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NYSE · Technology

Otis Worldwide Corp (OTIS)

As-reported financials and SEC filings for Otis Worldwide Corp. The latest annual period is FY2025. The latest reported quarter is Q2 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About Otis Worldwide Corp

Otis Worldwide Corp designs, manufactures, installs, services, and modernizes elevators, escalators, and moving walkways for residential, commercial, retail, and infrastructure projects worldwide. The company serves real estate developers, building owners, facility managers, housing associations, and government agencies through its New Equipment and Service segments. Otis operates a global network of branches and service technicians, providing maintenance, repair, and modernization services for approximately 2.5 million units globally.

Snapshot

Revenue
$14.43B
Revenue growth (YoY)
1.2%
Net income
$1.38B
Diluted EPS
$3.50
Gross margin
Operating margin
14.8%
Net margin
9.6%
FCF margin
10.0%
ROE
net income / fiscal-year-end equity
P/E
18.4×
trailing when available, otherwise FY EPS
Market cap
$27.08B
Long-term debt / equity
non-current term debt only

Fundamentals are from SEC filings for FY2025, the latest annual period (ended December 31, 2025). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Otis Worldwide

  • Revenue grew 1.2% to $14.4B in FY2025, in line with the 0.4% the year before.
  • Operating margin is 14.8% in FY2025, +0.0 pp against 14.7% in FY2021.
  • Most recent quarter Q2 FY2026: revenue $3.9B, up 7.3% from Q2 FY2025.
  • Free cash flow was $1.4B in FY2025, 10.0% of revenue.
  • Net income fell 15.9% to $1.4B in FY2025.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Otis Worldwide’s fundamentals sit among the 625 Technology companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Operating margin14.8%
77th percentile of 563
Net margin9.6%
69th percentile of 577
FCF margin10.0%
51st percentile of 544
Revenue growth (YoY)+1.2%
27th percentile of 616
P/E18.4×
29th percentile of 330
Short interest5.00d
71st percentile of 622

No reported insider transactions (codes P/S) in the last 90 days. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 5 of the superinvestors we track (plus 6 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
5
+6 quant / multi-strat
Initiated / added
9
0 new, 9 added
Reduced / exited
3
2 trimmed, 1 exited
Combined position
$1.30B
reported long value
InvestorAs ofPosition valueSharesChange
D. E. ShawquantQ2 2026$389.4M5.4MAdded
AQR Capital ManagementquantQ2 2026$331.2M4.6MAdded
Two Sigma InvestmentsquantQ2 2026$224.7M3.1MAdded
Citadel AdvisorsquantQ2 2026$139.8M2.0MAdded
Renaissance TechnologiesquantQ2 2026$113.4M1.6MReduced
Millennium ManagementquantQ2 2026$29.5M411.6KAdded
Bridgewater AssociatesQ2 2026$26.1M364.3KAdded
Gotham Asset ManagementQ2 2026$25.1M351.2KAdded
First Eagle Investment ManagementQ2 2026$14.7M205.9KAdded
Markel GroupQ2 2026$9.6M133.6KAdded
Dodge & CoxQ2 2026$373,0365.2KReduced

No longer held by: Point72 Asset Management (as of Q2 2026)

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
code P value
Sells (90d)
0
Reported activity
Quiet
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-05-07
Lefebure Thibault Pierre MariePresident, Otis EMEASell1.6K$76.89$125K

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
15.0M
settled 2026-08-14
Change vs prior
+4.1%
vs previous settlement
Days to cover
5.00
at avg daily volume
Avg daily volume
3.0M
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-1415.0M+4.1%5.00
2026-07-3114.4M+0.8%3.18
2026-07-1514.3M-6.6%4.60
2026-06-3015.3M+4.0%3.46
2026-06-1514.7M+21.6%4.41
2026-05-2912.1M-7.3%3.31
2026-05-1513.0M-15.1%3.12
2026-04-3015.4M+36.8%3.78

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2025FY2024FY2023FY2022FY2021
Revenue$14.43B$14.26B$14.21B$13.69B$14.30B
Gross profit
Operating income$2.13B$2.01B$2.19B$2.03B$2.11B
Net income$1.38B$1.65B$1.41B$1.25B$1.25B
Diluted EPS$3.50$4.07$3.39$2.96$2.89

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2025FY2024FY2023FY2022FY2021
Operating cash flow$1.60B$1.56B$1.63B$1.56B$1.75B
Capital expenditure$152.0M$126.0M$138.0M$115.0M$156.0M
Free cash flow$1.44B$1.44B$1.49B$1.45B$1.59B

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q2 FY2026$3.86B7.3%$428.0M$1.12
Q1 FY2026$3.57B6.4%$340.0M$0.87
Q4 FY2025$3.80B3.3%$374.0M$0.95
Q3 FY2025$3.69B4.0%$374.0M$0.95
Q2 FY2025$3.60B-0.2%$393.0M$0.99
Q1 FY2025$3.35B-2.5%$243.0M$0.61
Q4 FY2024$3.67B1.5%$337.0M$0.84
Q3 FY2024$3.55B0.7%$540.0M$1.34

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNYSE
SectorTechnology
SIC industryElectronic & Other Electrical Equipment (No Computer Equip)
Latest annual periodFY2025 (ended December 31, 2025)
Latest reported quarterQ2 FY2026 (ended June 30, 2026)
Oldest indexed filing2019
SEC CIK1781335

Selected SEC filings

10-K2026-02-05
View on EDGAR →
10-K2025-02-04
View on EDGAR →
10-Q2026-07-23
View on EDGAR →
10-Q2026-04-23
View on EDGAR →
10-Q2025-10-30
View on EDGAR →
10-Q2025-07-24
View on EDGAR →
8-K2026-07-22
View on EDGAR →
8-K2026-05-29
View on EDGAR →

Largest Technology peers

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.