American Express CS — Revenue from contracts with customers decreased by 4.4% to $2.93B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 3.6%, from $2.83B to $2.93B. Over 3 years (FY 2022 to FY 2025), CS — Revenue from contracts with customers shows relatively stable performance with a 3.0% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
An increase suggests higher transaction volumes or expanded service adoption among commercial clients.
Revenue recognized under accounting standards for services provided to commercial customers, typically excluding interes...
Standard revenue recognition metric for service-oriented financial firms.
axp_segment_cs_revenue_from_contracts_with_customers| Q3 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $2.25B | $2.42B | $2.79B | $2.79B | $2.84B | $2.73B | $2.91B | $2.86B | $2.87B | $2.80B | $2.92B | $2.89B | $2.96B | $2.83B | $2.98B | $2.99B | $3.07B | $2.93B |
| QoQ Change | — | +7.6% | +15.3% | +0.0% | +1.8% | -3.9% | +6.6% | -1.6% | +0.3% | -2.7% | +4.5% | -1.2% | +2.4% | -4.3% | +5.2% | +0.4% | +2.7% | -4.4% |
| YoY Change | — | — | — | +24.0% | — | +12.8% | +4.3% | +2.6% | +1.2% | +2.3% | +0.4% | +0.8% | +2.9% | +1.2% | +1.8% | +3.5% | +3.8% | +3.6% |
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