Otis Worldwide Corp(OTIS)Stock Analysis
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Rank #857 of 2,879 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
OTIS Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Otis Worldwide Corp (OTIS), a Technology sector company. 13F Pro's AI-powered ranking engine scores OTIS at 60.3/100 on a 32-signal composite quality model, placing it at rank #857 of 2,879 stocks — the top half of the AI-ranked universe. OTIS scores in the top quartile across balance sheet strength (90.8), revenue scale (90.0). Areas of concern include institutional flow (3.3) and earnings quality (34.3), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), Otis Worldwide Corp reports quarterly revenue of $3.6B, net income of $340.0M, an operating margin of 15.1%. Top institutional holders of OTIS by reported 13-F value include BlackRock,, VANGUARD CAPITAL MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. OTIS trades on the NYSE exchange and files with the SEC under CIK 1781335. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate OTIS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Otis Worldwide Corp directly from SEC EDGAR. Otis Worldwide Corp's 13F Pro composite quality score has ranged between 8 and 68 since 2021, currently 60.3 — a stable long-term trajectory across 56 quarterly and live scoring snapshots.
Revenue
Q1 2026
$3.6B
Net Income
Q1 2026
$340.0M
Free Cash Flow
Q1 2026
$380.0M
Operating Margin
Q1 2026
15.1%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+1.2% YoYNet Income
-15.9% YoYOperating Income
+6.2% YoYEPS (Diluted)
-14.0% YoYTotal Assets
-5.9% YoYTotal Debt
-10.2% YoYOp. Cash Flow
+2.1% YoY| Metric | FY 2025 | FY 2024 | FY 2021 | FY 2019 | FY 2018 | FY 2017 |
|---|---|---|---|---|---|---|
| Revenue | $14.43B +1.2% | $14.26B -0.3% | $14.30B +9.0% | $13.12B +1.6% | $12.91B | — |
| Net Income | $1.38B -15.9% | $1.65B +32.0% | $1.25B +11.6% | $1.12B +6.4% | $1.05B | — |
| Operating Income | $2.13B +6.2% | $2.01B -4.7% | $2.11B +16.2% | $1.81B -1.1% | $1.83B | — |
| EPS (Diluted) | $3.50 -14.0% | $4.07 +40.8% | $2.89 +13.3% | $2.55 +5.4% | $2.42 | — |
| Total Assets | $10.65B -5.9% | $11.32B -7.8% | $12.28B +26.8% | $9.69B | — | — |
| Total Debt | $9.90B -10.2% | $11.02B +51.1% | $7.30B +18610.3% | $39.0M | — | — |
| Operating Cash Flow | $1.60B +2.1% | $1.56B -10.7% | $1.75B +19.1% | $1.47B -5.2% | $1.55B | — |
AI Insight: OTIS Financial Trends
Otis delivers its highest quarterly revenue in two years at $3,796M in Q4 2025, while total debt fell sharply from $11.3B to $9.5B over three quarters.
• Revenue grew from $3,350M in Q1 2025 to $3,796M in Q4 2025, then held at $3,566M in Q1 2026 — a solid year-over-year gain vs Q1 2025.
• Total debt dropped materially from $11,332M in Q1 2025 to $8,571M in Q2 2025 and stands at $9,452M in Q1 2026.
• Operating income rose from $411M in Q1 2025 to $539M in Q1 2026, with operating margin improving meaningfully year-over-year.
• Equity remains deeply negative, worsening from -$5,046M in Q2 2024 to -$5,680M in Q1 2026, reflecting persistent shareholder deficit.
⚠ Operating cash flow fell to $413M in Q1 2026 from $817M in Q4 2025 — typical seasonality, but worth monitoring for sustained recovery.
⚠ Net income of $340M in Q1 2026 is below the $374M–$415M range seen in recent quarters, signaling mild earnings pressure.
⚠ Equity deficit deepened to -$5,680M in Q1 2026 — the most negative level in the dataset — raising balance sheet quality concerns.
AI Insight: OTIS Ratio Trends
ROIC surged from 26.5% in Q1 2025 to 71.1% by Q3 2025 before moderating to 57.2% in Q1 2026, signaling sharply improved capital efficiency year-over-year.
• ROIC expanded dramatically from 26.5% in Q1 2025 to 71.1% in Q3 2025, nearly tripling over two quarters.
• Operating margin recovered from a trough of 10.2% in Q3 2024 to a stable 15.1%–15.9% range through Q2–Q1 2026.
• ROA declined from 15.0% in Q2 2025 to 12.9% in Q1 2026, suggesting modest asset-return pressure in recent quarters.
• Net profit margin compressed from 10.9% in Q2 2025 to 9.5% in Q1 2026, a four-quarter declining trend.
⚠ ROIC pulled back from 71.1% in Q3 2025 to 57.2% in Q1 2026 — monitor whether this moderation continues.
⚠ NPM has fallen three consecutive quarters from 10.9% to 9.5%; cost or pricing pressure warrants close attention.
⚠ Q3 2024 showed anomalous NPM of 15.2% vs. sub-12% peers — one-off item distorts year-over-year comparisons.
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Top Institutional Holders of OTIS
BlackRock, Inc.
$2.5B32,220,840 shVANGUARD CAPITAL MANAGEMENT LLC
$1.9B25,256,005 shVANGUARD PORTFOLIO MANAGEMENT LLC
$1.5B19,701,892 shSTATE STREET CORP
$1.2B16,201,503 shMORGAN STANLEY
$998.9M12,959,312 shGEODE CAPITAL MANAGEMENT, LLC
$964.0M12,451,330 shFRANKLIN RESOURCES INC
$888.0M11,520,956 shFMR LLC
$615.0M7,979,132 shMASSACHUSETTS FINANCIAL SERVICES CO /MA/
$597.7M7,600,270 shMitsubishi UFJ Asset Management Co., Ltd.
$454.2M5,892,021 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $2.5B | 32,220,840 |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.9B | 25,256,005 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.5B | 19,701,892 |
| STATE STREET CORP | $1.2B | 16,201,503 |
| MORGAN STANLEY | $998.9M | 12,959,312 |
| GEODE CAPITAL MANAGEMENT, LLC | $964.0M | 12,451,330 |
| FRANKLIN RESOURCES INC | $888.0M | 11,520,956 |
| FMR LLC | $615.0M | 7,979,132 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $597.7M | 7,600,270 |
| Mitsubishi UFJ Asset Management Co., Ltd. | $454.2M | 5,892,021 |
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Popular Research
Is OTIS a good stock to buy?
13F Pro's AI-powered analysis of Otis Worldwide Corp (OTIS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for OTIS are available on the OTIS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own OTIS?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling OTIS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Otis Worldwide Corp's investment landscape.