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Sep 30, 2023

American Express Q3 2023 Earnings Report

American Express reported record revenue and earnings per share, driven by strong card member spending and credit performance.

Key Takeaways

American Express reported a strong Q3 2023 with record revenues of $15.4 billion, up 13% year-over-year, and earnings per share of $3.30, a 34% increase. The results were driven by increased card member spending and best-in-class credit performance. The company remains confident in achieving its full-year revenue growth and EPS guidance.

Reported record revenues and earnings per share, increasing 13% and 34% respectively year-over-year.

Card Member spending was strong, with a 7% increase year-over-year on an FX-adjusted basis.

U.S. consumer Card Member spending increased by 9%, and International Card Services spending rose by 15% on an FX-adjusted basis.

Millennial and Gen Z consumers remained the fastest-growing consumer cohort, accounting for over 60% of new consumer account acquisitions globally.

Total Revenue
$15.4B
Previous year: $13.6B
+13.5%
EPS
$3.3
Previous year: $2.47
+33.6%
Gross Profit
$8.86B
Previous year: $8.36B
+6.0%
Cash and Equivalents
$43.4B
Previous year: $29.8B
+45.7%
Free Cash Flow
$7.84B
Previous year: $4.07B
+92.9%
Total Assets
$251B
Previous year: $215B
+16.6%

American Express

American Express

Forward Guidance

American Express remains confident in its ability to achieve revenue growth and EPS for the full year consistent with the annual guidance provided at the start of the year and believes it is well positioned to achieve its long-term growth plan aspirations in 2024 and beyond in a steady-state macro environment.