American Express Q2 2026: revenue up 10%, EPS $4.53
American Express beat on both growth and profit: revenue rose 10 percent, EPS of $4.53 cleared the $4.45 consensus, and management raised full-year revenue growth guidance to 10 percent. Read the quarter off the press release's $19.64 billion revenue line, not the $11.21 billion the data feed tags as revenue — that smaller figure matches the segment table, and the gap is the first thing to resolve.
1 · Expected vs. Actual
Free preview belowDiluted EPS was $4.53, up 11 percent from $4.08 a year ago and about 1.8 percent above the $4.45 consensus estimate. Net income rose 8 percent to $3.11 billion, so the per-share gain came partly from a 3 percent smaller share count of 679 million shares. Both profit and the per-share figure improved year-over-year.
The press release reports second-quarter total revenues net of interest expense of $19.64 billion, up 10 percent from $17.86 billion a year earlier, on higher Card Member spending and net interest income. The feed contradicts itself here: its revenue field reads $11.21 billion, and the four segment figures add to $11.22 billion. Treat $19.64 billion as the headline number and $11.21 billion as a narrower measure embedded in the feed until the tables settle it.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-09-17
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