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American Express AXP ICS — Revenue from contracts with customers

Other segment segments

USCS
$3.99B+9.8%
CS
$2.93B+3.6%
GMNS
$1.63B+9.8%

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Other financials

Income statement

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Revenue$18.9B+11.4%
Net income$3.0B+15.0%
EPS (diluted)$4.28+17.6%

Balance sheet

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Cash & equivalents$53.8B+2.4%
Total debt$60.4B+14.5%
Total equity$34.0B+9.0%
Total assets$308.89B+9.4%

Cash flow

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Operating cash flow$3.8B-20.2%
CapEx$1.1B+167%
Free cash flow$2.7B-38.7%

Valuation

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Market cap$230.63B+10.0%
Enterprise value$237.31B+13.3%
P/E20.6×+0.1×
P/S3.1×0.0×

Profitability

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Net margin15.1%-0.2pp

Returns & leverage

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Return on equity34.4%+0.1pp
Debt / equity1.8×+0.1×

Where this comes from

Reported directly by American Express in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The official record: American Express’s 10-Q, filed April 23, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is American Express's ICS — revenue from contracts with customers?
American Express (AXP) reported ICS — revenue from contracts with customers of $1.98B in Q1 2026.
How has American Express's ICS — revenue from contracts with customers changed year-over-year?
American Express's ICS — revenue from contracts with customers increased by 17.1% year-over-year, from $1.69B to $1.98B.
What is the long-term trend for American Express's ICS — revenue from contracts with customers?
Over 3 years (2022 to 2025), American Express's ICS — revenue from contracts with customers has grown at a 12.5% compound annual growth rate (CAGR), from $5.3B to $7.54B.
What does ICS — revenue from contracts with customers mean?
Income earned from fulfilling service contracts with cardholders and merchants.
How do you interpret ICS — revenue from contracts with customers?
Growth indicates successful customer acquisition and retention within the service-based business model.
How does ICS — revenue from contracts with customers compare across companies?
Standard revenue classification under IFRS 15/ASC 606 for service-oriented financial firms.