OTIS
Otis Worldwide CorpEvidence as of 2026-10-09The desk's Snapshot
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Overview · Otis Worldwide Corp
Otis Worldwide Corporation engages in the manufacturing, installation, and servicing of elevators and escalators in the United States, China, and internationally. The company operates in two segments, New Equipment and Service. The New Equipment segment designs, manufactures, sells, and installs a range of passenger and freight elevators, as well as escalators and moving walkways for residential and commercial buildi…
Management team
- Mr. Michael Patrick Ryan · Senior VP & Chief Accounting OfficerFind on LinkedIn
- Ms. Robin Fiala · Vice President of Sales & MarketingFind on LinkedIn
- Mr. Todd Glance · Executive Vice President of OperationsFind on LinkedIn
- Mr. Stephane de Montlivault · President of Otis Asia PacificFind on LinkedIn
Start free to see the full management team.
Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it, not a rating or a recommendation.
−0.3 on a −2 to +2 scale (was −0.4 before the debate changed the read).
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled. The rest of the page is the evidence behind it.
The evidence balance is Mixed ( -0.3 of a possible +2; was -0.4 before debate) with high confidence. Revenue totaled $ 3,566,000,000 in Q1 2026 (fiscal quarter ended 2026-04-15) and $ 3,859,000,000 in Q2 2026 (fiscal quarter ended 2026-07-15). Diluted EPS moved from $ 0.87 in Q1 2026 to $ 1.12 in Q2 2026, while operating income rose from $ 539,000,000 to $ 575,000,000 and net income from $ 340,000,000 to $ 428,000,000 over the same two quarters.
The balance sheet snapshot shows cash and cash equivalents declining from $ 1,096,000,000 as of 2025-12-31 to $ 813,000,000 as of 2026-06-30 and long-term debt increasing from $ 7,574,000,000 as of 2026-03-31 to $ 8,226,000,000 as of 2026-06-30. Share-count measures fell: weighted-average diluted shares outstanding moved from 389,600,000 in Q1 2026 to 383,500,000 in Q2 2026, reported point-in-time shares fell from 388,720,773 as of 2026-01-22 to 380,669,339 as of 2026-07-15, and the company repurchased $ 400,000,000 of common stock in Q1 2026.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else (no outside knowledge, no browsing), so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC (revenue, margins, income, debt and share count, quarter by quarter) and reports which way the trend is running.
Revenue was $3,566,000,000 in fiscal Q1 2026 (2026-01-01 to 2026-03-31, 3mo) and $3,859,000,000 in fiscal Q2 2026 (2026-04-01 to 2026-06-30, 3mo).
XBRL companyfacts · 0001781335-26-000075Diluted earnings per share were $0.87 in fiscal Q1 2026 (2026-01-01 to 2026-03-31, 3mo) and $1.12 in fiscal Q2 2026 (2026-04-01 to 2026-06-30, 3mo).
XBRL companyfacts · 0001781335-26-000113Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full: its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet; its risk analysis fills in once that lands.
In a Current Report on Form 8-K filed September 15, 2026, Otis disclosed that Judith F. Marks will retire as Chair, Chief Executive Officer and President effective on the earlier of the date her successor commences service (currently expected during the first half of 2027) or July 31, 2027, and that she will resign from the Board as of that Transition Date.
8-K filed 2026-09-15In the Form 10-K filed February 5, 2026, management reported that the UpLift program has generated approximately $70 million of pre-tax savings in each of 2025 and 2024, with annual run-rate savings of approximately $200 million as of 2025 and total UpLift transformation costs of approximately $300 million as of 2025.
10-K filed 2026-02-05Reads the signal panel above (momentum, volatility, drawdown, relative strength and beta) and ranks each against the whole research universe rather than judging it in isolation.
Momentum readings are negative across multiple horizons: momentum 3m = -9.5%, momentum 6m = -18.1%, and momentum 12_1 = -19.4%; cross-sectional momentum percentiles are low (rank_momentum_6m = 13th percentile of 881, rank_momentum_12_1 = 17th percentile of 881).
Moneyta signal set · 2026-10-08weakened in debateVolatility is elevated versus the company's own recent history: vol_30d_annualized = +22.5%, vol_90d_annualized = +23.0%, and vol_vs_own_history = 69th percentile of 881.
Moneyta signal set · 2026-10-08Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
13F-reported institutional holdings total "$24.69B" as of 2026-06-30.
13F holdings · 1234 filers · as of 2026-06-30Top institutional holders reported include BlackRock, Inc. at "$2.26B", VANGUARD CAPITAL MANAGEMENT LLC at "$1.79B", and VANGUARD PORTFOLIO MANAGEMENT LLC at "$1.43B" in the 13F period ended 2026-06-30.
13F holdings · 1234 filers · as of 2026-06-30Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Multiple outlets published a shareholder litigation/investigation alert alleging possible breaches of fiduciary duties by certain officers and directors of Otis Worldwide Corporation.
News · aol.com · 2026-10-08The same shareholder-investigation alert was syndicated via a corporate newswire.
News · prnewswire.com · 2026-10-08Reads parsed Forms 3/4/5: who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
On 2026-09-02 Kimberly Shannon Gosk (EVP & CPO) reported an acquisition (code M) of 933 shares at a reported value of "$0" and a separate disposition (code F) of 274 shares for "$19k"; the filing shows no trading-plan indication.
Form 4 · Gosk Kimberly Shannon (EVP & CPO) · $0 code M · 2026-09-02On 2026-08-23 Maria Cristina Mendez Echevarria (EVP & CFO) reported an acquisition (code M) of 2,137 shares at a reported value of "$0" and a separate disposition (code F) of 838 shares for "$60k"; the filing shows no trading-plan indication.
Form 4 · Mendez Echevarria Maria Cristina (EVP & CFO) · $0 code M · 2026-08-23Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The market-implied free cash flow (FCF) growth rate that today's price would justify is 16.72% per year under the stated discount and terminal assumptions.
Valuation inputs · SEC XBRL + stored EOD closeweakened in debatePrice-to-trailing-12-months FCF is 27.29, implying a trailing FCF yield of about 3.66% (price 66.11 with FCF_ttm 929,000,000).
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score. The argument is shown, not hidden, so you can judge the reasoning yourself.
Educationally, several contemporaneous company-filed items and reported results support a constructive read: reported revenue and operating/net income rose from Q1 to Q2 2026 (fundamentals-0, fundamentals-5) while diluted EPS increased over the same period (fundamentals-1). Share count reductions and sizable repurchases in early 2026 (fundamentals-2, fundamentals-3) amplify per-share metrics, and the UpLift transformation program is documented to have produced material pre-tax savings and a multi-year run-rate (filings-1), which strengthens the linkage between operational actions and margin outcomes. Institutional and ETF ownership footprints (ownership-0, ownership-1, ownership-3) indicate persistent professional and passive investor interest, and the trailing P/E of ~16.8 (valuation-2) is a conventional valuation anchor that many market participants use when assessing earnings-based valuation. Against the bear points, the evidence for rising debt and reduced cash is explicit in filings (fundamentals-4, filings-3) but should be weighed alongside reported FCF generation and rising operating income (valuation-3, fundamentals-5); similarly, short-term negative momentum and higher volatility are market-timing signals (market-0, market-1) that coexist with low market sensitivity and an above-median dividend profile (market-2, market-3).
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.30
37 surviving claims rest on 19 distinct sources; the heaviest analyst carries 16% of them, and 95% of what the desk raised survived the debate.
The evidence base shows moderate breadth: 37 surviving claims draw on 19 distinct sources, so findings are supported by multiple documents but not a very large source pool. The largest single analyst contribution is 16% (not dominant), and a 95% survival rate from the desk debate indicates strong within-team consensus — however, survival does not guarantee external robustness, and some claims hinge on a few material filings and market snapshots.
Peer context · computed, not argued
12-1 momentum ranks 14th of 16 in Specialty Industrial Machinery (as of 2026-10-08).
90-day volatility ranks 15th of 16 in Specialty Industrial Machinery (as of 2026-10-08).
dividend yield ranks 1st of 16 in Specialty Industrial Machinery (as of 2026-10-08).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment. When the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here (no outside knowledge, no browsing), and each card shows who read it and what it contributed to the score.
9 filings· 3 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data, not retyped or estimated.
Read by Mercer+0.3 to the score
9 documents· 5 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes−0.4 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash−0.1 to the score
3 holdings records· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.4 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
4 filings· 2 cited
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state, with stated and inferred flags kept apart.
Read by Talbot−0.3 to the score
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only; it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal; the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
The full terminal on OTIS Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
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Educational analysis of published data. Moneyta does not give investment advice or make recommendations.