US · Consumer Cyclical · Restaurants
EPS came in at 1.02 against a street estimate of 0.95 — a beat of 7.4%.
Analysts rate The Cheesecake Factory a hold (4 buy, 13 hold, 2 sell out of 19) with an average price target of $106.27.
CONFIDENT Q3 beat expectations with record revenue, 15.2% Cheesecake comps, strong traffic and margin expansion. Management expects durable momentum but keeps 2027 assumptions measured. Q3 FY26 Strength was broad across geographies, dayparts, weekdays and channels; off-premise was approximately 21% of sales. Analysts focused on labor, marketing, capacity, development, flow-through and durability of sales momentum. Management emphasized strong execution, shoulder-period capacity, rewards engagement and measured 2027 planning. 2026-10-27…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 14.02% |
| FMR Inc | 12.25% |
| Vanguard Portfolio Management, LLC | 5.73% |
| Vanguard Capital Management, LLC | 4.07% |
| Earnest Partners LLC | 4.04% |
| American Century Companies Inc | 4.03% |
| D. E. Shaw & Co LP | 4.02% |
| State Street Corp | 3.75% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • For the 13 weeks ended September 29, 2026, revenue was $1,033,440, compared with $907,226 for the 13 weeks ended September 30, 202 | 2026-11-02 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 fiscal 2026 revenue rose to $1,033.4 million from $907.2 million in Q3 fiscal 2025. • GAAP net income increased to $61.3 milli | 2026-10-27 |
| Quarterly report · Q2 2026 THE CHEESECAKE FACTORY INCORPORATED – Q2 2026 SUMMARY HEADLINE NUMBERS • Revenue (26 weeks ended June 30, 2026): $2,008,466 thousand vs. $1,883,022 | 2026-08-03 |
| Results announced · Q3 2026 THE CHEESECAKE FACTORY Q2 FISCAL 2026 RESULTS SUMMARY HEADLINE NUMBERS • Total revenues: $1,029.6 million (Q2 2026) vs. $955.8 million (Q2 2025) — 7 | 2026-07-28 |
| Shareholder vote results · Q2 2026 THE CHEESECAKE FACTORY INCORPORATED – 8-K SUMMARY HEADLINE NUMBERS • Annual stockholders' meeting held May 28, 2026 • All eight director nominees el | 2026-06-03 |
| Quarterly report · Q1 2026 THE CHEESECAKE FACTORY INCORPORATED – Q1 2026 SUMMARY HEADLINE NUMBERS • Quarterly Revenue: $978.8 million (Q1 2026) vs. $927.2 million (Q1 2025) — | 2026-05-04 |
| Results announced · Q2 2026 THE CHEESECAKE FACTORY Q1 FY2026 SUMMARY HEADLINE NUMBERS • Total revenues $978.8 million vs. $927.2 million year-over-year (+5.6%) • Net income $49 | 2026-04-29 |
| Proxy statement · Q2 2026 THE CHEESECAKE FACTORY INCORPORATED – PROXY SUMMARY CEO COMPENSATION • David Overton's total compensation for fiscal 2025: $11,849,772 (exact figure | 2026-04-10 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.30 / share ex-date Nov 10, 2026 · pay Nov 24, 2026 | 2026-11-10 |
| Dividend | $0.30 / share ex-date Aug 11, 2026 · pay Aug 25, 2026 | 2026-08-11 |
| Dividend | $0.30 / share ex-date May 13, 2026 · pay May 26, 2026 | 2026-05-13 |
| Dividend | $0.30 / share ex-date Mar 4, 2026 · pay Mar 17, 2026 | 2026-03-04 |
| Dividend | $0.27 / share ex-date Nov 10, 2025 · pay Nov 25, 2025 | 2025-11-10 |
| Announcement | Date |
|---|---|
| Board increases share repurchase program authorization by 5.0 million shares The Cheesecake Factory reported Q4 2025 financial results on February 18, 2026. The 8-K filing itself doesn't include specific earnings numbers or performance metrics—those details are in se | 2026-02-18 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.