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OTIS Otis Worldwide Corp

NYSE, CIK 0001781335, fiscal year ends 12/31. Last price 75.15 on 2026-10-23, market value 28.6 billion dollars.

Machine-readable: OTIS.json, OTIS.md. Sections: Graham Defensive, Magic Formula, Momentum, Insider, Buffett Quality, Lynch GARP, Graham Enterprising, Piotroski F-Score, earnings record, insiders, filings and links.

PhilosophyScoreStatusCurrent inputs as ofHistory usedPriceVerificationRules
Graham Defensive 16
partial, missing 3, 5
partial: 3, 5 2025-12-31
stale: Revenue
2018–2025 2026-10-23 9 verified, 17 unverified method
Magic Formula n/a insufficient data (invested capital not positive (negative working capital exceeds fixed assets)) — — — — method
Momentum 35 ok 2026-10-23 — 2026-10-23 — method
Insider 0 no open-market transactions in window 2026-10-23 — — — method
Buffett Quality 55
partial, missing 1
partial: 1 2026-06-30 2018–2025 2026-10-23 0 verified, 30 unverified method
Lynch GARP 42 ok 2026-06-30 2020–2025 2026-10-23 0 verified, 3 unverified method
Graham Enterprising 35 ok 2026-06-30 2020–2025 2026-10-23 0 verified, 9 unverified method
Piotroski F-Score 67 ok — 2024–2026 — 0 verified, 27 unverified method

Market value, source trail

market_value = traded_price (price date) / depositary_ratio x latest point-in-time SEC shares outstanding (share-count date shown; from the filing cover page, summed across share classes only where the issuer filing verifies the classes are economically equivalent (rule + evidence URL in the source text), else withheld; priced at the primary listed class, so where other classes trade at a different price the value is an approximation; restated only for issuer-verified splits after the count date); weighted-average share counts are never used

InputValueUnitPeriod / dateSource
Traded price75.15USD per traded unit (share or ADS)2026-10-23Yahoo Finance
SEC shares outstanding380,669,339underlying shares2026-07-15SEC cover page 10-Q 0001781335-26-000113 (380,669,339 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/1781335/000178133526000113/otis-20260630.htm 0001781335-26-000113
Depositary ratio1.0underlying shares per traded unit domestic 10-K filer; SEC shares are the traded units
Market value price date × latest reported shares28,607,300,826USD2026-10-23
shares at 2026-07-15
75.15 (price 2026-10-23) / 1 x 380,669,339 (shares at 2026-07-15) = 28,607,300,826

Graham Defensive

16 of 100. partial: 3, 5. How this is scored.

Test or factorValueThresholdPoints
1 Adequate size14.43 revenue $B>= 15.0 / 5
2a Current ratio0.83>= 2.00.0 / 15
2b Long-term debt vs working capital working capital not positive— LTD / WC<= 1.00.0 / 15
3 Positive earnings each of 10 years8 years reported missing 2016, 201710 of 10None / 15
4 Dividends every year for 20 years6 of 20 missing 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019 XBRL check: 8 years agree, 12 unverified20 of 204.5 / 15
5 EPS growth, 3-yr avg now vs 10 yrs ago— missing 2014, 2015, 2016>= +33%None / 10
6 P/E on 3-year average EPS20.6<= 156.6 / 15
7 P/B <= 1.5, or P/E x P/B <= 22.5 equity not positive: book value per share is not positive, so neither leg can pass—<= 1.5 or <= 22.50.0 / 10
Inputs, 27 numbers with their sources
InputValuePeriodSourceCheck
Price (close, per traded unit)75.152026-10-23Alpaca Market Data (consolidated SIP daily bar)not cross-checked
Revenue14431000000.02025-12-31 staleSEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0001781335-26-000011unverified
current_assets6839000000.02026-06-30SEC XBRL AssetsCurrent 0001781335-26-000113unverified
current_liabilities8225000000.02026-06-30SEC XBRL LiabilitiesCurrent 0001781335-26-000113unverified
lt_debt7046000000.02026-06-30SEC XBRL LongTermDebtNoncurrent 0001781335-26-000113unverified
equity-5748000000.02026-06-30SEC XBRL StockholdersEquity 0001781335-26-000113unverified
Net income FY20181049000000.02018-12-31 historySEC XBRL NetIncomeLoss 0001781335-21-000023unverified
Net income FY20191116000000.02019-12-31 historySEC XBRL NetIncomeLoss 0001781335-22-000007unverified
Net income FY2020906000000.02020-12-31 historySEC XBRL NetIncomeLoss 0001781335-23-000009unverified
Net income FY20211246000000.02021-12-31 historySEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-015389) 0001781335-24-000013unverified
Net income FY20221253000000.02022-12-31 historySEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-015389) 0001781335-25-000010unverified
Net income FY20231406000000.02023-12-31 historySEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-015389) 0001781335-26-000011unverified
Net income FY20241645000000.02024-12-31 historySEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-015389) 0001781335-26-000011unverified
Net income FY20251384000000.02025-12-31 historySEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-015389) 0001781335-26-000011unverified
Dividend years (Yahoo)[2020, 2021, 2022, 2023, 2024, 2025, 2026] historyYahoo Finance dividend historyverified (partly: XBRL covers 8 of 20 years)
Dividends per share FY2018 (XBRL)0.02018-12-31 historySEC XBRL CommonStockDividendsPerShareCashPaid 0001781335-21-000023verified
Dividends per share FY2019 (XBRL)0.02019-12-31 historySEC XBRL CommonStockDividendsPerShareCashPaid 0001781335-21-000023verified
Dividends per share FY2020 (XBRL)0.62020-12-31 historySEC XBRL CommonStockDividendsPerShareCashPaid 0001781335-23-000009verified
Dividends per share FY2021 (XBRL)0.922021-12-31 historySEC XBRL CommonStockDividendsPerShareCashPaid 0001781335-24-000013verified
Dividends per share FY2022 (XBRL)1.112022-12-31 historySEC XBRL CommonStockDividendsPerShareCashPaid 0001781335-25-000010verified
Dividends per share FY2023 (XBRL)1.312023-12-31 historySEC XBRL CommonStockDividendsPerShareCashPaid 0001781335-26-000011verified
Dividends per share FY2024 (XBRL)1.512024-12-31 historySEC XBRL CommonStockDividendsPerShareCashPaid 0001781335-26-000011verified
Dividends per share FY2025 (XBRL)1.652025-12-31 historySEC XBRL CommonStockDividendsPerShareCashPaid 0001781335-26-000011verified
EPS diluted FY20233.392023-12-31 historySEC XBRL EarningsPerShareDiluted 0001781335-26-000011unverified
EPS diluted FY20244.072024-12-31 historySEC XBRL EarningsPerShareDiluted 0001781335-26-000011unverified
EPS diluted FY20253.52025-12-31 historySEC XBRL EarningsPerShareDiluted 0001781335-26-000011unverified
equity-5748000000.02026-06-30SEC XBRL StockholdersEquity 0001781335-26-000113unverified

Magic Formula

insufficient data (invested capital not positive (negative working capital exceeds fixed assets)). How this is scored.

insufficient data (invested capital not positive (negative working capital exceeds fixed assets)).

Momentum

35 of 100. ok. How this is scored.

Test or factorValueThresholdPoints
12-1 month return-24.9 % (percentile 11.3)5.6 / 50
6 month return-4.3 % (percentile 31.7)6.3 / 20
Price / 52-week high0.81212.2 / 15
Volatility penalty (60d annualised)23.0 %10.6 / 15
Inputs, 1 numbers with their sources
InputValuePeriodSourceCheck
Adjusted close series (14 months)75.152026-10-23Yahoo Finance / Alpaca Market Data daily historynot cross-checked

Insider

0 of 100. no open-market transactions in window. How this is scored. Form 4 data loaded through 2026-10-23

Test or factorValueThresholdPoints
Open-market buy value / market cap (percentile among buyers)0.0 bp0.0 / 35
Distinct buyers00.0 / 25
Buyer seniority0.00.0 / 20
Recency (half-life 30d)0.00.0 / 10
Sales penalty (excludes 10b5-1 plan sales)0.0 bp-0.0 / 0
Inputs, 0 numbers with their sources
InputValuePeriodSourceCheck

Buffett Quality

55 of 100. partial: 1. How this is scored.

Test or factorValueThresholdPoints
1 Average return on equity (net income / year-end equity) needs at least 5 years of net income and positive equity2 years with positive equity>= 15%None / 25
2 Profitable every year8 of 8all years15.0 / 15
3 Net income growth, 3-yr average now vs start of window+7.6% a year>= +10%7.6 / 10
4 Borrowings / 3-yr average earnings (years to repay) LongTermDebt (incl. current maturities) + short-term borrowings5.7 years<= 48.6 / 15
5 Operating margin, 5-yr average14.8%>= 20%5.6 / 10
6 Free cash flow / net income, 5-yr (operating cash flow minus capex)1.07>= 1.010.0 / 10
7 Owner-earnings yield (3-yr avg free cash flow / market cap)5.1%>= 7%7.8 / 15
Inputs, 32 numbers with their sources
InputValuePeriodSourceCheck
Price (close, per traded unit)75.152026-10-23Alpaca Market Data (consolidated SIP daily bar)not cross-checked
Net income FY20181049000000.02018-12-31 historySEC XBRL NetIncomeLoss 0001781335-21-000023unverified
Net income FY20191116000000.02019-12-31 historySEC XBRL NetIncomeLoss 0001781335-22-000007unverified
Net income FY2020906000000.02020-12-31 historySEC XBRL NetIncomeLoss 0001781335-23-000009unverified
Net income FY20211246000000.02021-12-31 historySEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-015389) 0001781335-24-000013unverified
Net income FY20221253000000.02022-12-31 historySEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-015389) 0001781335-25-000010unverified
Net income FY20231406000000.02023-12-31 historySEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-015389) 0001781335-26-000011unverified
Net income FY20241645000000.02024-12-31 historySEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-015389) 0001781335-26-000011unverified
Net income FY20251384000000.02025-12-31 historySEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-015389) 0001781335-26-000011unverified
debt_incl_current8226000000.02026-06-30SEC XBRL LongTermDebt 0001781335-26-000113unverified
debt_short210000000.02026-06-30SEC XBRL ShortTermBorrowings 0001781335-26-000113unverified
Operating income FY20212108000000.02021-12-31 historySEC XBRL OperatingIncomeLoss 0001781335-24-000013unverified
Revenue FY202114298000000.02021-12-31 historySEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0001781335-24-000013unverified
Operating income FY20222033000000.02022-12-31 historySEC XBRL OperatingIncomeLoss 0001781335-25-000010unverified
Revenue FY202213685000000.02022-12-31 historySEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0001781335-25-000010unverified
Operating income FY20232186000000.02023-12-31 historySEC XBRL OperatingIncomeLoss 0001781335-26-000011unverified
Revenue FY202314209000000.02023-12-31 historySEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0001781335-26-000011unverified
Operating income FY20242008000000.02024-12-31 historySEC XBRL OperatingIncomeLoss 0001781335-26-000011unverified
Revenue FY202414261000000.02024-12-31 historySEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0001781335-26-000011unverified
Operating income FY20252133000000.02025-12-31 historySEC XBRL OperatingIncomeLoss 0001781335-26-000011unverified
Revenue FY202514431000000.02025-12-31 historySEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0001781335-26-000011unverified
Operating cash flow FY20211750000000.02021-12-31 historySEC XBRL NetCashProvidedByUsedInOperatingActivities 0001781335-24-000013unverified
Capital expenditure FY2021156000000.02021-12-31 historySEC XBRL PaymentsToAcquireProductiveAssets (10-K via companyfacts; capex fallback) 0001781335-24-000013unverified
Operating cash flow FY20221560000000.02022-12-31 historySEC XBRL NetCashProvidedByUsedInOperatingActivities 0001781335-25-000010unverified
Capital expenditure FY2022115000000.02022-12-31 historySEC XBRL PaymentsToAcquireProductiveAssets (10-K via companyfacts; capex fallback) 0001781335-25-000010unverified
Operating cash flow FY20231627000000.02023-12-31 historySEC XBRL NetCashProvidedByUsedInOperatingActivities 0001781335-26-000011unverified
Capital expenditure FY2023138000000.02023-12-31 historySEC XBRL PaymentsToAcquireProductiveAssets (10-K via companyfacts; capex fallback) 0001781335-26-000011unverified
Operating cash flow FY20241563000000.02024-12-31 historySEC XBRL NetCashProvidedByUsedInOperatingActivities 0001781335-26-000011unverified
Capital expenditure FY2024126000000.02024-12-31 historySEC XBRL PaymentsToAcquireProductiveAssets (10-K via companyfacts; capex fallback) 0001781335-26-000011unverified
Operating cash flow FY20251596000000.02025-12-31 historySEC XBRL NetCashProvidedByUsedInOperatingActivities 0001781335-26-000011unverified
Capital expenditure FY2025152000000.02025-12-31 historySEC XBRL PaymentsToAcquireProductiveAssets (10-K via companyfacts; capex fallback) 0001781335-26-000011unverified
Shares outstanding380669339.02026-07-15SEC cover page 10-Q 0001781335-26-000113 (380,669,339 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/1781335/000178133526000113/otis-20260630.htm 0001781335-26-000113not cross-checked

Lynch GARP

42 of 100. ok. How this is scored.

Test or factorValueThresholdPoints
1 PEG: P/E divided by 5-yr EPS growth (in % points)1.96<= 1.01.3 / 30
2 EPS growth, 5-yr compound rate+11.0% a year12% to 35% a year18.3 / 20
3 P/E on latest annual EPS21.5<= 2510.0 / 10
4 Borrowings / equity equity not positive—<= 0.50.0 / 15
5 Years of the last 5 in which EPS rose4 of 55 of 512.0 / 15
6 Net cash (cash minus borrowings) / market cap-26.6%>= +10%0.0 / 10
Inputs, 4 numbers with their sources
InputValuePeriodSourceCheck
Price (close, per traded unit)75.152026-10-23Alpaca Market Data (consolidated SIP daily bar)not cross-checked
EPS diluted FY20253.52025-12-31 historySEC XBRL EarningsPerShareDiluted 0001781335-26-000011unverified
EPS diluted FY20202.082020-12-31 historySEC XBRL EarningsPerShareDiluted 0001781335-23-000009unverified
cash813000000.02026-06-30SEC XBRL CashAndCashEquivalentsAtCarryingValue 0001781335-26-000113unverified

Graham Enterprising

35 of 100. ok. How this is scored.

Test or factorValueThresholdPoints
1 Current ratio0.83>= 1.50.0 / 15
2 Borrowings vs working capital working capital not positive—<= 1.1x0.0 / 15
3 No earnings deficit in the last 5 years5 of 5 profitable5 of 515.0 / 15
4 Pays a current dividendyesyes10.0 / 10
5 EPS higher than five years earlier2.08 -> 3.50higher10.0 / 10
6 Price / book value per share equity not positive—<= 1.20.0 / 20
7 Price / net current asset value per share (current assets minus all liabilities) net current asset value not positive—<= 0.670.0 / 15
Inputs, 11 numbers with their sources
InputValuePeriodSourceCheck
Price (close, per traded unit)75.152026-10-23Alpaca Market Data (consolidated SIP daily bar)not cross-checked
current_assets6839000000.02026-06-30SEC XBRL AssetsCurrent 0001781335-26-000113unverified
current_liabilities8225000000.02026-06-30SEC XBRL LiabilitiesCurrent 0001781335-26-000113unverified
Net income FY20211246000000.02021-12-31 historySEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-015389) 0001781335-24-000013unverified
Net income FY20221253000000.02022-12-31 historySEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-015389) 0001781335-25-000010unverified
Net income FY20231406000000.02023-12-31 historySEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-015389) 0001781335-26-000011unverified
Net income FY20241645000000.02024-12-31 historySEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-015389) 0001781335-26-000011unverified
Net income FY20251384000000.02025-12-31 historySEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-015389) 0001781335-26-000011unverified
Dividend years (Yahoo)[2020, 2021, 2022, 2023, 2024, 2025, 2026] historyYahoo Finance dividend historynot cross-checked
EPS diluted FY20253.52025-12-31 historySEC XBRL EarningsPerShareDiluted 0001781335-26-000011unverified
EPS diluted FY20202.082020-12-31 historySEC XBRL EarningsPerShareDiluted 0001781335-23-000009unverified

Piotroski F-Score

67 of 100. ok. How this is scored.

Test or factorValueThresholdPoints
1 Return on assets is positive13.0%pass = 111.11111111111111 / 11.11111111111111
2 Operating cash flow is positive1,596Mpass = 111.11111111111111 / 11.11111111111111
3 Return on assets improved on the prior year14.5% -> 13.0%pass = 10.0 / 11.11111111111111
4 Operating cash flow exceeds net income (accruals)1,596M vs 1,384Mpass = 111.11111111111111 / 11.11111111111111
5 Long-term debt / assets fell61.6% -> 64.8%pass = 10.0 / 11.11111111111111
6 Current ratio improved0.99 -> 0.85pass = 10.0 / 11.11111111111111
7 No new shares issued (share count did not rise)392M -> 381Mpass = 111.11111111111111 / 11.11111111111111
8 Operating margin improved (stand-in for gross margin, which the dataset does not carry)14.1% -> 14.8%pass = 111.11111111111111 / 11.11111111111111
9 Asset turnover (revenue / assets) improved1.26 -> 1.35pass = 111.11111111111111 / 11.11111111111111
Inputs, 27 numbers with their sources
InputValuePeriodSourceCheck
net_income 2025-12-311384000000.02025-12-31 historySEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-015389) 0001781335-26-000011unverified
total_assets 2025-12-3110653000000.02025-12-31 historySEC XBRL Assets 0001781335-26-000113unverified
cfo 2025-12-311596000000.02025-12-31 historySEC XBRL NetCashProvidedByUsedInOperatingActivities 0001781335-26-000011unverified
net_income 2025-12-311384000000.02025-12-31 historySEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-015389) 0001781335-26-000011unverified
net_income 2024-12-311645000000.02024-12-31 historySEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-015389) 0001781335-26-000011unverified
total_assets 2025-12-3110653000000.02025-12-31 historySEC XBRL Assets 0001781335-26-000113unverified
total_assets 2024-12-3111316000000.02024-12-31 historySEC XBRL Assets 0001781335-26-000011unverified
cfo 2025-12-311596000000.02025-12-31 historySEC XBRL NetCashProvidedByUsedInOperatingActivities 0001781335-26-000011unverified
net_income 2025-12-311384000000.02025-12-31 historySEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-015389) 0001781335-26-000011unverified
lt_debt 2025-12-316900000000.02025-12-31 historySEC XBRL LongTermDebtNoncurrent 0001781335-26-000113unverified
lt_debt 2024-12-316973000000.02024-12-31 historySEC XBRL LongTermDebtNoncurrent 0001781335-26-000011unverified
total_assets 2025-12-3110653000000.02025-12-31 historySEC XBRL Assets 0001781335-26-000113unverified
total_assets 2024-12-3111316000000.02024-12-31 historySEC XBRL Assets 0001781335-26-000011unverified
current_assets 2025-12-316501000000.02025-12-31 historySEC XBRL AssetsCurrent 0001781335-26-000113unverified
current_assets 2024-12-317670000000.02024-12-31 historySEC XBRL AssetsCurrent 0001781335-26-000011unverified
current_liabilities 2025-12-317656000000.02025-12-31 historySEC XBRL LiabilitiesCurrent 0001781335-26-000113unverified
current_liabilities 2024-12-317749000000.02024-12-31 historySEC XBRL LiabilitiesCurrent 0001781335-26-000011unverified
shares_out 2026-07-15380669339.02026-07-15 historySEC XBRL EntityCommonStockSharesOutstanding 0001781335-26-000113unverified
shares_out 2025-07-15392475229.02025-07-15 historySEC XBRL EntityCommonStockSharesOutstanding 0001781335-25-000038unverified
operating_income 2025-12-312133000000.02025-12-31 historySEC XBRL OperatingIncomeLoss 0001781335-26-000011unverified
operating_income 2024-12-312008000000.02024-12-31 historySEC XBRL OperatingIncomeLoss 0001781335-26-000011unverified
revenue 2025-12-3114431000000.02025-12-31 historySEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0001781335-26-000011unverified
revenue 2024-12-3114261000000.02024-12-31 historySEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0001781335-26-000011unverified
revenue 2025-12-3114431000000.02025-12-31 historySEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0001781335-26-000011unverified
revenue 2024-12-3114261000000.02024-12-31 historySEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0001781335-26-000011unverified
total_assets 2025-12-3110653000000.02025-12-31 historySEC XBRL Assets 0001781335-26-000113unverified
total_assets 2024-12-3111316000000.02024-12-31 historySEC XBRL Assets 0001781335-26-000011unverified

Earnings record

SEC XBRL, by fiscal year (named by the calendar year it ends in); EPS split-adjusted to today's shares; each row links to the filing.

FYEndedRevenue, $MNet income, $MEPS dilutedDividendFiling
20182018-12-3112,9151,0492.42none0001781335-21-000023
20192019-12-3113,1181,1162.55none0001781335-22-000007
20202020-12-3112,7569062.08paid0001781335-23-000009
20212021-12-3114,2981,2462.89paid0001781335-24-000013
20222022-12-3113,6851,2532.96paid0001781335-25-000010
20232023-12-3114,2091,4063.39paid0001781335-26-000011
20242024-12-3114,2611,6454.07paid0001781335-26-000011
20252025-12-3114,4311,3843.5paid0001781335-26-000011

Insider transactions

SEC Form 4 open-market purchases and sales from the insider data sets; latest 20.

DateInsiderRoleTypeSharesPriceValue
2026-05-07Lefebure Thibault Pierre MariePressale1,62876.89125,177