Every material Form 8-K The Cheesecake Factory filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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.
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 Cheesecake Factory reported second-quarter fiscal 2026 results, with revenue of $1,029.6 million and net income of $68.4 million, both up from the prior-year quarter. Comparable restaurant sales rose 5.8%, and the company repeated its plan to open as many as 26 restaurants in fiscal 2026, while the board declared a $0.30 quarterly dividend.
Total revenues were $1,029.6 million versus $955.8 million a year earlier.
Net income was $68.4 million, or $1.41 per diluted share, versus $54.8 million, or $1.14, a year earlier.
Adjusted diluted EPS was $1.44 versus $1.16 a year earlier; the company cited a $1.4 million pre-tax net expense tied to acquisition items, impairments and lease terminations.
The board declared a $0.30 per share dividend payable August 25, 2026, to holders of record on August 11, 2026.
The Cheesecake Factory reported first-quarter fiscal 2026 results, with revenue of $978.8 million compared with $927.2 million a year earlier. Net income was $49.5 million, or $1.02 per diluted share, versus $32.9 million, or $0.67, in the prior-year quarter. The company also declared a $0.30 quarterly dividend, and the filing gives no change to its restaurant opening outlook of as many as 26 openings in fiscal 2026.
Revenue: $978.8 million vs. $927.2 million in the first quarter of fiscal 2025
Diluted EPS: $1.02 GAAP and $1.05 adjusted, vs. $0.67 GAAP and $0.93 adjusted a year earlier
Comparable restaurant sales at The Cheesecake Factory restaurants rose 1.6%
Quarterly dividend of $0.30 per share, payable May 26, 2026, to holders of record on May 13, 2026
The Cheesecake Factory entered into a Fifth Amended and Restated Loan Agreement dated March 26, 2026, providing a $400 million revolving credit facility maturing March 26, 2031, that replaces its prior Fourth Amended and Restated Loan Agreement from October 6, 2022. The company says the facility will fund general corporate purposes, including dividends, stock repurchases and permitted acquisitions, and it carries unsecured obligations with covenants that restrict additional debt, dividends and certain investments.
$400 million revolving credit facility matures March 26, 2031, with JPMorgan Chase Bank, N.A. as administrative agent
Facility includes a feature for up to an additional $200 million in revolving commitments, subject to conditions
Financial covenants tested quarterly: maximum net adjusted leverage of 4.25 to 1.00 and minimum EBITDAR to interest and rent expense of 1.90 to 1.00
Cheesecake Factory reported fourth-quarter fiscal 2025 revenue of $961.6 million, up from $921.0 million a year earlier, including $17.3 million of gift card breakage revenue. Net income fell to $28.8 million, or $0.60 per diluted share, from $41.2 million, or $0.83, and comparable restaurant sales declined 2.2%. The board also raised the quarterly dividend to $0.30 per share and increased the share repurchase authorization by 5.0 million shares to a total of 66.0 million.
Q4 revenue $961.6 million vs. $921.0 million a year earlier
Diluted EPS $0.60 vs. $0.83; adjusted diluted EPS $1.00 vs. $1.04 (non-GAAP)
Comparable restaurant sales declined 2.2% year over year
Dividend of $0.30 per share payable March 17, 2026; about 6.0 million shares remain under repurchase authorization
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every The Cheesecake Factory filing is on SEC EDGAR ↗. 8-K briefs of other companies →