Early Access

10-KPeriod: FY2008

AMERICAN EXPRESS CO Annual Report, Year Ended Dec 31, 2008

Filed February 27, 2009For Securities:AXP

Summary

American Express Company (AXP) reported a significant decline in income from continuing operations and net income for the year ended December 31, 2008, down 30% and 33% respectively, compared to 2007. This downturn was attributed to worsening global economic conditions, including a recession, increased unemployment, and reduced consumer and business confidence, which led to slowing cardmember spending, increased delinquencies, and higher credit losses. Despite these challenges, total revenues increased by 3%. A major strategic development during the year was American Express Company and its principal operating subsidiary becoming bank holding companies regulated by the Federal Reserve, a move intended to provide greater financial flexibility and certainty during a period of industry transformation. In response to the credit market crisis, American Express secured $3.39 billion in proceeds from the U.S. Treasury through the Capital Purchase Program. The company's core "spend-centric" business model, which focuses on driving spending on its cards, is highlighted as a competitive advantage, enabling premium discount rates and investment in value-added services. The Global Network & Merchant Services (GNMS) segment continued to expand through partnerships, while the U.S. Card Services segment faced intense competition. The company also reported a significant increase in provisions for cardmember loan losses and a shift in write-off methodology.

Financial Statements
Beta
Revenue$28.36B
Operating Income$3.58B
Interest Expense$3.56B
Net Income$2.70B
EPS (Basic)$2.33
EPS (Diluted)$2.32
Shares Outstanding (Basic)1.15B
Shares Outstanding (Diluted)1.16B

Key Highlights

  • 1Income from continuing operations decreased by 30% to $2.9 billion, and net income fell by 33% to $2.7 billion in 2008 compared to 2007, reflecting the impact of the worsening global economic environment.
  • 2Total revenues increased by 3% to $28.4 billion, demonstrating resilience despite economic headwinds.
  • 3American Express Company and its principal operating subsidiary became bank holding companies, subject to Federal Reserve supervision, aiming for increased financial flexibility.
  • 4The company received $3.39 billion from the U.S. Treasury's Capital Purchase Program to bolster capital during the financial crisis.
  • 5Provisions for cardmember loan losses increased significantly, with a substantial impact on profitability.
  • 6The company experienced slowing cardmember spending and higher delinquencies, particularly in the latter half of 2008, due to diminished consumer and business confidence.
  • 7The "spend-centric" business model, emphasizing spending over finance charges, is identified as a continued competitive advantage.

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