Stock Fundamentals

Company Information

Company Name
Otis Worldwide Corp
Sector
Industrials
Industry
Specialty Industrial Machinery
Exchange
NYSE
ISIN: US68902V1070
CIK: 0001781335
CUSIP: 68902V107
Currency: USD
Full Time Employees: 72,000
Phone: 860 674 3000
Fiscal Year End: December
IPO Date: Mar 19, 2020
Description:

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.

Address:

One Carrier Place, Farmington, CT, United States, 06032

Directors & Officers

Name Title Year Born
Ms. Judith F. Marks Chair, President & CEO 1964
Ms. Cristina Mendez Executive VP & CFO 1981
Mr. Enrique Minarro Viseras EVP & Chief Operating Officer 1978
Mr. Peiming Zheng Executive VP and Chief Product, Delivery & Customer Officer 1968
Ms. Sally A. Loh President of Otis Greater China 1974
Mr. Michael Patrick Ryan Senior VP & Chief Accounting Officer 1970
Ms. Rina Leonard Senior VP & Global Chief Information Officer NA
Mr. Robert Quartaro Vice President of Investor Relations NA
Ms. Nora E. LaFreniere J.D. Executive VP & General Counsel 1971
Ms. Randi Tanguay Senior VP & Chief Communications Officer NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Mar 30, 2026 Ro Khanna N/A Sale N/A $76.32 N/A
Feb 12, 2026 Montlivault Stephane De N/A Sale 47.94K $92.25 $4.42M
Feb 10, 2026 Michael Patrick Ryan N/A Sale 1.18K $90.06 $106.45K
Feb 05, 2026 Judith Fran Marks N/A Sale 56.11K $90.89 $5.10M
Feb 04, 2026 Judith Fran Marks N/A Sale 46.78K $89.57 $4.19M
Feb 02, 2026 Neil Green N/A Sale 6.00K $86.45 $518.70K
Jan 29, 2026 Ro Khanna N/A Purchase N/A $87.13 N/A
Jan 23, 2026 Ro Khanna N/A Purchase N/A $90.96 N/A
Nov 05, 2025 Michael Patrick Ryan N/A Sale 3.03K $91.69 $277.64K

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Vanguard Group Inc 48.64M Dec 31, 2025 12.68% $0.06 0.02%
BlackRock Inc 32.22M Mar 31, 2026 8.40% $0.04 -4.04%
State Street Corp 16.20M Mar 31, 2026 4.22% $0.04 0.45%
Morgan Stanley - Brokerage Accounts 12.96M Mar 31, 2026 3.38% $0.06 2.24%
Geode Capital Management, LLC 12.45M Mar 31, 2026 3.24% $0.06 15.42%
Franklin Resources Inc 11.52M Mar 31, 2026 3.00% $0.22 46.91%
T. Rowe Price Associates, Inc. 8.84M Mar 31, 2026 2.30% $0.08 1,393.04%
NORGES BANK 8.82M Dec 31, 2025 2.30% $0.08 20.98%
FMR Inc 7.98M Mar 31, 2026 2.08% $0.03 197.21%
Massachusetts Financial Services Company 7.60M Mar 31, 2026 1.98% $0.20 11.07%
Mitsubishi UFJ Asset Management Co.,Ltd 5.89M Mar 31, 2026 1.54% $0.30 25.76%
Fiera Capital Corporation 4.87M Mar 31, 2026 1.27% $1.28 -3.05%
StonePine Asset Management Inc. 4.49M Mar 31, 2026 1.17% $2.43 -3.98%
BLS Capital Fondsmæglerselskab A/S 4.39M Mar 31, 2026 1.14% $11.51 -6.21%
Northern Trust Corp 4.06M Mar 31, 2026 1.06% $0.04 -0.92%
Amvescap Plc. 3.97M Mar 31, 2026 1.03% $0.05 1.68%
Van Eck Associates Corporation 3.97M Mar 31, 2026 1.03% $0.23 -0.86%
AllianceBernstein L.P. 3.83M Mar 31, 2026 1.00% $0.11 -74.81%
JPMorgan Chase & Co 3.76M Mar 31, 2026 0.98% $0.02 -37.76%
Wellington Management Company LLP 3.52M Mar 31, 2026 0.92% $0.05 -2.53%

Shares Statistics

Shares Outstanding: 383.72M
Shares Float: 383.00M
% Insiders: 11.50%
% Institutions: 9,461.70%
Short % Float: 3.90%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard Total Stock Mkt Idx Inv 12.39M 3.23% ▲ 0.31% Apr 30, 2026
2 Vanguard 500 Index Investor 10.08M 2.63% ▲ 1.83% Apr 30, 2026
3 Vanguard Mid Cap Index Institutional 8.42M 2.19% ▲ 0.23% Apr 30, 2026
4 Putnam Large Cap Value A 6.44M 1.68% ▲ 0.00% Apr 30, 2026
5 iShares Core S&P 500 ETF 5.03M 1.31% ▲ 0.29% Apr 30, 2026
6 Fidelity 500 Index 4.96M 1.29% ▲ 0.09% Mar 31, 2026
7 State Street® SPDR® S&P 500® ETF 4.67M 1.22% ▲ 0.33% Apr 30, 2026
8 MS INVF Global Brands A 3.78M 0.98% ▼ 3.89% Dec 31, 2025
9 Morgan Stanley Glbl Franchise 3.78M 0.98% ▼ 11.14% Dec 31, 2025
10 VanEck Morningstar Wide Moat 3.62M 0.94% ▼ 0.92% Mar 31, 2026

Valuation Metrics

Enterprise Value: $33.99B
Trailing P/E: 18.70
Forward P/E: 16.50

Financial Highlights

Market Cap: $26.99B
EBITDA: $2.49B
P/E Ratio: $18.70
PEG Ratio: $1.32
Book Value: $-14.73
Dividend/Share: $1.68
Dividend Yield: 2.42%
Earnings/Share: $3.76
Profit Margin: 10.11%
Operating Margin: 15.40%
ROA (TTM): 13.35%
ROE (TTM): 0.00%
Revenue (TTM): $14.65B
Revenue/Share (TTM): $37.49
Earnings Growth (YOY): 42.60%
Revenue Growth (YOY): 6.40%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 0.85x -1.48x 1.49x 10.88x 3.45x
2024-12-31 0.99x -1.74x 1.42x 64.77x 3.78x
2023-12-31 0.99x -1.42x 1.47x 14.57x 3.21x
2022-12-31 0.90x -1.42x 1.47x 14.22x 3.05x
2021-12-31 1.32x -2.06x 1.24x 15.50x 3.23x
2020-12-31 0.97x -1.59x 1.30x 13.43x 3.35x
2019-12-31 1.05x 0.10x 0.76x 46.51x 0.09x
2018-12-31 1.06x 0.02x 0.76x 49.59x 0.01x
2017-12-31 1.12x 0.01x 0.54x 47.90x 0.01x

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