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Cheesecake Factory CAKE Q1 2026 earnings

Reported April 29, 2026 · After market close

Revenue$978.8MBeat by $14.3M
EPS$1.05Beat by $0.02
Revenue estimate$964.6M
EPS estimate$1.03

Next report

Oct 27, 2026 (in 3 months)
Revenue estimate$945.9M
EPS estimate$0.71

Financials

Q1 2026

Income statement

See full
Revenue$978.8M+5.6%
Operating income$55.0M+5.9%
Net income$49.5M+50.4%
EPS (diluted)$1.02+52.2%

Balance sheet

See full
Cash & equivalents$235.1M+73.6%
Total debt$2.1B+1.9%
Total equity$459.2M+35.3%
Total assets$3.3B+6.0%

Cash flow

See full
Operating cash flow$96.7M+22.6%
CapEx$43.4M+1.3%
Free cash flow$53.3M+47.8%

Valuation & ratios

Valuation

as of 03/31/26
See full
Market cap$2.73B+8.6%
Enterprise value$4.64B+3.5%
P/E16.5×+0.5×
P/S0.7×0.0×

Profitability

See full
Operating margin5%-0.3pp
Net margin4.3%0.0pp
FCF margin4.5%+1.3pp

Returns & leverage

See full
Return on equity41.3%-5.3pp
Debt / equity4.7×-1.5×
Current ratio0.6×+0.1×

Segments

By segment

See full
The Cheesecake Factory$690.5M+2.6%
Other Fox Restaurant Concepts Llc$104.5M+19.6%
All Other Segments$94.4M+12.8%
North Italia$89.5M+7.3%

Versus estimates

Revenue

Q2 2026$1.0BBeat by $30.1M
Q1 2026$978.8MBeat by $14.3M
Q4 2025$961.6MBeat by $12.6MQ3 2025$907.2MMiss by $41.7MQ3 2025$955.8MBeat by $44.1MQ2 2025$927.2MBeat by $1.5M

Diluted EPS

Q2 2026$1.44Beat by $0.26
Q1 2026$1.05Beat by $0.02
Q4 2025$1.00Beat by $0.02Q3 2025$0.68Beat by $0.08Q3 2025$1.16Beat by $0.10Q2 2025$0.93Beat by $0.12

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Questions, answered.

When did Cheesecake Factory report Q1 2026 earnings?
Cheesecake Factory (CAKE) reported Q1 2026 earnings on April 29, 2026 after market close.
What were Cheesecake Factory's Q1 2026 revenue and EPS?
Cheesecake Factory reported revenue of $978.8M and eps of $1.05 for Q1 2026.
Did Cheesecake Factory beat estimates in Q1 2026?
Revenue beat the consensus estimate of $964.6M by $14.3M. EPS beat the consensus estimate of $1.03 by $0.02.
How did Cheesecake Factory's Q1 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 5.6% from $927.2M a year earlier and eps grew 12.9% from $0.93.
Where can I find Cheesecake Factory's Q1 2026 SEC filings?
You can read the 8-K earnings release (0001104659-26-051574) and the 10-Q periodic report (0001104659-26-054987) directly on SEC EDGAR. The filing index links above go to sec.gov.