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Side-by-side financial comparison of CHEESECAKE FACTORY INC (CAKE) and JBT Marel Corp (JBTM). Click either name above to swap in a different company.

JBT Marel Corp is the larger business by last-quarter revenue ($1.0B vs $961.6M, roughly 1.0× CHEESECAKE FACTORY INC). JBT Marel Corp runs the higher net margin — 5.3% vs 3.0%, a 2.3% gap on every dollar of revenue. On growth, JBT Marel Corp posted the faster year-over-year revenue change (115.6% vs -73.2%). Over the past eight quarters, JBT Marel Corp's revenue compounded faster (60.3% CAGR vs 7.6%).

The Cheesecake Factory Incorporated is an American restaurant company and distributor of cheesecakes based in the United States. It operates 370 full-service restaurants: 218 under the Cheesecake Factory brand, 47 under the North Italia brand, and 105 under other brands. The Cheesecake Factory also operates two bakery production facilities—in Calabasas, California, and Rocky Mount, North Carolina.

JBT Marel Corporation, formerly known as JBT Corporation, or John Bean Technologies Corporation, is a food processing machinery and automated vehicle company. The company was incorporated in 2008 when FMC Technologies divested its non-energy businesses. The company is based in Chicago, Illinois and traces its history back to a company founded in 1884 by John Bean, an orchardist in Los Gatos, California.

CAKE vs JBTM — Head-to-Head

Bigger by revenue
JBTM
JBTM
1.0× larger
JBTM
$1.0B
$961.6M
CAKE
Growing faster (revenue YoY)
JBTM
JBTM
+188.7% gap
JBTM
115.6%
-73.2%
CAKE
Higher net margin
JBTM
JBTM
2.3% more per $
JBTM
5.3%
3.0%
CAKE
Faster 2-yr revenue CAGR
JBTM
JBTM
Annualised
JBTM
60.3%
7.6%
CAKE

Income Statement — Q1 FY2026 vs Q4 FY2025

Metric
CAKE
CAKE
JBTM
JBTM
Revenue
$961.6M
$1.0B
Net Profit
$28.8M
$53.1M
Gross Margin
34.5%
Operating Margin
3.5%
7.2%
Net Margin
3.0%
5.3%
Revenue YoY
-73.2%
115.6%
Net Profit YoY
-30.1%
858.6%
EPS (diluted)
$0.60
$1.04

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
CAKE
CAKE
JBTM
JBTM
Q1 26
$961.6M
Q4 25
$1.0B
Q3 25
$907.2M
$1.0B
Q2 25
$927.2M
$934.8M
Q1 25
$854.1M
Q4 24
$865.5M
$467.6M
Q3 24
$904.0M
$453.8M
Q2 24
$891.2M
$402.3M
Net Profit
CAKE
CAKE
JBTM
JBTM
Q1 26
$28.8M
Q4 25
$53.1M
Q3 25
$31.9M
$66.0M
Q2 25
$32.9M
$3.4M
Q1 25
$-173.0M
Q4 24
$30.0M
$-7.0M
Q3 24
$52.4M
$38.9M
Q2 24
$33.2M
$30.7M
Gross Margin
CAKE
CAKE
JBTM
JBTM
Q1 26
Q4 25
34.5%
Q3 25
35.9%
Q2 25
35.8%
Q1 25
34.2%
Q4 24
38.4%
Q3 24
36.1%
Q2 24
35.6%
Operating Margin
CAKE
CAKE
JBTM
JBTM
Q1 26
3.5%
Q4 25
7.2%
Q3 25
4.1%
10.2%
Q2 25
5.6%
5.2%
Q1 25
-3.9%
Q4 24
3.9%
3.4%
Q3 24
6.5%
10.3%
Q2 24
4.4%
6.7%
Net Margin
CAKE
CAKE
JBTM
JBTM
Q1 26
3.0%
Q4 25
5.3%
Q3 25
3.5%
6.6%
Q2 25
3.6%
0.4%
Q1 25
-20.3%
Q4 24
3.5%
-1.5%
Q3 24
5.8%
8.6%
Q2 24
3.7%
7.6%
EPS (diluted)
CAKE
CAKE
JBTM
JBTM
Q1 26
$0.60
Q4 25
$1.04
Q3 25
$0.66
$1.26
Q2 25
$0.67
$0.07
Q1 25
$-3.35
Q4 24
$0.61
$-0.22
Q3 24
$1.08
$1.21
Q2 24
$0.68
$0.95

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
CAKE
CAKE
JBTM
JBTM
Cash + ST InvestmentsLiquidity on hand
$215.7M
$167.9M
Total DebtLower is stronger
$1.5B
Stockholders' EquityBook value
$4.5B
Total Assets
$8.2B
Debt / EquityLower = less leverage
0.33×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
CAKE
CAKE
JBTM
JBTM
Q1 26
$215.7M
Q4 25
$167.9M
Q3 25
$190.0M
Q2 25
$135.4M
Q1 25
Q4 24
$52.2M
$1.2B
Q3 24
$40.7M
Q2 24
$60.2M
Total Debt
CAKE
CAKE
JBTM
JBTM
Q1 26
Q4 25
$1.5B
Q3 25
$1.5B
Q2 25
$1.5B
Q1 25
$2.0B
Q4 24
$1.3B
Q3 24
$648.3M
Q2 24
$647.7M
Stockholders' Equity
CAKE
CAKE
JBTM
JBTM
Q1 26
Q4 25
$4.5B
Q3 25
$425.3M
$4.4B
Q2 25
$339.4M
$4.4B
Q1 25
$4.1B
Q4 24
$396.4M
$1.5B
Q3 24
$374.0M
$1.6B
Q2 24
$332.4M
$1.5B
Total Assets
CAKE
CAKE
JBTM
JBTM
Q1 26
Q4 25
$8.2B
Q3 25
$3.2B
$8.2B
Q2 25
$3.1B
$8.3B
Q1 25
$8.0B
Q4 24
$2.9B
$3.4B
Q3 24
$2.9B
$2.8B
Q2 24
$2.8B
$2.7B
Debt / Equity
CAKE
CAKE
JBTM
JBTM
Q1 26
Q4 25
0.33×
Q3 25
0.34×
Q2 25
0.35×
Q1 25
0.48×
Q4 24
0.81×
Q3 24
0.41×
Q2 24
0.43×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
CAKE
CAKE
JBTM
JBTM
Operating Cash FlowLast quarter
$117.4M
Free Cash FlowOCF − Capex
$83.5M
FCF MarginFCF / Revenue
8.3%
Capex IntensityCapex / Revenue
3.4%
Cash ConversionOCF / Net Profit
2.21×
TTM Free Cash FlowTrailing 4 quarters
$238.1M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
CAKE
CAKE
JBTM
JBTM
Q1 26
Q4 25
$117.4M
Q3 25
$147.5M
$87.7M
Q2 25
$78.9M
$102.2M
Q1 25
$34.4M
Q4 24
$79.9M
$128.7M
Q3 24
$27.7M
$71.9M
Q2 24
$66.7M
$21.6M
Free Cash Flow
CAKE
CAKE
JBTM
JBTM
Q1 26
Q4 25
$83.5M
Q3 25
$69.2M
$56.5M
Q2 25
$36.1M
$83.7M
Q1 25
$14.4M
Q4 24
$25.7M
$118.7M
Q3 24
$-1.5M
$65.0M
Q2 24
$29.6M
$11.1M
FCF Margin
CAKE
CAKE
JBTM
JBTM
Q1 26
Q4 25
8.3%
Q3 25
7.6%
5.6%
Q2 25
3.9%
9.0%
Q1 25
1.7%
Q4 24
3.0%
25.4%
Q3 24
-0.2%
14.3%
Q2 24
3.3%
2.8%
Capex Intensity
CAKE
CAKE
JBTM
JBTM
Q1 26
Q4 25
3.4%
Q3 25
8.6%
3.1%
Q2 25
4.6%
2.0%
Q1 25
2.3%
Q4 24
6.3%
2.1%
Q3 24
3.2%
1.5%
Q2 24
4.2%
2.6%
Cash Conversion
CAKE
CAKE
JBTM
JBTM
Q1 26
Q4 25
2.21×
Q3 25
4.62×
1.33×
Q2 25
2.40×
30.06×
Q1 25
Q4 24
2.66×
Q3 24
0.53×
1.85×
Q2 24
2.01×
0.70×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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