American Express Delivers Record Second-Quarter Revenue of $17.9 Billion, Up 9% Year-Over-Year, and Earnings Per Share of $4.08

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Monness, Crespi, Hardt on American Express (AXP): 'Premium Valuations are Likely to Require Incrementally Premium Performance in Remit of Fintech/Payments'

July 18, 2025 1:49 PM EDT

Monness, Crespi, Hardt analyst Gus Gala reiterated a Neutral rating on American Express (NYSE: AXP)

The analyst comments "We reiterate our Neutral, tweak estimates slightly, and see fair value closer to ~$285 (on 16x C26 EPS, a 75th %ile multiple). Amex reported modest EPS upside in 2Q25 (along with a reiterated C25 guide for $15$15.50 in EPS); however, billed business growth failed to accelerate within USCS (US slowed 20 bps) as several pockets of waning strength incl. +0% growth in airline spend (which drove further slowing in T&E) and to a lesser... More

American Express (AXP) Tops Q2 EPS by 21c, Beats on Revenue; Offers FY25 EPS Guidance

July 18, 2025 7:01 AM EDT

American Express (NYSE: AXP) reported Q2 EPS of $4.08, $0.21 better than the analyst estimate of $3.87. Revenue for the quarter came in at $17.86 billion versus the consensus estimate of $17.7 billion.

GUIDANCE:

American Express sees FY2025 EPS of $15.00-$15.50, versus the consensus of... More