CAKE
The Cheesecake Factory·NASDAQ
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CAKE fundamentals
The Cheesecake Factory (CAKE) released its earnings on Feb 18, 2026: revenue was 961.56M (YoY +4.41%), beat estimates; EPS was 1 (YoY -3.85%), beat estimates.
Revenue / YoY
961.56M
+4.41%
EPS / YoY
1
-3.85%
Report date
Feb 18, 2026
CAKE Earnings Call Summary for Q4,2025
- Record Financial Performance: Q4 2025 adjusted EPS of $1.00, full-year revenue up 5% to $3.75 billion, and $354 million adjusted EBITDA.
- Accelerated Growth: 25 new restaurants in 2025, 26 planned for 2026, with 6 Cheesecake Factory openings and 7 Flower Child units.
- Margin Expansion: Restaurant-level margins improved across all brands, with Flower Child at 18.5% and North Italia at 17.5%.
- Strategic Initiatives: Launch of Cheesecake Rewards app in Q2 2026 and menu innovation driving 2.2% growth in appetizer attachment rates.
- Resilience Amid Challenges: 1% Q1 2026 revenue impact from weather, but 5% net income margin guidance for the year reflects operational discipline.
EPS
Actual | 0.04 | -0.87 | -0.33 | -0.32 | 0.2 | 0.8 | 0.65 | 0.49 | 0.47 | 0.52 | -0.03 | 0.56 | 0.61 | 0.88 | 0.39 | 0.8 | 0.73 | 1.09 | 0.58 | 1.04 | 0.93 | 1.16 | 0.68 | 1 | |||||||||
Forecast | -0.151 | -1.111 | -0.3971 | -0.0433 | -0.0452 | 0.7446 | 0.7034 | 0.5775 | 0.5114 | 0.7728 | 0.2705 | 0.5722 | 0.5895 | 0.8205 | 0.4187 | 0.731 | 0.6342 | 1.0013 | 0.5115 | 0.9182 | 0.8155 | 1.0634 | 0.6066 | 0.9859 | |||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +126.49% | +21.69% | +16.90% | -639.03% | +542.48% | +7.44% | -7.59% | -15.15% | -8.10% | -32.71% | -111.09% | -2.13% | +3.48% | +7.25% | -6.85% | +9.44% | +15.11% | +8.86% | +13.39% | +13.27% | +14.04% | +9.08% | +12.10% | +1.43% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | 615.10M | 295.85M | 517.72M | 554.55M | 627.40M | 768.96M | 754.47M | 776.69M | 793.71M | 832.64M | 784.00M | 892.80M | 866.11M | 866.17M | 830.21M | 877.01M | 891.22M | 904.04M | 865.47M | 920.96M | 927.20M | 955.83M | 907.23M | 961.56M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | 634.28M | 324.06M | 489.97M | 604.60M | 604.09M | 749.20M | 763.45M | 774.52M | 783.46M | 837.26M | 799.23M | 901.37M | 871.91M | 880.15M | 839.60M | 876.17M | 890.49M | 909.19M | 866.34M | 912.93M | 925.92M | 947.28M | 912.62M | 948.92M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -3.02% | -8.71% | +5.66% | -8.28% | +3.86% | +2.64% | -1.18% | +0.28% | +1.31% | -0.55% | -1.91% | -0.95% | -0.66% | -1.59% | -1.12% | +0.10% | +0.08% | -0.57% | -0.10% | +0.88% | +0.14% | +0.90% | -0.59% | +1.33% |
Earnings Call
You can ask Aime
What is The Cheesecake Factory's gross profit margin?What were the key takeaways from The Cheesecake Factory’s earnings call?What is the market's earnings forecast for The Cheesecake Factory next quarter?What were the key takeaways from The Cheesecake Factory's earnings call?Did The Cheesecake Factory beat or miss consensus estimates last quarter?What is the revenue and EPS growth rate for The Cheesecake Factory year over year?What factors drove the changes in The Cheesecake Factory's revenue and profit?What is The Cheesecake Factory's latest dividend and current dividend yield?
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