---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-26-119176"
form_type: "8-K"
ticker: "CAKE"
cik: "0000887596"
company_name: "CHEESECAKE FACTORY INC"
filed_at: "2026-10-27T20:30:36+00:00"
generated_at: "2026-10-27T20:32:30.095007+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.82
calibrated_materiality_score: 0.82
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001104659-26-119176
- form_type: 8-K
- ticker: CAKE
- cik: 0000887596
- company_name: CHEESECAKE FACTORY INC
- filed_at: 2026-10-27T20:30:36+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.82
- calibrated_materiality_score: 0.82
- confidence: high
- sec_items: 2.02, 7.01, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/887596/000110465926119176/0001104659-26-119176-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/887596/000110465926119176/tm2628239d1_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-26-119176
- JSON: https://secwatch.observer/filing/0001104659-26-119176.json
- Plain text: https://secwatch.observer/filing/0001104659-26-119176.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.