CoverageForm 410-K10-Q8-K13D13G13F

CAKE · Cheesecake Factory Inc - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · CAKE

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q3 '23
Revenue$978.83M-$865.47M$955.83M$927.20M-----
Cost of Revenue----------
Gross Profit----------
R&D----------
SG&A$63.93M-$59.00M$58.78M$59.93M-$56.20M$54.38M$60.37M$54.21M
Total Operating Expenses$923.79M-$869.96M$891.00M$875.24M-$831.77M$845.35M$851.93M$811.18M
D&A$27.98M-$27.42M$26.86M$26.08M-$25.30M$24.96M$24.76M$22.84M
Operating Income$55.05M-$37.27M$64.82M$51.96M-$33.70M$58.69M$39.29M$19.03M
Interest Expense----------
Income Tax$3.80M-$3.58M$7.42M$1.54M-$1.84M$3.90M$4.34M($942.0K)
Net Income$49.55M-$31.90M$54.81M$32.94M-$29.99M$52.44M$33.19M$17.95M
EPS - Basic$1.06-$0.68$1.18$0.69-$0.63$1.10$0.70$0.37
EPS - Diluted$1.02-$0.66$1.14$0.67-$0.61$1.08$0.68$0.37

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q3 '23
Cash & Equivalents$235.09M$215.73M$189.98M$148.76M$135.41M$84.18M$52.22M$40.65M$60.22M$63.99M
Accounts Receivable----------
Inventory$50.56M$53.97M$63.41M$66.41M$66.90M$64.53M$69.81M$70.99M$65.47M$58.67M
Accounts Payable$66.92M$62.71M$55.55M$59.15M$63.61M$62.09M$62.66M$68.64M$61.38M$53.39M
Current Assets$464.85M$454.83M$423.94M$379.39M$361.05M$333.31M$286.54M$277.94M$283.57M$272.38M
Total Assets$3.30B$3.26B$3.24B$3.15B$3.11B$3.04B$2.94B$2.88B$2.84B$2.78B
Current Liabilities$781.34M$777.01M$771.40M$737.05M$683.94M$711.42M$651.89M$642.61M$654.50M$618.52M
Long-term Debt$562.08M$561.26M$560.44M$559.62M$627.31M$452.06M$471.56M$471.05M$470.55M$469.54M
Total Liabilities$2.84B$2.83B$2.82B$2.75B$2.77B$2.60B$2.54B$2.51B$2.51B-
Stockholders' Equity$459.23M$436.43M$425.35M$400.95M$339.40M$443.45M$396.38M$373.98M$332.44M$321.64M
Retained Earnings$1.45B$1.41B$1.40B$1.38B$1.34B$1.32B$1.29B$1.27B$1.24B$1.22B

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q3 '23
Operating Cash Flow$96.72M---$78.92M---$66.75M-
Investing Cash Flow($43.69M)---($43.35M)---($37.36M)-
Financing Cash Flow($33.55M)---$15.66M---($25.32M)-
CapEx$43.38M-$36.68M$41.55M$42.82M-$54.21M$29.19M$37.11M$37.26M
Free Cash Flow$53.35M---$36.10M---$29.64M-

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q3 '23
Profitability
Gross margin----------
Operating margin5.6%-4.3%6.8%5.6%-----
EBITDA margin8.5%-7.5%9.6%8.4%-----
Net margin5.1%-3.7%5.7%3.6%-----
Free cash flow margin5.5%---3.9%-----
FCF / Net income1.08---1.10---0.89-
R&D / Revenue----------
SG&A / Revenue6.5%-6.8%6.1%6.5%-----
Effective tax rate7.1%-10.1%11.9%4.5%-5.8%6.9%11.6%-5.5%
Return on assets1.5%-1.0%1.7%1.1%-1.0%1.8%1.2%0.6%
Return on equity10.8%-7.5%13.7%9.7%-7.6%14.0%10.0%5.6%
Return on invested capital5.0%-3.4%5.9%5.1%-3.7%6.5%4.3%2.4%
Liquidity
Current ratio0.590.590.550.510.530.470.440.430.430.44
Quick ratio0.530.520.470.420.430.380.330.320.330.35
Cash ratio0.300.280.250.200.200.120.080.060.090.10
Leverage
Debt / Equity1.221.291.321.401.851.021.191.261.421.46
Debt / Assets0.170.170.170.180.200.150.160.160.170.17
Debt / EBITDA6.77-8.666.108.04-7.995.637.3511.22
Interest coverage----------
Equity multiplier7.187.477.627.869.176.867.417.708.548.63
Liabilities / Assets0.860.870.870.870.890.850.860.870.88-
Efficiency
Asset turnover0.30-0.270.300.30-----
Inventory turnover----------
Days sales outstanding----------
Days inventory outstanding----------
Days payable outstanding----------
Cash conversion cycle----------
Valuation
P / E53.7x-82.8x55.9x75.9x-67.2x35.0x54.3x77.3x
P / B5.8x-6.2x7.6x7.4x-5.1x4.9x5.4x4.4x
P / S2.7x-3.1x3.2x2.7x-----
EV / EBITDA35.9x-46.8x37.9x38.4x-41.1x27.2x34.5x43.1x
Growth
Revenue growth (YoY)5.6%---------
Revenue CAGR (3y)----------
Revenue CAGR (5y)----------
Gross profit growth (YoY)----------
Operating income growth (YoY)5.9%-10.6%10.4%32.2%-77.1%23.6%15.8%-
Net income growth (YoY)50.4%-6.4%4.5%-0.8%-67.1%22.9%18.3%-
EPS growth (YoY)52.2%-8.2%5.6%-1.5%-64.9%24.1%21.4%-
EPS CAGR (3y)22.1%--31.6%14.2%--1.6%42.9%--
EPS CAGR (5y)------11.1%6.5%2.5%-9.5%
FCF growth (YoY)47.8%---21.8%---9.5%-
FCF CAGR (5y)29.9%-------8.0%-
Book value growth (YoY)35.3%-1.6%7.3%7.2%2.1%-23.2%14.8%10.9%-0.6%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-30.

Business segments

$3.75B total
The Cheesecake Factory$2.69B · 71.7%
All Other Segments$362.05M · 9.7%
Other Fox Restaurant Concepts Llc$355.06M · 9.5%
North Italia$345.90M · 9.2%

Peer comparison

Same SIC group: Retail-Eating Places

CompanyRevenue (last FY)Net marginROE
QSR$9.43B11.4%29.6%
ARMK--10.4%
YUMC$11.80B7.9%17.3%
DIN$812.30M12.0%-32.3%
DRI---

Comparing CHEESECAKE FACTORY INC against the 5 most active filers in the same SIC group.

Dividends

$1.14/share trailing 12 months · +5.6% YoY

Ex-datePer share
May 13, 2026$0.3000
Mar 4, 2026$0.3000
Nov 10, 2025$0.2700
Aug 12, 2025$0.2700
May 14, 2025$0.2700
Mar 5, 2025$0.2700
Nov 13, 2024$0.2700
Aug 14, 2024$0.2700
May 21, 2024$0.2700
Mar 5, 2024$0.2700
Nov 14, 2023$0.2700
Aug 15, 2023$0.2700
May 23, 2023$0.2700
Mar 7, 2023$0.2700
Nov 14, 2022$0.2700
Aug 9, 2022$0.2700
May 10, 2022$0.2700
Mar 6, 2020$0.3600
Nov 8, 2019$0.3600
Aug 13, 2019$0.3600
May 15, 2019$0.3300
Mar 1, 2019$0.3300
Nov 13, 2018$0.3300
Aug 14, 2018$0.3300