AXPAmerican Express Co.
Poll
Earnings Recap
American Express reported a strong Q3 '25 with revenues up 11% year-over-year to a record $18.4B and EPS up 19% to $4.14, and raised full year guidance to revenue growth of 9-10% and EPS between $15.20 and $15.50.
Bullish
Revenue was very strong this quarter, up 11% with momentum across revenue lines, and the company is on track for full year revenue growth of 9 to 10%.
Bearish
Card fee growth will moderate before seeing an inflection upward in 2026 due to the timing of when card members experience new benefits before the annual fee increase takes effect.