)
Edge31 Oct 2025
Rolls-Royce: Full Thrust Ahead
From century-old crafted perfection to pandemic shock and reset, Rolls-Royce's story is shaped by heritage, turbulence, and a disciplined climb back.
Texas Roadhouse (TXRH) investor relations material
Texas Roadhouse Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary6 Nov, 2025
Executive summary
Q3 2025 revenue reached a record $1.44 billion, up 12.8% year-over-year, with net income at $83.2 million and diluted EPS at $1.25, reflecting strong demand, higher store weeks, and robust operational execution.
Comparable restaurant sales rose 6.1% in Q3, with guest traffic up 4.3% and average check up 1.8%; to-go sales represented 13.6% of total weekly sales.
Opened seven company-owned and two franchise restaurants in Q3, with 19 company and three franchise restaurants opened year-to-date; retail presence expanded to over 120,000 outlets.
Technology upgrades nearly complete, with 95% of restaurants using digital kitchen and guest management systems.
Restaurant margin dollars increased 1.1% to $204.3 million, but margin percentage declined to 14.3% from 16.0% due to commodity and labor inflation.
Financial highlights
Q3 2025 diluted EPS was $1.25, down 0.8% year-over-year; net income declined 1.5% to $83.2 million.
Restaurant margin as a percentage of sales fell 168 bps to 14.3% due to 7.9% commodity inflation and 3.9% wage inflation.
Cash flow from operations for the first nine months was $509.6 million; capital expenditures totaled $298.8 million; $100 million spent on share repurchases.
Cash and cash equivalents at quarter-end: $108.2 million; no outstanding borrowings under the $450 million credit facility.
Quarterly dividend increased to $0.68 per share; $135.4 million paid year-to-date.
Outlook and guidance
2025 guidance: commodity inflation ~6%, wage inflation ~4%, effective tax rate ~14.5%, capital expenditures ~$400 million.
2026 initial outlook: store week growth 5–6%, commodity inflation ~7%, wage inflation 3–4%, effective tax rate ~15%, capital expenditures ~$400 million.
Wage and labor inflation guidance: 4% for 2025, 3–4% for 2026, with 1% from mandated increases.
Q4 2025 will lap a 14-week quarter from last year, expected to have ~10% negative year-over-year impact on EPS growth.
Menu price increase of 1.7% implemented in Q4 2025.
What specific actions mitigate 2026 inflation impact?
How do franchise acquisitions impact 2026 growth?
What is the 2026 restaurant margin outlook?
Plan if beef inflation isn't transitory?
Why lower TRH unit growth in 2026?
How does pricing protect MP profit dollars?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Texas Roadhouse earnings date
Q4 202520 Feb, 2026
Next Texas Roadhouse earnings date
Q4 202520 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Texas Roadhouse, Inc., together with its subsidiaries, operates the Texas Roadhouse and Bubba'33 casual dining restaurants in the United States and internationally. It also operates TruFire Kitchen & Bar restaurant; and franchises restaurants under the same name. As of December 29, 2021, it operated 566 domestic company-owned restaurants comprising 164 in-mall units and 402 freestanding units; and 101 franchise restaurants operating in 41 states, 3 territories, and 5 countries. The company was formerly known as Texas Roadhouse Holdings LLC and changed its name to Texas Roadhouse, Inc. in June 2021. Texas Roadhouse, Inc. was founded in 1993 and is headquartered in Louisville, Kentucky.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage