American Express posted a strong first quarter for 2026, featuring earnings per share of $4.28 and revenues of $18.907 billion, which exceeded analyst expectations. However, despite robust growth metrics, including 10% year-over-year billed business growth and a 9% increase in card member spending, the company's stock has struggled, down 15% year-to-date and recently trading at $312.82. Management continues to express confidence, reaffirming full-year revenue growth guidance of 9% to 10% and EPS targets between $17.30 and $17.90.
“Strong start to the year for American Express. The company delivered a much better-than-expected first quarter this morning.”
“Management reaffirmed its full-year outlook, forecasting 9% to 10% revenue growth.”
“AXP reported first quarter earnings results for 2026.”
“AXP | First quarter earnings results for 2026”
“American Express: The stock is down 9.5% in three months.”
“American Express (AXP) · fell · 1.5% · after the opening bell”
“American Express · reported · revenue beat · true”
“American Express · reported · a revenue beat · true”
“American Express · reported · Q1 2026 EPS · $4.28”
“American Express · reported · revenue · $18.907B”
“American Express · reported · billed business growth · 10% year over year”
“American Express · reported · card member spending growth · 9% FX-adjusted”
