{"filings":[{"id":99474,"accession_number":"0001104659-26-051574","cik":887596,"company_name":"CHEESECAKE FACTORY INC","ticker":"CAKE","form_type":"8-K","filed_at":"2026-04-29T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"Cheesecake Factory Q1 rev $978.8M, adj. EPS $1.05; declares $0.30 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenues $978.8M, up from $927.2M in Q1 2025.","Net income $49.5M, diluted EPS $1.02; adjusted net income $51.1M, adj. diluted EPS $1.05.","Pre-tax expense of $2.0M for asset impairment, lease termination, and FRC acquisition items.","Board declared quarterly cash dividend of $0.30/share, payable May 26, record May 13."],"consensus_eps_estimate":null,"consensus_eps_actual":1.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":978833000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3227064239.730776,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115506,"accession_number":"0001104659-26-037831","cik":887596,"company_name":"CHEESECAKE FACTORY INC","ticker":"CAKE","form_type":"8-K","filed_at":"2026-03-31T23:59:59+00:00","items":["1.01","2.03"],"status":"ready","headline":"Cheesecake Factory enters new $400M revolver, maturing 2031","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $400M unsecured revolver replaces Oct 2022 facility; matures March 26, 2031.","Interest at Term SOFR plus 1.00%-1.50% margin, or prime-based plus 0.00%-0.50%, based on leverage.","Financial covenants: max net adjusted leverage 4.25x, min EBITDAR to interest+rent 1.90x, quarterly.","Proceeds for general corporate purposes including dividends, stock repurchases, and acquisitions.","Commitment increase feature allows additional $200M; letter of credit sublimit can rise by $25M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":3227064239.730776,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115505,"accession_number":"0001104659-26-017090","cik":887596,"company_name":"CHEESECAKE FACTORY INC","ticker":"CAKE","form_type":"8-K","filed_at":"2026-02-18T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"Cheesecake Factory Q4 revenue up 4.4% to $961.6M; adj EPS $1.00; declares $0.30 dividend, expands buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $961.6M (+4.4% YoY); GAAP diluted EPS $0.60; adjusted diluted EPS $1.00.","Net income $28.8M; adjusted net income $48.3M; pre-tax net expense of $24.6M for impairment, acquisition items, etc.","Quarterly cash dividend of $0.30 per share declared, payable March 17, 2026 to holders of record March 4, 2026.","Board increased share repurchase authorization by 5M shares to total 66M; approx 6M shares remain available."],"consensus_eps_estimate":null,"consensus_eps_actual":3.06,"consensus_revenue_estimate":null,"consensus_revenue_actual":3751806000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3227064239.730776,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131924,"accession_number":"0001104659-25-103205","cik":887596,"company_name":"CHEESECAKE FACTORY INC","ticker":"CAKE","form_type":"8-K","filed_at":"2025-10-28T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"Cheesecake Factory Q3 revenue $907.2M, EPS $0.66; comp sales +0.3%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $907.2M, up 4.8% YoY; diluted EPS $0.66; adjusted diluted EPS $0.68.","Comparable restaurant sales at Cheesecake Factory restaurants +0.3% year-over-year.","Opened two FRC and two international Cheesecake Factory units in Q3; on track for up to 25 new restaurants in fiscal 2025.","Declared quarterly cash dividend of $0.27 per share, payable Nov 25, 2025, record Nov 11, 2025.","Liquidity $556.5M ($190M cash); $644M debt; repurchased ~18,900 shares for $1.2M in Q3."],"consensus_eps_estimate":null,"consensus_eps_actual":2.46,"consensus_revenue_estimate":null,"consensus_revenue_actual":2790248000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3227064239.730776,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148502,"accession_number":"0001104659-25-071758","cik":887596,"company_name":"CHEESECAKE FACTORY INC","ticker":"CAKE","form_type":"8-K","filed_at":"2025-07-29T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"Cheesecake Factory Q2 revenue $955.8M, EPS $1.14; comparable sales up 1.2%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenues $955.8M vs $904.0M in Q2 2024, record high; net income $54.8M, diluted EPS $1.14.","Adjusted diluted EPS $1.16, excluding $1.2M pre-tax acquisition-related and impairment items.","Comparable restaurant sales at Cheesecake Factory up 1.2% YoY; opened 8 new restaurants in Q2.","Declared quarterly dividend of $0.27 per share, payable Aug 26, record Aug 12.","Total available liquidity $515.3M; debt principal $644M; repurchased ~2,500 shares for $0.1M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.8,"consensus_revenue_estimate":null,"consensus_revenue_actual":1883022000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3227064239.730776,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167326,"accession_number":"0001104659-25-053643","cik":887596,"company_name":"CHEESECAKE FACTORY INC","ticker":"CAKE","form_type":"8-K","filed_at":"2025-05-28T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Stockholders approve Second Amendment to Cheesecake Factory Stock Incentive Plan","summary_kind":"llm","event_type":"other_material","confidence":"medium","bullets":["Plan amendment approved with 33.5M votes for (84.5%), 3.1M against, 126k abstain.","All eight director nominees elected; David Overton received 35.6M for, 1.0M against.","Ratification of KPMG as auditor for FY2025 passed with 41.9M for, 289k against.","Non-binding advisory vote on executive compensation approved with 36.3M for."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":3227064239.730776,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167325,"accession_number":"0001104659-25-042573","cik":887596,"company_name":"CHEESECAKE FACTORY INC","ticker":"CAKE","form_type":"8-K","filed_at":"2025-04-30T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"Cheesecake Factory Q1 revenue $927M (+4% YoY); adj EPS $0.93; dividend $0.27","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenues $927.2M in Q1 FY2025, up from $891.2M in Q1 FY2024.","GAAP net income $32.9M ($0.67 diluted EPS); adjusted net income $45.7M ($0.93 adj diluted EPS).","Pre-tax net expense of $17.3M from debt extinguishment, FRC acquisition items, and impairment.","Quarterly cash dividend of $0.27 per share declared, payable May 27 to holders of record May 14.","First quarter ended April 1, 2025; results reflect continued revenue growth."],"consensus_eps_estimate":null,"consensus_eps_actual":0.67,"consensus_revenue_estimate":null,"consensus_revenue_actual":927197000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3227064239.730776,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":184651,"accession_number":"0001104659-25-019110","cik":887596,"company_name":"CHEESECAKE FACTORY INC","ticker":"CAKE","form_type":"8-K","filed_at":"2025-02-28T23:59:59+00:00","items":["1.01","2.03","3.02","8.01","9.01"],"status":"ready","headline":"Cheesecake Factory prices $575M convertible notes; funds share buyback & debt refinancing","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $575M of 2.00% convertible senior notes due 2030; initial conversion price ~$70.73/share (30% premium over $54.41 close).","Net proceeds estimated at ~$485.6M (or ~$558.5M if greenshoe fully exercised).","Plans to use ~$130M to repurchase ~2.4M shares and ~$290M to repurchase $276M of 0.375% convertible notes due 2026.","Remaining proceeds for general corporate purposes, including revolver repayment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3227064239.730776,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":184650,"accession_number":"0001104659-25-016530","cik":887596,"company_name":"CHEESECAKE FACTORY INC","ticker":"CAKE","form_type":"8-K","filed_at":"2025-02-24T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Cheesecake Factory proposes $450M convertible notes due 2030; plans $130M share buyback","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Proposed offering of $450M aggregate principal amount of convertible senior notes due 2030, with option for initial purchasers to buy up to an additional $67.5M.","Notes will mature March 15, 2030, be senior unsecured, accrue interest semi-annually, and be convertible into cash and possibly shares.","Up to $130M of net proceeds to be used to repurchase common stock concurrently with pricing.","Portion of proceeds to repurchase some of the outstanding 0.375% Convertible Senior Notes due 2026.","Remainder of proceeds for general corporate purposes, including repayment of revolving credit facility debt."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3227064239.730776,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":184649,"accession_number":"0001104659-25-015185","cik":887596,"company_name":"CHEESECAKE FACTORY INC","ticker":"CAKE","form_type":"8-K","filed_at":"2025-02-19T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"Cheesecake Factory Q4 revenues $921M (+5% YoY); adjusted EPS $1.04; declares $0.27 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenues $921.0M, up from $877.0M in Q4 2023.","GAAP net income $41.2M ($0.83 diluted EPS); adjusted net income $51.8M ($1.04 adjusted EPS).","Pre-tax net expense of $14.4M for impairment/lease termination partially offset by FRC acquisition-related income.","Quarterly dividend of $0.27/share declared, payable March 18, 2025 to holders of record March 5, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":3.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":3581699000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3227064239.730776,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201231,"accession_number":"0001104659-24-112254","cik":887596,"company_name":"CHEESECAKE FACTORY INC","ticker":"CAKE","form_type":"8-K","filed_at":"2024-10-29T23:59:59+00:00","items":["2.02","7.01","5.02","8.01","9.01"],"status":"ready","headline":"Cheesecake Factory Q3 revenue $865.5M, EPS $0.61; comparable sales up 1.6%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $865.5M (+4.3% YoY); diluted EPS $0.61; adjusted EPS $0.58.","Comparable restaurant sales at Cheesecake Factory up 1.6% YoY; fourth consecutive quarter of growth.","Opened 4 new restaurants in Q3, 3 post-quarter; expects up to 22 in fiscal 2024.","Board declared quarterly dividend of $0.27/share, payable Nov 26, record Nov 13.","Director Laurence B. Mindel retired from Board effective Oct 24, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":2.37,"consensus_revenue_estimate":null,"consensus_revenue_actual":2660736000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3227064239.730776,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217251,"accession_number":"0001104659-24-084383","cik":887596,"company_name":"CHEESECAKE FACTORY INC","ticker":"CAKE","form_type":"8-K","filed_at":"2024-07-31T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"Cheesecake Factory Q2 revenue $904M, net income $52.4M, EPS $1.08; declares $0.27 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenues $904.0M in Q2 fiscal 2024, up from $866.2M in Q2 fiscal 2023.","Net income $52.4M, diluted EPS $1.08; adjusted net income $53.2M, adjusted EPS $1.09.","Board declared quarterly cash dividend of $0.27 per share, payable Aug 27, 2024 to holders of record Aug 14, 2024.","Pre-tax net expense of $1.0M related to Fox Restaurant Concepts acquisition and asset impairment/lease termination."],"consensus_eps_estimate":null,"consensus_eps_actual":1.76,"consensus_revenue_estimate":null,"consensus_revenue_actual":1795265000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3227064239.730776,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237053,"accession_number":"0001104659-24-068266","cik":887596,"company_name":"CHEESECAKE FACTORY INC","ticker":"CAKE","form_type":"8-K","filed_at":"2024-06-04T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Cheesecake Factory stockholders elect 9 directors and approve officer exculpation amendment","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 9 director nominees elected with substantial majority; David Overton received 35.6M votes in favor vs 1.1M against.","Proposal 2 (officer exculpation amendment) approved with 33.6M for, 3.1M against, 26K abstain.","Proposal 3 (ratification of auditor) approved with 42.3M for, 60K against, 17K abstain; no broker non-votes.","Proposal 4 (non-binding advisory vote on executive compensation) approved with 36.1M for, 598K against, 46K abstain."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":3227064239.730776,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237052,"accession_number":"0001104659-24-058691","cik":887596,"company_name":"CHEESECAKE FACTORY INC","ticker":"CAKE","form_type":"8-K","filed_at":"2024-05-08T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"Cheesecake Factory Q1 revenues $891.2M, adj. EPS $0.73; declares $0.27 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenues $891.2M, up 2.9% from $866.1M in Q1 2023.","GAAP net income $33.2M ($0.68 EPS); adjusted net income $35.6M ($0.73 EPS) excluding $3.2M impairment and FRC charges.","Board declares quarterly cash dividend of $0.27 per share, payable June 4, 2024, record May 22.","Fox Restaurant Concepts acquisition-related items and asset impairments impacted GAAP results by $3.2M pre-tax."],"consensus_eps_estimate":null,"consensus_eps_actual":0.68,"consensus_revenue_estimate":null,"consensus_revenue_actual":891223000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3227064239.730776,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}