Raised full-year 2026 revenue growth guidance to 10%; reaffirmed EPS outlook of $17.30-$17.90, flagged higher investments and a proposed TheFork acquisition.
Quarterly results
American Express Q2 2026 EPS rose 11% to $4.53; revenue net of interest expense climbed 10% to $19.64 billion.
Pretax income increased 15% to $4.07 billion; net income rose 8% to $3.11 billion.
Discount revenue grew 9% to $10.16 billion; net card fees jumped 15% to $2.86 billion on premium card portfolio growth.
Business and credit trends
Total billed business increased 9%; 30+ days past due edged down 0.1 percentage point to 1.2%.