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OTIS · Otis Worldwide Corp

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$71.33 +0.93 (+1.32%) At close · Oct 16
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$27.15B
Shares
380.67M
Volume · Oct 16 5.03M Avg daily vol (3M) 4.19M

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$71.33 Open$70.67 Day$70.43–71.54 52W close$64.05–93.62 Avg vol 30d4.8M Short int17.1M · 4.5% float · 3.1d Short vol56% Last earningsJul 22, 2026 DataMar 2020–Oct 2026 Filing10-Q · Jul 23

Up next

Next earnings call
Oct 21, 2026 Est · unconfirmed · in 1 wks
Latest filing: 10-Q
filed Jul 23, 2026
Q2 2026 earnings call transcript
call held Jul 22, 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)
18.3
Trailing earnings · reciprocal yield 5.5%
FCF yield
6.4%
TTM · current market cap
Return on invested capital
92.9%
Trailing 12 months
Net cash
−$7.62B
Latest balance sheet
Dividend yield
2.4%
Trailing 12 months
Shares change YoY
-3.1%
Year over year · fewer shares
Price change (1Y)
-21.3%
Trailing year
Short interest
4.5%
Latest settlement · 3.1 days to cover
View all 115 metrics

Quarterly results

Revenue Net income Net loss
▲0.7% $3.55B $540.00M '24 Q3 ▲1.5% $3.67B $337.00M '24 Q4* ▼2.5% $3.35B $243.00M '25 Q1 ▼0.2% $3.60B $393.00M '25 Q2 ▲4% $3.69B $374.00M '25 Q3 ▲3.3% $3.80B $374.00M '25 Q4* ▲6.4% $3.57B $340.00M '26 Q1 LATEST ▲7.3% $3.86B $428.00M '26 Q2

* Q4 derived as the full year minus Q1 to Q3.

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Neutral Momentum Weak Sentiment Bearish Fundamentals Fair Quant / Vol Low
Market backdrop VIX 20 · elevated Equity put/call 0.65
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg −7%
below
Price vs 50-day avg +3%
above
RSI (14) 65
neutral
MACD trend Positive
52-week position 25%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Weak
1-month return +4%
trailing
6-month return −8%
trailing
YTD return −18%
this year
Relative strength −15%
vs S&P · 6-mo
Sentiment
smart money
Bearish
Trend (MA cross) No cross
50d $69 › 200d $77 — 200d above 50d
Institutional flow Distributing
173 of 1,236 funds reported for Sep 30 · net -251.1K sh shares · +12 new
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
4.50% of float · ▲ +7.3% MoM · 3.1 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
1,236 holders — mid 3-yr range
Squeeze score 67
elevated · 0–100
Fundamentals
Fair
Revenue growth +1%
Y/Y
EPS growth −14%
Y/Y
Valuation P/E 18.3
below peers
Buyback $500.0M
remaining
Balance sheet $6.9B
net debt
Quant / Vol
risk profile
Low
Volatility 22%
annualized · 1-yr
Max drawdown −32%
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

Beat or met 0 of last 4
Latest guidance · from the Earnings Call filed Jul 22, 2026
2026
Adjusted free cash flow Non-GAAP $1.5B – $1.55B
Adjusted EPS Non-GAAP $4.01 – $4.05
full year
Adjusted free cash flow Non-GAAP $1.5B – $1.55B
Q3
Service revenues growth 6%
Maintenance and repair growth 5%
Q4
Service revenues growth 6%
Service margin 25%
Prior guidance period ended · from the Earnings Call filed Oct 29, 2025
Adjusted free cash flow · full year $1.45B
Total net sales · full year $14.5B – $14.6B
Adjusted operating profit · full year $2.4B – $2.5B
Adjusted EPS · full year $4.04 – $4.08
Adjusted EPS growth · full year 5% – 7%
Guided vs delivered · last 4 settled
Total net sales full year
guided $14.5B – $14.6B
$14.43B Miss −0.8%
Net sales full year
guided $14.5B – $14.8B
$14.26B Miss −2.7%
Net sales 2022 full year
guided $14.4B – $14.7B
$13.69B Miss −5.9%
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 Neutral
1 · 4 · 2
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−7% Bearish
Price vs 50-day avg
+3% Bullish
RSI (14)
65 Neutral
MACD trend
Positive Bullish
52-week position
25% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross) No cross
50d $69 › 200d $77 — 200d above 50d
Institutional flow Distributing
173 of 1,236 funds reported for Sep 30 · net -251.1K sh shares · +12 new
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
4.50% of float · ▲ +7.3% MoM · 3.1 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
1,236 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $64 Now $71 · 25% Range high $94
vs 200-day avg -7% vs 50-day avg +3%

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
$27.15B -18.3% +1.2% 18.3 4.5%
GEV
GE Vernova Inc.
 $245.35B +40.9% +9.0% 26.5 2.8%
ETN
Eaton Corp plc
 $151.96B +22.8% +10.3% 39.8 2.1%
SMERY
Siemens Energy AG/ADR
 $126.65B — — — 0.0%
PH
Parker-Hannifin Corp
 $121.43B +9.6% +18.9% 33.8 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
1,233
% held
93.9%
Reported
173 of 1,236
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
770
View
Short & Settlement
Short Interest Rising
Shares short
17.1M
Days to cover
3.1d
Change
+1.2M sh
View
Short Volume
Short vol %
56%
As of
Oct 16, 2026
Short Total
View
Fails to Deliver
FTD shares
9
Value
$597
As of
Sep 29, 2026
View
Off-Exchange
Off-exchange %
44.4%
Week of
Sep 7, 2026
Off-exch Lit
View
Smart Money
Congressional Trades Buy
Member
John Boozman
Amount
$1.0K–$15.0K
Traded
Aug 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
8-K
Filed
Sep 15, 2026
This year
11
View
Proposed Sales
Value
$125.2K
Shares
1.6K
Filed
May 7, 2026
View
Earnings & Events
Webcasts
Last webcast
Jul 22, 2026
View

Performance

5D 20D 120D MTD YTD
OTIS +8.2% +4.1% -7.9% +10.9% -18.3%
SPY -2.0% +0.2% +6.7% +0.1% +11.9%
vs SPY +10.1% +3.9% -14.7% +10.8% -30.3%

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)
2.41%
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) 204 filings 166 filers Visit website Investor relations