OTIS
Neutral signalScored 2026-10-06 Drivers: Congress, fundamentals. Insiders: neutral. Moteurs : Congrès, fondamentaux. Initiés : neutre.
Research, not advice.
À propos
Otis Worldwide Corporation
- Nom
- Otis Worldwide Corporation
- Secteur
- Industrials
- Industrie
- Industrial - Machinery
- Bourse
- NYSE
- Capitalisation
- $28.6B
- Employés
- 72,000
- PDG
- Judith F. Marks
- Site web
- https://www.otis.com
- Marché
- KNCRF
Otis Worldwide Corporation is a global leader specializing in the manufacturing, installation, and servicing of elevators and escalators, with significant operations in the United States, China, and numerous other international markets. The company's business is organized into two primary divisions: New Equipment and Service. Its New Equipment segment is responsible for the design, fabrication, sale, and fitting of a diverse array of passenger and freight elevators, escalators, and moving walkways, catering to residential and commercial properties, as well as large-scale infrastructure endeavors. Conversely, the Service segment offers extensive maintenance, repair, and modernization services aimed at upgrading existing elevator and escalator systems. Otis maintains a substantial global service footprint, employing approximately 34,000 service technicians across roughly 1,400 branches and offices. The company, established in 1853, is headquartered in Farmington, Connecticut.
Price (1 year)
Live chart from TradingView — independent market data, as price context around the filings, not the Quorum score. EMA 50/200 and Bollinger load by default. When the exchange is known it is sent as EXCHANGE:SYMBOL; otherwise TradingView resolves the ticker best-effort.
Decouvert par les declarations du Congres
- Insiders
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- Total bought
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Avg buy (VWAP, 90d window) —
- Total sold
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Avg sell (VWAP, 90d window) —
Total sold sums Form 4 code S in this window. Codes F, M, A and G are left out.
- Last activity
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- Last synced
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2026-10-06 10:56:08
Sign in to request a sync of this company's price history and timing levels.
Insider holdings as a share of total assets aren't available for this company.
Avg buy and avg sell are volume-weighted prices (sum of shares × price, divided by shares) for Form 4 rows in this 90-day window that report both figures. A comparison with last close is market context for that average, not advice.
Recent Form 4
Filings in the 90-day window for this company. Value is shares × price from the filing. Research, not advice.
No Form 4 filings for this company in this window.
Congressional trades
STOCK Act disclosures (90-day window)
Amounts are STOCK Act brackets as disclosed. Quorum does not turn a bracket into an exact price or a midpoint.
| Date | Member | Side | Amount range | Filing |
|---|---|---|---|---|
| 2026-08-27 | John Boozman | Buy | $1,001 - $15,000 | Filing |
| 2026-08-27 | John Boozman | Buy | $1,001 - $15,000 | Filing |
Recent trades
| Date | Representative | Type | Amount |
|---|---|---|---|
| 2026-08-10 | Kevin Hern | Sale (Full) | $1,001 - $15,000 |
| 2026-07-07 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2026-06-02 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2026-05-01 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2026-04-29 | William R. Keating | Purchase | $1,001 - $15,000 |
| 2025-10-31 | Lisa C. McClain | Sale (Full) | $1,001 - $15,000 |
| 2025-10-30 | Lisa C. McClain | Purchase | $1,001 - $15,000 |
| 2025-10-30 | Lisa C. McClain | Sale (Full) | $1,001 - $15,000 |
| 2025-08-04 | Lisa C. McClain | Purchase | $1,001 - $15,000 |
| 2025-07-25 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2025-07-11 | Ritchie Torres | Sale (Full) | $1,001 - $15,000 |
| 2024-09-26 | Ritchie Torres | Purchase | $1,001 - $15,000 |
| 2024-09-04 | John James | Sale (Full) | $1,001 - $15,000 |
| 2024-01-10 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2024-01-10 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2023-11-10 | John James | Purchase | $1,001 - $15,000 |
| 2023-11-03 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2023-10-02 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2023-08-03 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2023-05-23 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2022-11-03 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2022-09-06 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2022-08-23 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2022-08-01 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2022-07-19 | Ro Khanna | Sale | $15,001 - $50,000 |
| 2022-07-07 | Diana Harshbarger | Purchase | $1,001 - $15,000 |
| 2022-05-23 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2022-05-10 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2022-04-21 | Diana Harshbarger | Purchase | $1,001 - $15,000 |
| 2022-04-21 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2022-04-11 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2022-04-07 | Diana Harshbarger | Purchase | $1,001 - $15,000 |
| 2022-04-06 | Ro Khanna | Sale | $15,001 - $50,000 |
| 2022-04-06 | Ro Khanna | Sale | $15,001 - $50,000 |
| 2022-04-04 | Diana Harshbarger | Purchase | $1,001 - $15,000 |
| 2022-04-04 | Diana Harshbarger | Purchase | $1,001 - $15,000 |
| 2022-03-31 | Diana Harshbarger | Purchase | $1,001 - $15,000 |
| 2022-03-31 | Diana Harshbarger | Purchase | $1,001 - $15,000 |
| 2022-03-29 | Diana Harshbarger | Purchase | $1,001 - $15,000 |
| 2022-03-28 | Diana Harshbarger | Purchase | $1,001 - $15,000 |
| 2022-03-28 | Diana Harshbarger | Purchase | $1,001 - $15,000 |
| 2022-03-15 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2022-03-15 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2022-02-17 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2022-02-14 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2022-01-21 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2022-01-18 | Pete Sessions | Sale (Full) | $1,001 - $15,000 |
| 2021-06-18 | Debbie Dingell | Sale (Full) | $15,001 - $50,000 |
| 2020-09-23 | Dean Phillips | Purchase | $1,001 - $15,000 |
| 2020-09-16 | Gilbert Ray Cisneros | Sale (Full) | $1,001 - $15,000 |
| 2020-07-22 | Kevin Hern | Sale (Full) | $1,001 - $15,000 |
| 2020-05-19 | K. Michael Conaway | Sale (Full) | $1,001 - $15,000 |
| 2020-04-24 | David McKinley | Sale (Full) | $1,001 - $15,000 |
| 2020-04-13 | David McKinley | Sale (Full) | $1,001 - $15,000 |
| 2020-04-07 | David Eugene Price | Exchange | $1,001 - $15,000 |
| 2020-04-03 | Gilbert Ray Cisneros | Exchange | $1,001 - $15,000 |
| 2020-04-03 | Debbie Dingell | Exchange | $1,001 - $15,000 |
Signal
Neutral signalScored 2026-10-06 Drivers: Congress, fundamentals. Insiders: neutral. Moteurs : Congrès, fondamentaux. Initiés : neutre.
OTIS presents a weak composite profile with a low liquidity score (35), deteriorating fundamentals (negative equity, current ratio below 1.0, rising leverage), and a near-absent catalyst score (15) with no identifiable…
The first sentence of the analysis written for OTIS on 2026-10-06 - a real excerpt, not a sample. The rest of it, the 0-100 score and the rating it produced are part of Plus. See plans.
Factor checklist — research, not advice
A check leans with a bullish reading. A cross leans against it. A dash is unavailable or mixed.
- Insider Unavailable or mixed. No open-market purchase or sale value stored
- Congress Supports a bullish reading. 3 purchase disclosures year to date
- Narrative Pulls against a bullish reading. Stored narrative reading is in the bearish band
- Timing Unavailable or mixed. No stored price series
- Financial indicators Unavailable or mixed. Current ratio 0.85 · operating margin 15% — readings disagree
Market snapshot
Financial ratios
| Metric | Trend | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|---|
| Gross Profit Margin | 30.3% | 29.9% | 29.5% | 28.6% | 29.3% | |
| Ebit Margin | 14.8% | 14.4% | 15.8% | 15.1% | 14.7% | |
| Ebitda Margin | 16.0% | 15.7% | 17.2% | 16.5% | 16.1% | |
| Operating Profit Margin | 14.8% | 14.1% | 15.4% | 14.9% | 14.7% | |
| Pretax Profit Margin | 13.4% | 14.3% | 14.3% | 13.8% | 13.7% | |
| Continuous Operations Profit Margin | 10.1% | 12.2% | 10.5% | 10.0% | 9.9% | |
| Net Profit Margin | 9.6% | 11.5% | 9.9% | 9.2% | 8.7% | |
| Bottom Line Profit Margin | 9.6% | 11.5% | 9.9% | 9.2% | 8.7% | |
| Current Ratio | 0.849 | 0.990 | 0.988 | 0.898 | 1.322 | |
| Quick Ratio | 0.769 | 0.918 | 0.893 | 0.808 | 1.223 | |
| Solvency Ratio | 0.098 | 0.114 | 0.108 | 0.100 | 0.095 | |
| Cash Ratio | 0.143 | 0.297 | 0.197 | 0.174 | 0.251 | |
| Price To Earnings Ratio | 24.745 | 22.588 | 26.161 | 26.279 | 29.921 | |
| Price To Earnings Growth Ratio | -1.780 | 1.136 | 1.772 | 10.924 | 0.763 | |
| Forward Price To Earnings Growth Ratio | -1.780 | 1.136 | 1.772 | 10.924 | 0.763 | |
| Price To Earnings Diluted Ratio | 24.957 | 22.754 | 26.392 | 26.456 | 30.128 | |
| Price To Earnings Diluted Growth Ratio | -1.782 | 1.134 | 1.817 | 10.923 | 0.774 | |
| Price To Book Ratio | -6.378 | -7.674 | -7.475 | -6.754 | -10.273 | |
| Price To Sales Ratio | 2.383 | 2.609 | 2.590 | 2.403 | 2.605 | |
| Price To Free Cash Flow Ratio | 23.815 | 25.888 | 24.720 | 22.761 | 23.363 | |
| Price To Operating Cash Flow Ratio | 21.547 | 23.801 | 22.623 | 21.083 | 21.280 | |
| Debt To Assets Ratio | 0.821 | 0.773 | 0.722 | 0.734 | 0.634 | |
| Debt To Equity Ratio | -1.623 | -1.803 | -1.484 | -1.480 | -2.149 | |
| Debt To Capital Ratio | 2.606 | 2.245 | 3.066 | 3.081 | 1.870 | |
| Long Term Debt To Capital Ratio | 3.830 | 3.281 | 3.536 | 4.966 | 2.000 | |
| Financial Leverage Ratio | -1.976 | -2.334 | -2.055 | -2.016 | -3.387 | |
| Working Capital Turnover Ratio | -23.389 | -180.519 | -36.480 | 20.830 | 15.592 | |
| Operating Cash Flow Ratio | 0.208 | 0.202 | 0.251 | 0.228 | 0.280 | |
| Operating Cash Flow Sales Ratio | 0.111 | 0.110 | 0.115 | 0.114 | 0.122 | |
| Free Cash Flow Operating Cash Flow Ratio | 0.905 | 0.919 | 0.915 | 0.926 | 0.911 | |
| Debt Service Coverage Ratio | 1.458 | 1.460 | 10.478 | 2.144 | 10.994 | |
| Interest Coverage Ratio | 10.883 | -64.774 | 14.573 | 14.217 | 15.500 | |
| Short Term Operating Cash Flow Coverage Ratio | 1.511 | 1.157 | 50.844 | 2.328 | 72.917 | |
| Operating Cash Flow Coverage Ratio | 0.182 | 0.179 | 0.223 | 0.216 | 0.225 | |
| Capital Expenditure Coverage Ratio | 10.500 | 12.405 | 11.790 | 13.565 | 11.218 | |
| Dividend Paid And Capex Coverage Ratio | 1.997 | 2.135 | 2.403 | 2.690 | 3.188 | |
| Dividend Payout Ratio | 0.467 | 0.368 | 0.383 | 0.371 | 0.315 | |
| Enterprise Value Multiple | 18.240 | 19.554 | 17.558 | 17.202 | 18.898 |
Sparkline shows each ratio oldest → newest (left → right).
How the latest year compares
For each ratio: its most recent value, the change versus one year earlier, and versus its 5-year average. ▲ higher ▼ lower
| Metric | Current | vs 1Y ago | vs 5Y avg |
|---|---|---|---|
| Gross Profit Margin | 30.3% | ▲0.4% | ▲0.8% |
| Ebit Margin | 14.8% | ▲0.4% | ▼-0.2% |
| Ebitda Margin | 16.0% | ▲0.3% | ▼-0.3% |
| Operating Profit Margin | 14.8% | ▲0.7% | ▲0.0% |
| Pretax Profit Margin | 13.4% | ▼-0.9% | ▼-0.5% |
| Continuous Operations Profit Margin | 10.1% | ▼-2.1% | ▼-0.5% |
| Net Profit Margin | 9.6% | ▼-1.9% | ▼-0.2% |
| Bottom Line Profit Margin | 9.6% | ▼-1.9% | ▼-0.2% |
| Current Ratio | 0.849 | ▼-0.141 | ▼-0.160 |
| Quick Ratio | 0.769 | ▼-0.149 | ▼-0.153 |
| Solvency Ratio | 0.098 | ▼-0.016 | ▼-0.005 |
| Cash Ratio | 0.143 | ▼-0.154 | ▼-0.069 |
| Price To Earnings Ratio | 24.745 | ▲2.157 | ▼-1.194 |
| Price To Earnings Growth Ratio | -1.780 | ▼-2.916 | ▼-4.343 |
| Forward Price To Earnings Growth Ratio | -1.780 | ▼-2.916 | ▼-4.343 |
| Price To Earnings Diluted Ratio | 24.957 | ▲2.203 | ▼-1.180 |
| Price To Earnings Diluted Growth Ratio | -1.782 | ▼-2.916 | ▼-4.355 |
| Price To Book Ratio | -6.378 | ▲1.296 | ▲1.333 |
| Price To Sales Ratio | 2.383 | ▼-0.226 | ▼-0.135 |
| Price To Free Cash Flow Ratio | 23.815 | ▼-2.074 | ▼-0.295 |
| Price To Operating Cash Flow Ratio | 21.547 | ▼-2.255 | ▼-0.520 |
| Debt To Assets Ratio | 0.821 | ▲0.049 | ▲0.084 |
| Debt To Equity Ratio | -1.623 | ▲0.180 | ▲0.085 |
| Debt To Capital Ratio | 2.606 | ▲0.361 | ▲0.032 |
| Long Term Debt To Capital Ratio | 3.830 | ▲0.549 | ▲0.308 |
| Financial Leverage Ratio | -1.976 | ▲0.358 | ▲0.378 |
| Working Capital Turnover Ratio | -23.389 | ▲157.130 | ▲17.404 |
| Operating Cash Flow Ratio | 0.208 | ▲0.007 | ▼-0.025 |
| Operating Cash Flow Sales Ratio | 0.111 | ▲0.001 | ▼-0.004 |
| Free Cash Flow Operating Cash Flow Ratio | 0.905 | ▼-0.015 | ▼-0.011 |
| Debt Service Coverage Ratio | 1.458 | ▼-0.001 | ▼-3.848 |
| Interest Coverage Ratio | 10.883 | ▲75.657 | ▲12.803 |
| Short Term Operating Cash Flow Coverage Ratio | 1.511 | ▲0.354 | ▼-24.240 |
| Operating Cash Flow Coverage Ratio | 0.182 | ▲0.004 | ▼-0.023 |
| Capital Expenditure Coverage Ratio | 10.500 | ▼-1.905 | ▼-1.396 |
| Dividend Paid And Capex Coverage Ratio | 1.998 | ▼-0.138 | ▼-0.485 |
| Dividend Payout Ratio | 0.468 | ▲0.099 | ▲0.086 |
| Enterprise Value Multiple | 18.240 | ▼-1.314 | ▼-0.051 |
Key metrics
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Market cap | $34.39B | $37.20B | $36.81B | $32.89B | $37.24B | |
| Enterprise value | $42.04B | $43.64B | $42.84B | $38.91B | $43.46B | |
| EV / Sales | 2.91x | 3.06x | 3.02x | 2.84x | 3.04x | |
| EV / Op. cash flow | 26.34x | 27.92x | 26.33x | 24.94x | 24.84x | |
| EV / Free cash flow | 29.11x | 30.37x | 28.77x | 26.93x | 27.27x | |
| EV / EBITDA | 18.24x | 19.55x | 17.56x | 17.20x | 18.90x | |
| Net debt / EBITDA | 3.32x | 2.89x | 2.47x | 2.66x | 2.71x | |
| Current ratio | 0.85x | 0.99x | 0.99x | 0.90x | 1.32x | |
| Income quality | 1.10x | 0.95x | 1.16x | 1.25x | 1.40x | |
| Graham net-net | -$29 | -$26 | -$24 | -$24 | -$25 | |
| Tax burden | 71.6% | 80.7% | 69.2% | 66.4% | 63.5% | |
| Interest burden | 90.8% | 99.4% | 90.4% | 91.2% | 93.5% | |
| Working capital | -$1.16B | -$79.0M | -$79.0M | -$700.0M | $2.01B | |
| Invested capital | $2.18B | $2.90B | $2.99B | $2.40B | $5.40B | |
| Return on assets | 13.0% | 14.5% | 13.9% | 12.8% | 10.1% | |
| Operating ROA | 19.4% | 18.7% | 21.9% | 18.4% | 18.3% | |
| Return on tangible assets | 16.1% | 17.4% | 17.2% | 15.9% | 12.2% | |
| Return on equity | -25.7% | -33.9% | -28.6% | -25.7% | -34.4% | |
| Return on invested capital | 39.6% | 33.9% | 42.6% | 39.1% | 24.5% | |
| Return on capital employed | 71.2% | 56.3% | 60.1% | 68.3% | 34.9% | |
| Earnings yield | 4.0% | 4.4% | 3.8% | 3.8% | 3.3% | |
| Free cash flow yield | 4.2% | 3.9% | 4.0% | 4.4% | 4.3% | |
| Capex / Op. cash flow | 9.5% | 8.1% | 8.5% | 7.4% | 8.9% | |
| Capex / Depreciation | 86.9% | 69.6% | 71.5% | 60.2% | 76.8% | |
| Capex / Sales | 1.1% | 0.9% | 1.0% | 0.8% | 1.1% | |
| SG&A / Sales | 13.7% | 12.7% | 12.8% | 12.6% | 13.6% | |
| R&D / Sales | 1.1% | 1.1% | 1.0% | 1.1% | 1.1% | |
| Stock comp / Sales | 0.6% | 0.0% | 0.0% | 0.0% | 0.0% | |
| Intangibles / Total assets | 19.1% | 16.4% | 19.0% | 19.7% | 17.0% | |
| Days sales outstanding | 111d | 106d | 109d | 107d | 97d | |
| Days payables outstanding | 78d | 69d | 68d | 64d | 56d | |
| Operating cycle | 133d | 126d | 132d | 130d | 119d | |
| Cash conversion cycle | 55d | 58d | 63d | 66d | 63d |
Change by theme
Grouped by what each metric measures. Each figure is the change over the period shown — ▲ up ▼ down versus then.
Change over 1 year
Change over 5 years
Employee count
Peer market caps
Recent news
- 2026-10-05 Otis Worldwide (NYSE:OTIS) Sets New 1-Year Low – What’s Next? Otis Worldwide Corporation (NYSE: OTIS - Get Free Report) reached a new 52-week low during mid-day trading on Monday. The company traded as low as $63.58 and last traded at $64.0550, with a volume of 716 shares changing hands. The stock had previously closed at $64.05. Analyst Upgrades and Downgrades A number of research firms have
- 2026-09-25 Otis Stock Is Near Its 52-Week Low. Is This Margin-Pressured Market Leader a Long-Term Buy? Otis''s elevator service franchise offers durable cash flow, but margins face pressure from costs and China. Shares trade near a 52-week low, putting focus on whether service margins and China demand can recover.
- 2026-09-24 Waste Management Returned 290% in a Decade. These 4 Stocks Share Its Boring Advantage Waste Management spent a decade delivering nearly 300% returns while nobody called it exciting. Four other companies share the same quiet structural advantage, and their customers cannot leave without breaking something.
- 2026-09-21 Analyzing Symbotic (NASDAQ:SYM) and Otis Worldwide (NYSE:OTIS) Otis Worldwide (NYSE: OTIS - Get Free Report) and Symbotic (NASDAQ: SYM - Get Free Report) are both large-cap industrials companies, but which is the better stock? We will compare the two companies based on the strength of their institutional ownership, risk, valuation, analyst recommendations, earnings, dividends and profitability. Volatility and Risk Otis Worldwide has a beta
- 2026-09-17 Otis Worldwide Corporation (OTIS) Presents at Morgan Stanley''s 14th Annual Laguna Conference Transcript Otis Worldwide Corporation (OTIS) Presents at Morgan Stanley''s 14th Annual Laguna Conference Transcript
- 2026-09-17 Otis: The Catalysts I Used To Double Down After A 22% Fall Otis Worldwide Corporation (OTIS) is highlighted as the largest global elevator and escalator company, with a recent 14% dip presenting a buying opportunity. I maintain conviction in OTIS, emphasizing its dominant market position and the resilience of its business model. Key investment thesis centers on OTIS''s stable cash flows, essential service demand, and long-term growth prospects.
- 2026-09-15 Otis Implements Long-Standing CEO Succession Plan Judy Marks to Retire in 2027 as Board Chair, CEO, and President FARMINGTON, Conn., Sept. 15, 2026 /PRNewswire/ -- Otis Worldwide Corporation (NYSE: OTIS), the world''s leading elevator and escalator manufacturing, installation, service and modernization company, today announced that Judy Marks will retire as Chair, Chief Executive Officer and President upon the appointment of her successor, which is expected in the first half of 2027.
- 2026-09-12 These 5 Boring Stocks Are Quietly Crushing the Market and Making Investors Rich Trash haulers, elevator servicers, and a fastener distributor sound like the least exciting investments imaginable, yet a handful of these overlooked operators have quietly outpaced the market for a decade while most investors chased flashier names.
- 2026-09-01 Otis CEO to Speak at Morgan Stanley Conference FARMINGTON, Conn., Sept. 1, 2026 /PRNewswire/ -- Otis Worldwide Corporation (NYSE: OTIS) Chair, CEO & President Judy Marks will participate in a fireside chat at the 14th annual Laguna conference hosted by Morgan Stanley on Thursday, September 17, 2026, at 12:20 p.m.
- 2026-08-31 7,367 Shares in Otis Worldwide Corporation $OTIS Acquired by Caisse de depot et placement du Quebec Caisse de depot et placement du Quebec acquired a new stake in Otis Worldwide Corporation (NYSE: OTIS) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 7,367 shares of the company''s stock, valued at approximately $527,000. Other hedge