Who supplies American Express, who buys from it, and who competes with it. Membership is a disclosed business relationship, not a keyword match, and every row carries the sentence that proves it.
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Supply Chain & Partner Read-Through EngineActive
Proactive revenue read-through alerts whenever American Express files 8-Ks, announces contracts, or beats guidance.
11 companies with a disclosed relationship to American Express · 1 asserted but unconfirmed, hidden
| Ticker | Relationship | Role | Price | Market Cap | P/E | 1D | From High | Mentions | Catalyst Materiality | Alert |
|---|---|---|---|---|---|---|---|---|---|---|
| Travel Supply (3) | ||||||||||
| BKNG | Travel booking ecosystem | partner | - | - | - | - | - | 35 | 20% exp79 | |
| MAR | Co-brand and rewards partnership | partner | - | - | - | - | - | 10 | 15% exp77 | |
| HLT | Co-brand and rewards partnership | partner | - | - | - | - | - | 2 | 15% exp77 | |
| Airlines (1) | ||||||||||
| DAL | Co-brand card partnership | partner | - | - | - | - | - | 18 | 15% exp77 | |
| Merchants (1) | ||||||||||
| AMZN | Card acceptance volume | customer | - | - | - | - | - | 1 | 15% exp77 | |
| Processors (1) | ||||||||||
| GPN | Merchant acquiring | partner | - | - | - | - | - | 1 | 15% exp77 | |
| Competitor (5) | ||||||||||
| MA | Card networks | competitor | - | - | - | - | - | 132 | 20% exp79 | |
| PYPL | Digital payments | competitor | - | - | - | - | - | 6 | 15% exp77 | |
| COF | Card issuing | competitor | - | - | - | - | - | 2 | 15% exp77 | |
| JPM | Premium card issuing | competitor | - | - | - | - | - | 1 | 15% exp77 | |
| V | Card networks | competitor | - | - | - | - | - | 1 | 15% exp77 | |
Every row is backed by a quote from an earnings call or an SEC filing. Mentions counts how often the relationship is named across the last four quarters, which is why the most dependent companies sort to the top of each group. Catalyst Materiality computes hardware bottleneck exposure and priority.