Core Insights - American Express reported quarterly earnings of $4.14 per share, exceeding the Zacks Consensus Estimate of $3.96 per share, and showing an increase from $3.49 per share a year ago, resulting in an earnings surprise of +4.55% [1] - The company achieved revenues of $18.43 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.42%, compared to $16.64 billion in the same quarter last year [2] - American Express has consistently surpassed consensus EPS estimates over the last four quarters, achieving this four times [2] Earnings Outlook - The immediate price movement of American Express shares will largely depend on management's commentary during the earnings call [3] - The current consensus EPS estimate for the upcoming quarter is $3.67 on revenues of $18.67 billion, and for the current fiscal year, it is $15.26 on revenues of $71.43 billion [7] - The estimate revisions trend for American Express was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Financial - Miscellaneous Services industry, to which American Express belongs, is currently ranked in the top 37% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

American Express (AXP) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 18. ...