OTIS
Otis WorldwideNYSEIndustrialsSpecialty Industrial MachinerySnapshot 2026-05-08
As of May 8, 2026, OTIS has a composite score of 14.2 and a signal label of "mild favorable." The score is influenced by a medium confidence level of 65.3, with strengths in valuation (74.1, labeled as inexpensive) and quality (57.1), while momentum is weak at -21.6. The analysis is provisional, reflecting potential changes based on various scenarios, including guidance adjustments and sector trends.
Price
Daily closes from AlphaVantage. Earnings/event dots are placed inline.
Factor signals
Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.
Thesis
— is this a strong company over a 1–3 year hold?Why this rank
- Direction share1.00
- Slope (norm)-0.12
- Bonus0.00
Why this rank
Trailing four: 2024-Q3, 2025-Q1, 2025-Q2, 2025-Q3
Why this rank
Watch
— has something changed worth re-reading?Why this setup
EPS estimate $1.08 → $1.01 (-6.3% / 30d). 0 raised, 6 cut, 9 covering analysts.
0 upgrades, 0 downgrades / 30d, 2 maintained. 38% of analysts rate Buy.
3 PT revisions / 30d. Avg target 13.1% above current price.
0 positive, 0 negative / 30d.
F4 · Management deep-dive — recent events, stated priorities, guidance track record
Recent 8-K events
3 material events in the last 24 months — top 3 listed below.
Stated priorities
3 priorityies extracted from earnings transcripts (as of 2026-05-08).
- 1.Increase net sales to $15.1-$15.3 billiongrowthbehind0% progress
4/22: “Otis is revising our full year outlook: Net sales of $15.1 to $15.3 billion.”
Why this status
Stated in 2 of last 2 quarters. Revenue guidance increased from $14.5B in 2025 to $15.1-$15.3B for 2026. Despite the guidance, actual revenue for 2025-Q4 was $3.539B, indicating limited progress towards the target.
- 2.Achieve adjusted EPS of $4.20 to $4.24growthbehind0% progress
4/22: “Adjusted EPS of $4.20 to $4.24.”
Why this status
Stated in 2 of last 2 quarters. EPS guidance increased from $4.04-$4.08 in 2025 to $4.20-$4.24 for 2026. However, diluted EPS for 2025-Q4 was not provided, indicating limited visibility into progress.
- 3.Generate adjusted free cash flow of $1.60 to $1.65 billioncapital allocationmixed35% progress
4/22: “Adjusted free cash flow of $1.60 to 1.65 billion.”
Why this status
Stated in 2 of last 2 quarters. Free cash flow guidance narrowed from $1.6-$1.7B in 2025 to $1.60-$1.65B for 2026. Cash from operating activities was $208M in 2025-Q4, indicating limited progress towards the annual target.
Guidance track record
Insufficient guidance history for this ticker.
Position context
— how violent might the path be while I hold it?Why this risk level
Recent vol — 30d annualized 23%; 252d 24%.
Drawdown — Max 1y −25%. Bad day move −2%.
Beta to sector ETF (XLI) — 0.47 over 1y.
Liquidity — score 100/100.
Sub-scores — vol 60/100, drawdown 50/100, beta 47/100, earnings vol —.
via XLI
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-05-08.
What changed
The most important moves since the prior daily snapshot.
- No material changes since the prior snapshot.
No material changes since the prior snapshot.
as of 2026-05-08
Management scorecard
How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
- #1
Increase net sales to $15.1-$15.3 billion
GrowthNew since 2026-05-04Otis aims to increase net sales to a range of $15.1 to $15.3 billion for the fiscal year 2026.
BehindStated in 2 of last 2 quarters. Revenue guidance increased from $14.5B in 2025 to $15.1-$15.3B for 2026. Despite the guidance, actual revenue for 2025-Q4 was $3.539B, indicating limited progress towards the target.
0%CEO/CFO:“Otis is revising our full year outlook: Net sales of $15.1 to $15.3 billion.”Multiple sourcesSource dated 2026-04-22Stated 2 of last 8 quartersFirst seen 2026-05-04Show history (2)
- 2026-Q1Multiple sources
“Otis is revising our full year outlook: Net sales of $15.1 to $15.3 billion.”
- 2025-Q4Multiple sources
“Otis is announcing its full year outlook: Net sales of $15.0 to $15.3 billion.”
- #2
Achieve adjusted EPS of $4.20 to $4.24
GrowthNew since 2026-05-04Otis targets an adjusted EPS range of $4.20 to $4.24 for the fiscal year 2026.
BehindStated in 2 of last 2 quarters. EPS guidance increased from $4.04-$4.08 in 2025 to $4.20-$4.24 for 2026. However, diluted EPS for 2025-Q4 was not provided, indicating limited visibility into progress.
0%CEO/CFO:“Adjusted EPS of $4.20 to $4.24.”Multiple sourcesSource dated 2026-04-22Stated 2 of last 8 quartersFirst seen 2026-05-04Show history (2)
- 2026-Q1Multiple sources
“Adjusted EPS of $4.20 to $4.24.”
- 2025-Q4Multiple sources
“Adjusted EPS up mid to high single digits.”
- #3
Generate adjusted free cash flow of $1.60 to $1.65 billion
Capital allocationNew since 2026-05-04Otis aims to generate adjusted free cash flow in the range of $1.60 to $1.65 billion for 2026.
Behind →MixedStated in 2 of last 2 quarters. Free cash flow guidance narrowed from $1.6-$1.7B in 2025 to $1.60-$1.65B for 2026. Cash from operating activities was $208M in 2025-Q4, indicating limited progress towards the annual target.
35%CEO/CFO:“Adjusted free cash flow of $1.60 to 1.65 billion.”Multiple sourcesSource dated 2026-04-22Stated 2 of last 8 quartersFirst seen 2026-05-04Show history (2)
- 2026-Q1Multiple sources
“Adjusted free cash flow of $1.60 to 1.65 billion.”
- 2025-Q4Multiple sources
“Adjusted free cash flow of $1.6 to $1.7 billion.”
How this stock is priced
Two ways to read price: against peers in the same business, and against the company's own history.
Looks cheaper than most peers in the same business.
Cheaper than its own typical valuation.
P/E over the last 5 years
71 monthly pointsHow this compares
A side-by-side read on composite, valuation, and risk versus peers.
| Stock | Composite | Valuation | Risk |
|---|---|---|---|
OTIS Otis Worldwide | +14 | inexpensive | moderate |
CAT Caterpillar Inc. | +13 | expensive | moderate |
GE GE Aerospace | +11 | expensive | moderate |
GEV GE Vernova | +10 | full | moderate |
RTX RTX Corporation | +20 | fair | moderate |
Risk — how this stock moves
What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.
What could change this view
Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.
- If industrials sector trend rises from +0.05 into 'improving' (>= +0.20)+5.0 pts
- If next-quarter guidance is raised (currently NEW as of 2026-04-22)+4.0 pts
- If next-quarter guidance is cut (currently NEW as of 2026-04-22)-8.0 pts
- If industrials sector trend falls from +0.05 into 'weakening' (<= -0.20)-5.0 pts
- If growth state reverses from +0.25 (positive) to -0.25 (negative)-4.0 pts
Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-05-071d agoItem 8.01
Other Events. On May 7, 2026, Otis Worldwide Corporation (the “ Company ”) issued $700,000,000 aggregate principal amount of its 4.488% Notes due 2029 (the “ Otis Notes ”). The Otis Notes were registered under the Securities Act of 1933, as amended (the “ Act ”), pursuant to the Company’s Registration Statement on Form S-3ASR (File No. 333-293482) (the “ Registration Statement ”) filed on February 13, 2026. On May 4, 2026, the Company filed with the U.S. Securities and Exchange Commission (th…
capital allocationneutralscore 51 - 2026-04-2216d agoItem 2.02
Results of Operations and Financial Condition. On April 22, 2026 , Otis Worldwide Corporation (“ Otis ”) issued a press release announcing its first quarter 2026 results. The press release issued April 22, 2026 is furnished herewith as Exhibit No. 99 to this Report, and shall not be deemed filed for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “ Exchange Act ”), or otherwise subject to the liabilities of that Section and shall not be deemed to be incorpor…
earnings preannouncementneutralscore 45 - 2026-01-283mo agoItem 2.02
Results of Operations and Financial Condition. On January 28, 2026 , Otis Worldwide Corporation (“ Otis ”) issued a press release announcing its fourth quarter and year ended December 31, 2025 results. The press release issued January 28, 2026 is furnished herewith as Exhibit No. 99 to this Report, and shall not be deemed filed for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “ Exchange Act ”), or otherwise subject to the liabilities of that Section and s…
earnings preannouncementneutralscore 6 - 2026-01-203mo agoItem 5.02
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. (c) Appointment of Chief Operating Officer On January 13, 2026, the Board of Directors appointed Enrique Miñarro Viseras to serve as Chief Operating Officer, effective January 16, 2026. Mr. Miñarro Viseras, 48, has worked at the Company since October 2023 as its President, Otis EMEA (including serving from May 2025 to December 2025 as its President…
executive changeneutralscore 5 - 2025-08-268mo agoItem 5.02
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. (b) Director Resignation On August 24, 2025, Shailesh Jejurikar, a member of the Board of Directors (the “ Board ”) of Otis Worldwide Corporation (the “ Company ”) and Chair of the Compensation Committee, notified the Company that he will resign from the Board effective September 9, 2025. Mr. Jejurikar’s decision to resign from the Board was not th…
executive changeneutralscore 0
Score history
The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.