American Express continues to grow billed business volumes ahead of peers driven by premium card acquisition and millennial cohort engagement. International T&E spending rebounds further. Credit losses remain below peers due to high-FICO customer base. Buyback supports EPS growth.
Thesis reviewed May 29, 2026
American Express Company is headquartered in United States, which is currently showing moderate signals.
πΊπΈUnited States59NEUTRALView United States risk detail βπ¦Financials100NEUTRAL| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| CME | CME Group Inc. | 90 | +6% | β54% | NEUTRAL |
| LYG | Lloyds Banking Group PLC | 90 | +11% | β54% | ENTRY |
| IBN | ICICI Bank Limited | 90 | +11% | β54% | ENTRY |
| GS | The Goldman Sachs Group, Inc. | 90 | +13% | β54% | ENTRY |
| AIG | American International Group, Inc. | 90 | +3% | β54% | NEUTRAL |
| ING | ING Groep N.V. | 90 | +10% | β54% | NEUTRAL |
| GGAL | Grupo Financiero Galicia S.A. | 90 | +13% | β54% | ENTRY |
Investors who hold AXP may also have indirect exposure through these country funds.
Amex Q1 2026 billed business +10% YoY; new card acquisition record
T&E spending in international markets +18% YoY
Estimates Β· Yahoo Finance Β· Not audited figures
[House Hearing, 119 Congress] [From the U.S. Government Publishing Office] AMERICAN INNOVATION AND THE FUTURE OF DIGITAL ASSETS ======================================================================= HEARINGS BEFORE THE SUBCOMMITTEE ON COMMODITY MARKETS, DIGITAL ASSETS, AND RURAL DEVELOPMENT AND THE β¦
[House Hearing, 119 Congress] [From the U.S. Government Publishing Office] EUROPE'S THREAT TO AMERICAN SPEECH AND INNOVATION ======================================================================= HEARING BEFORE THE COMMITTEE ON THE JUDICIARY U.S. HOUSE OF REPRESENTATIVES ONE HUNDRED NINETEENTH CONGRESS β¦
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1kβ$15k | Mar 27, 26 | ||
| Richard W. AllenGA | Buy | $1kβ$15k | May 8, 26 | ||
| Donald J. TrumpFL | R | Buy | Unknown amount | Feb 12, 26 | +2.2% |
| Jared MoskowitzFL | D | Buy | $1kβ$15k | Mar 31, 26 | -2.0% |
| Rick LarsenWA | D | Buy | $1kβ$15k | Apr 7, 26 | -3.8% |
| Shelley M Capito | Buy | $1kβ$15k | Mar 11, 26 | +5.4% | |
| Markwayne Mullin | Buy | $1kβ$15k | Dec 29, 25 | -13.0% | |
| Julie JohnsonTX | D | Buy | $1kβ$15k | Dec 18, 25 | -11.2% |
| Shelley M Capito | Buy | $15kβ$50k | Jul 1, 25 | +6.8% | |
| John Boozman | Buy | $1kβ$15k | Feb 26, 25 | +16.4% | |
| John Boozman | Buy | $1kβ$15k | Feb 5, 25 | +16.4% | |
| John JamesMI | R | Buy | $1kβ$15k | Nov 10, 23 | +24.7% |
| John JamesMI | R | Buy | $1kβ$15k | Jun 3, 24 | +24.7% |
| John JamesMI | R | Sell | $1kβ$15k | May 29, 24 | +24.7% |