AXP Earnings

AXP reported its FY2025Q4 earnings on 2026-01-30, showcasing a revenue of 19.00B against an estimate of 19.00B, resulting in a 0.64% surprise. The EPS was 3.53, surpassing the expected 3.55 by -0.56% . The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following AXP's FY2025Q4 earnings announcement on 2026-01-30, the stock price moved by % on the day of the release. Over the subsequent five days, it saw a % change. Historically, AXP's stock price tends to shift by an average of -1.15% in the 10 days leading up to earnings and +1.60% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate AXP’s annual revenue to reach 19.00B, while the EPS is projected at 4.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 0.1% and EPS estimates No Change by 0% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between AXP's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were Revise Upward by 0.1%, while EPS estimates moved No Change by 0% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, AXP's stock price typically moves by -1.15% in the 10 days before its earnings and +1.60% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 4.00 and revenue of 19.00B.

The earnings call revealed several negative factors: challenging market conditions, unfavorable contract renewals, increased financial leverage, and a significant net loss. Although there was revenue growth, it was mitigated by negative events like a cybersecurity incident. The Q&A highlighted uncertainties with CEO change, ongoing margin pressures, and financial restructuring efforts. These factors, combined with high leverage and negative cash flows, suggest a negative sentiment, likely resulting in a stock price decline of -2% to -8%.