| AXP |
Report |
Diluted EPS |
BEAT |
pred ~$4.52 vs. cons $4.41 |
MEDIUM |
| AXP |
Report |
Total revenue, net of interest expense |
IN-LINE |
pred ~$19.82B vs. cons $19.70B |
MEDIUM |
| AXP |
Report |
Billed business |
IN-LINE |
pred ~$450.5B vs. cons $448.0B |
LOW |
| AXP |
Guide |
FY26 revenue growth |
UNCHANGED |
guide ~9.0%-10.0% vs. cons 9.6% (FY26) |
HIGH |
| AXP |
Guide |
FY26 EPS |
UNCHANGED |
guide ~$17.30-$17.90 vs. cons $17.72 (FY26) |
HIGH |
| AXP |
Guide |
Variable customer-engagement costs as a percent of revenue |
UNCHANGED |
guide ~44.0% vs. cons 44.0% (FY26) |
MEDIUM |
| AXP |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.5% |
— |
LOW |
| AXP |
Return |
5-day cumulative residual |
-2.5% (FADE) |
A modest ~$4.52 vs. $4.41 EPS beat and benign reported credit should support an initial ~+0.5% residual move, but unchanged ~$17.60 FY26 EPS midpoint versus ~$17.72 consensus leaves implicit out-period math below expectations as elevated Platinum-benefit, marketing, and technology investment absorbs the beat; estimate revisions should turn modestly negative over five days. |
MEDIUM |