American Express Company · AXP · Next earnings

American Express Company reports Friday, Oct 23, 2026

AXP reports before market open with consensus EPS at $4.57 and revenue at $20.14B. Last quarter: AXP Q2 2026: Platinum Card Drives 10% Revenue Growth, Full-Year Guidance Raised

Reports Before market open33 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $4.57 Calendar consensus
Consensus revenue $20.14B Calendar consensus
Report date Oct 23, 2026 Friday, date estimated
Session Before market open 33 days away

Where AXP left off: FY2026 Q2

Full report

AXP Q2 2026: Platinum Card Drives 10% Revenue Growth, Full-Year Guidance Raised

EPS surprise +2.7% Reported $4.53 vs $4.41
Revenue surprise -0.3% Reported $19.64B vs $19.70B
Stock move -4.3% Event window
Subsequent drift +2.8% Up to 20 sessions

Full-year revenue growth guidance raised from 9-10% to 10%. EPS guidance maintained at $17.30-$17.90. Guidance sentiment: raised.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Potential integration and execution risks related to TheFork acquisition.
  • Near-term revenue and net interest income drag from the sale of small-business co-brand portfolios.
  • Geopolitical uncertainties affecting travel spend, though impact currently limited.
  • Competitive pressure in the premium card space and evolving consumer preferences.

Questions analysts left open

  • Sustainability of US consumer spend growth versus new account acquisition.
  • Impact of small-business co-brand portfolio sales on spend and net interest income.
  • Attrition rates and retention of newly acquired premium customers.
  • Timing and magnitude of future card-fee growth acceleration.
  • Realized benefits and timeline for AI initiatives.

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Recent AXP quarters

All AXP earnings
-4.3%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.