American Express Q1 EPS $4.28 (+18% YoY), revenue $18.9B (+11%), reaffirms FY guidance

AMERICAN EXPRESS CO

2026-Q1 EPS reported $4.28 revenue$10,517,000,000

EPS of $4.28, up 18% YoY from $3.64; net income $2.97B, up 15%.
Total revenue net of interest expense $18.9B, up 11% (10% FX-adj).
Billed business $428B, up 10% (9% FX-adj); highest quarterly spend growth in 3 years.
Reaffirmed FY2026 guidance: revenue growth 9-10%, EPS $17.30-$17.90.
Company increased investments in marketing and technology to capitalize on long-term growth.

item 2.02 item 7.01 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.9

AMERICAN EXPRESS CO reported first-quarter 2026 results: revenue $18,907, net income $2,971, EPS $4.28.

Period: first-quarter 2026
Revenue: $18,907
Net income: $2,971
EPS: $4.28
Result: reported results

Exact text from the filing

Total Revenues Net of Interest Expense FX-adjusted 1 $18,907 $16,967 $17,210 11% 10% Net Income $2,971 $2,584 15% Diluted Earnings Per Common Share (EPS) 2 $4.28 $3.64 18%

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Earnings Releases SEC 8-K Item 2.02 confidence 0.9

AMERICAN EXPRESS CO reported full-year 2026 results: revenue 9 to 10 percent revenue growth, EPS $17.30 to $17.90. Guidance reaffirmed.

Period: full-year 2026
Revenue: 9 to 10 percent revenue growth
EPS: $17.30 to $17.90
Guidance: reaffirmed
Result: guidance update

Exact text from the filing

we’re reaffirming our full-year 2026 guidance for 9 to 10 percent revenue growth and EPS of $17.30 to $17.90, and decided to increase our investments in marketing and technology to capitalize on long-term growth opportunities.

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Source: SEC EDGAR

accession 0000004962-26-000188

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