Otis Worldwide Corporation OTIS SPX
Company Overview
Otis Worldwide Corporation engages in manufacturing, installation, and servicing of elevators and escalators in the United States, China, and internationally. The company operates in two segments, New Equipment and Service. The New Equipment segment designs, manufactures, sells, and installs a range of passenger and freight elevators, as well as escalators and moving walkways for residential and commercial buildings, and infrastructure projects. This segment serves real-estate and building developers, and general contractors. It sells its products directly to customers, as well as through agents and distributors. The Service segment performs maintenance and repair services, as well as modernization services to upgrade elevators and escalators. Otis Worldwide Corporation was founded in 1853 and is headquartered in Farmington, Connecticut.
Why Investors Should Care
Return on capital employed stands at 71.2%.
Trades at a P/E of 19.3, below the sector median of 30.2.
Operating margin of 15.4% supports profitability.
Offers a dividend yield of 2.40%.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Dec 2025 Revenue of $14.43B (+1.2% YoY); net profit $1.38B.
- Trailing 12 Months Year-on-year growth — revenue +6.4%, earnings +42.6%.
- 5-Year Trend Long-term compounding — revenue CAGR 1.6%, profit CAGR 4.0%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 1.60% |
| 1 Year: | 6.40% |
Compounded Profit Growth
| 5 Years: | 4.04% |
| 1 Year: | 42.60% |
Stock Price Performance
| 1 Year: | -26.00% |
| 6 Months: | -18.76% |
| 3 Months: | -10.73% |
| 1 Month: | +3.46% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMABelow
- RSI (14)50.13 · Neutral
P/E of 19.30 is below the sector median of 30.17 — relatively cheaper than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Healthy ROCE of 71.2%.
- Generates positive free cash flow.
CONS
- Trading 26.8% below its 52-week high.
- In a downtrend (50-DMA below 200-DMA).
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Industrials).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | OTIS Otis Worldwide Corporation SPX | 72.56 | 19.30 | $27.84B | 2.40% | 71.17% | -25.67% | 1.60% | 4.04% |
| 2 | CAT Caterpillar Inc. SPX | 933.34 | 46.39 | $429.89B | 0.72% | 17.98% | 51.33% | 2.29% | 5.24% |
| 3 | GE GE Aerospace SPX | 353.73 | 43.94 | $369.06B | 0.56% | 11.89% | 45.43% | 16.32% | 195.89% |
| 4 | GEV GE Vernova Inc. SPXAI | 1,066.01 | 31.13 | $286.46B | 0.21% | 6.30% | 75.71% | 8.68% | - |
| 5 | RTX RTX Corporation SPX | 193.39 | 36.35 | $260.44B | 1.51% | 8.28% | 11.57% | 2.61% | 2.62% |
| 6 | UNP Union Pacific Corporation SPX | 288.30 | 23.71 | $171.17B | 2.02% | 15.22% | 40.69% | 2.30% | 7.77% |
| 7 | BA The Boeing Company SPX | 217.11 | 86.15 | $171.15B | 0.00% | -9.01% | - | 1.67% | -3.28% |
| 8 | ETN Eaton Corporation plc SPXAI | 415.52 | 40.66 | $161.35B | 1.12% | 11.53% | 20.84% | 4.73% | 10.38% |
| 9 | DE Deere & Company SPX | 584.40 | 33.07 | $157.85B | 1.12% | - | 18.35% | 3.43% | 5.10% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Mar 2019 | Jun 2019 | Sep 2019 | Dec 2019 | Mar 2020 | Jun 2020 | Sep 2020 | Dec 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 3.10B | 3.35B | 3.31B | 3.35B | 2.97B | 3.03B | 3.27B | 3.49B | 3.41B | 3.70B | 3.62B | 3.41B | 3.49B | 3.34B | 3.35B | 3.72B | 3.52B | 3.44B | 3.60B | 3.55B | 3.35B | 3.60B | 3.69B | 3.57B |
| Gross Profit | 901.00M | 984.00M | 975.00M | 966.00M | 897.00M | 891.00M | 979.00M | 1.01B | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Income | 415.00M | 481.00M | 482.00M | - | 329.00M | 416.00M | 454.00M | - | 509.00M | 561.00M | 542.00M | 526.00M | 487.00M | 529.00M | 513.00M | 580.00M | 571.00M | 544.00M | 570.00M | 363.00M | 411.00M | 547.00M | 586.00M | 539.00M |
| Net Income | 273.00M | 308.00M | 317.00M | 218.00M | 165.00M | 224.00M | 266.00M | 251.00M | 308.00M | 326.00M | 331.00M | 311.00M | 321.00M | 324.00M | 331.00M | 376.00M | 376.00M | 353.00M | 415.00M | 540.00M | 243.00M | 393.00M | 374.00M | 340.00M |
| Diluted EPS | 0.63 | 0.71 | 0.73 | 0.50 | 0.38 | 0.52 | 0.61 | 0.58 | 0.71 | 0.76 | 0.77 | 0.73 | 0.76 | 0.77 | 0.79 | 0.90 | 0.91 | 0.86 | 1.02 | 1.34 | 0.61 | 0.99 | 0.95 | 0.87 |
| R&D Expense | 39.00M | 40.00M | 39.00M | - | 38.00M | 37.00M | 37.00M | - | 35.00M | 39.00M | 39.00M | 37.00M | 38.00M | 37.00M | 35.00M | 36.00M | 36.00M | 36.00M | 39.00M | 40.00M | 37.00M | 38.00M | 36.00M | 38.00M |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 12.91B | 13.12B | 12.76B | 14.30B | 13.69B | 14.21B | 14.26B | 14.43B |
| Operating Income | 1.83B | 1.81B | 1.64B | 2.11B | 2.03B | 2.19B | 2.01B | 2.13B |
| Net Income | 1.05B | 1.12B | 906.00M | 1.25B | 1.25B | 1.41B | 1.65B | 1.38B |
| Diluted EPS | 2.42 | 2.55 | 2.08 | 2.89 | 2.96 | 3.39 | 4.07 | 3.50 |
| R&D Expense | 181.00M | 163.00M | 152.00M | 159.00M | 150.00M | 144.00M | 152.00M | 152.00M |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 9.69B | 10.71B | 12.28B | 9.82B | 10.12B | 11.32B | 10.65B |
| Total Equity | 2.53B | 2.01B | 1.70B | -3.86B | -3.62B | -4.87B | -4.92B | -4.85B | -5.39B |
| Cash & Equivalents | - | 1.33B | 1.45B | 1.78B | 1.56B | 1.19B | 1.27B | 2.30B | 1.10B |
| Long Term Debt | - | - | 5.00M | 5.26B | 7.25B | 6.10B | 6.87B | 6.97B | 6.90B |
| Total Liabilities | - | - | 7.36B | 13.91B | 15.26B | 14.48B | 14.84B | 16.04B | 15.92B |
| Current Liabilities | - | - | 5.37B | 6.67B | 6.25B | 6.84B | 6.48B | 7.75B | 7.66B |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | 1.55B | 1.47B | 1.48B | 1.75B | 1.56B | 1.63B | 1.56B | 1.60B |
| Investing Cash Flow | -201.00M | -203.00M | -353.00M | -89.00M | -33.00M | -183.00M | -164.00M | -406.00M |
| Financing Cash Flow | -1.50B | -1.13B | -844.00M | 58.00M | -3.65B | -1.35B | -309.00M | -2.42B |
| Share Buybacks | - | 0 | 0 | 725.00M | 850.00M | 800.00M | 1.01B | 809.00M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - | - | - | - |
| Operating Margin % | 14.2% | 13.8% | 12.8% | 14.7% | 14.9% | 15.4% | 14.1% | 14.8% |
| Net Margin % | 8.1% | 8.5% | 7.1% | 8.7% | 9.2% | 9.9% | 11.5% | 9.6% |
| ROE % | 52.1% | 65.6% | -23.5% | -34.4% | -25.7% | -28.6% | -33.9% | -25.7% |
| ROCE % | - | 42.1% | 40.6% | 34.9% | 68.3% | 60.1% | 56.3% | 71.2% |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Blackrock Inc. | 8.40% | 32.22M | $2.33B |
| 2 | Vanguard Capital Management LLC | 6.58% | 25.26M | $1.83B |
| 3 | Vanguard Portfolio Management LLC | 5.13% | 19.70M | $1.42B |
| 4 | State Street Corporation | 4.22% | 16.20M | $1.17B |
| 5 | Morgan Stanley | 3.38% | 12.96M | $937.09M |
| 6 | Geode Capital Management, LLC | 3.24% | 12.45M | $900.36M |
| 7 | Franklin Resources, Inc. | 3.00% | 11.52M | $833.08M |
| 8 | Price (T.Rowe) Associates Inc | 2.30% | 8.84M | $639.15M |
| 9 | FMR, LLC | 2.08% | 7.98M | $576.97M |
| 10 | Massachusetts Financial Services Co. | 1.98% | 7.60M | $549.58M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for OTIS
Otis Worldwide Corp. stock falls Tuesday, underperforms market - MarketWatch
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Should Otis’ Christ the Redeemer Upgrade and Gen3 MOD Expansion Require Action From Otis (OTIS) Investors? - simplywall.st
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A Once-in-a-Decade Opportunity: 3 Magnificent S&P 500 Stocks Down 29% to 42% Buy Right Now - The Motley Fool
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Is Otis Worldwide Corporation (OTIS) A Good Stock To Buy Now? - Yahoo Finance
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ETFs Investing in Otis Worldwide Corporation Stocks - TradingView
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Otis Worldwide Corporation $OTIS Shares Sold by J. Safra Sarasin Holding AG - MarketBeat
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OTIS — Frequently Asked Questions
What is the current share price of Otis Worldwide Corporation (OTIS)?
As of 2026-07-14 21:23 PDT, Otis Worldwide Corporation (OTIS) trades at $72.56 on NYSE. Its 52-week range is $69.34 to $99.06.
What is the market capitalisation of OTIS?
Otis Worldwide Corporation (OTIS) has a market capitalisation of $27.84B on NYSE.
What is the P/E ratio of OTIS?
OTIS trades at a trailing price-to-earnings (P/E) ratio of 19.30. The industry average P/E is 30.17. Its price-to-book (P/B) ratio is -4.80.
Does OTIS pay a dividend?
Otis Worldwide Corporation (OTIS) currently offers a dividend yield of 2.40%.
What is the return on equity (ROE) of OTIS?
OTIS has a return on equity (ROE) of -25.67%. Its return on capital employed (ROCE) is 71.17%.
Is OTIS a good stock to buy?
This page provides a data-driven analysis of Otis Worldwide Corporation (OTIS), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.