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Side-by-side financial comparison of American Express (AXP) and TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (TSM). Click either name above to swap in a different company.
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD is the larger business by last-quarter revenue ($35.5B vs $18.9B, roughly 1.9× American Express). TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD runs the higher net margin — 50.5% vs 15.7%, a 34.8% gap on every dollar of revenue.
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...
Taiwan Semiconductor Manufacturing Company (TSMC) is the world's largest dedicated independent semiconductor foundry, headquartered in Hsinchu, Taiwan. It manufactures advanced logic chips on contract for fabless customers including Apple, NVIDIA, AMD, Qualcomm, and Broadcom, and leads the industry in leading-edge process nodes (3nm/5nm/7nm).
AXP vs TSM — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $18.9B | $35.5B |
| Net Profit | $3.0B | $17.9B |
| Gross Margin | — | 66.2% |
| Operating Margin | — | 58.0% |
| Net Margin | 15.7% | 50.5% |
| Revenue YoY | 11.4% | — |
| Net Profit YoY | 15.0% | — |
| EPS (diluted) | $4.28 | $111.55 |
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 | $18.9B | $35.5B | ||
| Q4 25 | $10.9B | $32.7B | ||
| Q3 25 | $10.4B | $30.7B | ||
| Q2 25 | $10.3B | $28.9B | ||
| Q1 25 | $9.6B | $26.0B | ||
| Q4 24 | $10.0B | $88.3B | ||
| Q3 24 | $9.7B | — | ||
| Q2 24 | $9.8B | — |
| Q1 26 | $3.0B | $17.9B | ||
| Q4 25 | $2.5B | $15.8B | ||
| Q3 25 | $2.9B | $14.0B | ||
| Q2 25 | $2.9B | $12.3B | ||
| Q1 25 | $2.6B | $11.2B | ||
| Q4 24 | $2.2B | $35.3B | ||
| Q3 24 | $2.5B | — | ||
| Q2 24 | $3.0B | — |
| Q1 26 | — | 66.2% | ||
| Q4 25 | — | 62.3% | ||
| Q3 25 | — | 59.5% | ||
| Q2 25 | — | 58.6% | ||
| Q1 25 | — | 58.8% | ||
| Q4 24 | — | 56.1% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | 58.0% | ||
| Q4 25 | 28.2% | 53.9% | ||
| Q3 25 | 36.7% | 50.6% | ||
| Q2 25 | 34.4% | 49.6% | ||
| Q1 25 | 34.6% | 48.5% | ||
| Q4 24 | 27.7% | 45.7% | ||
| Q3 24 | 33.0% | — | ||
| Q2 24 | 38.6% | — |
| Q1 26 | 15.7% | 50.5% | ||
| Q4 25 | 22.5% | 48.3% | ||
| Q3 25 | 27.9% | 45.7% | ||
| Q2 25 | 28.0% | 42.7% | ||
| Q1 25 | 26.8% | 43.1% | ||
| Q4 24 | 21.8% | 40.0% | ||
| Q3 24 | 25.8% | — | ||
| Q2 24 | 30.7% | — |
| Q1 26 | $4.28 | $111.55 | ||
| Q4 25 | $3.52 | $98.45 | ||
| Q3 25 | $4.14 | $87.20 | ||
| Q2 25 | $4.08 | $76.80 | ||
| Q1 25 | $3.64 | $69.70 | ||
| Q4 24 | $3.04 | $1.36 | ||
| 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 | — | — |
| Total DebtLower is stronger | $60.4M | — |
| Stockholders' EquityBook value | $34.0M | — |
| Total Assets | $308.9M | — |
| Debt / EquityLower = less leverage | 1.78× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $742.0M | — | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $197.0M | — | ||
| Q1 25 | $261.0M | — | ||
| Q4 24 | $221.0M | $64.9B | ||
| Q3 24 | $120.0M | — | ||
| Q2 24 | $188.0M | — |
| 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 | — |
| Q1 26 | $34.0M | — | ||
| Q4 25 | $33.5B | — | ||
| Q3 25 | $32.4B | — | ||
| Q2 25 | $32.3B | — | ||
| Q1 25 | $31.2B | — | ||
| Q4 24 | $30.3B | $130.5B | ||
| Q3 24 | $29.7B | — | ||
| Q2 24 | $29.5B | — |
| Q1 26 | $308.9M | — | ||
| Q4 25 | $300.1B | — | ||
| Q3 25 | $297.6B | — | ||
| Q2 25 | $295.6B | — | ||
| Q1 25 | $282.2B | — | ||
| Q4 24 | $271.5B | $204.1B | ||
| Q3 24 | $271.0B | — | ||
| Q2 24 | $272.2B | — |
| 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× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
