Earnings Releases·Oct 27, 2026, 4:30 PM ET

The Cheesecake Factory — Third Quarter Fiscal 2026 Earnings Summary

Total revenues reached $1,033.4 million for the quarter, up from $907.2 million year-over-year, while net income more than doubled to $61.3 million from $31.9 million; diluted EPS rose to $1.19 versus $0.66.
Operating margins expanded significantly with income from operations increasing to $7.2% of revenues from 4.1%, driven by a 15.2% surge in comparable sales at The Cheesecake Factory and improved food and labor cost efficiencies.
The company opened six new restaurants during the quarter and projects opening up to 26 new locations in fiscal 2026, maintaining confidence in delivering profitable growth and long-term shareholder value.
Capital return activities included a $0.30 per share quarterly dividend declaration and the repurchase of approximately 29,800 shares for $2.4 million, supported by $585.3 million in total available liquidity.