FN2 Earnings Intelligence
AXP revenue earnings history
American Express Company (AXP) quarterly reported and estimated revenue history by fiscal quarter.
Earnings History
American Express Company
American Express posted Q2 2026 revenue of $19.64B (up 10% YoY), narrowly missing the $19.70B consensus, while EPS of $4.53 beat the $4.41 estimate by 2.7%. Management raised full-year revenue guidance from 9-10% to 10% and maintained the $17.30-$17.90 EPS range. The Platinum Card refresh remains the central growth engine, driving premium customer acquisition and higher fee revenue. New strategic moves include the proposed TheFork acquisition to expand the dining ecosystem, a $300 ChatGPT business statement credit, and AI deployments delivering 30-40% coding cycle-time reductions. Despite the EPS beat, shares fell 4.3% on the session before recovering 2.8% subsequently. With the stock at $335.39 and the analyst consensus target at $380.08, the market is weighing near-term headwinds from small-business co-brand portfolio sales against the raised revenue outlook.
American Express Company
American Express is executing on a durable premium-demand story: Q1 revenue rose 11% YoY with EPS of $4.28 beating consensus, and management maintained full-year 2026 guidance of 9-10% revenue growth and $17.30-$17.90 EPS. The bull case rests on premium card adoption, over 70% of new accounts coming from younger fee-paying cohorts, and 20 consecutive quarters of double-digit international billings growth. Offsets include heavier marketing/technology investment, a billings roll-off expected later in the year, and geopolitical and AI-related risks - factors that drove a roughly 4% share decline on the session despite the beat.
American Express Company
The supplied analysis supports a constructive near-term operating thesis: premium-card refreshes, travel spending, younger customer acquisition and international growth are supporting revenue and EPS momentum. The key counterweights are retention costs, variable-cost pressure and the need to sustain premium acquisition.
American Express Company
The current and prior analyses support a constructive but conditional view: premium-card growth, fee momentum, product refreshes, and international expansion support the growth case, while competition, travel sensitivity, expense execution, and SMB losses remain material tests.
American Express Company
The supplied analysis supports a constructive but qualified view: premium card acquisition, card-fee growth, product expansion and resilient credit performance supported Q1 results, while unchanged guidance and identified macro, tariff and credit risks temper the outlook.
American Express Company
The supplied analysis supports a constructive but conditional view: premium acquisition, product refreshes, international expansion and SME recovery can support growth, while the 2025 outlook depends on sustained billings momentum and manageable FX and competitive pressures.
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