Each point was worked out with the data available that day. Scale 0-10: 5 is the index average and 10 is the cap (+3 standard deviations), not perfection. The vertical axis zooms to fit this company, so two charts are not comparable by eye.
Market and Valuation
Price & Market
Prev Close Price:$78.37
Open:$78.21
Day's Low:$76.62
Day's High:$78.38
Bid / Ask:-
Market Cap:29.25B
Enterprise Value:37.94B
52-Week Range
52-Week Low:$63.58
52-Week High:$94.57
Current position in 52-week range
52w Low-52w High
50-Day Avg:$69.78
200-Day Avg:$76.23
Volume
Volume Today:3,054,879
Avg Volume (3m):4,289,095
Avg Volume (10d):5,052,670
52-Week Change:-13.59%
vs S&P 500, 52 weeks:-
Beta:0.87
Valuation Multiples
P/E (trailing):19.11
Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Oct 29, 2026. The P/E is the price divided by that EPS.
P/E (forward):17.11
PEG Ratio:1.84
Price / Book:-
Price / Sales (TTM):1.93
EV / Revenue:2.51
EV / EBITDA:15.11
Dividends
Current yield:2.25%
Annual Dividend Rate:$1.76
Dividend Trailing:$1.72
Yield Trailing:2.19%
5-Year Avg Yield:1.54%
Payout Ratio:42.79%
Last Ex-Dividend Date:-
Valuation Context
P/E vs sector (indicative)
Most Recent Quarter:-
Fiscal Year (Next):-
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Date
Open
High
Low
Close
Volume
Financial Statements TTM (Trailing 12 Months)
Income Statement
Total Revenue (TTM):15.13B
Gross Profit:4.53B
EBITDA:2.51B
Net Income (TTM):1.56B
Rev Growth (YoY):+6.10%
Earnings Growth (YoY):+13.70%
Quarterly earnings growth (YoY):+10.70%
Margins
Gross Margin:-
EBITDA Margin:-
Operating Margin:-
Net Margin:-
Per Share
EPS Trailing (TTM):$4.02
Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Oct 29, 2026. The P/E is the price divided by that EPS.
EPS Forward (Est.):$4.49
Revenue Per Share:$39.26
Cash Per Share:-
Book Value:$-14.26
Last Dividend:-
Ex-Dividend Date:-
Last Split:-
Balance Sheet & Liquidity
Total cash:866.00M
Total Debt:8.69B
Net Debt (Debt - Cash):7.83B
Debt / Equity:-
Current Ratio:0.86
Quick Ratio:0.72
Cash Flows
Operating Cash Flow:1.83B
Free Cash Flow (FCF):1.39B
FCF Yield (FCF / Market Cap):-
Enterprise Value:37.94B
EV / Revenue:2.51
EV / EBITDA:15.11
Profitability
ROE (Return on Equity):-
ROA (Return on Assets):13.26%
P/E (trailing):19.11
P/E (forward):17.11
Price / Book:-
PEG Ratio:1.84
52-Week Change:-13.59%
S&P 500 change, 52 weeks:+11.37%
Historical Evolution (Last 4 Years)
Income Statement
Balance Sheet
Cash Flow
EPS and Earnings Per Share
Key EPS Metrics
EPS Trailing (TTM):$4.02
Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Oct 29, 2026. The P/E is the price divided by that EPS.
EPS Forward (Est.):$4.49
P/E (forward):17.11
PEG Ratio:1.84
Growth and Margins
Earnings Growth YoY:-
Quarterly Earnings Growth YoY:-
Rev Growth YoY:-
Net Margin:-
Gross Margin:-
EBITDA Margin:-
Per Share
Revenue Per Share:$39.26
Cash Per Share:-
Book Value:$-14.26
Cash Flows (TTM)
Free Cash Flow:1.39B
Operating Cash Flow:1.83B
EBITDA:2.51B
Total Revenue (TTM):15.13B
Net Income (TTM):1.56B
Fiscal Year (Last):-
EPS Surprise History - Last 4 Quarters
Actual vs. Analyst Estimates · Green = beat expectations · Red = missed
Quarter
Period
Actual EPS
Estimated EPS
Difference
Surprise %
Currency
Ownership Structure
Ownership Distribution
% Insiders:-
% Institutional:-
% Inst. (of Float):-
No. of Institutions:-
Visual distribution
InsidersInstitutionalFree Float
Shares & Short Interest
Shares Outstanding:380,710,513
Float (free shares):379,968,127
Short interest (shares):16,099,402
Short % of float:-
Short Ratio (days to cover):3.14
Short interest, prior month:-
Short Interest Date:-
Governance Score (1=Best, 10=Worst)
Overall risk:-
Audit Risk:-
Board risk:-
Compensation Risk:-
Shareholder rights risk:-
Top Institutional Holders
Position Change: ▲ Increased · ▼ Reduced · = Unchanged
Organization
Report Date
% Shares
No. Shares
Value (USD)
Change %
Top Mutual Funds
Position Change: ▲ Increased ▼ Decreased = Unchanged
Fund
Report Date
% Shares
No. Shares
Value (USD)
Change %
Recent Insider Trades
Executive / Insider
Title
Date
Action
Shares
Options Chain
CALLS
Strike
Last
Bid
Ask
Vol.
O.I.
IV
PUTS
Strike
Last
Bid
Ask
Vol.
O.I.
IV
Sentiment Metrics
Put/Call Ratio (Volume):-
Put/Call Ratio (O.I.):-
Max Pain (estimated):-
Total O.I. Calls:-
Total O.I. Puts:-
Expected move
Average IV (Calls ATM):-
Average IV (Puts ATM):-
Days to Expiration:-
Expected move (±):-
Otis Worldwide Corporation (OTIS) SEC filings: 10-K, 10-Q and 8-K
Direct links to financial reports filed with the SEC.
Otis Worldwide Corporation engages in 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 buildings, and infrastructure projects. This segment serves real-estate and building developers, and general contractors. It sells its products directly to customers, as well as through agents and distributors. The Service segment performs maintenance and repair services, as well as modernization services to upgrade elevators and escalators. Otis Worldwide Corporation was founded in 1853 and is headquartered in Farmington, Connecticut.
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Otis Worldwide Corporation (OTIS) — Industrials — Specialty Industrial Machinery. OTIS is in the S&P 500 today. Model factor scores and market data, recalculated every trading day.
So far in 2026, OTIS has returned −10.6% against +11.4% for the S&P 500 (SPY): total return, dividends included on both sides, from Dec 31, 2025 to Nov 3, 2026.
Its strongest factor is value (Z 0.10, ranked 171 of 489); its weakest is momentum (Z -1.62, ranked 486 of 494). Each factor ranks only the companies with data for it, and the multifactor score only those with all four: that is why the totals differ.
Factor scores
The Z-Score is how many standard deviations the company sits from the index average: 0 is average, positive is better than average, negative is worse.
Frequently asked questions about Otis Worldwide (OTIS)
When does Otis Worldwide report earnings?
Otis Worldwide has no announced date in the Nasdaq public calendar checked (Nov 3, 2026 to Dec 7, 2026). Of its last 12 earnings announcements: 12 before the open (SEC filings through Oct 28, 2026). OTIS earnings dates and times, quarter by quarter →
What is Otis Worldwide's P/E ratio?
Otis Worldwide's P/E (price over earnings per share for the last twelve months) is 19.1 at the Nov 3, 2026 close. That EPS is the 12-month diluted figure from the SEC, the four quarters ended Sep 30, 2026. The median of the 74 Industrials companies with a P/E is 26.4, and the S&P 500's, 23.5: Otis Worldwide is below its sector median. Industrials stocks, company by company →
Have Otis Worldwide insiders bought or sold shares?
SEC Form 4 shows no open-market purchase of Otis Worldwide shares from August 2025 through Nov 3, 2026. The latest sale was on May 7, 2026, by an officer, for $125k. In total, from August 2025 through Nov 3, 2026: 0 purchases and 8 sales by directors, officers and large shareholders. All OTIS insider trades →
Does Otis Worldwide pay a dividend?
Yes. Its dividend yield is 2.25% at the Nov 3, 2026 close (annual dividend of $1.76 per share). The next announced ex-dividend date is Nov 13, 2026.
What sector is Otis Worldwide in, and which index?
Otis Worldwide is classified in the Industrials sector (industry: Specialty Industrial Machinery), per the data provider's classification (similar to GICS, not identical). It is in the S&P 500 today. It is one of the 76 S&P 500 companies in that sector. Industrials stocks →
What is behind these numbers
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Quality and low volatilityWhere the quality score comes from, and why it is the factor with the most competing definitions, all of them called the same thing.
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