---
title: "Cheesecake Factory | 10-Q: FY2025 Q3 Revenue Misses Estimate at USD 907.23 M"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/264092293.md"
datetime: "2025-11-03T22:03:33.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/264092293.md)
  - [en](https://longbridge.com/en/news/264092293.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/264092293.md)
---

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# Cheesecake Factory | 10-Q: FY2025 Q3 Revenue Misses Estimate at USD 907.23 M

Revenue: As of FY2025 Q3, the actual value is USD 907.23 M, missing the estimate of USD 912.62 M.

EPS: As of FY2025 Q3, the actual value is USD 0.66, beating the estimate of USD 0.6063.

EBIT: As of FY2025 Q3, the actual value is USD 37.73 M.

### Segment Revenue

-   **The Cheesecake Factory Restaurants**: Revenue for the third quarter of fiscal 2025 was $651.4 million, a 0.6% increase from $647.8 million in the third quarter of fiscal 2024.
-   **North Italia**: Revenue increased 16.1% to $83.5 million for the third quarter of fiscal 2025, compared to $71.9 million for the third quarter of fiscal 2024.
-   **Other FRC**: Revenue increased 16.5% to $78.0 million for the third quarter of fiscal 2025, compared to $67.0 million for the third quarter of fiscal 2024.

### Operational Metrics

-   **Net Income**: For the third quarter of fiscal 2025, net income was $31.9 million, compared to $29.9 million in the third quarter of fiscal 2024.
-   **Income from Operations**: Income from operations for the third quarter of fiscal 2025 was $37.3 million, compared to $33.7 million in the third quarter of fiscal 2024.
-   **Operating Margin**: Operating margin for the third quarter of fiscal 2025 was 4.1%, compared to 3.9% in the third quarter of fiscal 2024.

### Cash Flow

-   **Operating Cash Flow**: Cash provided by operating activities for the first nine months of fiscal 2025 was $226.4 million, compared to $174.3 million for the same period in fiscal 2024.

### Unique Metrics

-   **Comparable Sales**: The Cheesecake Factory comparable sales increased by 0.3% in the third quarter of fiscal 2025, driven by an increase in average check of 2.8%.

### Future Outlook and Strategy

-   **Core Business Focus**: The company plans to continue expanding The Cheesecake Factory, North Italia, and Flower Child concepts, with a focus on opening new restaurants in premier locations within both new and existing markets.
-   **Non-Core Business**: The company is leveraging its FRC subsidiary to innovate new food, dining, and hospitality experiences to create fresh, exciting concepts.

### Priority

-   **Strategic Plans**: The company aims to employ a balanced capital allocation strategy, including investing in new restaurants, managing debt levels, and returning capital to shareholders through dividends and share repurchases.

### Related Stocks

- [The Cheesecake Factory Incorporated (CAKE.US)](https://longbridge.com/en/quote/CAKE.US.md)

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