Cheesecake Factory Q3 revenue $1.03B (+14% YoY), EPS $1.19; comps up 15.2%

CHEESECAKE FACTORY INC

• Total revenues $1,033.4M vs $907.2M in Q3 fiscal 2025 (+13.9%); net income $61.3M and diluted EPS $1.19.
• Adjusted net income $52.3M and adjusted diluted EPS $1.02, excluding $12.9M pre-tax Fox Restaurant Concepts acquisition-related items.
• Cheesecake Factory comparable restaurant sales rose 15.2% YoY; CEO David Overton said revenue was a record and margins/earnings beat expectations.
• Opened six restaurants in the quarter (two Cheesecake Factory, one North Italia, one Flower Child, two FRC); still expects up to 26 new units in fiscal 2026.
• Board declared $0.30/share dividend payable Nov 24, 2026 to holders of record Nov 10; liquidity $585.3M, debt $575M of 2.00% converts due 2030.