Earnings PerformanceAmerican Express reported a 3Q EPS of $3.49, surpassing both internal and consensus estimates, indicating robust financial performance.
Loan GrowthAmerican Express reported a reacceleration in loan growth, with US Consumer and Small Business segments showing strong performance.
Valuation And Competitive PositionAmerican Express is considered a continuing network winner with potential for estimate revisions and a favorable setup compared to Visa and Mastercard.