Fundamental analysis · SEC EDGAR · TTM through 30/06/2026

Fundamental analysis of Otis Worldwide Corp

OTIS · NYSE · Technology

Fundamental quality

REASONABLE

62

out of 100

Otis Worldwide Corp is a mature, stable business: it earns money solidly (net margin 10.2%) but grows slowly (2.9% a year). On fundamental quality it scores 62 out of 100, profiling it as a company of reasonable quality. Its weakest area is its growth (revenue +2.9%/yr). Whether it's cheap or expensive depends on the current price, which you can compute in the tool.

What the company does

Otis is the world's largest elevator maker, with millions of units under maintenance contract. Its secret is in plain sight: selling the elevator barely matters; the real business is servicing it every month for the next fifty years.

What will shape its future

  • The maintenance portfolio: every elevator under contract is a decades-long annuity.
  • China, the world's biggest new-elevator market and its periodic source of scares.
  • Modernizing old elevators across Europe and America, the renovation wave underway.

Breakdown by area

I.Growth
53

EPS growth: 12.1% · Revenue growth: 2.9%

II.Profitability
64

Net margin: 10.2% · ROIC: 104.6%

III.Financial health
65

Net debt/EBITDA: 3.01x · FCF: 11.5%

Source: SEC EDGAR · TTM through 30/06/2026

The score includes +1 for dividend strength: 6 consecutive years of increases. Keeping that streak demands growing cash generation and balance-sheet discipline.

The score combines growth, profitability and financial strength. Here its financial strength weighs in its favor, while its growth drags it down the most.

Versus its sector

Percentile against the other 101 Technology companies in our coverage: how far it beats them on each metric (100 = best in sector).

Net marginbeats 40%
Growthbeats 12%
Cash generationbeats 23%
Less debtbeats 15%

Computed from the daily dataset scores. A high percentile places the company among the best in its sector on that metric; it is not a buy recommendation.

Key concepts

What do these metrics mean? Fundamental analysis · What is the P/E · What is EPS · What is ROE · Net & gross margin · Free cash flow

Otis Worldwide Corp strengths

  • Growing earnings per share (12.1% annualized).
  • Solid net margin (10.2%): the business is clearly profitable.
  • Positive free cash flow year after year, a self-funding business.

Otis Worldwide Corp risks and weaknesses

  • Its net debt has grown over the period.
  • Weak revenue growth (2.9% annualized).

Otis Worldwide Corp historical evolution

YearRevenueNet incomeFree cash flowNet debt
202012,7569061,2973,480
202114,2981,2461,5945,684
202213,6851,2531,4455,440
202314,2091,4061,4895,592
202414,2611,6451,4375,973
202514,4311,3841,4446,645

Between 2020 and 2025, revenue went from $12,756M to $14,431M (+13%) and net income went from $906M to $1,384M (+53%).

Annual figures in millions of U.S. dollars ($M) per SEC filings. Net debt is total debt minus cash.

Latest results

Versus the same period a year earlier

Figures for the half-year ended June 30, 2026, versus the half-year ended June 30, 2025 (SEC filings):

  • Revenue+6.9%
  • Net income+20.8%

What changed with the June 30, 2026 results

Compared with the previous close (March 31, 2026), this is what moved in its accounts:

  • Net debt/EBITDA2.77×3.01×

Automatic comparison between the two most recent periods filed with the SEC. One quarter doesn't make a trend: read it alongside the historical evolution above.

Dividend

$1.65

per share, yearly

46.7% of earnings

Payout

6 straight years raising it

Growth

The dividend yield depends on today's price. Compute it in the analyzer → · See all dividend-paying stocks →

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Is Otis Worldwide Corp cheap or expensive?

That depends on the current price. Look it up, enter it in the tool and get the full valuation verdict (P/E against its sector).

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Frequently asked questions

Is Otis Worldwide Corp a good company to invest in?

In terms of business quality, Otis Worldwide Corp scores 62 out of 100 in our analysis, placing it as a company of reasonable quality. That said, this isn't a recommendation: whether it's a good investment also depends on its current price and your goals.

Is Otis Worldwide Corp a profitable company?

Yes. Otis Worldwide Corp shows a net margin of 10.2%, a sign of a profitable business.

Does Otis Worldwide Corp have a lot of debt?

Yes, its leverage is high: net debt is 3.01 times its EBITDA, and it has been rising.

Is Otis Worldwide Corp growing?

Its revenue has grown 2.9% annualized in recent years and its earnings per share 12.1%.

Does Otis Worldwide Corp generate cash?

Yes. It converts about 11.5% of its revenue into free cash flow, and has done so positively year after year.

The thresholds are general and the system doesn't judge qualitative factors. See the full methodology and use this analysis as a first filter, never as a final decision.

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