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AXP Earnings

American Express Co
$
294.050
-1.330(-0.450%)
  • Overview
  • Forecast
  • Valuation
  • Earnings

Earning Analysis

Welcome to our in-depth analysis of American Express Co(AXP) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of American Express Co earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.

Earnings Forecast

Revenue
EPS
Currency: USD
Actual
Estimate

Surprise Analysis

Name
EPS
Revenue
Price Reaction
Fiscal QuarterEarning DateTimeEstimateActualSurprise%EstimateActualSurprise%1D5D
FY2025Q12025-04-17Pre-Market3.463.64+5.2016.93B16.97B+0.23-0.64+2.85
FY2024Q42025-01-24Pre-Market3.033.04+0.3317.18B17.18B+0.01-1.39-2.12
FY2024Q32024-10-18Pre-Market3.273.49+6.7316.66B16.64B-0.13-3.15-5.53
FY2024Q22024-07-19-3.223.49+8.3916.60B16.33B-1.62-2.74-3.62
FY2024Q12024-04-19-2.973.33+12.1215.79B15.80B+0.10+6.23+9.01
FY2023Q42024-01-26-2.652.62-1.1315.95B15.80B-0.94+7.10+8.06
FY2023Q32023-10-20-2.963.30+11.4915.36B15.38B+0.11-5.38-4.20
-2023-07-21-2.802.89+3.21----3.89-7.63
-2023-04-20-2.642.40-9.09----1.01-5.60
-2023-01-27-2.182.07-5.05---+10.54+11.07

AXP Earnings Analysis

Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, American Express Co reported performance for FY2025Q1, announced on 2025-04-17. The company achieved an EPS of 3.64, compared to analyst estimates of 3.46 by 5.20% . Revenue for the quarter reached 16.97B compared to expectations of 16.93B by 0.23% .
The stock price reacted with a -0.64% one-day change and a 2.85% five-day change following the earnings release. These movements reflect market reaction in American Express Co growth trajectory and strategic initiatives.

AXP Earnings Forecast

Looking ahead, American Express Co(AXP) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q2 project quarter revenue of 17.69B and an EPS of 3.85.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Downward by -0.84%, while EPS estimates have been Revise Downward by -0.74%. For the upcoming Q2 2025, revenue estimates have been adjusted Revise Downward by -0.37% . These revisions correlate with a -0.49% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in American Express Co long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.

Estimate Revision

The chart shows the correlation between AXP's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Downward
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-0.84%
In Past 3 Month
EPS Estimates for FY2025
Revise Downward
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-0.74%
In Past 3 Month
Revenue Estimates for Q2 2025
Revise Downward
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-0.37%
In Past 3 Month
Stock Price
Go Down
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-0.49%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
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Revenue Estimate-Annual FY 2025:71.26B
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EPS Estimate-Annual FY 2025:15.25
Stock Price294.05

AXP Revenue and EPS Performance: A Historical Perspective

American Express Co revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q1 (2025-04-17,Pre-Market):
EPS: 3.64 (Actual) vs.3.46 (Estimate) (5.20%)
Revenue: 16.97B (Actual) vs. 16.93B (Estimate) (0.23%)
Price Reaction: -0.64%(1-Day), 2.85%(5-Day)
FY2024Q4 (2025-01-24,Pre-Market):
EPS: 3.04 (Actual) vs.3.03 (Estimate) (0.33%)
Revenue: 17.18B (Actual) vs. 17.18B (Estimate) (0.01%)
Price Reaction: -1.39%(1-Day), -2.12%(5-Day)
FY2024Q3 (2024-10-18,Pre-Market):
EPS: 3.49 (Actual) vs.3.27 (Estimate) (6.73%)
Revenue: 16.64B (Actual) vs. 16.66B (Estimate) (-0.13%)
Price Reaction: -3.15%(1-Day), -5.53%(5-Day)
Earnings Reaction
The chart below shows how AXP performed 10 days before and after its earnings report, based on data from the past quarters. Typically, AXP sees a -2.83% change in stock price 10 days leading up to the earnings, and a +0.87% change 10 days following the report. On the earnings day itself, the stock moves by +0.57%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in MAR/2025, the stock changed -3.50% on the day following the earnings release and then changed by 10.16% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.

Transcript Summary

American Express Co (AXP) Q1 2025 Earnings Call Summary
Positive
2025-04-18
The earnings call summary indicates strong financial performance, with revenue and EPS exceeding expectations, and a positive guidance maintained despite macroeconomic challenges. The company is committed to strategic investments and shareholder returns, evidenced by increased dividends and share repurchases. While there are risks like competitive pressures and economic uncertainty, management's responses in the Q&A show confidence in their strategy. The positive factors outweigh the negatives, suggesting a likely positive stock price movement over the next two weeks.
American Express Co (AXP) Q1 2025 Earnings Call Summary
Positive
2025-04-17
The earnings call indicates strong financial performance with 8% revenue growth and positive EPS guidance. Shareholder returns are robust, with increased dividends and share repurchases. Despite macroeconomic uncertainties, management remains confident in their guidance and strategic investments. The Q&A reveals minimal concerns about spending trends and consumer confidence, and management is proactive about potential risks. Given these factors, a positive stock price movement is anticipated over the next two weeks.
American Express Co (AXP) Q1 2025 Earnings Call Summary
Positive
2025-04-17
The earnings call reveals strong financial metrics, with an 8% revenue increase and a 17% dividend hike, which are positive indicators. Despite macroeconomic uncertainties, the company maintains optimistic guidance and a commitment to strategic investments. The Q&A session reflects management's confidence and flexibility in handling potential risks. The positive shareholder return plan and continued growth in card fees and spending further support a positive outlook. However, macroeconomic risks and potential tariff impacts on small businesses are concerns, but they do not overshadow the overall positive sentiment.
Earnings call transcript: American Express Q3 2024 beats earnings expectations
Positive
2025-01-24
The earnings call highlights strong financial performance with record revenues and increased EPS, despite economic challenges. The company raised its EPS guidance and maintained revenue growth expectations. Shareholder returns through dividends and significant share repurchases add positivity. However, competitive pressures and economic uncertainties pose risks. The Q&A section showed confidence in sustaining growth, although management was evasive on some issues. Overall, the positive financials and shareholder returns outweigh the risks, suggesting a positive stock price movement.
American Express Company (AXP) Q3 2024 Earnings Call Summary
Positive
2024-10-18
The company reported record revenues for the 10th consecutive quarter and strong EPS growth, with raised guidance. Despite competitive pressures and potential economic risks, the firm maintains stable financial health and robust shareholder returns via significant share repurchases and dividends. The Q&A section indicates confidence in ongoing growth, albeit with some uncertainties in organic spending. Overall, the positive financial performance and strategic initiatives suggest a positive stock price movement in the short term.

FAQ

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What were the key highlights of AXP’s latest earnings report for FY2025Q1?

AXP reported its FY2025Q1 earnings on 2025-04-17, showcasing a revenue of 16.97B against an estimate of 16.93B, resulting in a 0.23% surprise. The EPS was 3.64, surpassing the expected 3.46 by 5.2% . The stock experienced a -0.64% price change on the earnings day and a 2.85% change over the next five days, reflecting market reactions to the results.
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How did AXP’s stock price react after the FY2025Q1 earnings release?

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What are the revenue and EPS estimates for AXP for 2025/Q2?

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How does AXP’s stock price correlate with earnings forecast revisions?

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What should investors expect from AXP’s next earnings report?

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What is the sentiment in American Express Co (AXP) Q1 2025 Earnings Call Summary?