AXP earnings
Analysis, not adviceNext print
2026-07-24
cons 4.41 EPS / 19.70B rev
What the desk is testing
Explicit conditions that would change the desk's view — graded after the call.
Bull condition triggered: Card fee revenue sustains ≥15% YoY growth AND management explicitly confirms no material competitive displacement from Chase/Capital One refresh cycles — this would be the cl
Bull condition triggered: International billed business accelerates above 15% YoY with management raising the FY30 international-mix target or providing a concrete milestone — this would validate the
＋3 more criteria on the deskfree trial · no cardFrom the desk's pre-read
AXP is scheduled to print Q2 FY2026 earnings on 2026-07-24; consensus (FMP) stands at EPS $4.41 · Revenue $19.70B.
＋1 more — the full pre-read is on the deskfree trial · no cardEducational analysis, not a personalised recommendation. See all covered names on the earnings calendar · part of our public track record.