American Express Q1 2026 EPS rises 18% to $4.28; full-year guidance reaffirmed
American Express reported first-quarter 2026 net income of $3.0 billion, up 15% from a year earlier, and diluted EPS of $4.28, up 18%. Total revenues net of interest expense rose 11% to $18.9 billion, and the company reaffirmed its full-year 2026 revenue growth of 9 to 10 percent and EPS guidance of $17.30 to $17.90.
Key points
- Q1 2026 total revenues net of interest expense: $18.9 billion, up 11% (10% FX-adjusted)
- Diluted EPS $4.28 vs. $3.64 a year earlier; net income $2.971 billion vs. $2.584 billion
- Consolidated expenses rose 11% to $13.9 billion; provisions for credit losses were $1.3 billion vs. $1.2 billion
- Company reaffirmed 2026 EPS guidance of $17.30 to $17.90 and said it decided to increase investments in marketing and technology
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 2:16 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on April 23, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.