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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for American Express Company (AXP) is 8/10.
American Express started FY2026 with Q1 EPS of $4.28 up 18%, outpacing 10.3% revenue growth on margin expansion. Record card member spending growth was driven by the U.S. Platinum refresh, premium customer acquisition momentum, and net card fee/NII strength. Management reaffirmed FY2026 guidance at 9-10% revenue growth and $17.30-$17.90 EPS, investing the Q1 upside back into marketing and technology. The most significant commercial product expansion ever was announced alongside advancing agentic commerce and AI capabilities.
Scored from American Express Company’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $19.22B | +8.3% | $3.04 | +16.0% | 14.3% | 11.3% |
| FY2025 Q1 | $18.93B | +6.3% | $3.64 | +9.3% | 17.6% | 13.6% |
| FY2025 Q2 | $19.93B | +8.3% | $4.08 | -1.7% | 17.8% | 14.5% |
| FY2025 Q3 | $20.56B | +9.5% | $4.14 | +18.6% | 18.6% | 14.1% |
| FY2025 Q4 | $21.04B | +9.5% | $3.53 | +16.1% | 14.7% | 11.7% |
| FY2026 Q1 | $20.88B | +10.3% | $4.28 | +17.6% | 31.6% | 14.2% |
| FY2026 Q2 | $21.59B | +8.3% | $4.53 | +11.0% | 18.9% | 14.4% |