OTIS

Otis Worldwide Corp

$73.42 +0.33 (+0.45%) At close · Jul 13

Market Cap

$28.17B

383,716,076

Up next

Next earnings call

Jul 22, 2026 Est · unconfirmed · in 1 wks

FQ3-26 quarter ends

~Sep 30, 2026 Est

Latest filing: 10-Q

filed Apr 23, 2026

AI Brief

TL;DR.

Bullish

Bearish

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating blended score · not investment advice

Overall

Neutral

SellHoldBuy

Technical Neutral Momentum Weak Sentiment Bearish Fundamentals Fair Quant / Vol Low

Market backdrop VIX 16.5 · calm Equity put/call 0.62

Technical

price trend

Neutral

50 / 200-day cross No cross

Price vs 200-day avg −12%

below

Price vs 50-day avg +1%

above

RSI (14) 54

neutral

MACD trend Positive

52-week position 14%

near low

Momentum

relative strength

Weak

1-month return +5%

trailing

6-month return −18%

trailing

YTD return −16%

this year

Relative strength −27%

vs S&P · 6-mo

Sentiment

smart money

Bearish

Trend (MA cross) No cross

50d $73 › 200d $84 — 200d above 50d

Institutional flow Distributing

107 of 1,235 funds reported for Jun 30 · net -1.0M sh shares · +7 new

Insider flow Distributing

Net -$125.2K over 90 days · 100% sells

Short interest Rising

3.98% of float · ▲ +4.0% MoM · 3.5 days cover

Volume signal Normal

Volume near normal

Institution breadth Steady

1,235 holders — mid 3-yr range

Squeeze score 63

elevated · 0–100

Fundamentals

Fair

Revenue growth +1%

Y/Y

EPS growth −14%

Y/Y

Valuation P/E 19.5

below peers

Buyback $900.0M

remaining

Balance sheet $7.7B

net debt

Quant / Vol

risk profile

Low

Volatility 24%

annualized · 1-yr

Max drawdown −30%

past year

ATR 2.2%

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.

Technicals

trend & momentum for long-term holders Neutral

2 · 2 · 2

50 / 200-day cross

No cross Neutral

Price vs 200-day avg

−12% Bearish

Price vs 50-day avg

+1% Bullish

RSI (14)

54 Neutral

MACD trend

Positive Bullish

52-week position

14% Bearish

Market signals — smart money & positioning

Bearish · 3 of 6

Trend (MA cross) No cross

50d $73 › 200d $84 — 200d above 50d

Institutional flow Distributing

107 of 1,235 funds reported for Jun 30 · net -1.0M sh shares · +7 new

Insider flow Distributing

Net -$125.2K over 90 days · 100% sells

Short interest Rising

3.98% of float · ▲ +4.0% MoM · 3.5 days cover

Volume signal Normal

Volume near normal

Institution breadth Steady

1,235 holders — mid 3-yr range

Price context

position in its 52-week range

52-wk low $69 Now $73 · 14% 52-wk high $100

vs 200-day avg -12% vs 50-day avg +1%

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
Adjusted free cash flow non-GAAP	$272M	Q1 2026	—
Free cash flow	$380M	Q1 2026	—
Modernization backlog growth	32%	Q1 2026	—
Modernization backlog growth at constant currency	30%	Q1 2026	—
Modernization orders growth at constant currency	11%	Q1 2026	—
New Equipment backlog growth	6%	Q1 2026	—
New Equipment backlog growth at constant currency	3%	Q1 2026	—
New Equipment orders growth at constant currency	1%	Q1 2026	—
Operating cash flow	$413M	Q1 2026	—
Organic sales growth	1%	Q1 2026	—
Repair net sales growth	16%	Q1 2026	—
Repair organic sales growth	10%	Q1 2026	—
Service net sales growth	11%	Q1 2026	—
Service organic sales growth	5%	Q1 2026	—
adjusted free cash flow growth non-GAAP	46%	Q1 call	—
combined backlog growth (new equipment and modernization)	9%	Q1 call	—
combined new equipment and modernization orders growth	4%	Q1 call	—
dividend increase	5%	Q1 call	—
maintenance and repair sales growth	4%	Q1 call	—
maintenance organic sales growth	2%	Q1 call	—
maintenance portfolio growth	3%	Q1 call	—
modernization orders growth	11%	Q1 call	—
new equipment backlog growth (constant currency)	3%	Q1 call	—
new equipment backlog growth excluding China	11%	Q1 call	—
new equipment orders growth (constant currency)	1%	Q1 call	—
new equipment orders growth excluding China	5%	Q1 call	—
organic repair sales growth	10%	Q1 call	—
organic service sales growth	5%	Q1 call	—
share repurchases	$400M	Q1 call	—
total backlog	20B	Q1 call	—
total organic sales growth	1%	Q1 call	—
Adjusted EPS non-GAAP	$4.05	Full year 2025	—
Modernization backlog	30%	Full year 2025	—
Modernization backlog at constant currency	30%	Q4 FY2025	—
Modernization orders	43%	Q4 FY2025	—
New Equipment backlog	2%	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	$28.17B	-15.6%	+1.2%	19.5	4.0%
GEV GE Vernova Inc.	$286.46B	+63.3%	+12.1%	31.2	4.3%
ETN Eaton Corp plc	$156.43B	+26.9%	+11.8%	39.4	2.4%
SMERY Siemens Energy AG/ADR	$144.13B	+21.4%	—	—	0.0%
PH Parker-Hannifin Corp	$121.62B	+9.9%	+18.9%	35.6	1.3%

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

1,232

% held: 84.7%
Reported: 107 of 1,235
Top holder: BlackRock, Inc.

Held Float

View

Held by Funds

Fund positions

755

View

Short & Settlement

Short Interest Rising

Shares short

15.3M

Days to cover: 3.5d
Change: +585.3K sh

View

Short Volume

Short vol %

65%

As of: Jul 14, 2026

Short Total

View

Fails to Deliver

FTD shares

Value: $4.1K
As of: Jun 3, 2026

View

Off-Exchange

Off-exchange %

44.0%

Week of: Jun 22, 2026

Off-exch Lit

View

Smart Money

Insider Trades Net selling

Net (90d)

-$125.2K

Buyers / Sellers: 0 / 1

Buyers Sellers

View

Congressional Trades Sell

Member

Lisa McClain

Amount: $1.0K–$15.0K
Traded: Oct 31, 2025

View

Financials

Revenue (FY)

$14.4B

Net income (FY): $1.4B
EPS diluted: $3.50

View

Buybacks

Authorized

$2.0B

Remaining: $900.0M

Spent Remaining

View

Filings

SEC Filings

Latest

8-K

Filed: May 29, 2026
This year: 8

View

Proposed Sales

Value

$125.2K

Shares: 1.6K
Filed: May 7, 2026

View

Earnings & Events

Earnings Calls

Last call

Apr 22, 2026

View

Performance

	5D	20D	120D	MTD	YTD
OTIS	-0.1%	+4.7%	-18.2%	+2.5%	-15.6%
SPY	-0.3%	+1.6%	+8.3%	+0.3%	+9.9%
vs SPY	+0.2%	+3.1%	-26.5%	+2.2%	-25.4%

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 Mar 31, 2026

Authorized

$2.00B

Spent (derived)

$1.10B

Remaining

$900.00M

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) 121 filings 100 filers Visit website Investor relations

OTIS

Price & Indicators

Technicals

Key metrics

Versus peers

At a glance

Performance

Capital returns