TORVANTA
Industrials · S&P 500 · data as of 2026-10-05

OTIS stock analysis: Otis Worldwide

Otis Worldwide (OTIS) is an S&P 500 company in Industrial Machinery & Supplies & Components. It grades weakest on momentum.

The model's view of OTIS · subscribers

Where OTIS ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with OTIS · updated 2026-10-05 · from prices and SEC filings

OTIS price performance

OTIS against the S&P 500, one year
-20%+0%+20%S&P 500 +18%OTIS -26%2025-09-292026-10-05
Year to date-23.3%S&P 500 +14.5% · behind by 37.8 pts
1 year-26.5%S&P 500 +17.0% · behind by 43.5 pts
3 years-12.1%S&P 500 +89.3% · behind by 101.3 pts
5 years-14.1%S&P 500 +91.3% · behind by 105.4 pts

Total returns with dividends reinvested.

OTIS factor grades

Each grade compares OTIS with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

B+ValueP/E 16.9x (industry 26.4x)FCF yield 6.8% (industry 4.0%)
CGrowthRevenue growth +5% (industry +6%)EPS growth +3% (industry +5%)
B-ProfitabilityOperating margin 15.4% (industry 20.6%)ROIC 92.9% (industry 14.0%)
D+Momentum12-month change -26%From 52-wk high -29%

OTIS in plain numbers

OTIS key statistics

SectorIndustrials
IndustryIndustrial Machinery & Supplies & Components
IndexS&P 500
Market value$25.1B
Revenue growth (y/y)+5%
Free-cash-flow yield6.8%
Dividend yield2.6%
Next earnings (expected)2026-10-28
Valuation measures
Market value$25.1B
Enterprise value$32.7B
P/E (trailing)16.9x
Forward P/E (Torvanta estimate)16.0x
PEG (Torvanta estimate)2.67
Price / sales1.7x
EV / revenue2.2x
EV / EBITDA13.3x
Financial highlights
Revenue, last 12 months$14.9B
Net income, last 12 months$1.5B
EPS, last 12 months (GAAP)$3.89
Operating margin15.4%
Net margin10.2%
Return on invested capital92.9%
Cash$813.0M
Total debt$8.4B
Free cash flow, last 12 months$1.7B
Interest cover10.0x
Current ratio0.83x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

OTIS earnings trends

Revenue vs earnings
$0$1.0B$1.9B$2.9B$3.9BSep 2024 Revenue: $3.5BDec 2024 Revenue: $3.7BMar 2025 Revenue: $3.4BJun 2025 Revenue: $3.6BSep 2025 Revenue: $3.7BDec 2025 Revenue: $3.8BMar 2026 Revenue: $3.6BJun 2026 Revenue: $3.9BSep 2024 Net income: $540.0MDec 2024 Net income: $337.0MMar 2025 Net income: $243.0MJun 2025 Net income: $393.0MSep 2025 Net income: $374.0MDec 2025 Net income: $374.0MMar 2026 Net income: $340.0MJun 2026 Net income: $428.0MSep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Net margin: 15.2%Net margin: 9.2%Net margin: 7.3%Net margin: 10.9%Net margin: 10.1%Net margin: 9.9%Net margin: 9.5%Net margin: 11.1%0%8%15%■ Revenue ■ Net income ━ Net margin
Earnings per share$0.0$0.3$0.7$1.0$1.3Sep 2024 EPS (GAAP, diluted): $1.3Dec 2024 EPS (GAAP, diluted): $0.8Mar 2025 EPS (GAAP, diluted): $0.6Jun 2025 EPS (GAAP, diluted): $1.0Sep 2025 EPS (GAAP, diluted): $1.0Dec 2025 EPS (GAAP, diluted): $1.0Mar 2026 EPS (GAAP, diluted): $0.9Jun 2026 EPS (GAAP, diluted): $1.1Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026■ EPS (GAAP, diluted) Change from a year earlier: Sep 2025 -29% · Dec 2025 +13% · Mar 2026 +43% · Jun 2026 +13%

From the company's 10-Q and 10-K filings with the SEC.

Otis Worldwide financials (from SEC filings)

Fiscal yearFY2021FY2022FY2023FY2024FY2025
Revenue$14.3B$13.7B$14.2B$14.3B$14.4B
Net income$1.2B$1.3B$1.4B$1.6B$1.4B
EPS (GAAP)$2.90$2.97$3.39$4.06$3.50
Free cash flow$1.6B$1.4B$1.5B$1.4B$1.4B

OTIS earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-07-22$1.12+13%+7%-0.3%
2026-04-22$0.87+43%+6%+0.2%
2026-01-28$0.95+13%+3%-3.5%
2025-10-29$0.95-29%+4%+2.4%
2025-07-23$0.99-3%-0%-12.6%
2025-04-23$0.61-29%-3%-10.0%

About Otis Worldwide

HeadquartersFarmington, CT
Industry (SEC code)Electronic & Other Electrical Equipment (No Computer Equip)
Fiscal year endsDecember 31
Incorporated inDE
Listed onNYSE

From the company's SEC registration record.

Companies similar to OTIS

CompanyMarket valueP/ERevenue growthOperating margin12-month change
OTIS Otis Worldwide$25.1B16.9x+5%15.4%-26%
HUBB Hubbell$25.4B28.4x+7%20.7%+18%compare
DOV Dover$25.8B23.0x+8%16.9%+16%compare
XYL Xylem$23.9B24.4x+5%14.5%-31%compare
IR Ingersoll Rand$30.5B32.3x+8%18.1%-6%
SNA Snap-on$19.0B18.7x+4%25.4%+9%
NDSN Nordson$18.6B33.8x+7%26.9%+45%

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Frequently asked questions

Is OTIS stock a buy?

Torvanta does not tell individuals what to buy. Its grades for OTIS are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is OTIS's P/E ratio?

OTIS trades at about 16.9 times its last 12 months of GAAP earnings reported to the SEC, and about 16.0 times Torvanta's own estimate of the next 12 months.

When does OTIS report earnings next?

Based on its filing history, Torvanta expects Otis Worldwide to report around 2026-10-28.

Does OTIS pay a dividend?

Yes. Its dividend yield is about 2.6%, and it has raised its dividend 5 years in a row.

How has OTIS performed against the S&P 500?

Over the past year OTIS returned -26.5%, against +17.0% for the S&P 500, dividends reinvested.

See the model's view

Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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