Back to Sectors

TXRH

Texas Roadhouse, Inc.
13 filings tracked
consumer discretionarycasual diningLARGE ($10B-200B)

Signal Magnitude Chart

BULLISH | 70% | 5/8/2026 | earnings beatBEARISH | 60% | 5/8/2026 | margin compressionBULLISH | 50% | 5/8/2026 | acquisitionBULLISH | 40% | 5/8/2026 | buybackBULLISH | 30% | 5/8/2026 | dividend changeBULLISH | 70% | 5/8/2026 | earnings beatBEARISH | 60% | 5/8/2026 | margin compressionBULLISH | 50% | 5/8/2026 | acquisitionBULLISH | 40% | 5/8/2026 | buybackBULLISH | 30% | 5/8/2026 | dividend changeBULLISH | 70% | 5/8/2026 | earnings beatBEARISH | 60% | 5/8/2026 | margin compressionBULLISH | 50% | 5/8/2026 | acquisitionBULLISH | 40% | 5/8/2026 | buybackBULLISH | 30% | 5/8/2026 | dividend changeBULLISH | 70% | 5/8/2026 | earnings beatBEARISH | 60% | 5/8/2026 | margin compressionBULLISH | 50% | 5/8/2026 | acquisitionBULLISH | 40% | 5/8/2026 | buybackBULLISH | 30% | 5/8/2026 | dividend changeBULLISH | 70% | 5/8/2026 | earnings beatBEARISH | 60% | 5/8/2026 | margin compressionBULLISH | 50% | 5/8/2026 | acquisitionBULLISH | 40% | 5/8/2026 | buybackBULLISH | 30% | 5/8/2026 | dividend changeBULLISH | 70% | 5/8/2026 | earnings beatBEARISH | 60% | 5/8/2026 | margin compressionBULLISH | 50% | 5/8/2026 | acquisitionBULLISH | 40% | 5/8/2026 | buybackBULLISH | 30% | 5/8/2026 | dividend changeBULLISH | 70% | 5/8/2026 | earnings beatBEARISH | 60% | 5/8/2026 | margin compressionBULLISH | 50% | 5/8/2026 | acquisitionBULLISH | 40% | 5/8/2026 | buybackBULLISH | 30% | 5/8/2026 | dividend changeBULLISH | 40% | 5/22/2026 | management changeNEUTRAL | 20% | 5/22/2026 | regulatory actionBULLISH | 40% | 5/22/2026 | management changeNEUTRAL | 20% | 5/22/2026 | regulatory actionBULLISH | 40% | 5/22/2026 | management changeNEUTRAL | 20% | 5/22/2026 | regulatory actionBULLISH | 40% | 5/22/2026 | management changeNEUTRAL | 20% | 5/22/2026 | regulatory actionBULLISH | 40% | 5/22/2026 | management changeNEUTRAL | 20% | 5/22/2026 | regulatory actionBULLISH | 40% | 5/22/2026 | management changeNEUTRAL | 20% | 5/22/2026 | regulatory actionMay 26May 26HIGHLOW
bullish
bearish
neutral

Signal Timeline

bullishMay 22

Successful re-election of the Board of Directors ensures leadership continuity.

management change
40%
neutralMay 22

Ratification of independent auditors as per standard annual governance requirements.

regulatory action
20%
bullishMay 22

Successful re-election of the Board of Directors ensures leadership continuity.

management change
40%
neutralMay 22

Ratification of independent auditors as per standard annual governance requirements.

regulatory action
20%
bullishMay 22

Successful re-election of the Board of Directors ensures leadership continuity.

management change
40%
neutralMay 22

Ratification of independent auditors as per standard annual governance requirements.

regulatory action
20%
bullishMay 22

Successful re-election of the Board of Directors ensures leadership continuity.

management change
40%
neutralMay 22

Ratification of independent auditors as per standard annual governance requirements.

regulatory action
20%
bullishMay 22

Successful re-election of the Board of Directors ensures leadership continuity.

management change
40%
neutralMay 22

Ratification of independent auditors as per standard annual governance requirements.

regulatory action
20%
bullishMay 22

Successful re-election of the Board of Directors ensures leadership continuity.

management change
40%
neutralMay 22

Ratification of independent auditors as per standard annual governance requirements.

regulatory action
20%
bullishMay 8

Net income increased 8.6% to $123.4 million driven by strong top-line growth.

earnings beat
70%
bearishMay 8

Restaurant margins fell to 16.3% due to 6.2% commodity inflation in beef.

margin compression
60%
bullishMay 8

Acquired five domestic franchise restaurants for $71.8 million to increase unit count.

acquisition
50%
bullishMay 8

Repurchased $28.2 million of common stock in the first quarter.

buyback
40%
bullishMay 8

Increased quarterly cash dividend to $0.75 per share.

dividend change
30%
bullishMay 8

Net income increased 8.6% to $123.4 million driven by strong top-line growth.

earnings beat
70%
bearishMay 8

Restaurant margins fell to 16.3% due to 6.2% commodity inflation in beef.

margin compression
60%
bullishMay 8

Acquired five domestic franchise restaurants for $71.8 million to increase unit count.

acquisition
50%
bullishMay 8

Repurchased $28.2 million of common stock in the first quarter.

buyback
40%
bullishMay 8

Increased quarterly cash dividend to $0.75 per share.

dividend change
30%
bullishMay 8

Net income increased 8.6% to $123.4 million driven by strong top-line growth.

earnings beat
70%
bearishMay 8

Restaurant margins fell to 16.3% due to 6.2% commodity inflation in beef.

margin compression
60%
bullishMay 8

Acquired five domestic franchise restaurants for $71.8 million to increase unit count.

acquisition
50%
bullishMay 8

Repurchased $28.2 million of common stock in the first quarter.

buyback
40%
bullishMay 8

Increased quarterly cash dividend to $0.75 per share.

dividend change
30%
bullishMay 8

Net income increased 8.6% to $123.4 million driven by strong top-line growth.

earnings beat
70%
bearishMay 8

Restaurant margins fell to 16.3% due to 6.2% commodity inflation in beef.

margin compression
60%
bullishMay 8

Acquired five domestic franchise restaurants for $71.8 million to increase unit count.

acquisition
50%
bullishMay 8

Repurchased $28.2 million of common stock in the first quarter.

buyback
40%
bullishMay 8

Increased quarterly cash dividend to $0.75 per share.

dividend change
30%
bullishMay 8

Net income increased 8.6% to $123.4 million driven by strong top-line growth.

earnings beat
70%
bearishMay 8

Restaurant margins fell to 16.3% due to 6.2% commodity inflation in beef.

margin compression
60%
bullishMay 8

Acquired five domestic franchise restaurants for $71.8 million to increase unit count.

acquisition
50%
bullishMay 8

Repurchased $28.2 million of common stock in the first quarter.

buyback
40%
bullishMay 8

Increased quarterly cash dividend to $0.75 per share.

dividend change
30%
bullishMay 8

Net income increased 8.6% to $123.4 million driven by strong top-line growth.

earnings beat
70%
bearishMay 8

Restaurant margins fell to 16.3% due to 6.2% commodity inflation in beef.

margin compression
60%
bullishMay 8

Acquired five domestic franchise restaurants for $71.8 million to increase unit count.

acquisition
50%
bullishMay 8

Repurchased $28.2 million of common stock in the first quarter.

buyback
40%
bullishMay 8

Increased quarterly cash dividend to $0.75 per share.

dividend change
30%
bullishMay 8

Net income increased 8.6% to $123.4 million driven by strong top-line growth.

earnings beat
70%
bearishMay 8

Restaurant margins fell to 16.3% due to 6.2% commodity inflation in beef.

margin compression
60%
bullishMay 8

Acquired five domestic franchise restaurants for $71.8 million to increase unit count.

acquisition
50%
bullishMay 8

Repurchased $28.2 million of common stock in the first quarter.

buyback
40%
bullishMay 8

Increased quarterly cash dividend to $0.75 per share.

dividend change
30%

Filing History

8-KMay 22, 2026

The recent 8-K filing detailing the results of the annual meeting confirms that Texas Roadhouse maintains a stable governance structure, though not without some friction. While the core leadership was successfully re-elected and the auditor selection was ratified, the advisory vote on compensation and specific director tallies highlight a minority of shareholders pushing back against current policies. Overall, the company remains in a strong position to execute its business plan, but management must remain attentive to these signals of discontent to avoid future governance volatility.

10-QMay 8, 2026

The Q1 2026 filing presents a company at a crossroads between impressive scale and tightening profitability. Texas Roadhouse is successfully growing its top line and expanding its footprint, but the cost of that growth is becoming more apparent through compressed margins and a shift in revenue mix away from royalties toward capital-intensive company operations. The tension between driving guest traffic and managing volatile input costs will be the primary driver of the stock's performance in the coming quarters. Ultimately, the company's ability to maintain its 'compounding machine' status depends on whether the volume growth from new units and increased traffic can outweigh the systemic pressures of inflation. While the balance sheet remains manageable, the transition from a lean franchise-heavy model to a more consolidated company-owned structure increases the operational risk and capital intensity of the business.