2026 Q1 Earnings Presentation 2

American Express
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

3
coverage by narrative range · generated from this deck JSON

Slide inventory

44
every slide · same image gating as the playbook
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Slide 1
front_matter
02
summarize
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
03
Includes non-GAAP FX-adjusted revenue metric and EPS details.summarize
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
04
Includes a callout for Leap Year impact and a data table for segment-specific growth rates.analyze_data
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
05
Includes a callout for a 1% leap year impact and a breakdown of G&S vs T&E growth.analyze_data
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
06
The slide uses a split-view layout to compare two key performance indicators: spend growth and retention rates.summarize
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
07
Shows a significant growth multiplier for membership-based services across Lodging, Restaurants, and Airlines.compare_options
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
08
The chart shows a 10x growth differential between the two segments.quantify_impact
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
09
Includes a specific callout for Leap Year impact and segment-level breakdown for Q1'26.analyze_data
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
10
The chart compares two growth metrics over five quarters, with a specific focus on Q1'26 segment breakdown.analyze_data
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
11
Includes a specific annotation regarding a 1% impact from a leap year.analyze_data
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
12
The slide uses a stacked bar chart to show volume trends and big numbers for specific acquisition segments.analyze_data
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
13
The chart displays FX-adjusted growth rates. Footnote provides context on non-GAAP measures and references to annexes.analyze_data
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
14
The slide includes a disclaimer at the bottom regarding the scope of the metrics (Consumer and Small Business Services Card Balances).analyze_data
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
15
The chart displays quarterly financial data for Q1'25 through Q1'26.analyze_data
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
16
The table displays financial performance metrics across four categories plus a total, with growth rates provided on both a reported and FX-adjusted basis.analyze_data
Open slide detailBeat · The Implications (So What)Loop · Build Up
17
The slide includes a disclaimer about non-GAAP measures and FX-adjusted information.analyze_data
Open slide detailBeat · The Implications (So What)Loop · Build Up
18
Includes a bar chart for quarterly NII and a table for CAGR drivers.analyze_data
Open slide detailBeat · The Implications (So What)Loop · Build Up
19
Includes a callout for a leap year impact of approximately (1%).analyze_data
Open slide detailBeat · The Implications (So What)Loop · Build Up
20
The slide includes a footer note referencing the appendix for variance commentary.summarize
Open slide detailBeat · The Implications (So What)Loop · Build Up
21
Includes a combination of a combo chart (stacked bar + line) and key performance metrics.summarize
Open slide detailBeat · The Implications (So What)Loop · Build Up
22
summarize
Open slide detailBeat · The Action (Now What)Loop · Build Up
24
The slide uses a combination of a bar chart and descriptive boxes to link growth rates to specific customer segments.analyze_data
25
The table highlights the sensitivity of billed business to currency fluctuations across major international markets.analyze_data
26
All growth rates reflect FX-adjusted rates. Subtotals may not sum due to rounding.analyze_data
27
The slide displays two line charts showing the divergence of economic variables based on different forecast scenarios.analyze_data
28
The slide uses stacked bar charts to visualize the composition of funding and deposits in billions of dollars.analyze_data
29
summarize
Open slide detailLoop · So What Cascade
30
summarize
Open slide detailLoop · So What Cascade
31
The table includes CAGR data for the period Q1'19 - Q1'26.analyze_data
32
The slide compares reported vs FX-adjusted growth for U.S. and International business segments.analyze_data
33
Includes CAGR calculations for the period Q1'19 - Q1'26.analyze_data
34
The table provides a breakdown of revenue components with year-over-year percentage changes.analyze_data
35
The table includes historical data and projections for net card fees.analyze_data
36
The table provides a comparison between reported GAAP figures and FX-adjusted figures from Q1'19 through Q1'26.analyze_data
37
analyze_data
43
summarize
44
front_matter