Company Dossier · Industrials
Otis Worldwide
- S&P 500
- Russell 1000
What Otis Worldwide is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $14.9 billion, up 5.2% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $1.71 billion, up 27% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $0.16 billion, up 14% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $0.81 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 31, 2025: $0.50 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 22, 2026): sentiment -0.20 on a −1 to +1 scale (negative), confidence 0.60 of 1.Palanor Discourse
- Latest annual report (filed February 5, 2026): 0 risk factors added, 1 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q2 2026: $0.1 million on the open market.SEC Form 4
- 1,233 institutional managers reported a position at June 30, 2026 (−11 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 3 (16 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What Otis Worldwide is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding · Hedging
Expanding ↔ Retrenching
Expanding
- Capital spending60th pct
- Debt raised—
- Buybacks vs capex35th pct
- Hiring filings93rd pct
- Deals and private raises48th pct
- Patent publications94th pct
Confident ↔ Hedging
Hedging
- Call sentiment5th pct
- Call confidence11th pct
- Guidance changes2nd pct
- Risk factors added72nd pct
- Insider open-market trades44th pct
- − Guidance changes
- − Call sentiment
- − Call confidence
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver67th pct
- Stress filings50th pct
Credit
How these are built →Otis Worldwide's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$8.4B
- Due within a year $1.4B
- Longer term $7.0B
- Default point $4.9B (short + ½ long)
Finance leases included · Jun 30, 2026 filing
Bonds priced, last 12 months
$0.7B
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| May 4, 2026 | $700M | 4.488% | 2029 (3y) | +50bp | 4.488% |
| Sep 2, 2025 | $500M | 5.131% | 2035 (10y) | +85bp | 5.131% |
| Nov 12, 2024 | $600M | 5.125% | 2031 (7y) | +75bp | 5.126% |
From the pricing term sheets Otis Worldwide filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Otis Worldwide, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralDeutsche Bank Initiates Sell on Otis Worldwide (OTIS) Amid Earnings Growth Concerns
gurufocus.com · via Marketaux · Sep 30, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (AKIN GUMP STRAUSS HAUER & FELD)third_quarter 2026 · $0.1 million
- Oct 20, 2026Patent
- Oct 13, 2026Patent
- Oct 13, 2026Patent
- Oct 13, 2026Patent
- Oct 13, 2026Patent
- Sep 15, 20268-KDirector or officer changeItem 5.02
- May 29, 20268-KShareholder vote resultsItem 5.07
- Feb 5, 202610-KAnnual report (10-K)0 risk factors added, 1 removed
- Jan 20, 20268-KDirector or officer changeItem 5.02
- Aug 26, 20258-KDirector or officer changeItem 5.02
- Aug 8, 20258-KMaterial agreement signedItem 1.01
- Aug 8, 20258-KMaterial agreement terminatedItem 1.02
- May 16, 20258-KShareholder vote resultsItem 5.07
- Feb 4, 202510-KAnnual report (10-K)5 risk factors added, 0 removed
- Feb 2, 202410-KAnnual report (10-K)0 risk factors added, 3 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Stanley Black & Decker SWK | $15.3B | $1.3B | Jul 4, 2026 |
| Illinois Tool Works ITW | $16.5B | $2.9B | Jun 30, 2026 |
| W. W. Grainger GWW | $18.9B | $1.5B | Jun 30, 2026 |
| Parker Hannifin PH | $21.5B | $3.9B | Jun 30, 2026 |
| Xylem Inc. XYL | $9.1B | $1.0B | Jun 30, 2026 |
| Dover Corporation DOV | $8.4B | $1.2B | Jun 30, 2026 |
| Ingersoll Rand IR | $7.9B | $1.2B | Jun 30, 2026 |
| Hubbell Incorporated HUBB | $6.0B | $0.9B | Mar 31, 2026 |