| AXP |
Report |
Billed Business ($B) |
BEAT |
pred ~$462B vs. cons $455.7B |
HIGH |
| AXP |
Report |
Net Card Fees ($B) |
BEAT |
pred ~$2.97B vs. cons $2.901B |
MEDIUM |
| AXP |
Report |
Diluted Operating EPS |
BEAT |
pred ~$4.45 vs. cons $4.408 |
MEDIUM |
| AXP |
Guide |
FY 2026 Revenue Growth (FY 2026) |
UNCHANGED |
guide ~9%-10% reaffirmed vs. cons $79.60B (+9.8%) |
HIGH |
| AXP |
Guide |
FY 2026 Operating EPS (FY 2026) |
UNCHANGED |
guide midpoint ~$17.70 vs. cons $17.59 |
MEDIUM |
| AXP |
Guide |
Billed Business Trajectory (qualitative, Q3 2026) |
BETTER |
guide 'consistent with or slightly above Q2' vs. cons |
MEDIUM |
| AXP |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
MEDIUM |
| AXP |
Return |
5-day cumulative residual |
-3.0% (FADE) |
FADE — sell-side trims H2 estimates on implied-out-period math; no catalyst to reverse |
MEDIUM |