American Express is scheduled to report Q3 2026 results on October 23, with consensus estimates centering on roughly $21.3 billion for total revenues net of interest expense. The metric expanded 10% year-over-year to $19.6 billion in Q2, driven by 9% growth in billed business, higher discount revenue, and a 15% rise in net card fees, partially offset by shifts in spend mix. Interest expense has stabilized near $2 billion quarterly while provisions for credit losses declined sharply. Traders are monitoring billed business trends, card-member spending momentum, and any updates to full-year guidance of $17.30–$17.90 EPS as key inputs into the market-implied probability for the Q3 threshold.