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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
2026-10-06 10:56:08 Synced via automated research pipeline

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

DateRepresentativeTypeAmount
2026-08-10Kevin HernSale (Full)$1,001 - $15,000
2026-07-07Ro KhannaSale$1,001 - $15,000
2026-06-02Ro KhannaPurchase$1,001 - $15,000
2026-05-01Ro KhannaPurchase$1,001 - $15,000
2026-04-29William R. KeatingPurchase$1,001 - $15,000
2025-10-31Lisa C. McClainSale (Full)$1,001 - $15,000
2025-10-30Lisa C. McClainPurchase$1,001 - $15,000
2025-10-30Lisa C. McClainSale (Full)$1,001 - $15,000
2025-08-04Lisa C. McClainPurchase$1,001 - $15,000
2025-07-25Ro KhannaPurchase$1,001 - $15,000
2025-07-11Ritchie TorresSale (Full)$1,001 - $15,000
2024-09-26Ritchie TorresPurchase$1,001 - $15,000
2024-09-04John JamesSale (Full)$1,001 - $15,000
2024-01-10Ro KhannaPurchase$1,001 - $15,000
2024-01-10Ro KhannaPurchase$1,001 - $15,000
2023-11-10John JamesPurchase$1,001 - $15,000
2023-11-03Ro KhannaPurchase$1,001 - $15,000
2023-10-02Ro KhannaSale$1,001 - $15,000
2023-08-03Ro KhannaPurchase$1,001 - $15,000
2023-05-23Ro KhannaPurchase$1,001 - $15,000
2022-11-03Ro KhannaSale$1,001 - $15,000
2022-09-06Ro KhannaSale$1,001 - $15,000
2022-08-23Ro KhannaPurchase$1,001 - $15,000
2022-08-01Ro KhannaSale$1,001 - $15,000
2022-07-19Ro KhannaSale$15,001 - $50,000
2022-07-07Diana HarshbargerPurchase$1,001 - $15,000
2022-05-23Ro KhannaPurchase$1,001 - $15,000
2022-05-10Ro KhannaPurchase$1,001 - $15,000
2022-04-21Diana HarshbargerPurchase$1,001 - $15,000
2022-04-21Ro KhannaSale$1,001 - $15,000
2022-04-11Ro KhannaPurchase$1,001 - $15,000
2022-04-07Diana HarshbargerPurchase$1,001 - $15,000
2022-04-06Ro KhannaSale$15,001 - $50,000
2022-04-06Ro KhannaSale$15,001 - $50,000
2022-04-04Diana HarshbargerPurchase$1,001 - $15,000
2022-04-04Diana HarshbargerPurchase$1,001 - $15,000
2022-03-31Diana HarshbargerPurchase$1,001 - $15,000
2022-03-31Diana HarshbargerPurchase$1,001 - $15,000
2022-03-29Diana HarshbargerPurchase$1,001 - $15,000
2022-03-28Diana HarshbargerPurchase$1,001 - $15,000
2022-03-28Diana HarshbargerPurchase$1,001 - $15,000
2022-03-15Ro KhannaSale$1,001 - $15,000
2022-03-15Ro KhannaSale$1,001 - $15,000
2022-02-17Ro KhannaSale$1,001 - $15,000
2022-02-14Ro KhannaPurchase$1,001 - $15,000
2022-01-21Ro KhannaPurchase$1,001 - $15,000
2022-01-18Pete SessionsSale (Full)$1,001 - $15,000
2021-06-18Debbie DingellSale (Full)$15,001 - $50,000
2020-09-23Dean PhillipsPurchase$1,001 - $15,000
2020-09-16Gilbert Ray CisnerosSale (Full)$1,001 - $15,000
2020-07-22Kevin HernSale (Full)$1,001 - $15,000
2020-05-19K. Michael ConawaySale (Full)$1,001 - $15,000
2020-04-24David McKinleySale (Full)$1,001 - $15,000
2020-04-13David McKinleySale (Full)$1,001 - $15,000
2020-04-07David Eugene PriceExchange$1,001 - $15,000
2020-04-03Gilbert Ray CisnerosExchange$1,001 - $15,000
2020-04-03Debbie DingellExchange$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.

Neutral signal Drivers: Congress, fundamentals. Insiders: neutral. Moteurs : Congrès, fondamentaux. Initiés : neutre.

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

MetricTrend2025-12-312024-12-312023-12-312022-12-312021-12-31
Gross Profit Margin30.3%29.9%29.5%28.6%29.3%
Ebit Margin14.8%14.4%15.8%15.1%14.7%
Ebitda Margin16.0%15.7%17.2%16.5%16.1%
Operating Profit Margin14.8%14.1%15.4%14.9%14.7%
Pretax Profit Margin13.4%14.3%14.3%13.8%13.7%
Continuous Operations Profit Margin10.1%12.2%10.5%10.0%9.9%
Net Profit Margin9.6%11.5%9.9%9.2%8.7%
Bottom Line Profit Margin9.6%11.5%9.9%9.2%8.7%
Current Ratio0.8490.9900.9880.8981.322
Quick Ratio0.7690.9180.8930.8081.223
Solvency Ratio0.0980.1140.1080.1000.095
Cash Ratio0.1430.2970.1970.1740.251
Price To Earnings Ratio24.74522.58826.16126.27929.921
Price To Earnings Growth Ratio-1.7801.1361.77210.9240.763
Forward Price To Earnings Growth Ratio-1.7801.1361.77210.9240.763
Price To Earnings Diluted Ratio24.95722.75426.39226.45630.128
Price To Earnings Diluted Growth Ratio-1.7821.1341.81710.9230.774
Price To Book Ratio-6.378-7.674-7.475-6.754-10.273
Price To Sales Ratio2.3832.6092.5902.4032.605
Price To Free Cash Flow Ratio23.81525.88824.72022.76123.363
Price To Operating Cash Flow Ratio21.54723.80122.62321.08321.280
Debt To Assets Ratio0.8210.7730.7220.7340.634
Debt To Equity Ratio-1.623-1.803-1.484-1.480-2.149
Debt To Capital Ratio2.6062.2453.0663.0811.870
Long Term Debt To Capital Ratio3.8303.2813.5364.9662.000
Financial Leverage Ratio-1.976-2.334-2.055-2.016-3.387
Working Capital Turnover Ratio-23.389-180.519-36.48020.83015.592
Operating Cash Flow Ratio0.2080.2020.2510.2280.280
Operating Cash Flow Sales Ratio0.1110.1100.1150.1140.122
Free Cash Flow Operating Cash Flow Ratio0.9050.9190.9150.9260.911
Debt Service Coverage Ratio1.4581.46010.4782.14410.994
Interest Coverage Ratio10.883-64.77414.57314.21715.500
Short Term Operating Cash Flow Coverage Ratio1.5111.15750.8442.32872.917
Operating Cash Flow Coverage Ratio0.1820.1790.2230.2160.225
Capital Expenditure Coverage Ratio10.50012.40511.79013.56511.218
Dividend Paid And Capex Coverage Ratio1.9972.1352.4032.6903.188
Dividend Payout Ratio0.4670.3680.3830.3710.315
Enterprise Value Multiple18.24019.55417.55817.20218.898

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

MetricCurrentvs 1Y agovs 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

MetricTrend20252024202320222021
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 / Sales2.91x3.06x3.02x2.84x3.04x
EV / Op. cash flow26.34x27.92x26.33x24.94x24.84x
EV / Free cash flow29.11x30.37x28.77x26.93x27.27x
EV / EBITDA18.24x19.55x17.56x17.20x18.90x
Net debt / EBITDA3.32x2.89x2.47x2.66x2.71x
Current ratio0.85x0.99x0.99x0.90x1.32x
Income quality1.10x0.95x1.16x1.25x1.40x
Graham net-net-$29-$26-$24-$24-$25
Tax burden71.6%80.7%69.2%66.4%63.5%
Interest burden90.8%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 assets13.0%14.5%13.9%12.8%10.1%
Operating ROA19.4%18.7%21.9%18.4%18.3%
Return on tangible assets16.1%17.4%17.2%15.9%12.2%
Return on equity-25.7%-33.9%-28.6%-25.7%-34.4%
Return on invested capital39.6%33.9%42.6%39.1%24.5%
Return on capital employed71.2%56.3%60.1%68.3%34.9%
Earnings yield4.0%4.4%3.8%3.8%3.3%
Free cash flow yield4.2%3.9%4.0%4.4%4.3%
Capex / Op. cash flow9.5%8.1%8.5%7.4%8.9%
Capex / Depreciation86.9%69.6%71.5%60.2%76.8%
Capex / Sales1.1%0.9%1.0%0.8%1.1%
SG&A / Sales13.7%12.7%12.8%12.6%13.6%
R&D / Sales1.1%1.1%1.0%1.1%1.1%
Stock comp / Sales0.6%0.0%0.0%0.0%0.0%
Intangibles / Total assets19.1%16.4%19.0%19.7%17.0%
Days sales outstanding111d106d109d107d97d
Days payables outstanding78d69d68d64d56d
Operating cycle133d126d132d130d119d
Cash conversion cycle55d58d63d66d63d

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

Valuation
Market cap ▼-7.6%EV / Sales ▼-4.8%EV / EBITDA ▼-6.7%EV / Op. cash flow ▼-1.581Earnings yield ▼-0.004
Profitability
Return on equity ▲+0.083Return on assets ▼-0.015Return on invested capital ▲+0.057Return on capital employed ▲+0.149Operating ROA ▲+0.007Income quality ▲+0.147Tax burden ▼-0.091
Efficiency
Days sales outstanding ▲+5.153Days payables outstanding ▲+9.153Operating cycle ▲+7.069Cash conversion cycle ▼-2.084Capex / Sales ▲+0.002R&D / Sales -0.000
Balance-sheet strength
Current ratio ▼-0.141Net debt / EBITDA ▲+0.434Working capital ▼-1076000000.000Invested capital ▼-723000000.000Intangibles / Total assets ▲+0.027

Change over 5 years

Valuation
Market cap ▼-7.7%EV / Sales ▼-4.2%EV / EBITDA ▼-3.5%EV / Op. cash flow ▲+1.505Earnings yield ▲+0.007
Profitability
Return on equity ▲+0.087Return on assets ▲+0.028Return on invested capital ▲+0.151Return on capital employed ▲+0.362Operating ROA ▲+0.011Income quality ▼-0.308Tax burden ▲+0.080
Efficiency
Days sales outstanding ▲+14.412Days payables outstanding ▲+21.505Operating cycle ▲+14.184Cash conversion cycle ▼-7.321Capex / Sales -0.000R&D / Sales ▼-0.001
Balance-sheet strength
Current ratio ▼-0.473Net debt / EBITDA ▲+0.614Working capital ▼-3169000000.000Invested capital ▼-3220000000.000Intangibles / Total assets ▲+0.021

Employee count

Peer market caps

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