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$73.61 +0.42 (+0.57%)
Market Cap
$28.11B
Shares
380.67M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$73.19 Open$71.95 Day$71.73–73.88 52W$69.16–94.57 Avg vol 30d3.9M Short int14.3M · 3.7% float · 4.6d Short vol65% Last earningsJul 22, 2026 DataMar 2020–Jul 2026 Filing10-Q · Jul 23

Up next

Next earnings call
Oct 21, 2026 Est · unconfirmed · in 12 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed Jul 23, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      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 advice
      Overall
      Neutral
      SellHoldBuy
      Technical Sell Momentum Very Weak Sentiment Neutral Fundamentals Fair Quant / Vol Low
      Market backdrop VIX 18.7 · elevated Equity put/call 0.66
      Technical
      price trend
      Sell
      50 / 200-day cross No cross
      Price vs 200-day avg −12%
      below
      Price vs 50-day avg +2%
      above
      RSI (14) 52
      neutral
      MACD trend Negative
      52-week position 16%
      mid-range
      Momentum
      relative strength
      Very Weak
      1-month return −1%
      trailing
      6-month return −14%
      trailing
      YTD return −16%
      this year
      Relative strength −21%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $72 › 200d $83 — 200d above 50d
      Institutional flow Distributing
      389 of 1,237 funds reported for Jun 30 · net -61.0K sh shares · +35 new
      Insider flow Distributing
      Net -$125.2K over 90 days · 100% sells
      Short interest Falling
      3.75% of float · ▼ -6.6% MoM · 4.6 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      1,237 holders — mid 3-yr range
      Squeeze score 50
      elevated · 0–100
      Fundamentals
      Fair
      Revenue growth +1%
      Y/Y
      EPS growth −14%
      Y/Y
      Valuation P/E 19
      below peers
      Buyback $500.0M
      remaining
      Balance sheet $6.9B
      net debt
      Quant / Vol
      risk profile
      Low
      Volatility 21%
      annualized · 1-yr
      Max drawdown −26%
      past year
      ATR 2.6%
      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 Initiated $15.1B – $15.3B
      prior FY $14.43B midpoint +5.3% Y/Y

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Sell
      2 · 3 · 1
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      −12% Bearish
      Price vs 50-day avg
      +2% Bullish
      RSI (14)
      52 Neutral
      MACD trend
      Negative Bearish
      52-week position
      16% Neutral
      Market signals — smart money & positioning
      Bearish · 2 of 6
      Trend (MA cross) No cross
      50d $72 › 200d $83 — 200d above 50d
      Institutional flow Distributing
      389 of 1,237 funds reported for Jun 30 · net -61.0K sh shares · +35 new
      Insider flow Distributing
      Net -$125.2K over 90 days · 100% sells
      Short interest Falling
      3.75% of float · ▼ -6.6% MoM · 4.6 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      1,237 holders — mid 3-yr range
      Price context
      position in its 52-week range
      52-wk low $69 Now $73 · 16% 52-wk high $95
      vs 200-day avg -12% vs 50-day avg +2%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      Operating cash flow $680M First half 2026
      Organic sales growth 4% Six Months Ended June 30, 2026
      Repair organic sales growth 6% Quarter Ended June 30, 2026
      Service net sales growth 11% Six Months Ended June 30, 2026
      Service organic sales growth 7% Six Months Ended June 30, 2026
      Modernization backlog 32% first quarter 2026
      Modernization backlog at constant currency 30% first quarter 2026
      Modernization orders 11% first quarter 2026
      New Equipment backlog 6% first quarter 2026
      New Equipment orders 1% first quarter 2026
      Adjusted operating profit non-GAAP $630M Q4 2025
      Adjusted operating profit margin non-GAAP 16.9% Full year 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
      Service segment operating profit margin 25.1% Full year 2025

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      Versus peers

      Specialty Industrial Machinery — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      OTIS
      Otis Worldwide Corp
      this stock
      $28.11B -15.8% +1.2% 19.0 3.7%
      GEV
      GE Vernova Inc.
      $265.42B +52.7% +12.1% 28.6 3.8%
      ETN
      Eaton Corp plc
      $154.79B +25.5% +11.8% 39.0 2.1%
      SMERY
      Siemens Energy AG/ADR
      $146.01B +23.0% 0.0%
      PH
      Parker-Hannifin Corp
      $124.56B +12.5% +18.9% 36.4 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 section
      Ownership
      Institutional Holders Reducing
      Holders
      1,234
      % held
      85.6%
      Reported
      389 of 1,237
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      749
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      14.3M
      Days to cover
      4.6d
      Change
      -1.0M sh
      View
      Short Volume
      Short vol %
      65%
      As of
      Jul 27, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      96
      Value
      $7.0K
      As of
      Jun 30, 2026
      View
      Off-Exchange
      Off-exchange %
      42.8%
      Week of
      Jul 6, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net selling
      Net (90d)
      -$125.2K
      Buyers / Sellers
      0 / 1
      Buyers Sellers
      View
      Congressional Trades Buy
      Member
      Alan Armstrong
      Amount
      $1.0K–$15.0K
      Traded
      Mar 27, 2026
      View
      Financials
      Financials
      Revenue (FY)
      $14.4B
      Net income (FY)
      $1.4B
      EPS diluted
      $3.50
      View
      Buybacks
      Authorized
      $2.0B
      Remaining
      $500.0M
      Spent Remaining
      View
      Filings
      SEC Filings
      Latest
      10-Q
      Filed
      Jul 23, 2026
      This year
      10
      View
      Proposed Sales
      Value
      $125.2K
      Shares
      1.6K
      Filed
      May 7, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      Jul 22, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      OTIS -0.4% -0.6% -13.9% +2.2% -15.8%
      SPY -0.6% +0.7% +6.8% -1.0% +8.4%
      vs SPY +0.2% -1.3% -20.7% +3.3% -24.2%

      Capital returns

      Latest dividend
      $0.44 / share · ex May 15, 2026
      Raised 4.8%
      Paid (TTM)
      $1.70 / share · 4 payouts
      Dividend yield (TTM, derived)
      2.32%
      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) 380 filings 352 filers Visit website Investor relations