Revenue segments as reported by the company.

Non-interest revenues

Interest income

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Interest expense

Provisions for credit losses

Marketing and business development

Card Member rewards

Card Member services

Salaries and employee benefits

Other expenses

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

American Express

American Express Co. engages in the provision of charge and credit card products and travel-related services. It operates through the following segments: U.S Consumer Services (USCS), Commercial Services (CS), International Card Services (ICS), Global Merchant and Network Services (GMNS), and Corporate and Other. The USCS segment issues a wide range of proprietary consumer cards to U.S consumers. The CS segment offers proprietary corporate and small business cards and provides services to U.S. businesses, including payment and expense management, banking and non-card financing products. The ICS segment focuses on a range of proprietary consumer, small business and corporate cards outside the United States. It also provides services to international customers, including travel and lifestyle services, and manages certain international joint ventures and loyalty coalition businesses. The GMNS segment operates a global payments network that processes and settles card transactions, acquires merchants, and provides multi-channel marketing programs and capabilities, services, and data analytics. The Corporate and Other segment covers corporate functions and certain other businesses and operations. The company was founded by Henry Wells, William G. Fargo, and John Warren Butterfield on March 28, 1850 and is headquartered in New York, NY.

Earnings data Q1 2021

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Earnings data Q1 2022

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Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

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Earnings data Q1 2024

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Earnings data Q4 2024

American Express exceeds revenue targets, eyes growth through innovation

American Express (AXP) delivered strong financial performance in Q4 2022, exceeding revenue and EPS guidance. The company focuses on innovation, marketing, and risk management to drive growth in 2023. AXP's revenue growth was driven by discount revenue, net card fee revenues, and net interest income.
Despite challenges such as increased operating expenses and strong competition, AXP's strategic focus on premium customers and efficiencies positions them well for future growth. The company's emphasis on customer retention, efficient marketing spend, and international growth presents opportunities for expansion amidst competitive pressures and potential macroeconomic fluctuations.

American Express reports record Q1 revenues and reaffirms strong outlook

American Express delivered a robust performance in Q1 2023, driven by strong revenue growth, resilient credit metrics, and strategic acquisitions, positioning the company for continued success.
While facing challenges such as evolving spending trends and competitive risks, the company's focus on customer value propositions and operational efficiency provides avenues for sustained growth and profitability.
Opportunities in expanding T&E spending, enhancing competitive positioning, and leveraging capital strength underscore American Express's potential for future growth and value creation.

American Express (AXP) reports record Q2 revenues and eyes global expansion

American Express (AXP) delivered strong financial performance in Q2 2023, driven by record revenues and strategic initiatives.
While facing challenges such as credit normalization and competitive pressures, AXP's focus on partnerships and customer segments positions it for growth.
Opportunities in expanding network partnerships, marketing investments, and revenue diversification pave the way for future success.

American Express (AXP) reports record Q3 revenues and strong growth outlook

American Express (AXP) reported strong Q3 results, showcasing consistent growth and performance across key metrics, including record revenues and earnings per share.
The company's focus on innovation, enhancing value propositions, and attracting premium Card Members positions it well for sustainable growth and value creation in the market.
While facing challenges in regulatory discussions and evolving consumer behaviors, American Express (AXP) remains optimistic about achieving full-year revenue and EPS growth in line with guidance.

American Express reports record revenues and strategic growth plans

American Express (AXP) delivered strong financial performance in 2023, with record revenues and net income. The company's focus on growth post-COVID and strategic partnerships position it well for the future.
While facing challenges in small business spending and potential regulatory changes, American Express remains resilient with a commitment to innovation and enhancing customer value propositions.
Opportunities lie in dividend increases, new business segments, and strategic card acquisition strategies, offering avenues for continued growth and shareholder value creation.

American Express (AXP) reports robust Q1 earnings and outlines growth strategies

American Express (AXP) showcased strong financial performance in Q1, driven by revenue and EPS growth, robust spending trends, and disciplined credit management. While facing challenges in SME spending and Goods & Services growth, the company remains focused on growth opportunities in international markets and premium consumer segments. AXP's strategic focus on showcasing growth strategies and financial performance at the Investor Day underscores its commitment to sustained growth and innovation.

American Express (AXP) reports record Q2 earnings and optimistic outlook

American Express (AXP) delivered exceptional Q2 results, raising EPS guidance and emphasizing growth drivers. Despite elevated marketing spend, they remain confident in their ability to meet expectations and drive long-term growth.

American Express (AXP) reports robust Q3 earnings and eyes dining market for growth

American Express (AXP) delivered strong financial results in Q3, raising full-year guidance and showcasing consistent revenue growth. The company's strategic product refreshes and focus on dining experiences position it well for future growth. While facing some cost challenges, Amex remains resilient with a strong credit performance.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

American Express Co. is an integrated payments company, which engages in the provision of credit and charge cards to consumers, small businesses, mid-sized companies, and large corporations. It operates through the following segments: the United States Consumer Services (USCS), Commercial Services (CS), International Card Services (ICS), Global Merchant and Network Services (GMNS), and Corporate and Other. The USCS segment includes proprietary consumer cards and provides services to consumers including travel and lifestyle services as well as banking and non-card financing products. The CS segment offers proprietary corporate and small business cards and provides services to businesses including payment and expense management, banking, and non-card financing products. The ICS segment focuses on providing services to international customers including travel and lifestyle services and managing certain international joint ventures and loyalty coalition businesses. The GMNS segment is involved in operating a global payments network that processes and settles card transactions, acquires merchants, and provides multi-channel marketing programs and capabilities, services and data analytics. The Corporate and Other segment covers corporate functions and certain other businesses and operations. The company was founded by Henry Wells, William G. Fargo, and John Warren Butterfield on March 28, 1850 and is headquartered in New York, NY.

Travel + Leisure Co.

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Is American Express (AXP) a great pick from the value investor's perspective right now? Read on to know more.

Should Value Investors Select American Express (AXP) Stock?

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Snowflake

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NEW YORK--(BUSINESS WIRE)--American Express Company (NYSE: AXP) plans to host a live audio webcast of its earnings conference call at 8:30 a.m. (ET) on Friday, October 20, 2023, to discuss third-quarter 2023 financial results. The webcast will be accessible to the general public through the American Express Investor Relations website at https://ir.americanexpress.com/. The financial results and presentation materials are scheduled to be released and posted on the website at approximately 7 a.m.

American Express Plans Live Audio Webcast of Third Quarter 2023 Earnings Conference Call

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American Express says its credit card delinquency rates remain below pre-pandemic levels. As the company said in a Securities and Exchange Commission (SEC) filing Friday (Sept. 15) the company's consumer card delinquency rate crept up to 1.2% in August, from 1.1% in July but still below 1.4% recorded in August 2019.

Amex Card Delinquencies Creep Up but Remain Below Pre-COVID Levels

Since becoming CEO in 1965, Warren Buffett has overseen a greater-than 4,450,000% return in Berkshire Hathaway's Class A shares (BRK.A). Portfolio concentration has played a pivotal role in Warren Buffett's success as an investor.

61% of Warren Buffett's $353 Billion Portfolio Is Invested in Just 3 Stocks

American Express gets a Buy Rating, in line with the consensus from SA analysts. Positive points: dividend growth/stability, earnings YoY growth, company financial health, and share price appears attractive. Headwinds: valuation high vs. sector averages.

American Express: Buy Rating Powered By Top And Bottom Line Growth

Delta Air Lines

Delta Air Lines passengers who have long enjoyed access to free meals, alcohol and a quiet place to relax before their flight are in for some major cutbacks in coming years.

Delta Air Lines will restrict access to its Sky Club airport lounges

Delta has grappled with overcrowding at some of its airport lounges.

Delta will make it harder to get into airport lounges, changes rules to earn elite status

American Express Company (NYSE:AXP ) Barclays 21st Global Financial Services Conference September 13, 2023 11:15 AM ET Company Participants Douglas Buckminster - Vice Chairman of American Express Conference Call Participants Terry Ma - Barclays Terry Ma All right. I think we're going to get started.

American Express Company (AXP) Barclays 21st Global Financial Services Conference (Transcript)

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2 Top Dividend Stocks to Buy in September

NEW YORK--(BUSINESS WIRE)--Today, American Express and the Port Authority of New York & New Jersey announced plans to expand the Centurion Lounge Network with its first ever location at Newark Liberty International Airport (EWR). At 17,000 square feet, the new Centurion Lounge will include an indoor terrace overlooking the airfield with views of the Manhattan skyline and a cocktail bar and piano lounge celebrating New Jersey's rich jazz history. It will also feature signature Centurion Loun.

American Express and The Port Authority of New York & New Jersey Announce Plans for New Centurion® Lounge at Newark Liberty International Airport

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American Express' stock (NYSE: AXP) has gained 7% YTD as compared to the 16% rise in the S&P500 over the same period.

What To Expect From American Express Stock?

PayPal

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RBC analyst Jon Arfstrom upgraded shares of card giant American Express to Outperform from Sector Perform, and ticked up the target price to $200 from $197.

American Express Stock Won't Be Hurt by Lower Late Fees, Says Analyst

American Express Co.'s stock looks relatively well positioned in what could be a tougher regulatory environment for card names, according to an analyst.

News for American Express Stock (AXP)