CHEESECAKE FACTORY INC/THE (CAKE) Earnings History & Surprises

NASDAQ:CAKEUS1630721017

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CAKE Earnings overview

Past quarterly earnings results for CHEESECAKE FACTORY INC/THE (CAKE), including EPS and revenue actuals, analyst estimates, and surprise percentages. This page focuses on historical performance (not forecasts).

Earnings Snapshot

Next Earnings Date

Upcoming
Release Date
Apr 28, 2026
Period
Q1 / 2026
EPS Estimate
$1.03
Revenue Estimate
984.59M

Last Reported

Most Recent
Release Date
Feb 18, 2026
Period
Q4 / 2025
EPS Reported
$1.00
EPS Surprise
-1.04%
Revenue Surprise
-0.72%

Beat Rate

Last 8 Quarters
44%
EPS and Revenue beats vs estimates

Quarterly Earnings Historical Results

EPS & Revenue History (in USD): Actual vs estimated values, surprises, q2q growth and acceleration numbers quarterly history.

QuarterEPSEPS EstEPS SurpriseEPS Q2QRevenueRevenue EstRevenue SurpriseRevenue Q2Q
Q4 2025 1.00 1.01 -1.04% -3.85% 961.558M 968.5M -0.72% 4.41%
Q3 2025 0.68 0.62 10.48% 17.24% 907.226M 931.04M -2.56% 4.82%
Q2 2025 1.16 1.09 6.79% 6.42% 955.825M 967.35M -1.19% 5.73%
Q1 2025 0.93 0.83 12.08% 27.40% 927.197M 945.99M -1.99% 4.04%
Q4 2024 1.04 0.94 11.20% 30.00% 920.963M 930.8M -1.06% 5.01%
Q3 2024 0.58 0.50 16.98% 48.72% 865.471M 883.51M -2.04% 4.25%
Q2 2024 1.09 1.02 6.87% 23.86% 904.042M 927.06M -2.48% 4.37%
Q1 2024 0.73 0.65 12.81% 19.67% 891.223M 908.69M -1.92% 2.90%
Q4 2023 0.80 0.75 7.32% 42.86% 877.009M 896M -2.12% -1.77%
Q3 2023 0.39 0.44 -11.01% 1,400.00% 830.21M 859.5M -3.41% 5.89%
Q2 2023 0.88 0.84 5.18% 69.23% 866.17M 897.45M -3.49% 4.03%
Q1 2023 0.61 0.60 1.52% 29.79% 866.114M 888.59M -2.53% 9.12%
Q4 2022 0.56 0.58 -4.24% 14.29% 892.8M 919.41M -2.89% 14.95%
Q3 2022 -0.03 0.29 -110.34% -104.62% 784M 815.37M -3.85% 3.91%
Q2 2022 0.52 0.79 -34.06% -35.00% 832.6M 853.41M -2.44% 8.27%
Q1 2022 0.47 0.52 -9.86% 135.00% 793.7M 799.12M -0.68% 26.51%
Q4 2021 0.49 0.59 -16.82% 253.13% 776.7M 788.91M -1.55% 40.05%
Q3 2021 0.65 0.72 -9.43% 296.97% 754.5M 777.89M -3.01% 45.74%
Q2 2021 0.80 0.78 2.57% 191.95% 769M 766.49M 0.33% 159.89%
Q1 2021 0.20 -0.06 428.99% 400.00% 627.4M 616.3M 1.80% 2.00%
Q4 2020 -0.32 -0.05 -568.21% - 554.6M 614.3M -9.72% -
Q3 2020 -0.33 -0.43 22.44% - 517.7M 499.77M 3.59% -
Q2 2020 -0.87 -1.14 23.79% - 295.9M 311.71M -5.07% -
Q1 2020 0.04 -0.27 114.64% - 615.1M 631.09M -2.53% -

Notes

  • EPS and Revenue values are non-GAAP when available, otherwise GAAP.
  • Surprise % is (Actual - Estimate) / |Estimate|. Green indicates positive surprise, red negative.
  • Q2Q % is quarter-over-quarter growth. Green indicates growth, red indicates decline.
  • Green right border indicates acceleration for sales or earnings growth. Acceleration is the case when the current Q2Q is above the previous Q2Q.

Earnings Q2Q Performance Trends

EPS Historical Q2Q growth and Acceleration

CAKE EPS Q2Q GrowthCAKE EPS Q2Q GrowthEPS Q2Q Growth Q1/21 Q4/21 Q3/22 Q2/23 Q1/24 Q4/24 Q3/25 Q2/26 Q1/27 Q4/27 Q3/28 0 500 1K

Revenue Historical Q2Q growth and Acceleration

CAKE Revenue Q2Q GrowthCAKE Revenue Q2Q GrowthRevenue Q2Q Growth Q1/21 Q4/21 Q3/22 Q2/23 Q1/24 Q4/24 Q3/25 Q2/26 Q1/27 Q4/27 Q3/28 0 50 100 150

Surprise distribution (Last 4 Quarters)

EPS beat statistics

EPS beat (4)
3
Average EPS beat (4)
7.08%
Max EPS beat (4)
12.08%
Min EPS beat (4)
-1.04%

Revenue beat statistics

Revenue beat (4)
0
Average Revenue beat (4)
-1.61%
Max Revenue beat (4)
-0.72%
Min Revenue beat (4)
-2.56%

Analysis

In the last 4 quarters, CAKE has beaten EPS estimates in 3 out of 4 releases
CAKE has not beaten revenue estimates in any of the last 4 earnings releases
In the last 4 quarters, CAKE has beaten the EPS estimates by 7.1% on average.
In the last 4 quarters, CAKE reported -1.6% below the revenue estimates on average.

CHEESECAKE FACTORY INC/THE / CAKE Earnings FAQ

What is the most recent earnings date for CAKE stock?

CHEESECAKE FACTORY INC/THE (CAKE) last reported earnings on 2/18/2026.

Did CAKE stock beat earnings estimates in the most recent quarter?

CHEESECAKE FACTORY INC/THE (CAKE) missed EPS estimates and missed revenue estimates in the most recent quarter.

How often does CHEESECAKE FACTORY INC/THE (CAKE) beat earnings estimates?

In the last 4 quarters, CHEESECAKE FACTORY INC/THE (CAKE) has beaten EPS estimates in 3 out of 4 releases.