American Express lifts 2026 EPS outlook on stronger card spending and restructuring

The outlets largely agree on the core message: American Express lifts its 2026 EPS and annual profit outlook on the back of stronger card spending and billed business in the third quarter. Quartz includes more detailed near-term metrics in its framing (third-quarter revenue up 9% to $20.1 billion and billed business up 8%), while the Globe and Mail also cites billed business growth but characterizes the customer base as affluent. Seeking Alpha’s framing is more focused on guidance mechanics—reaffirming 10% revenue growth and presenting restructuring as part of the context—while it provides less detail in the provided summary. The reported EPS range and restructuring details are mentioned by Seeking Alpha and indicated generally by the others, but specific figures beyond billed business and revenue are not consistently presented in the supplied text.