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Side-by-side financial comparison of CHEESECAKE FACTORY INC (CAKE) and Taylor Morrison Home Corp (TMHC). Click either name above to swap in a different company.
Taylor Morrison Home Corp is the larger business by last-quarter revenue ($1.4B vs $978.8M, roughly 1.4× CHEESECAKE FACTORY INC). Taylor Morrison Home Corp runs the higher net margin — 7.1% vs 5.1%, a 2.0% gap on every dollar of revenue. On growth, CHEESECAKE FACTORY INC posted the faster year-over-year revenue change (5.6% vs -26.8%). Over the past eight quarters, CHEESECAKE FACTORY INC's revenue compounded faster (8.6% CAGR vs -16.5%).
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.
Taylor Morrison is one of the largest home building companies in the United States. Its corporate headquarters are in Scottsdale, Arizona. The company formed when Taylor Woodrow and Morrison Homes joined forces in July 2007. Taylor Morrison operates in Arizona, California, Colorado, Georgia, Florida, North Carolina, South Carolina, Nevada, Indiana, and Texas, building mid-to-upscale housing, as well as first-time and mid-market homes.
CAKE vs TMHC — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $978.8M | $1.4B |
| Net Profit | $49.5M | $98.6M |
| Gross Margin | — | 21.0% |
| Operating Margin | 5.6% | — |
| Net Margin | 5.1% | 7.1% |
| Revenue YoY | 5.6% | -26.8% |
| Net Profit YoY | 50.4% | -53.8% |
| EPS (diluted) | $1.02 | $1.12 |
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.
| Q1 26 | $978.8M | $1.4B | ||
| Q4 25 | — | $2.1B | ||
| Q3 25 | $907.2M | $2.1B | ||
| Q2 25 | $927.2M | $2.0B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | $865.5M | $2.4B | ||
| Q3 24 | $904.0M | $2.1B | ||
| Q2 24 | $891.2M | $2.0B |
| Q1 26 | $49.5M | $98.6M | ||
| Q4 25 | — | $174.0M | ||
| Q3 25 | $31.9M | $201.4M | ||
| Q2 25 | $32.9M | $193.6M | ||
| Q1 25 | — | $213.5M | ||
| Q4 24 | $30.0M | $242.5M | ||
| Q3 24 | $52.4M | $251.1M | ||
| Q2 24 | $33.2M | $199.5M |
| Q1 26 | — | 21.0% | ||
| Q4 25 | — | 22.0% | ||
| Q3 25 | — | 22.7% | ||
| Q2 25 | — | 23.0% | ||
| Q1 25 | — | 24.4% | ||
| Q4 24 | — | 23.9% | ||
| Q3 24 | — | 25.0% | ||
| Q2 24 | — | 23.7% |
| Q1 26 | 5.6% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 4.1% | — | ||
| Q2 25 | 5.6% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.9% | — | ||
| Q3 24 | 6.5% | — | ||
| Q2 24 | 4.4% | — |
| Q1 26 | 5.1% | 7.1% | ||
| Q4 25 | — | 8.3% | ||
| Q3 25 | 3.5% | 9.6% | ||
| Q2 25 | 3.6% | 9.5% | ||
| Q1 25 | — | 11.3% | ||
| Q4 24 | 3.5% | 10.3% | ||
| Q3 24 | 5.8% | 11.8% | ||
| Q2 24 | 3.7% | 10.0% |
| Q1 26 | $1.02 | $1.12 | ||
| Q4 25 | — | $1.77 | ||
| Q3 25 | $0.66 | $2.01 | ||
| Q2 25 | $0.67 | $1.92 | ||
| Q1 25 | — | $2.07 | ||
| Q4 24 | $0.61 | $2.29 | ||
| Q3 24 | $1.08 | $2.37 | ||
| Q2 24 | $0.68 | $1.86 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $235.1M | $652.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | — | $6.2B |
| Total Assets | — | $9.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $235.1M | $652.9M | ||
| Q4 25 | — | $850.0M | ||
| Q3 25 | $190.0M | $370.6M | ||
| Q2 25 | $135.4M | $130.2M | ||
| Q1 25 | — | $377.8M | ||
| Q4 24 | $52.2M | $487.2M | ||
| Q3 24 | $40.7M | $256.4M | ||
| Q2 24 | $60.2M | $246.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.1B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $2.2B |
| Q1 26 | — | $6.2B | ||
| Q4 25 | — | $6.3B | ||
| Q3 25 | $425.3M | $6.2B | ||
| Q2 25 | $339.4M | $6.1B | ||
| Q1 25 | — | $6.0B | ||
| Q4 24 | $396.4M | $5.9B | ||
| Q3 24 | $374.0M | $5.7B | ||
| Q2 24 | $332.4M | $5.5B |
| Q1 26 | — | $9.8B | ||
| Q4 25 | — | $9.8B | ||
| Q3 25 | $3.2B | $9.6B | ||
| Q2 25 | $3.1B | $9.5B | ||
| Q1 25 | — | $9.4B | ||
| Q4 24 | $2.9B | $9.3B | ||
| Q3 24 | $2.9B | $9.3B | ||
| Q2 24 | $2.8B | $9.1B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.36× | ||
| Q3 25 | — | 0.35× | ||
| Q2 25 | — | 0.35× | ||
| Q1 25 | — | 0.35× | ||
| Q4 24 | — | 0.36× | ||
| Q3 24 | — | 0.37× | ||
| Q2 24 | — | 0.39× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CAKE
Segment breakdown not available.
TMHC
| Home closings revenue, net | $1.3B | 95% |
| Financial services revenue, net | $49.3M | 4% |
| Land closings revenue | $14.5M | 1% |
| Amenity and other revenue | $11.9M | 1% |
