AI brief of an SEC Form 8-K · The Cheesecake Factory (CAKE)

Cheesecake Factory Q3 revenue rises to $1,033.4 million; diluted EPS $1.19

Positive Impact 3 of 5 earnings

The Cheesecake Factory reported third quarter fiscal 2026 results on October 27, 2026, with revenue of $1,033.4 million, up from $907.2 million a year earlier. Net income rose to $61.3 million, or $1.19 per diluted share, from $31.9 million, or $0.66, and adjusted diluted EPS was $1.02 compared with $0.68. The Board also declared a $0.30 quarterly dividend, payable November 24, 2026.

Key points

  • Revenue $1,033.4 million vs. $907.2 million a year earlier; comparable restaurant sales at The Cheesecake Factory restaurants rose 15.2%.
  • Net income $61.3 million ($1.19 diluted EPS) vs. $31.9 million ($0.66); adjusted diluted EPS $1.02 vs. $0.68.
  • Quarterly dividend of $0.30 per share, record date November 10, 2026, payable November 24, 2026.
  • Total available liquidity of $585.3 million as of September 29, 2026, against $575 million of 2.00% convertible senior notes due 2030.

The filing

CompanyThe Cheesecake Factory (CAKE)
Form8-K, current report
Filed with the SECOct 27, 2026, 4:30 PM ET
Accession number0001104659-26-119176

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure8.01 Other Events

Read the filing on SEC.gov ↗

Written by AI on Nov 7, 2026, 11:17 PM ET, from this filing only.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.