American Express lifts 2026 revenue growth outlook to 10% and keeps EPS guidance at $17.30–$17.90
AI Market Summary
American Express raised 2026 revenue guidance to ~10% YoY growth while holding EPS guidance, signaling incremental revenue will be reinvested into customer acquisition, marketing, technology, and the planned TheFork acquisition. Q2 results were solid (revenue +10%, EPS up), but sharply higher cardmember services and higher processing/equipment costs highlight margin pressure risk. The setup is supportive for growth visibility, tempered by near-term profitability uncertainty.
Impact level
● Low
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American Express raised its 2026 revenue guidance to a 10% year-over-year increase, based on a 2025 revenue baseline of $72.2 billion, while leaving its 2026 EPS outlook unchanged at $17.30–$17.90. Second-quarter revenue reached $19.6 billion, up 10% from a year earlier, and EPS rose to $4.53 from $4.08. On the cost side, cardmember services expenses jumped 50% year over year to $1.95 billion, while spending on data processing and equipment increased 13%.
