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Otis Worldwide Corporation OTIS SPXR3K

Industrials · Specialty Industrial Machinery · United States
https://www.otis.com
Company Profile ↓
$71.21
-18.58% 1Y
Mkt Cap$27.11B
P/E18.31
P/B-4.90
Div. Yield2.38%
52W High$92.50
52W Low$68.92
Book Value$-15.10
EPS (TTM)$3.89

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

Healthy Capital Returns

Return on capital employed stands at 71.2%.

Reasonable Valuation

Trades at a P/E of 18.3, below the sector median of 27.4.

Healthy Margins

Operating margin of 15.1% supports profitability.

Dividend Income

Offers a dividend yield of 2.38%.

Positive Free Cash Flow

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 +7.3%, earnings +13.0%.
  • 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:7.30%

Compounded Profit Growth

5 Years:4.04%
1 Year:13.00%

Stock Price Performance

1 Year:-18.58%
6 Months:-19.22%
3 Months:+1.85%
1 Month:-2.96%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Bearish
52-Week Range 10% of range
$68.92 $92.50
Trend Signals
  • Price vs 50-DMABelow
  • Price vs 200-DMABelow
  • RSI (14)46.98 · Neutral
Price Performance
1M-2.96%
3M+1.85%
6M-19.22%
1Y-18.58%
Valuation vs Sector

P/E of 18.31 is below the sector median of 27.38 — relatively cheaper than peers.

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

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

  • In a downtrend (50-DMA below 200-DMA).

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
18.31
Industry PE
27.38
Forward P/E
15.44
PEG Ratio
1.44
Book Value
$-15.10
Price to Book
-4.90
P/S
1.89
EV/EBITDA
13.82
Dividend Yield
2.38%

Growth (CAGR)

Revenue 5Y
1.60%
Profit 5Y
4.04%
Revenue (YoY)
7.30%
Earnings (YoY)
13.00%

Profitability & Returns

ROCE
71.17%
ROE
-25.67%
ROA
14.25%
Profit Margin
10.17%
Op Margin
15.13%
Gross Margin
30.31%
EPS (Latest Qtr)
$1.12
EPS (TTM)
$3.89

Balance Sheet & Liquidity

Debt/Equity
-
Quick Ratio
0.68
Current Ratio
0.83
Debt
$8.85B
Total Assets
$11.16B
Current Assets
$6.84B
Working Capital
$-1.39B

Ownership

Promoter Holding
0.14%
Chg in Prom Hold
0.00%
FII / Inst Holding
96.09%
Chg in FII Hold
0.07%

Financial Snapshot

Enterprise Value
$27.11B
Total Revenue (TTM)
$14.91B
EBITDA
$2.64B
Free Cash Flow
$1.44B
Operating Cash Flow
$1.87B
Shares Outstanding
380.67M
Gross Margin
30.31%
Payout Ratio
43.70%

Peer comparison

Peer companies in the same sector (Industrials).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 OTIS Otis Worldwide Corporation SPXR3K 71.21 18.31 $27.11B 2.38% 71.17% -25.67% 1.60% 4.04%
2 SPCX Space Exploration Technologies Corp. R3KAIDEFENCE 147.95 -134.50 $1.12T 0.00% -3.22% -11.95% 34.08% -3.34%
3 CAT Caterpillar Inc. SPXR3K 813.94 35.05 $374.15B 0.76% 17.98% 56.97% 2.29% 5.24%
4 GE GE Aerospace SPXR3KDEFENCE 337.12 39.85 $349.78B 0.50% 9.52% 48.23% -7.42% -5.36%
5 RTX RTX Corporation SPXR3KDEFENCE 200.79 35.41 $270.62B 1.31% 8.28% 12.27% 2.61% 2.62%
6 GEV GE Vernova Inc. SPXR3KAI 941.95 26.98 $250.87B 0.20% 6.30% 82.58% 8.68% -
7 DE Deere & Company SPXR3K 693.53 39.29 $187.33B 1.05% 12.53% 18.35% 3.43% 5.10%
8 UNP Union Pacific Corporation SPXR3K 291.88 23.83 $173.40B 1.92% 15.22% 39.70% 2.30% 7.77%
9 BA The Boeing Company SPXR3KDEFENCE 212.25 76.08 $167.63B 0.00% -9.01% - 1.67% -3.28%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Dec 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Mar 2025Jun 2025Sep 2025Mar 2026Jun 2026
Revenue 3.10B3.35B3.31B3.35B2.97B3.03B3.27B3.49B3.41B3.70B3.62B3.41B3.49B3.34B3.35B3.72B3.52B3.44B3.60B3.55B3.35B3.60B3.69B3.57B3.86B
Gross Profit 901.00M984.00M975.00M966.00M897.00M891.00M979.00M1.01B-----------------
Operating Income 415.00M481.00M482.00M-329.00M416.00M454.00M-509.00M561.00M542.00M526.00M487.00M529.00M513.00M580.00M571.00M544.00M570.00M363.00M411.00M547.00M586.00M539.00M575.00M
Net Income 273.00M308.00M317.00M218.00M165.00M224.00M266.00M251.00M308.00M326.00M331.00M311.00M321.00M324.00M331.00M376.00M376.00M353.00M415.00M540.00M243.00M393.00M374.00M340.00M428.00M
Diluted EPS 0.630.710.730.500.380.520.610.580.710.760.770.730.760.770.790.900.910.861.021.340.610.990.950.871.12
R&D Expense 39.00M40.00M39.00M-38.00M37.00M37.00M-35.00M39.00M39.00M37.00M38.00M37.00M35.00M36.00M36.00M36.00M39.00M40.00M37.00M38.00M36.00M38.00M39.00M

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 12.91B13.12B12.76B14.30B13.69B14.21B14.26B14.43B
Operating Income 1.83B1.81B1.64B2.11B2.03B2.19B2.01B2.13B
Net Income 1.05B1.12B906.00M1.25B1.25B1.41B1.65B1.38B
Diluted EPS 2.422.552.082.892.963.394.073.50
R&D Expense 181.00M163.00M152.00M159.00M150.00M144.00M152.00M152.00M

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --9.69B10.71B12.28B9.82B10.12B11.32B10.65B
Total Equity 2.53B2.01B1.70B-3.86B-3.62B-4.87B-4.92B-4.85B-5.39B
Cash & Equivalents -1.33B1.45B1.78B1.56B1.19B1.27B2.30B1.10B
Long Term Debt --5.00M5.26B7.25B6.10B6.87B6.97B6.90B
Total Liabilities --7.36B13.91B15.26B14.48B14.84B16.04B15.92B
Current Liabilities --5.37B6.67B6.25B6.84B6.48B7.75B7.66B

Cash Flows (Annual)

Figures in USD.

Metric Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 1.55B1.47B1.48B-1.56B1.63B1.56B1.60B
Investing Cash Flow -201.00M-203.00M-353.00M--33.00M-183.00M-164.00M-406.00M
Financing Cash Flow -1.50B-1.13B-844.00M--3.65B-1.35B-309.00M-2.42B
Capital Expenditure -----115.00M-138.00M-126.00M-152.00M
Free Cash Flow ----1.45B1.49B1.44B1.44B
Net Change in Cash -----2.12B94.00M1.09B-1.23B
Share Buybacks -00725.00M850.00M800.00M1.01B809.00M

Ratios (Annual)

Figures in %.

Metric Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 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

Insiders
0.14%
Institutions
96.09%
Public Float
96.23%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 8.31% 31.62M $2.27B
2 Vanguard Capital Management LLC 6.58% 25.06M $1.80B
3 Vanguard Portfolio Management LLC 5.24% 19.96M $1.43B
4 State Street Corporation 4.38% 16.66M $1.20B
5 Geode Capital Management, LLC 3.31% 12.59M $903.17M
6 Franklin Resources, Inc. 3.10% 11.78M $845.40M
7 Morgan Stanley 2.88% 10.96M $786.62M
8 FMR, LLC 2.66% 10.11M $725.26M
9 NORGES BANK 2.26% 8.60M $617.12M
10 ClearBridge Investments, LLC 1.96% 7.46M $535.29M

Analyst View

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Latest News

Recent headlines for OTIS

Google News Mon, 07 Sep 2026

Otis Worldwide Corporation $OTIS Shares Bought by Hsbc Holdings PLC - marketbeat.com

<a href="https://news.google.com/rss/articles/CBMixgFBVV95cUxNT3NKYlBOaXo1eTR3U213VEF6VE8xQUJQaFk3Rkg3RjJ3X0RpV1o2RjBFeDd2MjNlbUxvN1lqSnFzejgwemplTTlRcEg1Mmt3bHZZSXUyVHF5NWppVmtXZWxRemxHOF9PNERXNWo0X05fLWd0NHloYktydU1QU21GRVRZQTBGVENjNnVPMW…

Google News Wed, 02 Sep 2026

General Industrial Machinery Stocks Q2 In Review: Otis (NYSE:OTIS) Vs Peers - Yahoo Finance

<a href="https://news.google.com/rss/articles/CBMipgFBVV95cUxNMDh1dnFLM05KVUdsdDc1aklIT2l5MTFaUll6MWwtRkxyeWh6WXZ2Wm91ZnpXV0NYUmgyTW40M0xZRVZpS2JwMTBCWVh4ZlFRejctY2sxZDZEaGItVVBFTGVuOXJzZ0NIcGVhbFZrMjBFTkZqQ3BYcGR4R3BYZ0dEUmZPRlRoVlNpSmF6QU…

Google News hu, 03 Sep 2026

ETFs Investing in Otis Worldwide Corporation Stocks - TradingView

<a href="https://news.google.com/rss/articles/CBMiX0FVX3lxTFBDbWx5cUxFUTlUMVF2clNGS193UmZWV1EwQ1h1OG96YkVOMlBaVWpUWDVoUEtidjJXZnQxd253QmVzdG1rU1diMFFpcFJFaVlYSkNyRFdPSUd2OEZuc0Fr?oc=5" target="_blank">ETFs Investing in Otis Worldwide Corpor…

Google News Mon, 07 Sep 2026

Nykredit A S Buys Shares of 87,658 Otis Worldwide Corporation $OTIS - marketbeat.com

<a href="https://news.google.com/rss/articles/CBMixAFBVV95cUxOTmVNQWRnOWFwX0JpakJiVExRUE5oSnhNcWpLSnVkeUpaYmkxR3FYWkdJXzRTNFBKb056OWllNUEzMWw0QWsteDB2ZzV2MnhnVm00RHBTTEsxYUtGMkpKWi1MQUdPSEE3QjlmNHpYdXA3VTg2Tzc5WEZRRFNVWlhSM0NlT2hVQ0E0dlB5aE…

Google News Wed, 02 Sep 2026

Congress Trade: Representative Kevin Hern Just Disclosed New Stock Trades - quiverquant.com

<a href="https://news.google.com/rss/articles/CBMirAFBVV95cUxOTFd5bjhOeTJjS0ZMbzE3MjMtWnJ3bVNLTVNuRndsY1NlWWlwZC10MDNUbEVxclZWcl9QRnN1eHlqdjU0emRxanp6R2xsQklPNTBXeFNIWUF2dzYwYUdUbWJmOE1GOFZMQUk1ZGp4UTJYcGJaTVMwV1FtQXo1MGNzYVBpeE1kRU14aElTaW…

Google News Wed, 02 Sep 2026

Behavioral Patterns of OTIS and Institutional Flows - Stock Traders Daily

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OTIS — Frequently Asked Questions

What is the current share price of Otis Worldwide Corporation (OTIS)?

As of 2026-09-07 16:24 PDT, Otis Worldwide Corporation (OTIS) trades at $71.21 on NYSE. Its 52-week range is $68.92 to $92.50.

What is the market capitalisation of OTIS?

Otis Worldwide Corporation (OTIS) has a market capitalisation of $27.11B on NYSE.

What is the P/E ratio of OTIS?

OTIS trades at a trailing price-to-earnings (P/E) ratio of 18.31. The industry average P/E is 27.38. Its price-to-book (P/B) ratio is -4.90.

Does OTIS pay a dividend?

Otis Worldwide Corporation (OTIS) currently offers a dividend yield of 2.38%.

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.

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