For the quarter ended June 2026, American Express (AXP) reported revenue of $19.64 billion, up 10% over the same period last year. EPS came in at $4.53, compared to $4.08 in the year-ago quarter.
The reported revenue represents a surprise of +0.01% over the Zacks Consensus Estimate of $19.64 billion. With the consensus EPS estimate being $4.41, the EPS surprise was +2.72%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how American Express performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Network volumes: $516.80 billion versus the four-analyst average estimate of $520.90 billion. Book value per common share: $48.42 compared to the $49.31 average estimate based on two analysts. Billed business - Total: $455.80 billion versus the two-analyst average estimate of $459.77 billion. Total non-interest revenues: $14.99 billion compared to the $15.04 billion average estimate based on five analysts. Net Interest Income: $4.65 billion compared to the $4.67 billion average estimate based on five analysts. Non-interest revenues- Discount revenue: $10.16 billion compared to the $10.09 billion average estimate based on four analysts. Non-interest revenues- Net card fees: $2.86 billion compared to the $2.92 billion average estimate based on four analysts. Non-interest revenues- Service fees and other revenue: $1.96 billion compared to the $1.99 billion average estimate based on four analysts. Total Interest Income: $6.61 billion compared to the $6.69 billion average estimate based on four analysts.View all Key Company Metrics for American Express here>>>
Shares of American Express have returned -0.5% over the past month versus the Zacks S&P 500 composite's +0.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.7 Best Stocks for the Next 30 Days
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This article originally published on Zacks Investment Research (zacks.com).