8-K ·Filed Apr 23, 2026
8-K Item 2.02: Earnings release
Actionable Insight ▲ Bullish
Monitor next quarter for continued execution of growth initiatives in marketing and technology, which could impact future guidance.
Final — all horizons settled through T+60d
AXP ▲ +11.61% at T+60d
LONG call ✓ call won +11.61% · α vs SPY +6.70% · entry $318.38 → $355.35
T+1d
-1.38%
call -1.38% · α -2.16%
$314.00
settled 5mo ago
T+5d
-0.86%
call -0.86% · α -2.33%
$315.65
settled 5mo ago
T+20d
-2.69%
call -2.69% · α -7.32%
$309.82
settled 4mo ago
T+60d
+11.61%
call +11.61% · α +6.70%
$355.35
settled 2mo ago
Price Chart
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Executive Summary
American Express reported strong Q1 2026 earnings with revenue up 11% and EPS of $4.28, a 18% increase year-over-year. The company reaffirmed its full-year 2026 guidance and highlighted growth in card member spending and international services.
Key Financial Metrics
EPS
$4.28
est $3.99 · +7.3%
Revenue
$18.9B
est $18.6B · +1.6% · +11.0% YoY
Rating
beat
Key Facts
- Q1 2026 EPS was $4.28, up 18% YoY
- Revenue increased 11% YoY to $18.907 billion
- Card member spending grew 10% YoY to $428.0 billion
- Company reaffirmed full-year 2026 EPS guidance of $17.30-$17.90
Financial Impact
Revenue increased 11% YoY to $18.907 billion, EPS increased 18% YoY to $4.28
revenueepscard_member_spending
Risk Factors
- Increased marketing and technology investments could pressure margins
- Macroeconomic conditions could impact future spending growth
Market Snapshot
Exchange
NYSE
Sector
Finance Services
Analyst Consensus
46% bullish (35 analysts)
Investment Themes
Traditional Finance
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000004962-26-000188 |
| Document: axp-20260423.htm | 0000004962-26-000188 |
| Document: q126exhibit991.htm | 0000004962-26-000188 |
| Document: 0000004962-26-000188-index-headers.html | 0000004962-26-000188 |
| Document: 0000004962-26-000188-index.html | 0000004962-26-000188 |
| Document: 0000004962-26-000188.txt | 0000004962-26-000188 |
| 8-K Data (Synthetic) | 0000004962-26-000188 |
31 reports for AXP
100% Hit rate best @ T+20▲ +8.45%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 15, 2026 17d ago | 8-K | $324.43 $305.07 | ▼ −5.97% | ▼ −8.09% | $300.84 (−7.27%) |
Sep 14, 2026 18d ago | Court Ruling | $327.78 $313.59 | ▼ −4.33% | ▼ −4.44% | $300.84 (−8.22%) |
Sep 8, 2026 24d ago | Court Ruling | $326.10 $324.43 | ▼ −0.51% | ▲ +0.61% | $300.84 (−7.75%) |
Aug 19, 2026 6w ago | Court Ruling | $339.90 $336.15 | ▲ +1.10% | ▲ +0.72% | $300.84 (+11.49%) |
Aug 17, 2026 6w ago | 8-K | $336.21 $337.33 | ▲ +0.33% | ▲ +1.52% | $300.84 (−10.52%) |
Aug 13, 2026 7w ago | Institutional Cluster | $343.65 $331.15 | ▼ −3.64% | ▼ −1.67% | $300.84 (−12.46%) |
Aug 5, 2026 8w ago | 8-K | $348.99 $344.08 | ▼ −1.41% | ▼ −1.76% | $300.84 (−13.80%) |
Jul 24, 2026 10w ago | 8-K | $326.17 $337.52 | ▲ +3.48% | ▲ +3.11% | $300.84 (−7.77%) |
Jul 15, 2026 11w ago | 8-K | $358.44 $348.74 | ▼ −2.71% | ▼ −1.73% | $300.84 (−16.07%) |
Jul 15, 2026 11w ago | Court Ruling | $358.44 $348.74 | ▼ −2.71% | ▼ −1.73% | $300.84 (−16.07%) |
Showing 10 of 31
US Market Status
Market Open — Closes in 4h 34m
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