OTIS
Market read
The latest filing evidence is available. 0 of 32 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
Invalidation: The isolated read changes if OTIS's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 32 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No credible peer-relative valuation comparison is available yet.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Net income attributable to Otis Worldwide Corporation increased for the quarter and six months ended June 30, 2026, compared to the same periods in 2025, due to higher operating profit (including the impact of foreign exchange rates) and a lower effective tax…”10-Q · Jul 23, 2026 ↗
“Higher volume and improved pricing were partially offset by higher costs resulting from organizational initiatives, higher labor costs including the impact of ongoing costs to support operational execution and productivity, higher material costs, and mix.”10-Q · Jul 23, 2026 ↗
“Net income of $679 million includes $58 million of indemnification expense resulting from the German tax litigation, $21 million of litigation-related settlement costs and $10 million of impairment loss related to net assets held for sale, none of which resul…”10-Q · Jul 23, 2026 ↗
“Higher volume and improved pricing were partially offset by higher costs resulting from organizational initiatives, higher labor costs including the impact of ongoing costs to support operational execution and productivity, higher material costs, and mix.”10-Q · Jul 23, 2026 ↗
Valuation discipline
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for OTIS. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-Q filed 2026-04-23 against the comparable filing from 2025-04-24.
No thresholded deterioration was identified.
“Interest Expense (Income), Net Quarter Ended March 31, (dollars in millions) 2026 2025 Interest expense (income), net $ 59 $ 45 The changes in Interest expense (income), net of $14 million for the quarter ended March 31, 2026, compared to the same period in 2025, were primarily driven by lower interest income and higher interest expense related to the $500 million unsecured, unsubordinated debt issued in September 2025, partially offset by lower interest expense related to the repayment of the $1.3 billion unsecured, unsubordinated debt in April 2025.”
“29 Table of Contents Cost of Products and Services Sold Quarter Ended March 31, (dollars in millions) 2026 2025 Total cost of products and services sold $ 2,484 $ 2,349 Percentage change year-over-year 6 % The factors contributing to the percentage change year-over-year for the quarter ended March 31, 2026 in total cost of products and services sold are as follows: Components of Cost of Products and Services Sold change: Quarter Ended March 31, 2026 Organic volume 2 % Foreign currency translation 4 % Acquisitions and divestitures, net and other — % Total % change 6 % The Organic volume for total cost of products and services sold increased 2% for the quarter ended March 31, 2026, primarily...”
“ts and services due to tariffs; • Customer demand impacting our new equipment, maintenance and repair, and modernization businesses; • Customer liquidity constraints and related credit reserve; • Cancellations or delays of customer orders; and • Supplier liquidity, as well as supplier and raw material capacity constraints, delays and related costs.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“In both the Ne w Equipment and Service segments, major competitors globally include KONE Oyj, Schindler Group and TK Elevator, while there are a number of additional competitors in the Asia Pacific region.”
“The Separation, as further described in Note 1, "Business Overview", was completed pursuant to a Separation and Distribution Agreement ("Separation Agreement") and other agreements with our former parent, UTC, and Carrier Global Corporation ("Carrier"), relat…”
Depended on by
“In addition, we entered into several agreements with UTC and Otis Worldwide Corporation ("Otis") that govern various aspects of the relationship among us, UTC and Otis following the Separation and Distribution.”
Filing peers
No filing peers are available for this name yet.
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What is moving around it
OTIS is currently a Follower in the organic co-movement group Industrial Machinery. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.