Texas Roadhouse, Inc. (TXRH) · Nov 5, 2026 · Earnings

Texas Roadhouse earnings miss as traffic cools into Q4

Miss — Diluted EPS $1.36 vs ~$1.46 published consensus

Texas Roadhouse earnings showed solid sales and restaurant margins, but EPS missed consensus as traffic cooled and early Q4 comps slowed.

Texas Roadhouse is expanding an already large casual-dining footprint through new restaurants and franchise acquisitions, while its 2026 plan had called for positive comparable sales, 5%-6% store-week growth, 3%-4% labor inflation, and roughly $400 million of capital spending. The prior quarter was running on stronger momentum, with company-restaurant comparable sales up 6.2% and management citing strong traffic.

The quarter missed the earnings bar even though the underlying business still grew. Revenue rose 9.5% and diluted EPS increased 8.6% year over year, but EPS of $1.36 was below a published consensus near $1.46; revenue of $1.573 billion was also slightly below published estimates around $1.58 billion. That makes this a genuine earnings miss, not merely a slower-growth quarter.

	Q3 2026	Q3 2025	Consensus / prior
Total revenue (Financial Highlights)	$1,573.1M (+9.5%)	$1,436.3M	~$1,580M consensus
Diluted EPS (Financial Highlights)	$1.36 (+8.6%)	$1.25	~$1.46 consensus
Comparable restaurant sales (Operating Metrics)	4.3%	6.1%	6.2% prior quarter
Restaurant margin % (Restaurant Margin Reconciliation)	14.6% (+30 bps)	14.3%	15.8% nine-month level

The more important change is the loss of momentum into the next quarter. Company-restaurant comparable sales slowed to 4.3% from 6.1% a year ago, and early fourth-quarter comparable sales were only 1.5%. Management also acknowledged that traffic softened late in the quarter. src: While we entered the quarter with strong momentum, traffic softened late in the quarter.⟧ src: Comparable restaurant sales at company restaurants for the first five weeks of the fourth quarter of our 2026 fiscal year increased 1.5% compared to 2025.⟧ The roughly 1% menu-price increase at the start of Q4 may support reported sales, but it does not solve the underlying traffic slowdown.

Margins were better in the quarter, but not across the year. Quarterly restaurant margin expanded to 14.6% as sales growth more than offset cost pressure, with commodity inflation at 2.0% and wage and other labor inflation at 4.1%. However, nine-month restaurant margin fell to 15.8% from 16.0%, showing that the cost environment is still absorbing part of the growth. src: Restaurant margin dollars increased 11.9% to $228.6 million from $204.3 million in the prior year primarily due to higher sales.⟧

The expansion story remains intact, but it is not enough to offset the softer demand signal. The company ended the quarter with 840 restaurants and said more than 30 company restaurants were under construction, while capital spending and franchise acquisitions continue. That supports future unit growth, but the near-term question has shifted from restaurant openings to whether traffic can stabilize as consumers face rising costs.

The dividend was routine rather than incremental news. The board approved another $0.75-per-share quarterly dividend, consistent with the current payout cadence. src: On November 4, 2026, the Company’s Board of Directors approved the payment of a quarterly cash dividend of $0.75 per share of common stock.⟧

Bottom line: Texas Roadhouse is still growing its footprint and protecting quarterly margins, but this filing weakens the near-term story because earnings missed and traffic decelerated sharply into Q4. It is a modest setback, not a breakdown of the expansion plan.

What to watch next

Q4 traffic trends and 2026 outlook on November 5 call

Original filing on SEC EDGAR

More Texas Roadhouse, Inc. news

Strong traffic met a softer quarter as inflation compressed margins

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AllSight · BlackBerry Q2 FY27

Revenue $163.3M vs ~$144M expected; adjusted basic EPS $0.07 vs ~$0.04 consensus — a real upside surprise.Income statement
QNX revenue +27% to $80.3M; segment EBITDA $29.0M from $20.5M. “Record performance… core automotive.”Segment — QNX
Licensing jumped to $22.1M from $6.6M — it amplified the beat, but it's less recurring than QNX, so the quality sits in QNX.Segment — Licensing
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Events/ANDE/8-K · Earnings

8-K · Item 2.02 · Earnings

The Andersons — a record Renewables quarter that beat profit expectations

Filed Aug 3, 2026ANDE · NASDAQ

AllSight readBeatPriced in▲ 1.8% since filed · reaction agrees

adj. EPS $2.15 vs ~$1.48 consensus

This filing tests whether The Andersons' sharp profit increase reflects broad operating improvement or a one-off renewable-fuels boost. It also separates strong adjusted earnings and cash generation from the quarter's legal and impairment charges.

The quarter was substantially stronger than both last year and the published earnings expectation. Adjusted EPS reached $2.15, versus $0.24 a year earlier and above the published consensus of about $1.48; reported EPS was $1.65. Adjusted EBITDA more than doubled to $140 million, while sales slipped modestly — the improvement came from margins and operating performance rather than higher revenue. Financial Highlights · Statements of Operations

Q2 ($M, exc. per-share)	Q2 2026	Q2 2025	YoY
Sales & merchandising revenue	3,097.7	3,135.9	−1%
Net income (attributable)	56.6	7.9	+48.7
Diluted EPS	1.65	0.23	+1.42
Adjusted EPS	2.15	0.24	+1.91
Adjusted EBITDA	140.3	65.2	+75.1
Agribusiness adj. pretax	20.3	16.8	+3.5
Renewables adj. pretax	88.4	9.6	+78.8
Cash from operations	487.9	299.3	+188.6
Cash from ops (pre-WC)	112.9	42.9	+70.1

Renewables drove nearly all of the upside — the operating backdrop was strong, but the result also benefited materially from tax credits. Renewables' adjusted pretax income rose to $88 million on record production, stronger ethanol margins and merchandising gains. It also received $24 million of 45Z producer tax credits, so this was not solely a repeatable plant-margin improvement; the company did cite healthy export and domestic ethanol demand as supportive. Renewables — Record Q2 · Segment Data

Agribusiness improved, but it was a supporting contributor rather than the main earnings engine. Adjusted pretax income increased to $20 million as fertilizer margins improved and merchandising benefited from commodity-price volatility, despite lower fertilizer volumes. Agribusiness — Improved Q2 · Segment Data

Cash generation improved and funding capacity is comfortable, while reported earnings still absorbed meaningful non-core costs. Operating cash flow was $488 million ($113 million before working-capital changes); capital spending was $76 million. Adjusted EPS excludes $0.50 of legal-settlement, impairment and transaction items, so the $2.15 adjusted result runs ahead of the $1.65 reported. Leverage stays below the <2.5× debt-to-EBITDA target; no new quantified full-year outlook was given. Cash & Liquidity · Adjusted Net Income

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Texas Roadhouse earnings miss as traffic cools into Q4

What to watch next

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