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Otter Tail Corporation

OTTR

Industrials · 88.09 -1.8% today

Isolated · not yet confirmedMarket checked 11 Sept, 13:50 GMT-4

Market read

Otter Tail Corporation's current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 32 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.

Company-1.8% todayVolume comparison unavailable
Market group0 of 32 activeIndustrial Equipment · unavailable
Disclosed network0 of 1 confirmingNo filing-linked name is confirming now
What would change this read
  • PVC volume rose 15%, but lower pricing largely offset the increase, with customers buying ahead of announced resin cost increases.
  • Electric-segment capital expenditures increased $125.0M, attributed primarily to timing of investments under the company's five-year capital spending plan.

Invalidation: The isolated read changes if OTTR's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Industrials · Conglomerates

No new filing conclusion is available. 0 of 32 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • PVC volume rose 15%, but lower pricing largely offset the increase, with customers buying ahead of announced resin cost increases.
  • Electric-segment capital expenditures increased $125.0M, attributed primarily to timing of investments under the company's five-year capital spending plan.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations327
Usable filing statements189
Verified relationships1
Evidence supporting the case
  • Credit and interest rates has repeated favorable evidence across 5 filings.
  • Demand and volume has repeated favorable evidence across 5 filings.
  • Energy and commodity prices has repeated favorable evidence across 5 filings.
  • Capital investment and capacity has repeated favorable evidence across 4 filings.
Evidence challenging the case
  • Latest annual revenue changed -2.0% year over year.
  • Operating margin changed -2.1 percentage points in the latest annual period.
  • Net margin changed -1.5 percentage points in the latest annual period.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 10, 2026

87.97
6m+2.5%12m+6.6%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$1.2B+35.6%$4.23+2.2%
2022-12-31$1.5B+21.9%$6.78+0.3%
2023-12-31$1.3B-7.6%$7.00+0.3%
2024-12-31$1.3B-1.4%$7.17+0.1%
2025-12-31$1.3B-2.0%$6.55+0.1%

What management says matters

Persistent and emerging business drivers

Credit and interest ratespositive · 5 filings
LIQUIDITY LIQUIDITY OVERVIEW We believe our financial condition is strong and our cash and cash equivalents, other liquid assets, operating cash flows, existing lines of credit, access to capital markets and borrowing ability because of investment-grade credi…
10-Q · Aug 5, 2026
Demand and volumepositive · 5 filings
The cost of input materials, including PVC resin, decreased 7% compared to the prior year, driven by global supply and demand dynamics which resulted in elevated resin supply, partially offsetting the impact of increased sales volumes.
10-Q · Aug 5, 2026
Energy and commodity pricesmixed · 5 filings
32 Table of Contents Purchased Power costs decreased $6.1 million primarily due to an 11% decrease in the price of purchased power due to decreased market energy costs.
10-Q · Aug 5, 2026
Capital investment and capacitymixed · 4 filings
Capital expenditures in our Electric segment increased $125.0 million primarily due to the timing of investments under our five-year capital spending plan.
10-Q · May 6, 2026

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

88.09-1.8% today

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, 13:50 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for OTTR. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

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.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for OTTR. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind OTTR

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depended on by

MDUMDU Resources Group, Inc.partnerFeb 20, 2026

As part of MISO's long range transmission plan, in August 2022, the Company announced its intent to develop, construct and co-own JETx with Otter Tail Power Company in central North Dakota.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 1 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

OTTR is currently a Follower in the organic co-movement group Industrial Equipment. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.