AXP · 8-K · 20261023PR000405

Net Income and EPS Performance

AMERICAN EXPRESS CO · 2026-10-23 · Importance 51 · Surprise 38 · From source text

Q3 2026 net income was $3.712 billion, up 28% from $2.902 billion a year earlier, and diluted EPS rose 31% to $5.42 from $4.14. Adjusted net income was $3.214 billion, up 11%, and adjusted diluted EPS was $4.68, up 13%, excluding the GBTG sale gain and restructuring charge. For the first nine months of 2026, net income increased 17% to $9.794 billion and diluted EPS increased 20% to $14.22.

Key facts

• American Express reported nine-month 2026 net income of $9.794 billion, up 17% year over year. source
• American Express reported Q3 2026 adjusted net income of $3.214 billion, up 11% year over year. source
• American Express reported Q3 2026 adjusted net income of $3.2 billion, or $4.68 per share, excluding the $982 million pre-tax gain ($751 million after-tax) from the sale of its GBTG equity interest, net of the portion used to fund restructuring related to efficiency initiatives. source
• American Express reported Q3 2026 net income of $3.7 billion, compared with $2.9 billion a year earlier. source
• American Express reported Q3 2026 diluted EPS of $5.42, up 31% from $4.14 a year earlier. source
• American Express reported nine-month 2026 diluted EPS of $14.22, up 20% year over year. source
• American Express reported Q3 2026 adjusted diluted EPS of $4.68, up 13% year over year. source

Impact estimates