OTIS
Otis Worldwide CorpEvidence as of 2026-09-02Overview · 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
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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.
−0.2 on a −2 to +2 scale.
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.
Evidence balance: Mixed ( -0.2 of a possible +2; was -0.2 before debate) · confidence high. For the fiscal quarter ended 2026-04-15 (Q1 2026) revenue was $ 3,566,000,000 and operating income was $ 539,000,000; for the fiscal quarter ended 2026-07-15 (Q2 2026) revenue rose to $ 3,859,000,000 and operating income to $ 575,000,000. Weighted‑average diluted shares declined from 389,600,000 in Q1 2026 to 383,500,000 in Q2 2026, and reported common shares outstanding moved from 383,716,076 as of 15 April 2026 to 380,669,339 as of 15 July 2026.
Point‑in‑time balance‑sheet items show cash and cash equivalents falling from $ 2,300,000,000 as of 31 December 2024 to $ 813,000,000 as of 30 June 2026, while long‑term debt rose from $ 7,741,000,000 as of 31 December 2025 to $ 8,226,000,000 as of 30 June 2026 and stockholders’ equity became more negative, moving from -$ 4,848,000,000 as of 31 December 2024 to -$ 5,748,000,000 as of 30 June 2026. Market signals are mixed: six‑month momentum is -23.1% (5th percentile), twelve‑month momentum is -14.0% (20th percentile), beta to SPY is low at 0.30, dividend yield ttm is 2.44% with three‑year dividend growth of 10.9%, and trailing twelve‑month P/E is 17.96 with price to ttm FCF of 29.14. Institutional reported 13F holdings totaled $ 25.26B as of the 13F period ended 2026-03-31, down 16.0% q/q with 78 fewer holders, and multiple large asset managers appear among the top holders.
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 for the quarter ended 31 March 2026 (fiscal Q1 2026) and rose to 3,859,000,000 for the quarter ended 30 June 2026 (fiscal Q2 2026).
XBRL companyfacts · 0001781335-26-000075Operating income was 539,000,000 in the quarter ended 31 March 2026 (fiscal Q1 2026) and was 575,000,000 in the quarter ended 30 June 2026 (fiscal Q2 2026).
XBRL companyfacts · 0001781335-26-000075Reads 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.
A Form 4 (insider transaction report) bearing the 4 filed 4 August 2026 was filed on 2026-08-04.
4 filed 2026-08-04The record for the 4 filed 4 August 2026 shows parse_status as "skipped" in the provided evidence.
4 filed 2026-08-04Reads 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.
Six-month price momentum is -23.1% and ranks in the 5th percentile of the 547-stock research universe on 2026-09-01.
Moneyta signal set · 2026-09-01weakened in debateSix-month relative strength versus SPY is -35.4% and ranks in the 5th percentile of the 547-stock research universe on 2026-09-01.
Moneyta signal set · 2026-09-01Reads 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.
Institutional holders reported a combined holding value of "$25.26B" as of the 13F reporting period ended 2026-03-31; reported total value declined 16.0% quarter-over-quarter and holder count fell by 78.
13F holdings · 1230 filers · as of 2026-03-31Top institutional holders in the 13F for the period ended 2026-03-31 included BlackRock, Inc. at "$2.48B", VANGUARD CAPITAL MANAGEMENT LLC at "$1.95B", and VANGUARD PORTFOLIO MANAGEMENT LLC at "$1.52B".
13F holdings · 1230 filers · as of 2026-03-31Reads 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.
Otis CEO Judy Marks is scheduled to speak in a fireside chat at the 14th annual Morgan Stanley Laguna conference on Thursday, September 17, 2026.
News · finance.yahoo.com · 2026-09-01A press release announcing the CEO appearance was distributed via PR Newswire.
News · prnewswire.com · 2026-09-01Reads 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 7 May 2026, Thibault Pierre Marie Lefebure (President, Otis EMEA) sold 1,628 shares for $125k, with no trading plan indicated in the filing.
Form 4 · Lefebure Thibault Pierre Marie (President, Otis EMEA) · $125k sold · 2026-05-07On 2 June 2026, Joseph Jay Armas (President, Otis Americas) reported a code M transaction of 1,680 shares with a reported value of $0 (non‑cash/grant/exercise reporting) and no trading plan indicated in the filing.
Form 4 · Armas Joseph Jay (President, Otis Americas) · $0 code M · 2026-06-02Reads 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 model-implied free cash flow (FCF) growth rate that today's price would justify, under the stated discount and terminal assumptions, is 18.41% (0.1841).
Valuation inputs · SEC XBRL + stored EOD closePrice to trailing twelve-month FCF is 29.14.
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.
The body of filing-backed fundamentals supports a constructive operational read: quarterly revenue and operating income both rose from Q1 to Q2 2026 (fundamentals-0, fundamentals-1), and diluted share counts declined over the same interval (fundamentals-2), which together strengthen per-share profitability measures. Cash/debt/equity negatives are present in point-in-time balances (fundamentals-3, fundamentals-4, fundamentals-5), but the company also shows solid trailing earnings and free cash flow per share (valuation-2, valuation-3), and the evidence for operating improvement and share count reduction comes from recent SEC filings (strong source). Market-position signals—multi-year dividend growth and a TTM yield in the upper percentiles (market-6), low beta and low correlation to SPY (market-5), and inclusion in broad ETFs (ownership-2)—provide diversified investor access and income-oriented support that align with the filing-based operational improvements. Street research tilts toward positive recommendations in the published consensus, which complements the company-level filings noted above (third-party street consensus). Overall, the strongest evidence items are the SEC-reported sequential revenue/operating income increases and share-count reduction (high strength); weaker or more cautionary items are the point-in-time cash, debt, and negative equity balances (also high strength but adverse).
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.33
37 surviving claims rest on 18 distinct sources; the heaviest analyst carries 22% of them, and 97% of what the desk raised survived the debate.
The reading rests on a moderate breadth of source material (18 distinct sources) but a non-trivial share of surviving claims come from a few contributors, so individual analysts or reports carry meaningful influence. The fact that 97% of the desk's issues survived the debate suggests low internal pushback — useful for consistency but it increases the risk that shared assumptions went unchallenged. Treat these signals as informative but not definitive: they are stronger where multiple independent sources converge and more fragile where a small number of sources or one analyst dominate.
Peer context · computed, not argued
12-1 momentum ranks 7th of 8 in Specialty Industrial Machinery (as of 2026-09-01).
6-month relative strength ranks 8th of 8 in Specialty Industrial Machinery (as of 2026-09-01).
90-day volatility ranks 8th of 8 in Specialty Industrial Machinery (as of 2026-09-01).
dividend yield ranks 1st of 8 in Specialty Industrial Machinery (as of 2026-09-01).
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.
15 filings· 1 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+0.0 to the score
2 documents· 1 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.0 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−0.2 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+0.3 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
3 filings· 2 cited
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state — stated and inferred flags kept apart.
Read by Talbot−0.8 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.
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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.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.