AXP · News · 20260902N

Revenue Performance and Mix

AMERICAN EXPRESS CO · 2026-09-02 · Importance 62 · Surprise 22 · No source text

American Express reported second-quarter revenue of $19.64 billion, up 10% year over year. Second-quarter EPS was $4.53, exceeding analyst estimates. The company reaffirmed fiscal 2026 revenue-growth guidance of 9% to 10% and EPS guidance of $17.30 to $17.90. Card fee revenue reportedly increased at a double-digit rate for the 32nd consecutive quarter, while 70% of new accounts were annual-fee products and Millennials and Gen Z represented 65% of new U.S. consumer accounts.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiverealized+15.9%American Express reported Q2 EPS of $4.53 and revenue of $19.64 billion, a 10% year-over-year increase.