The financials
The Cheesecake Factory Incorporated by the numbers
The Cheesecake Factory Incorporated (CAKE) reported revenue of $1.03B in Q2 2026 (quarter ended June 30, 2026), up 7.7% from the same quarter a year earlier. That came with net income of $68M (6.6% of revenue). For the full year FY2025, revenue was $3.75B (+4.7% year on year) and net income $148M. Its largest segment in 2026-Q1 was The Cheesecake Factory at $690M, 71% of the disclosed total, just ahead of Other Fox Restaurant Concepts Llc at 11%.
| Income statement | Q2 2026 | Q2 2025 | Change |
|---|---|---|---|
| Revenue | $1.03B | $956M | +7.7% |
| Operating income | $79M | $65M | +21% |
| Net income | $68M | $55M | +25% |
| Diluted EPS | $1.41 | $1.14 | +24% |
| Operating | Revenue | Share |
|---|---|---|
| The Cheesecake Factory | $690M | 71% |
| Other Fox Restaurant Concepts Llc | $105M | 11% |
| All Other | $94M | 9.6% |
| North Italia | $89M | 9.1% |
Business Segments
Revenue split by operating segment, from SEC XBRL filings.
Latest period: Q1 2026Total $978.8M (+7.9%)
Other Fox Restaurant Concepts Llc grew +20% year on yearThe Cheesecake Factory +2.6% year on year
Segment Latestquarter on quarteryear on year
- The Cheesecake Factory$690.5M$690.5MQoQ +6.0%year on year +2.6%+6.0%+2.6%
- Other Fox Restaurant Concepts Llc$104.5M$104.5MQoQ +34%year on year +20%+34%+20%
- All Other$94.4M$94.4MQoQ +0.01%year on year +13%+0.01%+13%
- North Italia$89.5M$89.5MQoQ +7.2%year on year +7.3%+7.2%+7.3%