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Side-by-side financial comparison of American Express (AXP) and IMPERIAL OIL LTD (IMO). Click either name above to swap in a different company.
IMPERIAL OIL LTD is the larger business by last-quarter revenue ($8.2B vs $18.9M, roughly 435.5× American Express). American Express runs the higher net margin — 15.7% vs 4.4%, a 11.4% gap on every dollar of revenue. On growth, American Express posted the faster year-over-year revenue change (11.4% vs -10.5%). Over the past eight quarters, IMPERIAL OIL LTD's revenue compounded faster (-4.2% CAGR vs -95.6%).
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...
Imperial Oil Limited is a Canadian petroleum company. It is Canada's second-largest integrated oil company that is also occasionally known as Imperial Esso. It is majority-owned by American oil company ExxonMobil, with a 69.6% ownership stake in the company. It is a producer of crude oil, diluted bitumen, and natural gas. Imperial Oil is one of Canada's major petroleum refiners and petrochemical producers. It supplies Esso-brand service stations.
AXP vs IMO — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $18.9M | $8.2B |
| Net Profit | $3.0M | $359.2M |
| Gross Margin | — | — |
| Operating Margin | — | 5.6% |
| Net Margin | 15.7% | 4.4% |
| Revenue YoY | 11.4% | -10.5% |
| Net Profit YoY | 15.0% | -59.8% |
| EPS (diluted) | — | — |
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.
| Q1 26 | $18.9M | — | ||
| Q4 25 | $10.9B | $8.2B | ||
| Q3 25 | $10.4B | $8.8B | ||
| Q2 25 | $10.3B | $8.2B | ||
| Q1 25 | $9.6B | $9.1B | ||
| Q4 24 | $10.0B | $9.2B | ||
| Q3 24 | $9.7B | $9.7B | ||
| Q2 24 | $9.8B | $9.8B |
| Q1 26 | $3.0M | — | ||
| Q4 25 | $2.5B | $359.2M | ||
| Q3 25 | $2.9B | $393.5M | ||
| Q2 25 | $2.9B | $692.8M | ||
| Q1 25 | $2.6B | $940.2M | ||
| Q4 24 | $2.2B | $894.3M | ||
| Q3 24 | $2.5B | $903.0M | ||
| Q2 24 | $3.0B | $827.1M |
| Q1 26 | — | — | ||
| Q4 25 | 28.2% | 5.6% | ||
| Q3 25 | 36.7% | 5.8% | ||
| Q2 25 | 34.4% | 11.1% | ||
| Q1 25 | 34.6% | 13.5% | ||
| Q4 24 | 27.7% | 12.5% | ||
| Q3 24 | 33.0% | 12.1% | ||
| Q2 24 | 38.6% | 11.1% |
| Q1 26 | 15.7% | — | ||
| Q4 25 | 22.5% | 4.4% | ||
| Q3 25 | 27.9% | 4.5% | ||
| Q2 25 | 28.0% | 8.4% | ||
| Q1 25 | 26.8% | 10.3% | ||
| Q4 24 | 21.8% | 9.7% | ||
| Q3 24 | 25.8% | 9.3% | ||
| Q2 24 | 30.7% | 8.5% |
| Q1 26 | — | — | ||
| Q4 25 | $3.52 | — | ||
| Q3 25 | $4.14 | — | ||
| Q2 25 | $4.08 | — | ||
| Q1 25 | $3.64 | — | ||
| Q4 24 | $3.04 | — | ||
| Q3 24 | $3.49 | — | ||
| Q2 24 | $4.15 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $833.7M |
| Total DebtLower is stronger | $60.4M | $2.9B |
| Stockholders' EquityBook value | $34.0M | $16.2B |
| Total Assets | $308.9M | $30.9B |
| Debt / EquityLower = less leverage | 1.78× | 0.18× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $742.0M | $833.7M | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | $197.0M | $1.7B | ||
| Q1 25 | $261.0M | $1.3B | ||
| Q4 24 | $221.0M | $714.7M | ||
| Q3 24 | $120.0M | $1.1B | ||
| Q2 24 | $188.0M | $1.5B |
| Q1 26 | $60.4M | — | ||
| Q4 25 | $56.4B | $2.9B | ||
| Q3 25 | $57.8B | $2.9B | ||
| Q2 25 | $58.2B | $2.9B | ||
| Q1 25 | $51.2B | $2.9B | ||
| Q4 24 | $49.7B | $2.9B | ||
| Q3 24 | $53.5B | $2.9B | ||
| Q2 24 | $51.5B | $2.9B |
| Q1 26 | $34.0M | — | ||
| Q4 25 | $33.5B | $16.2B | ||
| Q3 25 | $32.4B | $17.3B | ||
| Q2 25 | $32.3B | $18.2B | ||
| Q1 25 | $31.2B | $17.8B | ||
| Q4 24 | $30.3B | $17.1B | ||
| Q3 24 | $29.7B | $17.3B | ||
| Q2 24 | $29.5B | $17.5B |
| Q1 26 | $308.9M | — | ||
| Q4 25 | $300.1B | $30.9B | ||
| Q3 25 | $297.6B | $31.4B | ||
| Q2 25 | $295.6B | $32.2B | ||
| Q1 25 | $282.2B | $32.0B | ||
| Q4 24 | $271.5B | $31.3B | ||
| Q3 24 | $271.0B | $31.0B | ||
| Q2 24 | $272.2B | $32.2B |
| Q1 26 | 1.78× | — | ||
| Q4 25 | 1.68× | 0.18× | ||
| Q3 25 | 1.78× | 0.17× | ||
| Q2 25 | 1.80× | 0.16× | ||
| Q1 25 | 1.64× | 0.16× | ||
| Q4 24 | 1.64× | 0.17× | ||
| Q3 24 | 1.80× | 0.17× | ||
| Q2 24 | 1.74× | 0.17× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $1.4B |
| Free Cash FlowOCF − Capex | — | $938.8M |
| FCF MarginFCF / Revenue | — | 11.4% |
| Capex IntensityCapex / Revenue | — | 5.6% |
| Cash ConversionOCF / Net Profit | — | 3.90× |
| TTM Free Cash FlowTrailing 4 quarters | — | $3.4B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $3.1B | $1.4B | ||
| Q3 25 | $6.2B | $1.3B | ||
| Q2 25 | $4.4B | $1.1B | ||
| Q1 25 | $4.8B | $1.1B | ||
| Q4 24 | $5.8B | $1.3B | ||
| Q3 24 | $-1.8B | $1.1B | ||
| Q2 24 | $4.5B | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | $2.3B | $938.8M | ||
| Q3 25 | $5.6B | $944.6M | ||
| Q2 25 | $3.7B | $725.6M | ||
| Q1 25 | $4.3B | $824.2M | ||
| Q4 24 | $5.3B | $997.2M | ||
| Q3 24 | $-2.3B | $730.7M | ||
| Q2 24 | $4.0B | $852.6M |
| Q1 26 | — | — | ||
| Q4 25 | 21.4% | 11.4% | ||
| Q3 25 | 53.6% | 10.7% | ||
| Q2 25 | 36.3% | 8.8% | ||
| Q1 25 | 45.0% | 9.0% | ||
| Q4 24 | 53.1% | 10.8% | ||
| Q3 24 | -23.3% | 7.5% | ||
| Q2 24 | 40.4% | 8.7% |
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | 5.6% | ||
| Q3 25 | 6.3% | 4.2% | ||
| Q2 25 | 6.0% | 4.2% | ||
| Q1 25 | 4.5% | 3.2% | ||
| Q4 24 | 5.0% | 3.4% | ||
| Q3 24 | 4.7% | 3.7% | ||
| Q2 24 | 5.8% | 3.4% |
| Q1 26 | — | — | ||
| Q4 25 | 1.25× | 3.90× | ||
| Q3 25 | 2.15× | 3.34× | ||
| Q2 25 | 1.51× | 1.54× | ||
| Q1 25 | 1.84× | 1.19× | ||
| Q4 24 | 2.66× | 1.46× | ||
| Q3 24 | -0.72× | 1.20× | ||
| Q2 24 | 1.50× | 1.44× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AXP
| Discount revenue | $9.5M | 50% |
| Other | $8.9M | 47% |
| Deposits with banks and other | $512.0K | 3% |
IMO
Segment breakdown not available.
