Latest Earnings Results: Q2 '26
Estimated EPS
$1.18
Reported EPS
$1.44
Surprise
+22.16%
Estimated Rev
$999.54M
Reported Rev
$1.03B
Surprise
+3.01%
• Reported GAAP EPS of $1.47 up 24.58% YoY • Reported revenue of $1.03B up 7.72% YoY • The Cheesecake Factory Incorporated continues to expect to open as many as 26 new restaurants in fiscal 2026, including as many as five to six The Cheesecake Factory restaurants.
Bullish Takeaway
The Cheesecake Factory Incorporated achieved strong top-line performance driven by menu innovation and marketing, while realizing year-over-year improvements in labor productivity and food efficiency that supported overall profitability growth.
Bearish Takeaway
The Cheesecake Factory Incorporated reported negative comparable restaurant sales for North Italia, incurred acquisition and impairment-related expenses, and faces various operational risks including supply chain disruptions and potential restaurant closures.
Generated by Stocktwits using AI and company-reported earnings data for Q2 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q3 '26 | $0.83 | -- | -- | N/A |
Q2 '26 | $1.18 | $1.44 | 22.16% | BEAT |
Q1 '26 | $1.01 | $1.05 | 3.59% | BEAT |
Q4 '25 | $0.99 | $1.00 | 1.43% | BEAT |
Q3 '25 | $0.60 | $0.68 | 12.78% | BEAT |
