Otis Worldwide (OTIS)
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-11-04
$79.79+3.87%
Close 2026-11-04 · 1-day change
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-11-04
QuarterlyIQ Insights · OTIS
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -17.9% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the opposite direction.
Price observations: 365 days
Usually moved in the opposite direction.
Price observations: 365 days
Most sensitive to long-term interest rates and real (inflation-adjusted) rates.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| 5.1% |
Growth built into the price is above our model estimate.
The price assumes 23.1 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 39 industry peers · Company calendar date is not available
OTIS — debt issuance
Dated 2026-11-05
Other Events. On November 5, 2026, Otis Worldwide Corporation (the “ Company ”) issued $500,000,000 aggregate principal amount of its 5.825% Notes due 2036 (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 November 4, 2026, the Company filed with the U.S. Securities and Exchange Comm…
Why it matters: The CEO is retiring through a planned process. A named successor would clarify leadership plans during the transition.
Watch forOtis names a CEO successor and shares a transition date.
Also watch forOtis reports no successor or transition date by its next quarterly results.
Why it matters: Service sales are growing, but the Q3 margin was below last year's level. A return above 25.5% would show stronger profit from that growth.
Supportive ifQ4 Service operating profit margin is above 25.5%. It was 24.2% in Q3 2026.
Worry ifQ4 Service operating profit margin stays at or below 24.2%, or falls from the Q3 level.
Why it matters: China sales fell more than 20% in Q3, and orders also declined. A stop in the drop would ease pressure on New Equipment.
Supportive ifNew Equipment orders in China are flat or higher year over year in the next reported quarter.
Worry ifNew Equipment orders in China fall by 10% or more year over year in the next reported quarter.
Why it matters: Service sales grew 8% in Q3 and drove company growth. A rate above 7% would keep that trend strong.
Supportive ifQ4 Service net sales grow more than 7% from a year earlier. Maintenance, repair, and modernization all grow.
Worry ifQ4 Service net sales grow 7% or less year over year, or any of the three Service lines decline.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$109 on $10,000 · ±1.1% | How much price usually moves either way. |
| Bad day | $220 loss on $10,000 · 2.2% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,159 loss on $10,000 · 31.6% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.