10-Q quarterly report · filed Aug 3, 2026

CHEESECAKE FACTORY INC (CAKE) Q2 2026 10-Q Quarterly Report

Short answer

CHEESECAKE FACTORY INC (CAKE) filed its Q2 2026 10-Q quarterly report on Aug 3, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $1.0B (up 7.7% year over year) with net income of $68M.

Q2 2026 key financials · XBRL

Revenue
$1.0B
+7.7% YoY · +5.2% QoQ
Net income
$68M
+24.8% YoY · +38.0% QoQ
Operating margin
7.6%
EPS (diluted)
$1.41
+24.8% YoY · +38.2% QoQ

Source: XBRL data from the CHEESECAKE FACTORY INC (CAKE) Q2 2026 10-Q on SEC EDGAR. USD.

CHEESECAKE FACTORY INC Q2 2026 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • No profitability, margin, or segment performance figures disclosed
  • Headwinds: inflation, wage and benefit costs, insurance, tariffs, supply-chain disruptions, geopolitical risks
  • Outlook: expectations for sales growth, margin management, earnings growth, dividends, and share repurchases disclosed as forward-looking statements

Risk Factors

  • No material changes to risk factors from the December 30, 2025 Form 10-K
  • Share repurchase restrictions tied to Loan Agreement financial covenants and defined-ratio limits
  • Repurchase authorization increased by 5.0 million shares to 66.0 million on February 12, 2026
  • Cumulative repurchases reached 60.4 million shares costing $2,012.1 million through June 30, 2026

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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