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OTIS · Otis Worldwide Corp

Track OTIS — free
Market Cap
$25.84B
Shares
380.67M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$69.10 Open$68.58 Day$68.32–69.53 52W close$67.89–93.62 Avg vol 30d3.3M Short int15.1M · 4.0% float · 4.6d Short vol66% Last earningsJul 22, 2026 DataMar 2020–Sep 2026 Filing10-Q · Jul 23

Up next

Next earnings call
Oct 21, 2026 Est · unconfirmed · in 6 wks
filed Jul 23, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$14.91B
Trailing 12 months
Net income (TTM)
$1.52B
Trailing 12 months
Revenue growth YoY
+7.3%
Year over year
Operating margin
15.4%
Trailing 12 months
P / E (TTM)
17.5
Trailing earnings · reciprocal yield 5.7%
FCF yield
6.6%
TTM · current market cap
Return on invested capital
92.9%
Trailing 12 months
Net cash
−$7.62B
Latest balance sheet
Dividend yield
2.5%
Trailing 12 months
Shares change YoY
-3.1%
Year over year · fewer shares
Price change (1Y)
-22.5%
Trailing year
Short interest
4.0%
Latest settlement · 4.6 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Sell
SellHoldBuy
Technical Sell Momentum Very Weak Sentiment Bearish Fundamentals Fair Quant / Vol Low
Market backdrop VIX 15.8 · calm Equity put/call 0.60
Technical
price trend
Sell
50 / 200-day cross No cross
Price vs 200-day avg −13%
below
Price vs 50-day avg −4%
below
RSI (14) 40
neutral
MACD trend Negative
52-week position 5%
near low
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Weak
1-month return −5%
trailing
6-month return −13%
trailing
YTD return −21%
this year
Relative strength −31%
vs S&P · 6-mo
Sentiment
smart money
Bearish
Trend (MA cross) No cross
50d $72 › 200d $80 — 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
3.98% of float · ▲ +1.2% MoM · 4.6 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
1,222 holders — mid 3-yr range
Squeeze score 57
elevated · 0–100
Fundamentals
Fair
Revenue growth +1%
Y/Y
EPS growth −14%
Y/Y
Valuation P/E 17.5
below peers
Buyback $500.0M
remaining
Balance sheet $6.6B
net debt
Quant / Vol
risk profile
Low
Volatility 21%
annualized · 1-yr
Max drawdown −27%
past year
ATR 2.0%
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
Adjusted EPS · full year 2026 Non-GAAP Initiated $4.01 – $4.05
Adjusted free cash flow · full year 2026 Non-GAAP Initiated $1.5B – $1.55B
Prior guidance period ended · from the 8-K filed Jul 24, 2024
Organic sales · full year 2024 1% – 3%
Adjusted operating profit · full year 2024 $2.4B – $2.45B
Organic Service sales · full year 2024 6% – 7%
Adjusted effective tax rate · full year 2024 25.25%
Adjusted EPS · full year 2024 $3.85 – $3.90
Adjusted free cash flow · full year 2024 $1.5B – $1.6B
Guided vs delivered · last 1 settled
Sales for the year
guided $14.3B
$14.3B Miss −0.0%

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

Technicals

trend & momentum for long-term holders Sell
3 · 4 · 0
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−13% Bearish
Price vs 50-day avg
−4% Neutral
RSI (14)
40 Neutral
MACD trend
Negative Bearish
52-week position
5% Bearish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross) No cross
50d $72 › 200d $80 — 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
3.98% of float · ▲ +1.2% MoM · 4.6 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
1,222 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $68 Now $69 · 5% Range high $94
vs 200-day avg -13% vs 50-day avg -4%

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

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

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
$25.84B -20.9% +1.2% 17.5 4.0%
GEV
GE Vernova Inc.
$254.95B +46.5% +9.0% 27.5 3.3%
ETN
Eaton Corp plc
$165.21B +33.5% +10.3% 43.3 1.9%
SMERY
Siemens Energy AG/ADR
$138.69B 0.0%
PH
Parker-Hannifin Corp
$117.77B +8.1% +18.9% 32.8 1.1%

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 Accumulating
Holders
1,222
% held
93.9%
Net QoQ
+11.6M sh
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
776
View
Short & Settlement
Short Interest Rising
Shares short
15.1M
Days to cover
4.6d
Change
+181.3K sh
View
Short Volume
Short vol %
66%
As of
Sep 11, 2026
Short Total
View
Fails to Deliver
FTD shares
188
Value
$13.7K
As of
Aug 14, 2026
View
Off-Exchange
Off-exchange %
44.4%
Week of
Aug 3, 2026
Off-exch Lit
View
Smart Money
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 -3.3% -5.4% -13.1% -2.9% -20.9%
SPY -1.2% -1.8% +17.8% -0.4% +12.1%
vs SPY -2.2% -3.6% -31.0% -2.5% -33.0%

Capital returns

Latest dividend
$0.44 / share · ex Aug 14, 2026
Raised 4.8%
Paid (TTM)
$1.72 / share · 4 payouts
Dividend yield (TTM, derived)
2.49%
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) 372 filings 355 filers Visit website Investor relations