrs

経営陣の近況

Recent updates

Seeking Alpha Aug 20

Texas Roadhouse: A Delectable Business At An Unappetizing Price

Summary Texas Roadhouse, Inc. has delivered strong revenue, profit, and cash flow growth, but shares now appear expensive relative to peers. TXRH continues to expand company-operated locations, prioritizing control and revenue over franchising, despite lower margins. Comparable sales and guest traffic remain robust, with both Texas Roadhouse and Bubba’s 33 outperforming in a price-conscious consumer environment. I maintain a neutral rating on TXRH due to lofty valuation multiples and near-term economic risks, particularly commodity and labor inflation. Read the full article on Seeking Alpha
ナラティブ更新 Aug 11

TXRH: Beef Costs And Off Premise Expansion Will Shape Future Returns

Analysts have lifted the Texas Roadhouse fair value estimate from about $200.35 to about $217.74, citing higher price targets across the Street that reference solid Q2 results, easing beef and labor costs, and ongoing efficiency gains. Analyst Commentary Street research on Texas Roadhouse has turned more constructive in recent months, with a series of higher price targets and one ratings upgrade reflecting confidence in the company’s execution on costs, margins, and steady traffic.
分析記事 Aug 08

Earnings Update: Here's Why Analysts Just Lifted Their Texas Roadhouse, Inc. (NASDAQ:TXRH) Price Target To US$216

Texas Roadhouse, Inc. ( NASDAQ:TXRH ) came out with its quarterly results last week, and we wanted to see how the...
新しいナラティブ Aug 08

Expansion Plans And Rising Input Costs Will Constrain Future Margin And Earnings Potential

Catalysts About Texas Roadhouse Texas Roadhouse operates casual dining restaurants focused on hand cut steaks, made from scratch dishes and high volume family dining. What are the underlying business or industry changes driving this perspective?
ナラティブ更新 Jul 27

TXRH: Beef Costs And To Go Expansion Will Shape Future Margins

Texas Roadhouse's analyst price target framework moves higher by about $4 to roughly $200, reflecting updated Street models that factor in firmer margin assumptions, slightly stronger traffic and to go expectations, and revised beef cost outlooks across recent research. Analyst Commentary Recent research on Texas Roadhouse shows a wide range of updated price targets and ratings, providing a mixed but useful snapshot of how the Street is thinking about the stock's valuation, execution, and growth potential.
分析記事 Jun 21

Texas Roadhouse (TXRH) Stock Could Be 9.3% Undervalued After Beef Cost Reassurance

Analyst reassurance on beef costs puts Texas Roadhouse (TXRH) in focus A recent comment from a Mizuho Securities analyst, addressing concerns about the New World Screwworm and beef prices, has drawn fresh attention to Texas Roadhouse (TXRH) and its near term cost outlook. See our latest analysis for Texas Roadhouse. At a share price of $177.75, Texas Roadhouse has seen short term momentum pick up, with a 1 day share price return of 2.43% and a 7 day share price return of 5.89%. The 1 year...
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
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 Alpha
Seeking 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 Alpha

CEO報酬分析

Texas Roadhouse の収益と比較して、Jerry Morgan の報酬はどのように変化したか?
日付総報酬給与会社業績
Jun 30 2026n/an/a

US$413m

Mar 31 2026n/an/a

US$415m

Dec 30 2025US$11mUS$1m

US$406m

Sep 30 2025n/an/a

US$437m

Jul 01 2025n/an/a

US$438m

Apr 01 2025n/an/a

US$434m

Dec 31 2024US$6mUS$1m

US$434m

Sep 24 2024n/an/a

US$390m

Jun 25 2024n/an/a

US$370m

Mar 26 2024n/an/a

US$332m

Dec 26 2023US$5mUS$1m

US$305m

Sep 26 2023n/an/a

US$292m

Jun 27 2023n/an/a

US$291m

Mar 28 2023n/an/a

US$281m

Dec 27 2022US$4mUS$973k

US$270m

Sep 27 2022n/an/a

US$263m

Jun 28 2022n/an/a

US$253m

Mar 29 2022n/an/a

US$256m

Dec 28 2021US$4mUS$411k

US$245m

Sep 28 2021n/an/a

US$212m

Jun 29 2021n/an/a

US$188m

Mar 30 2021n/an/a

US$79m

Dec 29 2020US$4mUS$100k

US$31m

報酬と市場: Jerryの 総報酬 ($USD 10.82M ) は、 US市場 ($USD 14.46M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Jerryの報酬は 20% 以上増加しましたが、会社の収益は過去 1 年間で 20% 以上減少しました。


CEO

Jerry Morgan (65 yo)

5.4yrs
在職期間
US$10,822,133
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Gerald Morgan
CEO & Executive Vice Chairman5.4yrsUS$10.82m0.15%
$ 19.3m
Regina Tobin
President3.6yrsUS$4.09m0.021%
$ 2.8m
Michael Lenihan
Chief Financial Officerless than a yearUS$964.27kデータなし
Keith Humpich
Chief Accounting & Financial Services Officer3.6yrsUS$1.64m0.032%
$ 4.3m
Hernan Mujica
Chief Technology Officer3.6yrsUS$2.85m0.024%
$ 3.1m
Christopher Colson
Corporate Secretary and Chief Business & Administrative Officer7yrsUS$2.84m0.022%
$ 2.9m
Travis Doster
Chief Communications Officer2.8yrsUS$2.84m0.056%
$ 7.4m
Lloyd Marshall
Chief Growth Officer1yrUS$2.33m0.016%
$ 2.1m
Michael Bailen
Head of Investor Relationsno dataデータなしデータなし
Sean Renfroe
General Counselno dataデータなし0.0013%
$ 173.0k
3.6yrs
平均在職期間
56yo
平均年齢

経験豊富な経営陣: TXRHの経営陣は 経験豊富 であると考えられます ( 3.6年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Gerald Morgan
CEO & Executive Vice Chairman5.2yrsUS$10.82m0.15%
$ 19.3m
Gregory Moore
Independent Chairman21.4yrsUS$450.66k0.041%
$ 5.4m
Jane Abell
Independent Director2.5yrsUS$285.02k0.0033%
$ 434.5k
Wayne Jones
Independent Director3.2yrsUS$285.02k0.0045%
$ 589.0k
Curtis Warfield
Independent Director8yrsUS$297.52k0.0082%
$ 1.1m
Hugh Carroll
Non-Independent Non-employee Director1yrUS$1.21m0.0054%
$ 710.5k
Elizabeth Ingram
Independent Directorless than a yearデータなしデータなし
Michael Crawford
Independent Director6.2yrsUS$297.52k0.018%
$ 2.4m
Donna Epps
Independent Director4.8yrsUS$310.02k0.0075%
$ 983.9k
4.8yrs
平均在職期間
61yo
平均年齢

経験豊富なボード: TXRHの 取締役会経験豊富 であると考えられます ( 4.8年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/08/21 21:44
終値2026/08/21 00:00
収益2026/06/30
年間収益2025/12/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Texas Roadhouse, Inc. 27 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。43

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