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Cheesecake Factory CAKE Q2 2026 earnings

Reported July 28, 2026 · After market close

Revenue$1.0BBeat by $30.1M
Adjusted EPS$1.44Beat by $0.26
Revenue estimate$999.5M
EPS estimate$1.18
Our performance was led by The Cheesecake Factory restaurants, with comparable sales and traffic meaningfully outperforming the broader casual dining industry. Continued momentum from our menu innovation, rewards program and marketing efforts strengthened consumer awareness and engagement, contributing to our strong top-line performance. At the same time, our operators remained sharply focused on execution, delivering year-over-year improvements in labor productivity and food efficiency supporting strong profitability.
David Overton

Earnings data and commentary were extracted with AI from company filings and may contain errors. Verify important details in the filing.

Next report

Oct 27, 2026 (in a month)
Revenue estimate$988.8M
EPS estimate$0.87

Financials

Q2 2026

Income statement

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Revenue$1.0B+7.7%
Operating income$78.6M+21.3%
Net income$68.4M+24.8%
EPS (diluted)$1.41+23.7%

Balance sheet

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Cash & equivalents$195.2M+31.2%
Total debt$562.9M-73.2%

Valuation & ratios

Valuation

as of 09/17/26
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Market cap$4.83B+78.2%
Enterprise value$6.73B+11.5%
P/E27×+10.0×
P/S1.3×+0.5×

Profitability

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Operating margin5.3%-0.1pp
Net margin4.6%+0.3pp

FAQ

When did Cheesecake Factory report Q2 2026 earnings?
Cheesecake Factory (CAKE) reported Q2 2026 earnings on July 28, 2026 after market close.
What were Cheesecake Factory's Q2 2026 revenue and EPS?
Cheesecake Factory reported revenue of $1.0B and adjusted eps of $1.44 for Q2 2026.
Did Cheesecake Factory beat estimates in Q2 2026?
Revenue beat the consensus estimate of $999.5M by $30.1M. EPS beat the consensus estimate of $1.18 by $0.26.
How did Cheesecake Factory's Q2 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 7.7% from $955.8M a year earlier.
Where can I find Cheesecake Factory's Q2 2026 SEC filings?
You can read the 8-K earnings release (0001104659-26-087561) and the 10-Q periodic report (0001104659-26-089840) directly on SEC EDGAR. The filing index links above go to sec.gov.