OTIS · Otis Worldwide Corp
$71.95
+1.60 (+2.27%)
At close · Aug 19
Market Cap
$27.08B
Shares
380.67M
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$71.95
Open$70.63
Day$70.61–72.94
52W close$69.34–93.62
Avg vol 30d3.7M
Short int14.4M · 3.8% float · 3.2d
Short vol66%
Last earningsJul 22, 2026
DataMar 2020–Aug 2026
Filing10-Q · Jul 23
Up next
Next earnings call
Oct 21, 2026
Est · unconfirmed
· in 9 wks
FQ3-26 quarter ends
~Sep 30, 2026
Est
filed Jul 23, 2026
AI Brief
TL;DR.
Bullish
Bearish
From the call
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceOverall
Neutral
SellHoldBuy
Technical
Sell
Momentum
Weak
Sentiment
Bearish
Fundamentals
Strong
Quant / Vol
Low
Market backdrop
VIX 14.9 · calm
Equity put/call 0.52
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
−11%
below
Price vs 50-day avg
−1%
below
RSI (14)
48
neutral
MACD trend
Negative
52-week position
11%
near low
Volume (OBV)
Confirms
volume backs price
Momentum
relative strength
1-month return
+2%
trailing
6-month return
−21%
trailing
YTD return
−18%
this year
Relative strength
−33%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $72 › 200d $81 — 200d above 50d
Institutional flow
Distributing
-2% holders QoQ · +133 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Rising
3.78% of float · ▲ +0.8% MoM · 3.2 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
1,212 holders — mid 3-yr range
Squeeze score
61
elevated · 0–100
Fundamentals
Revenue growth
+1%
Y/Y
EPS growth
−14%
Y/Y
Valuation
P/E 18.3
below peers
Buyback
$500.0M
remaining
Balance sheet
$876.0M
net cash
Quant / Vol
risk profile
Volatility
21%
annualized · 1-yr
Max drawdown
−26%
past year
ATR
2.3%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Latest guidance
· from the 8-K filed Jul 22, 2026
Net sales
· full year
$15.1B – $15.3B
Prior guidance
period ended
· from the 8-K filed Oct 29, 2025
Organic sales
· 2025
1%
Adjusted operating profit
· 2025
$2.4B – $2.5B
Adjusted effective tax rate
· 2025
24.8%
Adjusted EPS
· 2025
$4.04 – $4.08
Adjusted free cash flow
· 2025
$1.45B
Guided vs delivered
· last 1 settled
Net sales
2024
guided $14.5B – $14.8B
$14.26B
Miss −2.7%
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Sell
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
−11%
Bearish
Price vs 50-day avg
−1%
Neutral
RSI (14)
48
Neutral
MACD trend
Negative
Bearish
52-week position
11%
Bearish
Volume (OBV)
Confirms
Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross)
No cross
50d $72 › 200d $81 — 200d above 50d
Institutional flow
Distributing
-2% holders QoQ · +133 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Rising
3.78% of float · ▲ +0.8% MoM · 3.2 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
1,212 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $69
Now $72 · 11%
Range high $94
vs 200-day avg -11%
vs 50-day avg -1%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted Diluted Earnings Per Share non-GAAP | $1.9 | Six Months Ended June 30, 2026 | — |
| Adjusted free cash flow non-GAAP | $562M | Six Months Ended June 30, 2026 | — |
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| Adjusted Operating Profit non-GAAP | $1.14B | Six Months Ended June 30, 2026 | — |
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| Adjusted Operating Profit at constant currency non-GAAP | $1.1B | Six Months Ended June 30, 2026 | — |
| Adjusted operating profit margin non-GAAP | 15.2% | Q2 2026 | — |
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| Adjusted Total Operating Profit Margin non-GAAP | 15.2% | Quarter Ended June 30, 2026 | — |
| backlog non-GAAP | 24% | Q2 2026 | — |
| backlog at constant currency non-GAAP | 26% | Q2 2026 | — |
| Foreign exchange impact to Modernization Backlog | 2% | June 30, 2026 | — |
| Foreign exchange impact to New Equipment Backlog | 1% | June 30, 2026 | — |
| Free cash flow (Non-GAAP) non-GAAP | $603M | Six Months Ended June 30, 2026 | — |
| Modernization Backlog increase at actual currency | 24% | June 30, 2026 | — |
| Modernization Backlog increase at constant currency non-GAAP | 26% | June 30, 2026 | — |
| Modernization orders non-GAAP | 9% | Q2 2026 | — |
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| New Equipment Backlog increase at constant currency | 4% | June 30, 2026 | — |
| New Equipment orders non-GAAP | 5% | Q2 2026 | — |
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| Service segment operating profit margin | 23.2% | Q2 2026 | — |
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| Share repurchases | $400M | Q2 2026 | — |
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| Modernization backlog | 32% | first quarter 2026 | — |
| Modernization backlog at constant currency | 30% | first quarter 2026 | — |
| New Equipment backlog | 6% | first quarter 2026 | — |
| Adjusted EPS non-GAAP | $4.05 | Full year 2025 | — |
| Modernization backlog growth | 34% | Q4 2025 | — |
| Modernization backlog growth at constant currency | 30% | Q4 2025 | — |
| Modernization orders growth at constant currency | 43% | Q4 2025 | — |
| New Equipment segment operating profit margin | 4.8% | Full year 2025 | — |
| Operating cash flow and adjusted free cash flow non-GAAP | $1.6B | Full year 2025 | — |
| Service segment operating profit | $638M | Q4 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Specialty Industrial Machinery — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
OTIS
this stock
Otis Worldwide Corp
|
$27.08B | -17.6% | +1.2% | 18.3 | 3.8% |
|
GEV
GE Vernova Inc.
|
$262.99B | +51.1% | +9.0% | 28.4 | 3.2% |
|
ETN
Eaton Corp plc
|
$164.37B | +33.3% | +10.3% | 43.1 | 1.8% |
|
SMERY
Siemens Energy AG/ADR
|
$152.17B | — | — | — | 0.0% |
|
PH
Parker-Hannifin Corp
|
$130.80B | +16.4% | +18.9% | 38.3 | 1.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Earnings & Events
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| OTIS | -2.7% | +2.2% | -21.3% | +0.0% | -17.6% |
| SPY | -0.4% | +2.9% | +11.6% | +3.0% | +12.8% |
| vs SPY | -2.3% | -0.7% | -32.9% | -3.0% | -30.4% |
Capital returns
Latest dividend
$0.44
/ share · ex Aug 14, 2026
Paid (TTM)
$1.72
/ share · 4 payouts
Dividend yield (TTM, derived)
2.39%
Buyback program
· as of Jun 30, 2026
Authorized
$2.00B
Spent (derived)
$1.50B
Remaining
$500.00M
Spent
Remaining
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
Key facts
CIK
1781335
CUSIP
68902V107
13F (30d)
1055 filings
1021 filers
Visit website
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