CAKE Earnings Date: Feb 17, 2027 (Estimated) — The Cheesecake Factory Incorporated
NASDAQ · Consumer Discretionary · Restaurants
Updated
When is CAKE's next earnings date?
The Cheesecake Factory Incorporated (CAKE) is expected to report Q4 2026 earnings on Wednesday, February 17, 2027 at 4:00 PM ET (after market close); the date is an estimate and has not been confirmed by the company. The consensus estimate is EPS of $1.18 on revenue of $1.02B.
How did CAKE do in its last earnings report?
In its most recent report on Oct 27, 2026 (Q3 2026), The Cheesecake Factory Incorporated posted EPS of $1.02 versus the $0.95 estimate, a beat of 7.4%. Revenue was $1.03B against a $1.00B estimate. The stock's 1-day post-earnings move was -2.5%.
How much does CAKE stock move after earnings?
CAKE beat EPS estimates in 8 of its last 8 reported quarters. Over the last 8 reports the stock moved an average of 4.6% (up or down) in the day after earnings.
About The Cheesecake Factory Incorporated
The Cheesecake Factory Incorporated primarily operates restaurants. The company also maintains two bakeries that produce its signature cheesecakes and other baked goods. These products are distributed to its own restaurant network, international licensees, external foodservice operators, third-party bakery customers, retailers, and distributors. The Cheesecake Factory operates 306 restaurants across the United States and Canada, featuring brands such as 208 The Cheesecake Factory locations, 29 North Italia outlets, and various Fox Restaurant Concepts. Furthermore, 29 The Cheesecake Factory restaurants are run internationally under licensing agreements. Founded in 1972, the company's headquarters are located in Calabasas, California.
🤖 AI Earnings Analysis
Cheesecake Factory’s casual-dining results were strong: Q3 revenue rose to $1.0B from $907M, while EPS reached $1.02, beating estimates by $0.15. A 4.0% margin supports the beat, but reported growth figures appear distorted.
AI-generated summary — powered by BigEarnings.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-10-27 | Q3 2026 | 0.95 | 1.02 | +7.37% | $1.03B | ✅ Beat | -2.53% | — | — |
| 2026-07-28 | Q2 2026 | 1.14 | 1.44 | +26.32% | $1.03B | ✅ Beat | +13.63% | +18.89% | +29.94% |
| 2026-04-29 | Q1 2026 | 1.01 | 1.05 | +3.96% | $978.8M | ✅ Beat | +0.32% | -3.26% | +5.90% |
| 2026-02-18 | Q4 2025 | 0.98 | 1.00 | +2.04% | $961.6M | ✅ Beat | -2.58% | +2.92% | -10.29% |
| 2025-10-28 | Q3 2025 | 0.60 | 0.68 | +13.33% | $907.2M | ✅ Beat | -7.25% | -12.13% | -11.64% |
| 2025-07-29 | Q2 2025 | 1.06 | 1.16 | +9.43% | $955.8M | ✅ Beat | +5.20% | -2.46% | -1.59% |
| 2025-04-30 | Q1 2025 | 0.82 | 0.93 | +13.41% | $927.2M | ✅ Beat | -4.39% | -0.51% | +10.08% |
| 2025-02-19 | Q4 2024 | 0.92 | 1.04 | +13.04% | $921.0M | ✅ Beat | +1.26% | -1.18% | -10.13% |
Showing last 8 quarters.
Revenue by segment & region
By segment
Q2 FY26 · $1.03B total
| Segment | Share | Revenue | YoY | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 |
|---|---|---|---|---|---|---|---|
| The Cheesecake Factory | 70.8% | $729.5M | +6.8% | $669.4M | $672.7M | $683.3M | $651.4M |
| Other FRC | 10.1% | $104.0M | +15.4% | $85.1M | $87.4M | $90.2M | $78.0M |
| North Italia | 9.6% | $98.4M | +8.4% | $81.3M | $83.4M | $90.8M | $83.5M |
| Other Segments | 9.5% | $97.7M | +6.7% | $85.2M | $83.6M | $91.6M | $94.4M |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.