Texas Roadhouse, Inc.

NasdaqGS:TXRH Aktierapport

Börsvärde: US$11.0b

Texas Roadhouse Förvaltning

Förvaltning kriterier kontrolleras 3/4

Texas Roadhouse VD är Jerry Morgan, utsedd i Mar 2021, har en mandatperiod på 5.25 år. totala årliga ersättningen är $ 10.82M, bestående av 12.5% lön 87.5% bonusar, inklusive företagsaktier och optioner. äger direkt 0.15% av företagets aktier, värda $ 16.11M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 3.4 år respektive 4.7 år.

Viktig information

Jerry Morgan

Verkställande direktör

US$10.8m

Total ersättning

VD-lön i procent12.53%
Anställning som VD5.3yrs
Ägande av VD0.1%
Ledningens genomsnittliga anställningstid3.4yrs
Styrelsens genomsnittliga mandatperiod4.7yrs

Senaste uppdateringar av ledningen

Recent updates

Seeking Alpha Jun 14

Texas Roadhouse: Optimistic Signs Abound, But Valuation Figures Leave Me Cautious

Summary Texas Roadhouse has surpassed Olive Garden to become the largest U.S. casual dining chain, with 2024 U.S. sales rising 14.7% to $5.5 billion. TXRH's Q1 2026 earnings highlight robust 7.1% same-store sales growth and 4.5% traffic growth, outpacing industry trends amid macroeconomic headwinds. However, certain valuation metrics leave me cautious. Management's disciplined expansion strategy continues, with 26 new locations added and revenue exceeding $1.6 billion in the latest quarter. I see continued operational momentum and believe the best is yet to come for TXRH, but I believe a lot of the good news is already priced in. Read the full article on Seeking Alpha
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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 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
Seeking 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 Alpha
Seeking 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 Alpha

Analys av ersättningar till VD

Hur har Jerry Morgan:s ersättning förändrats jämfört med Texas Roadhouse:s resultat?
DatumTotal ersättningLönFöretagets resultat
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

Ersättning vs marknad: Jerry s total kompensation ($USD 10.82M ) är ungefär genomsnittet för företag av liknande storlek på US marknaden ($USD 14.65M ).

Ersättning vs inkomst: Ersättningen för Jerry har ökat med mer än 20 % medan företagets intäkter har minskat med mer än 20 % det senaste året.


VD OCH KONCERNCHEF

Jerry Morgan (65 yo)

5.3yrs
Anställning
US$10,822,133
Kompensation

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...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Gerald Morgan
CEO & Executive Vice Chairman5.3yrsUS$10.82m0.15%
$ 16.1m
Regina Tobin
President3.4yrsUS$4.09m0.021%
$ 2.3m
Michael Lenihan
Chief Financial Officerless than a yearUS$964.27kinga uppgifter
Keith Humpich
Chief Accounting & Financial Services Officer3.4yrsUS$1.64m0.030%
$ 3.3m
Hernan Mujica
Chief Technology Officer3.4yrsUS$2.85m0.024%
$ 2.6m
Christopher Colson
Corporate Secretary and Chief Business & Administrative Officer6.8yrsUS$2.84m0.022%
$ 2.4m
Travis Doster
Chief Communications Officer2.6yrsUS$2.84m0.056%
$ 6.1m
Lloyd Marshall
Chief Growth Officerless than a yearUS$2.33m0.016%
$ 1.7m
Michael Bailen
Head of Investor Relationsno datainga uppgifteringa uppgifter
Sean Renfroe
General Counselno datainga uppgifter0.00066%
$ 72.8k
3.4yrs
Genomsnittlig anställningstid
56yo
Genomsnittlig ålder

Erfaren ledning: TXRH s ledningsgrupp anses vara erfaren ( 3.4 års genomsnittlig anställningstid).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Gerald Morgan
CEO & Executive Vice Chairman5yrsUS$10.82m0.15%
$ 16.1m
Gregory Moore
Independent Chairman21.3yrsUS$450.66k0.045%
$ 5.0m
Jane Abell
Independent Director2.3yrsUS$285.02k0.0033%
$ 363.0k
Wayne Jones
Independent Director3yrsUS$285.02k0.0044%
$ 491.0k
Curtis Warfield
Independent Director7.8yrsUS$297.52k0.0082%
$ 900.3k
Hugh Carroll
Non-Independent Non-employee Directorless than a yearUS$1.21m0.0013%
$ 145.6k
Elizabeth Ingram
Independent Directorless than a yearinga uppgifteringa uppgifter
Michael Crawford
Independent Director6yrsUS$297.52k0.018%
$ 2.0m
Donna Epps
Independent Director4.7yrsUS$310.02k0.0074%
$ 820.9k
4.7yrs
Genomsnittlig anställningstid
61yo
Genomsnittlig ålder

Erfaren styrelse: TXRH s styrelse anses vara erfaren ( 4.7 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/06/15 05:29
Aktiekurs vid dagens slut2026/06/15 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/30

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Texas Roadhouse, Inc. bevakas av 42 analytiker. 26 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
David TarantinoBaird
Jeffrey BernsteinBarclays
Todd BrooksBenchmark Company