| AXP |
Report |
Operating EPS |
BEAT |
pred $4.47 vs. cons $4.41 |
MEDIUM |
| AXP |
Report |
Billed business |
IN-LINE |
pred $459.0B vs. cons $455.7B |
MEDIUM |
| AXP |
Report |
Net card fees |
BEAT |
pred $2.94B vs. cons $2.90B |
MEDIUM |
| AXP |
Guide |
FY2026 operating EPS |
UNCHANGED |
guide $17.30-$17.90, midpoint $17.60 vs. cons $17.59 |
MEDIUM |
| AXP |
Guide |
FY2026 revenue growth |
UNKNOWN |
guide 9%-10%; directly comparable consensus UNVERIFIED |
LOW |
| AXP |
Guide |
FY2026 card-fee exit rate / credit |
UNKNOWN |
reaffirm high-teens fee exit-rate and generally stable credit; no reliable consensus |
LOW |
| AXP |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.0% |
— |
LOW |
| AXP |
Return |
5-day cumulative residual |
-3.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — maintained FY guidance leaves forward estimates vulnerable |
LOW |