Similar companies
Did The Cheesecake Factory Beat Earnings?
The Cheesecake Factory (CAKE) reported Q2 '26 revenue of $1.03B, up 7.7% year-over-year, with reported EPS of $1.44. That topped the $1.17 analyst estimate by 23.1% — an earnings beat.
AltIndex tracks earnings alongside 25+ alternative data signals that can move ahead of the report — The Cheesecake Factory’s job postings, web traffic, and employee business outlook. See the full CAKE stock analysis or the earnings calendar for upcoming reports.
CAKE Earnings Surprise History (EPS vs. Estimate)
| Quarter | Estimated EPS | Reported EPS | Surprise |
|---|---|---|---|
| Q2 '26 | $1.17 | $1.44 | Beat +23.1% |
| Q1 '26 | $1.01 | $1.05 | Beat +4.0% |
| Q4 '25 | $0.98 | $1.00 | Beat +2.0% |
| Q3 '25 | $0.60 | $0.68 | Beat +13.3% |
| Q2 '25 | $1.06 | $1.16 | Beat +9.4% |
| Q1 '25 | $0.82 | $0.93 | Beat +13.4% |
The Cheesecake Factory Quarterly Financial Trends
| Metric | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 865M | 921M | 927M | 956M | 907M | 962M | 979M | 1.03B |
| Gross margin | 41.5% | 43.4% | 78.2% | 78.5% | 78.2% | 78.4% | 15.8% | 17.6% |
| Operating margin | 3.9% | 5.1% | 5.6% | 6.8% | 4.1% | 3.5% | 5.6% | 7.6% |
| Net income | 30M | 41M | 33M | 55M | 32M | 29M | 50M | 68M |
| Net margin | 3.5% | 4.5% | 3.6% | 5.7% | 3.5% | 3.0% | 5.1% | 6.6% |
| EPS | $0.58 | $1.04 | $0.93 | $1.16 | $0.68 | $1.00 | $1.05 | $1.44 |
The Cheesecake Factory Earnings Trend Analysis
Over the eight quarters from Q3 '24 to Q2 '26, The Cheesecake Factory’s quarterly revenue moved from $865M to $1.03B. Net margin expanded from 3.5% to 6.6%, against a 17.6% gross margin in the most recent quarter — a read on whether revenue growth is translating into profit. The Cheesecake Factory has beaten Wall Street EPS estimates in 8 of its last 8 reported quarters.
When Is The Cheesecake Factory’s Next Earnings Date?
The Cheesecake Factory reports earnings on a quarterly schedule. Its most recent report covered Q2 '26. For the confirmed upcoming date — and every other company reporting soon — see the CAKE earnings calendar.
Frequently Asked Questions: The Cheesecake Factory Earnings
The Cheesecake Factory's next earnings date has not been confirmed yet. See the earnings calendar for all upcoming reports.
The Cheesecake Factory reported Q2 '26 EPS of $1.44 on revenue of $1.03B (+7.7% YoY). The Cheesecake Factory beat estimates, reporting $1.44 vs. the $1.17 estimate.
The Cheesecake Factory reported Q2 '26 revenue of $1.03B, up 7.7% from the same quarter a year earlier.
Signals like job postings, web traffic, and employee sentiment reflect business activity in real time and can move before quarterly results are reported. AltIndex combines them with 25+ others in the CAKE AI Score.
