10q10k10q10k.net

vs

Side-by-side financial comparison of American Express (AXP) and Deere & Company (DE). Click either name above to swap in a different company.

Deere & Company is the larger business by last-quarter revenue ($12.4B vs $18.9M, roughly 655.6× American Express). American Express runs the higher net margin — 15.7% vs 8.6%, a 7.1% gap on every dollar of revenue. On growth, American Express posted the faster year-over-year revenue change (11.4% vs 11.2%). Over the past eight quarters, Deere & Company's revenue compounded faster (0.9% CAGR vs -95.6%).

American Express

American ExpressAXPEarnings & Financial Report

NYSE · Financials · Financial - Credit Services

American Express Company, together with its subsidiaries, provides charge and credit payment card products, and travel-related services worldwide. The company operates through three segments: Global Consumer Services Group, Global Commercial Services, and Global Merchant and Network Services. Its products and services include payment and financing products; network services; accounts payable expense management products and services; and travel and lifestyle services. The company's products an...

Deere & Company

Deere & CompanyDEEarnings & Financial Report

NYSE · Industrials · Agricultural & Farm Machinery

Deere & Company, doing business as John Deere, is an American corporation that manufactures agricultural machinery, heavy equipment, forestry machinery, diesel engines, drivetrains used in heavy equipment and lawn care equipment. It also provides financial services and other related activities.

AXP vs DE — Head-to-Head

Bigger by revenue
DE
DE
655.6× larger
DE
$12.4B
$18.9M
AXP
Growing faster (revenue YoY)
AXP
AXP
+0.2% gap
AXP
11.4%
11.2%
DE
Higher net margin
AXP
AXP
7.1% more per $
AXP
15.7%
8.6%
DE
Faster 2-yr revenue CAGR
DE
DE
Annualised
DE
0.9%
-95.6%
AXP

Income Statement — Q1 FY2026 vs Q4 FY2025

Metric
AXP
AXP
DE
DE
Revenue
$18.9M
$12.4B
Net Profit
$3.0M
$1.1B
Gross Margin
—
—
Operating Margin
—
11.5%
Net Margin
15.7%
8.6%
Revenue YoY
11.4%
11.2%
Net Profit YoY
15.0%
-14.5%
EPS (diluted)
—
$3.92

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
AXP
AXP
DE
DE
Q1 26
$18.9M
—
Q4 25
$10.9B
$12.4B
Q3 25
$10.4B
$12.0B
Q2 25
$10.3B
$12.8B
Q1 25
$9.6B
$8.5B
Q4 24
$10.0B
$11.1B
Q3 24
$9.7B
$13.2B
Q2 24
$9.8B
$15.2B
Net Profit
AXP
AXP
DE
DE
Q1 26
$3.0M
—
Q4 25
$2.5B
$1.1B
Q3 25
$2.9B
$1.3B
Q2 25
$2.9B
$1.8B
Q1 25
$2.6B
$869.0M
Q4 24
$2.2B
$1.2B
Q3 24
$2.5B
$1.7B
Q2 24
$3.0B
$2.4B
Operating Margin
AXP
AXP
DE
DE
Q1 26
—
—
Q4 25
28.2%
11.5%
Q3 25
36.7%
13.3%
Q2 25
34.4%
18.3%
Q1 25
34.6%
10.5%
Q4 24
27.7%
13.6%
Q3 24
33.0%
17.9%
Q2 24
38.6%
20.5%
Net Margin
AXP
AXP
DE
DE
Q1 26
15.7%
—
Q4 25
22.5%
8.6%
Q3 25
27.9%
10.7%
Q2 25
28.0%
14.1%
Q1 25
26.8%
10.2%
Q4 24
21.8%
11.2%
Q3 24
25.8%
13.2%
Q2 24
30.7%
15.6%
EPS (diluted)
AXP
AXP
DE
DE
Q1 26
—
—
Q4 25
$3.52
$3.92
Q3 25
$4.14
$4.75
Q2 25
$4.08
$6.64
Q1 25
$3.64
$3.19
Q4 24
$3.04
$4.57
Q3 24
$3.49
$6.29
Q2 24
$4.15
$8.53

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
AXP
AXP
DE
DE
Cash + ST InvestmentsLiquidity on hand
—
$8.3B
Total DebtLower is stronger
$60.4M
—
Stockholders' EquityBook value
$34.0M
$25.9B
Total Assets
$308.9M
$106.0B
Debt / EquityLower = less leverage
1.78×
—

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
AXP
AXP
DE
DE
Q1 26
—
—
Q4 25
$742.0M
$8.3B
Q3 25
$1.3B
$8.6B
Q2 25
$197.0M
$8.0B
Q1 25
$261.0M
$6.6B
Q4 24
$221.0M
$7.3B
Q3 24
$120.0M
$7.0B
Q2 24
$188.0M
$5.6B
Total Debt
AXP
AXP
DE
DE
Q1 26
$60.4M
—
Q4 25
$56.4B
—
Q3 25
$57.8B
—
Q2 25
$58.2B
—
Q1 25
$51.2B
—
Q4 24
$49.7B
—
Q3 24
$53.5B
—
Q2 24
$51.5B
—
Stockholders' Equity
AXP
AXP
DE
DE
Q1 26
$34.0M
—
Q4 25
$33.5B
$25.9B
Q3 25
$32.4B
$25.2B
Q2 25
$32.3B
$24.3B
Q1 25
$31.2B
$22.5B
Q4 24
$30.3B
$22.8B
Q3 24
$29.7B
$23.1B
Q2 24
$29.5B
$22.7B
Total Assets
AXP
AXP
DE
DE
Q1 26
$308.9M
—
Q4 25
$300.1B
$106.0B
Q3 25
$297.6B
$107.8B
Q2 25
$295.6B
$106.3B
Q1 25
$282.2B
$103.1B
Q4 24
$271.5B
$107.3B
Q3 24
$271.0B
$107.8B
Q2 24
$272.2B
$105.6B
Debt / Equity
AXP
AXP
DE
DE
Q1 26
1.78×
—
Q4 25
1.68×
—
Q3 25
1.78×
—
Q2 25
1.80×
—
Q1 25
1.64×
—
Q4 24
1.64×
—
Q3 24
1.80×
—
Q2 24
1.74×
—

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
AXP
AXP
DE
DE
Operating Cash FlowLast quarter
—
$4.0B
Free Cash FlowOCF − Capex
—
$3.5B
FCF MarginFCF / Revenue
—
28.1%
Capex IntensityCapex / Revenue
—
4.1%
Cash ConversionOCF / Net Profit
—
3.75×
TTM Free Cash FlowTrailing 4 quarters
—
$6.1B

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
AXP
AXP
DE
DE
Q1 26
—
—
Q4 25
$3.1B
$4.0B
Q3 25
$6.2B
$2.9B
Q2 25
$4.4B
$1.7B
Q1 25
$4.8B
$-1.1B
Q4 24
$5.8B
$5.1B
Q3 24
$-1.8B
$3.2B
Q2 24
$4.5B
$1.9B
Free Cash Flow
AXP
AXP
DE
DE
Q1 26
—
—
Q4 25
$2.3B
$3.5B
Q3 25
$5.6B
$2.6B
Q2 25
$3.7B
$1.5B
Q1 25
$4.3B
$-1.5B
Q4 24
$5.3B
$4.5B
Q3 24
$-2.3B
$2.9B
Q2 24
$4.0B
$1.5B
FCF Margin
AXP
AXP
DE
DE
Q1 26
—
—
Q4 25
21.4%
28.1%
Q3 25
53.6%
21.6%
Q2 25
36.3%
11.7%
Q1 25
45.0%
-17.4%
Q4 24
53.1%
40.3%
Q3 24
-23.3%
21.8%
Q2 24
40.4%
9.8%
Capex Intensity
AXP
AXP
DE
DE
Q1 26
—
—
Q4 25
6.6%
4.1%
Q3 25
6.3%
2.5%
Q2 25
6.0%
1.6%
Q1 25
4.5%
4.1%
Q4 24
5.0%
5.4%
Q3 24
4.7%
2.5%
Q2 24
5.8%
2.3%
Cash Conversion
AXP
AXP
DE
DE
Q1 26
—
—
Q4 25
1.25×
3.75×
Q3 25
2.15×
2.25×
Q2 25
1.51×
0.94×
Q1 25
1.84×
-1.30×
Q4 24
2.66×
4.09×
Q3 24
-0.72×
1.84×
Q2 24
1.50×
0.78×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

AXP
AXP

Discount revenue$9.5M50%
Other$8.9M47%
Deposits with banks and other$512.0K3%

DE
DE

Production And Precision Agriculture Segment$2.0B16%
Construction And Forestry Segment$2.0B16%
Small Agriculture$1.8B15%
Financial Service$1.5B12%
Construction Equipment$1.4B11%
Small Agriculture And Turf Segment$1.2B9%
Roadbuilding$994.0M8%
Compact Construction Equipment$564.0M5%
Forestry$352.0M3%
Other$300.0M2%
Other Products And Services$146.0M1%
Financial Products$80.0M1%

Related Comparisons

← Back to AXP overview← Back to DE overview