American Express posts 11% revenue and 18% EPS growth in Q1 2026

12 articles · Updated · The Motley Fool · Apr 28

Revenue reached an 11% year-over-year increase, with EPS rising to $4.28, exceeding management's 10% target for the quarter.
Luxury spending grew 18%, and 66% of 3.1 million new cardholders were millennials or Gen-Z, with 73% choosing fee-based cards.
Despite strong results, shares fell 15% year-to-date as the company reinvests earnings and faces concerns over travel segment performance amid rising oil prices.

Is Amex management too optimistic about travel spending amidst rising oil prices and global tensions?

Amex's stock is falling while its popularity with Gen-Z soars. What is the market failing to see?

Why are Millennials and Gen-Z flocking to Amex's high-fee cards, defying their generation's reputation for being debt-averse?

Why did Amex's stellar earnings report cause its stock to fall, and what does this reveal about Wall Street's expectations?

Can Amex's new developer kit help it out-innovate fintech rivals, or is it just playing catch-up in platform payments?