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Side-by-side financial comparison of American Express (AXP) and Sunoco LP (SUN). Click either name above to swap in a different company.
Sunoco LP is the larger business by last-quarter revenue ($8.6B vs $18.9M, roughly 454.9× American Express). American Express runs the higher net margin — 15.7% vs 1.2%, a 14.5% gap on every dollar of revenue. On growth, Sunoco LP posted the faster year-over-year revenue change (63.2% vs 11.4%). Over the past eight quarters, Sunoco LP's revenue compounded faster (25.1% 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...
Sunoco LP is an American vehicle gasoline master limited partnership company organized under Delaware state law and headquartered in Dallas, Texas. Dating back to 1886, the company has transformed from a vertically integrated energy company to a distributor of fuels and operator of energy infrastructure. It was previously engaged in oil, natural gas exploration and production, refining, chemical manufacturing, and retail fuel sales, but divested these businesses.
AXP vs SUN — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $18.9M | $8.6B |
| Net Profit | $3.0M | $101.0M |
| Gross Margin | — | 10.7% |
| Operating Margin | — | 2.1% |
| Net Margin | 15.7% | 1.2% |
| Revenue YoY | 11.4% | 63.2% |
| Net Profit YoY | 15.0% | -28.4% |
| 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 | $8.6B | ||
| Q3 25 | $10.4B | $6.0B | ||
| Q2 25 | $10.3B | $5.4B | ||
| Q1 25 | $9.6B | $5.2B | ||
| Q4 24 | $10.0B | $5.3B | ||
| Q3 24 | $9.7B | $5.8B | ||
| Q2 24 | $9.8B | $6.2B |
| Q1 26 | $3.0M | — | ||
| Q4 25 | $2.5B | $101.0M | ||
| Q3 25 | $2.9B | $133.0M | ||
| Q2 25 | $2.9B | $86.0M | ||
| Q1 25 | $2.6B | $207.0M | ||
| Q4 24 | $2.2B | $141.0M | ||
| Q3 24 | $2.5B | $2.0M | ||
| Q2 24 | $3.0B | $493.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 10.7% | ||
| Q3 25 | — | 10.7% | ||
| Q2 25 | — | 10.6% | ||
| Q1 25 | — | 12.6% | ||
| Q4 24 | — | 11.9% | ||
| Q3 24 | — | 7.4% | ||
| Q2 24 | — | 9.2% |
| Q1 26 | — | — | ||
| Q4 25 | 28.2% | 2.1% | ||
| Q3 25 | 36.7% | 4.2% | ||
| Q2 25 | 34.4% | 3.8% | ||
| Q1 25 | 34.6% | 5.7% | ||
| Q4 24 | 27.7% | 4.5% | ||
| Q3 24 | 33.0% | 1.9% | ||
| Q2 24 | 38.6% | 2.4% |
| Q1 26 | 15.7% | — | ||
| Q4 25 | 22.5% | 1.2% | ||
| Q3 25 | 27.9% | 2.2% | ||
| Q2 25 | 28.0% | 1.6% | ||
| Q1 25 | 26.8% | 4.0% | ||
| Q4 24 | 21.8% | 2.7% | ||
| Q3 24 | 25.8% | 0.0% | ||
| Q2 24 | 30.7% | 8.0% |
| 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 | — | $891.0M |
| Total DebtLower is stronger | $60.4M | $13.4B |
| Stockholders' EquityBook value | $34.0M | — |
| Total Assets | $308.9M | $28.4B |
| Debt / EquityLower = less leverage | 1.78× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $742.0M | $891.0M | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $197.0M | — | ||
| Q1 25 | $261.0M | — | ||
| Q4 24 | $221.0M | $94.0M | ||
| Q3 24 | $120.0M | — | ||
| Q2 24 | $188.0M | — |
| Q1 26 | $60.4M | — | ||
| Q4 25 | $56.4B | $13.4B | ||
| Q3 25 | $57.8B | $9.5B | ||
| Q2 25 | $58.2B | $7.8B | ||
| Q1 25 | $51.2B | $7.7B | ||
| Q4 24 | $49.7B | $7.5B | ||
| Q3 24 | $53.5B | $7.3B | ||
| Q2 24 | $51.5B | $7.3B |
| Q1 26 | $34.0M | — | ||
| Q4 25 | $33.5B | — | ||
| Q3 25 | $32.4B | — | ||
| Q2 25 | $32.3B | — | ||
| Q1 25 | $31.2B | — | ||
| Q4 24 | $30.3B | — | ||
| Q3 24 | $29.7B | — | ||
| Q2 24 | $29.5B | — |
| Q1 26 | $308.9M | — | ||
| Q4 25 | $300.1B | $28.4B | ||
| Q3 25 | $297.6B | $17.8B | ||
| Q2 25 | $295.6B | $14.4B | ||
| Q1 25 | $282.2B | $14.3B | ||
| Q4 24 | $271.5B | $14.4B | ||
| Q3 24 | $271.0B | $14.1B | ||
| Q2 24 | $272.2B | $14.5B |
| 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 | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $392.0M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | 3.88× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $3.1B | $392.0M | ||
| Q3 25 | $6.2B | $401.0M | ||
| Q2 25 | $4.4B | $243.0M | ||
| Q1 25 | $4.8B | $156.0M | ||
| Q4 24 | $5.8B | $123.0M | ||
| Q3 24 | $-1.8B | $210.0M | ||
| Q2 24 | $4.5B | $-70.0M |
| Q1 26 | — | — | ||
| Q4 25 | $2.3B | — | ||
| Q3 25 | $5.6B | $244.0M | ||
| Q2 25 | $3.7B | $83.0M | ||
| Q1 25 | $4.3B | $55.0M | ||
| Q4 24 | $5.3B | — | ||
| Q3 24 | $-2.3B | $109.0M | ||
| Q2 24 | $4.0B | $-140.0M |
| Q1 26 | — | — | ||
| Q4 25 | 21.4% | — | ||
| Q3 25 | 53.6% | 4.0% | ||
| Q2 25 | 36.3% | 1.5% | ||
| Q1 25 | 45.0% | 1.1% | ||
| Q4 24 | 53.1% | — | ||
| Q3 24 | -23.3% | 1.9% | ||
| Q2 24 | 40.4% | -2.3% |
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | — | ||
| Q3 25 | 6.3% | 2.6% | ||
| Q2 25 | 6.0% | 3.0% | ||
| Q1 25 | 4.5% | 2.0% | ||
| Q4 24 | 5.0% | — | ||
| Q3 24 | 4.7% | 1.8% | ||
| Q2 24 | 5.8% | 1.1% |
| Q1 26 | — | — | ||
| Q4 25 | 1.25× | 3.88× | ||
| Q3 25 | 2.15× | 3.02× | ||
| Q2 25 | 1.51× | 2.83× | ||
| Q1 25 | 1.84× | 0.75× | ||
| Q4 24 | 2.66× | 0.87× | ||
| Q3 24 | -0.72× | 105.00× | ||
| Q2 24 | 1.50× | -0.14× |
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% |
SUN
| Fuel Distribution | $8.2B | 95% |
| Service Revenue | $440.0M | 5% |
| Lease Revenue | $40.0M | 0% |
| Lease Income | $12.0M | 0% |
