Stocks · Industrials · Industrial - Machinery
Otis Worldwide Corporation OTIS
$64.05 -0.67% Close, Oct 2, 2026 · NYSE · Market cap $24.38B
Weak trendInexpensive vs sectorLow risk
Next earnings report: Oct 28, 2026
Scroll or pinch to zoom, drag to move. Daily prices adjusted for splits. Markers: E = earnings (green beat, red miss), S = split, D = dividend.
Three things to know
- At 16.5× trailing earnings, the shares trade at the lowest P/E of the company's past five years.
- Net debt is 3.3× EBITDA, a high level of leverage.
- The stock is in a downtrend: below its 200-day average, with the 50-day average below the 200-day.
PromtFinance scores
Each score is a percentile within the Industrials sector (0–100). Under each score: how the stock ranks in its sector on every component. As of Oct 5, 2026.
How fast revenue, earnings and cash flow are growing.
- Revenue growth (TTM, YoY)Bottom 40%
- EPS growth (TTM, YoY)Bottom 42%
- FCF growth (TTM, YoY)Top 37%
- Revenue growth, 3-year CAGRBottom 36%
- Revenue growth accelerationTop 43%
Returns on capital, margins, earnings quality and balance-sheet strength.
- Return on invested capitalTop 1%
- Gross marginTop 46%
- Operating marginTop 22%
- Cash conversion (OCF / net income)Bottom 31%
- Accruals (lower is better)Bottom 41%
- Net debt / EBITDA (lower is better)Bottom 27%
- Interest coverTop 24%
How cheap the shares are relative to earnings, cash flow and their own history.
- Earnings yieldTop 11%
- Free-cash-flow yieldTop 19%
- EBITDA / enterprise valueTop 34%
- Sales / enterprise valueBottom 49%
- P/E vs own 5-year history (lower is better)Top 6%
Strength and persistence of the price trend, including versus the S&P 500.
- 12-month return excluding last monthBottom 18%
- 6-month returnBottom 23%
- 1-year return vs S&P 500Bottom 17%
- Distance from 52-week highBottom 37%
- Trend checklist (0–4)Bottom 15%
Earnings surprises and analyst sentiment (estimate-revision history is being collected).
- Average EPS surprise, last 4 quartersBottom 36%
- Consecutive EPS beatsBottom 16%
- Share of analysts rating BuyBottom 32%
- Upside to consensus price targetTop 44%
Low volatility, shallow drawdowns, low market sensitivity and modest leverage.
- Volatility, 60 days (lower is better)Top 7%
- Maximum drawdown, 3 yearsTop 32%
- Beta vs S&P 500 (lower is better)Top 12%
- Net debt / EBITDA (lower is better)Bottom 27%
What changed
Latest four quarters versus the same period a year earlier (growth: versus one quarter earlier).
| Measure | Before | Now | |
|---|---|---|---|
| Revenue growth (YoY) | 3.3% | 5.2% | ↑ |
| EPS growth (YoY) | -1.3% | 2.9% | ↑ |
| Gross margin | 29.9% | 30.2% | ↑ |
| Operating margin | 13.1% | 15.4% | ↑ |
| FCF margin | 9.5% | 11.5% | ↑ |
Fundamental momentum
| Measure | Now (TTM) | Year / quarter before | Sector rank | |
|---|---|---|---|---|
| Revenue growth (TTM, YoY) | 5.2% | 3.3% | ↑ | Bottom 40% |
| EPS growth (TTM, YoY) | 2.9% | -1.3% | ↑ | Bottom 42% |
| Gross margin | 30.2% | 29.9% | ↑ | Top 46% |
| Operating margin | 15.4% | 13.1% | ↑ | Top 22% |
| Net margin | 10.2% | 10.7% | ↓ | — |
| Free-cash-flow margin | 11.5% | 9.5% | ↑ | — |
| Return on invested capital | 40.3% | — | Top 1% | |
| Revenue growth, 3-year CAGR | 1.8% | — | Bottom 36% |
Quality of earnings and balance sheet
- Cash conversion (OCF / net income)Above 1× means profits are backed by cash.
- 1.23×
- Accruals (net income − OCF) / assetsLower is better; high accruals can signal weaker earnings quality.
- -3.2%
- Stock-based compensation / revenueA cost to shareholders through dilution.
- 0.2%
- Receivables growth vs revenue growthReceivables growing much faster than sales can be a warning.
- +2.5 pp
- Net debt / EBITDABelow 1× is conservative; above 3× is high leverage.
- 3.33×
- Interest cover (operating income / interest)How many times operating profit covers interest.
- 10.9×
Shareholder returns
- Dividend yield (dividends paid, TTM)
- 2.70%
- Net buyback yield (TTM)
- 4.33%
- Shareholder yield
- 7.03%
- Share count change, 1 year
- -2.7%
- Share count change, 3-year CAGR
- -2.4%
Shareholder yield = dividends + net buybacks over the last four quarters, divided by market cap.
Based on the four quarters through Jun 30, 2026 (filed Jul 23, 2026).
Earnings and expectations
Earnings momentum
- Consecutive EPS beats
- 0
- Beats in the last 8 reports
- 3 of 8
- Average EPS surprise, last 4
- +0.6%
- Average 2-day reaction, last 8
- -3.3%
- Positive 20 days after report
- 2 of 8
Analysts
- Consensus price target
- $87.00
- Target vs current price
- +35.8%
- Analysts with a rating
- 15
- Share rating Buy or Strong Buy
- 47%
- Consensus rating
- Buy
How the stock reacted to recent reports
| Report date | EPS surprise | 2 days | 5 days | 20 days | 60 days |
|---|---|---|---|---|---|
| Jul 22, 2026 | +0.0% | -2.1% | +2.3% | -2.2% | — |
| Apr 22, 2026 | -0.7% | -1.3% | -1.9% | -10.1% | -6.9% |
| Jan 28, 2026 | -1.0% | -2.2% | -3.7% | -1.2% | -12.2% |
| Oct 29, 2025 | +4.0% | +2.3% | -0.7% | -3.1% | -0.8% |
| Jul 23, 2025 | +1.9% | -12.4% | -13.6% | -12.3% | -9.4% |
| Apr 23, 2025 | +2.7% | -6.7% | -4.1% | -0.7% | +0.5% |
| Jan 29, 2025 | -2.1% | -1.3% | -1.5% | +3.0% | -3.3% |
| Oct 30, 2024 | -1.0% | -3.0% | -1.2% | +0.6% | -5.4% |
Returns from the close before each report. Past reactions do not determine future ones.
Earnings history
| Report date | EPS | Estimate | Surprise | Revenue |
|---|---|---|---|---|
| Jul 22, 2026 | $1.01 | $1.01 | +0.0% | $3.86B |
| Apr 22, 2026 | $0.89 | $0.90 | -0.7% | $3.57B |
| Jan 28, 2026 | $1.03 | $1.04 | -1.0% | $3.80B |
| Oct 29, 2025 | $1.05 | $1.01 | +4.0% | $3.69B |
| Jul 23, 2025 | $1.05 | $1.03 | +1.9% | $3.60B |
| Apr 23, 2025 | $0.92 | $0.90 | +2.7% | $3.35B |
| Jan 29, 2025 | $0.93 | $0.95 | -2.1% | $3.67B |
| Oct 30, 2024 | $0.96 | $0.97 | -1.0% | $3.55B |
Valuation in context
| Multiple | Now | 5-year median | 5-year percentile | Sector rank (cheapness) |
|---|---|---|---|---|
| P/E (trailing) | 16.5× | 26.1× | 0th | Top 11% |
| P/E (forward) | 15.8× | — | — | — |
| EV / EBITDA | 13.4× | — | — | Top 34% |
| EV / Sales | 2.17× | — | — | Bottom 49% |
| Free-cash-flow yield | 7.02% | — | — | Top 19% |
| Earnings yield | 6.07% | — | — | Top 11% |
P/E over the past five years
Range 18.2× – 33.1× since Jun 30, 2021. Each point: price on the filing date divided by trailing-twelve-month EPS known then.
What moved the stock over the past year
- Price return, 1 year
- -30.7%
- Earnings per share growth (TTM)
- +2.9%
- Change in P/E multiple
- -22.9%
Most of the move came from a change in the valuation multiple.
Technical state
Trend checklist
- ✗ Price above 20-day average
- ✗ Price above 50-day average
- ✗ Price above 200-day average
- ✗ 50-day average above 200-day
- ✗ MACD histogram positive
Trend quality
- Days above the 50-day average
- 0
- Days above the 200-day average
- 0
- 50-day average slope (20 days)
- -2.7%
- 200-day average slope (20 days)
- -2.5%
- Distance from 50-day average
- -9.0%
- Distance from 200-day average
- -18.0%
- RSI (14)
- 31.1
- Relative volume
- 1.28×
Risk and drawdowns
- Volatility, 60 days (annualized)
- 22.8%
- Volatility vs own 5-year history
- 56th percentile · Normal for this stock
- Beta vs S&P 500 (2 years, weekly)
- 0.55
- Correlation with S&P 500
- 0.42
- Current drawdown from 1-year high
- -31.6%
- Maximum drawdown, 3 years
- -39.6%
Largest declines in the past six years
| From peak | To low | Decline | Length | Recovery |
|---|---|---|---|---|
| Oct 18, 2024 | Oct 2, 2026 | -39.6% | 489 days | Not yet recovered |
| Aug 30, 2021 | Sep 30, 2022 | -30.9% | 274 days | 349 days (Feb 22, 2024) |
| Oct 12, 2020 | Oct 28, 2020 | -10.2% | 12 days | 9 days (Nov 10, 2020) |
Declines of 10% or more from a closing high, measured on daily closes.
Financial statements
- Market cap
- $24.38B
- P/E (TTM)
- 16.5
- EPS, diluted (TTM)
- $3.89
- Revenue (TTM)
- $14.91B
- Dividend yield
- 2.69%
- 52-week range
- $63.58 – $94.57
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Revenue | $14.30B | $13.69B | $14.21B | $14.26B | $14.43B |
| Gross profit | $4.19B | $3.92B | $4.19B | $4.26B | $4.37B |
| Operating income | $2.11B | $2.03B | $2.19B | $2.01B | $2.13B |
| Net income | $1.25B | $1.25B | $1.41B | $1.65B | $1.38B |
| EPS (diluted) | $2.89 | $2.96 | $3.39 | $4.07 | $3.50 |
| Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $3.55B | $3.67B | $3.35B | $3.60B | $3.69B | $3.80B | $3.57B | $3.86B |
| Net income | $540.0M | $337.0M | $243.0M | $393.0M | $374.0M | $374.0M | $340.0M | $428.0M |
| EPS (diluted) | $1.34 | $0.84 | $0.61 | $0.99 | $0.95 | $0.95 | $0.87 | $1.12 |
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Operating cash flow | $1.75B | $1.56B | $1.63B | $1.56B | $1.60B |
| Capital expenditure | -$156.0M | -$115.0M | -$138.0M | -$126.0M | -$152.0M |
| Free cash flow | $1.59B | $1.45B | $1.49B | $1.44B | $1.44B |
| Dividends paid | -$393.0M | -$465.0M | -$539.0M | -$606.0M | -$647.0M |
| Net share buybacks | -$725.0M | -$850.0M | -$800.0M | -$1.01B | -$809.0M |
Cash outflows are shown as negative numbers.
- Cash and short-term investments
- $813.0M
- Total assets
- $11.16B
- Total liabilities
- $16.72B
- Total debt
- $8.85B
- Net debt
- $8.03B
- Shareholders’ equity
- -$5.75B
As of Jun 30, 2026 (filed Jul 23, 2026).
Dividends
| Ex-date | Amount | Paid |
|---|---|---|
| Aug 14, 2026 | $0.44 | Sep 11, 2026 |
| May 15, 2026 | $0.44 | Jun 12, 2026 |
| Feb 13, 2026 | $0.42 | Mar 13, 2026 |
| Nov 14, 2025 | $0.42 | Dec 5, 2025 |
| Aug 15, 2025 | $0.42 | Sep 5, 2025 |
| May 16, 2025 | $0.42 | Jun 6, 2025 |
| Feb 14, 2025 | $0.39 | Mar 7, 2025 |
| Nov 15, 2024 | $0.39 | Dec 6, 2024 |
Short interest
- Shares sold short
- 15,981,493
- Days to cover
- 4.20
- Change vs previous report
- +5.5%
FINRA short interest, settlement date Sep 15, 2026.