American Express beats Q1 earnings estimates following solid card spending growth

Published 17/04/2025, 12:28
© Reuters.

Investing.com -- American Express reported first-quarter earnings that surpassed analyst expectations on Thursday. The company’s stock edged up 0.6% following the announcement.

The credit card giant posted adjusted earnings per share (EPS) of $3.64, beating the analyst estimate of $3.48. Revenue for the quarter came in at $17 billion, in line with consensus expectations and up 7% YoY, or 8% on an FX-adjusted basis.

American Express (NYSE:AXP) saw solid growth in card member spending, which increased 6% YoY to $387.4 billion. The company’s net income rose 6% to $2.6 billion compared to the same period last year.

"We delivered strong results during the first quarter, reflecting the power of our premium customer base," said Stephen J. Squeri, Chairman and Chief Executive Officer of American Express. "Our performance across key areas, including Card Member spending, customer retention, demand for our premium products, and credit performance, continued to be strong across our customer base."

For its full-year 2025 guidance, the company projects revenue growth of 8% to 10% and EPS between $15.00 and $15.50. The outlook aligns with the ranges provided in January.

American Express reported a slight improvement in credit performance, with provisions for credit losses decreasing to $1.2 billion from $1.3 billion a year ago. The first-quarter net write-off rate remained flat YoY at 2.1%.

Expenses rose 10% YoY to $12.5 billion, driven by higher variable customer engagement costs and increased usage of travel-related benefits.

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