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The financials
The Cheesecake Factory Incorporated by the numbers
The Cheesecake Factory Incorporated (CAKE) reported revenue of $1.03B in Q2 2026 (quarter ended Jun 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 Q2 2026 was The Cheesecake Factory at $729M, 71% of the disclosed total, well ahead of Other Fox Restaurant Concepts Llc at 10%.
| 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 | $729M | 71% |
| Other Fox Restaurant Concepts Llc | $104M | 10% |
| North Italia | $98M | 9.6% |
| All Other | $98M | 9.5% |
Business Segments
Revenue split by operating segment, from SEC XBRL filings.
Latest period: Q2 2026Total $1.03B (+5.2%)
Other Fox Restaurant Concepts Llc grew +15% year on yearAll Other +6.7% year on year
Segment Latestquarter on quarteryear on year
- The Cheesecake Factory$729.5M$729.5MQoQ +5.6%year on year +6.8%+5.6%+6.8%
- Other Fox Restaurant Concepts Llc$104.0M$104.0MQoQ -0.47%year on year +15%-0.47%+15%
- North Italia$98.4M$98.4MQoQ +10%year on year +8.4%+10%+8.4%
- All Other$97.7M$97.7MQoQ +3.5%year on year +6.7%+3.5%+6.7%