Earnings Preview: Texas Roadhouse (TXRH) Q4 Earnings Expected to Decline

Company Overview - Texas Roadhouse (TXRH) is anticipated to report a year-over-year decline in earnings of 11.6%, with expected earnings of $1.53 per share for the quarter ended December 2025 [3]. - The company's revenues are projected to reach $1.5 billion, reflecting a 4.4% increase from the previous year [3]. Earnings Expectations - The consensus EPS estimate has been revised down by 1.41% over the last 30 days, indicating a bearish sentiment among analysts regarding the company's earnings prospects [4]. - Texas Roadhouse currently has an Earnings ESP of -2.28%, suggesting that the Most Accurate Estimate is lower than the Zacks Consensus Estimate [12]. Historical Performance - In the last reported quarter, Texas Roadhouse was expected to post earnings of $1.28 per share but actually reported $1.25, resulting in a surprise of -2.34% [13]. - Over the past four quarters, the company has only beaten consensus EPS estimates once [14]. Industry Context - In comparison, Cheesecake Factory (CAKE) is expected to report earnings of $0.99 per share for the same quarter, indicating a year-over-year decline of 4.8% [18]. - Cheesecake Factory's revenue is projected to be $948.89 million, up 3% from the previous year, and it has an Earnings ESP of +0.10%, suggesting a higher likelihood of beating the consensus EPS estimate [19][20].