Otis Worldwide OTIS
- Market cap
- $28.6B
- PE
- 19.3×
- 6y median 26.4×
- Forward PE
- 17.5×
- 7y median 24.4×
- Price to sales
- 1.9×
- EV/EBIT
- 15.9×
- Revenue, 12 months
- $14.9B
- +5% on a year ago
- Net margin
- 10.2%
- Free cash flow yield
- 6.0%
Otis Worldwide trades at 19.3× trailing earnings, cheaper than 94% of the last ten years. Revenue was $14.9B over the last twelve months, up 5% on a year earlier with a 10% net margin.
Charts
Financials
| Income statement | Q3 FY23 | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $3.5B+5% | $3.6B+5% | $3.4B+3% | $3.6B−3% | $3.5B+1% | $3.7B+2% | $3.4B−3% | $3.6B−0% | $3.7B+4% | $3.8B+3% | $3.6B+6% | $3.9B+7% | |
| Cost of revenue | $2.5B+4% | $2.6B+3% | $2.4B+3% | $2.5B−4% | $2.5B−0% | $2.6B+2% | $2.3B−3% | $2.5B−1% | $2.6B+4% | $2.6B+2% | $2.5B+6% | $2.7B+9% |
| Gross profit | $1B+8% | $1.1B+11% | $1B+3% | $1.1B−0% | $1.1B+3% | $1.1B+0% | $1B−3% | $1.1B+1% | $1.1B+5% | $1.1B+7% | $1.1B+8% | $1.1B+4% |
| R&D | $36M−3% | $37M−3% | $36M+3% | $39M+8% | $40M+11% | $37M+0% | $37M+3% | $38M−3% | $36M−10% | $41M+11% | $38M+3% | $39M+3% |
| SG&A | $452M+8% | $498M+11% | $462M+2% | $449M−6% | $455M+1% | $495M−1% | $464M+0% | $499M+11% | $504M+11% | $512M+3% | $510M+10% | $520M+4% |
| $571M+8% | $522M+6% | $544M+6% | $570M−2% | $363M−36% | $531M+2% | $411M−24% | $547M−4% | $586M+61% | $589M+11% | $539M+31% | $575M+5% | |
| Interest expense | $38M+9% | $50M+47% | $43M+30% | $43M+27% | $43M+13% | $54M+8% | $57M+33% | $50M+16% | $53M+23% | $57M+6% | $58M+2% | $62M+24% |
| Pre-tax income | $532M+8% | $477M+5% | $500M+4% | $544M+0% | $512M−4% | $483M+1% | $366M−27% | $521M−4% | $521M+2% | $526M+9% | $480M+31% | $547M+5% |
| $137M−4% | $133M−3% | $126M−2% | $94M−30% | −$45M | $130M−2% | $110M−13% | $98M+4% | $129M | $142M+9% | $127M+16% | $98M+0% | |
| Net income | $376M+16% | $323M+9% | $353M+7% | $415M+10% | $540M+44% | $337M+4% | $243M−31% | $393M−5% | $374M−31% | $374M+11% | $340M+40% | $428M+9% |
| $0.91+18% | $0.79+11% | $0.86+9% | $1.02+13% | $1.34+47% | $0.84+6% | $0.61−29% | $0.99−3% | $0.95−29% | $0.95+13% | $0.87+43% | $1.12+13% | |
| 413.7M−2% | 411M−2% | 408.1M−2% | 405.5M−3% | 402.7M−3% | 401.4M−2% | 399.1M−2% | 395.8M−2% | 392.8M−3% | 392.2M−2% | 389.6M−2% | 383.5M−3% |
Gross profit: 30 periods, Q1 FY19 to Q2 FY26: not printed by the filing, worked out from its own lines.
EPS, diluted: 6 periods, Q4 FY19 to Q4 FY25: quarter's net income to common over its shares, to the cent.
Diluted shares: 7 periods, Q4 FY19 to Q4 FY25: share-days: the 12-month average less the 9-month, weighted by days.
From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.
Estimates
Next earnings report: .
| Quarter | Revenue | Range | EPS | Range | Analysts |
|---|---|---|---|---|---|
| Q3 FY26 | $3.9B | $3.8B to $3.9B | $1.01 | $0.99 to $1.03 | 7 |
| Q4 FY26 | $4B | $3.9B to $4B | $1.14 | $1.12 to $1.16 | 6 |
| Q1 FY27 | $3.7B | $3.6B to $3.7B | $1.03 | $1.01 to $1.05 | 2 |
| Q2 FY27 | $4B | $4B to $4B | $1.11 | $1.09 to $1.12 | 2 |
| Q3 FY27 | $4B | $4B to $4.1B | $1.18 | $1.16 to $1.19 | 2 |
| Q4 FY27 | $4.2B | $4.2B to $4.3B | $1.18 | $1.16 to $1.19 | 2 |
| Q1 FY28 | $3.8B | $3.8B to $3.9B | $1.09 | $1.07 to $1.10 | 5 |
| Q2 FY28 | $4.2B | $4.1B to $4.2B | $1.22 | $1.20 to $1.23 | 5 |
Peers
Companies in Industrial - Machinery nearest Otis Worldwide's size, closest first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| OTISOtis Worldwide | $28.6B | 19.3× | 26.4× | 17.5× | 1.9× | +5% | 10.2% |
| IRIngersoll Rand | $28.5B | 30.2× | 39.8× | 19.6× | 3.6× | +8% | 12.1% |
| DOVDover | $26.8B | 24.0× | 19.2× | 17.7× | 3.2× | +8% | 13.5% |
| XYLXylem | $25.4B | 25.9× | 37.5× | 18.6× | 2.8× | +5% | 11.2% |
| SYMSymbotic | $23.8B | 436× | 467× | 110× | 9.0× | +21% | 0.5% |
| NDSNNordson | $17.8B | 32.2× | 27.5× | n/m | 6.0× | +7% | 18.6% |
| CARRCarrier Global | $46.4B | 39.1× | 18.8× | 18.6× | 2.1× | −2% | 5.5% |
| ROKRockwell Automation | $47.3B | 39.9× | 30.6× | 29.3× | 5.3× | +11% | 13.4% |
| ITTITT | $17B | 37.3× | 22.4× | n/m | 3.6× | +28% | 8.9% |
| IEXIDEX | $16.9B | 32.9× | 30.1× | n/m | 4.7× | +7% | 14.5% |
| RBCRBC Bearings INC | $14.9B | 46.6× | 41.0× | n/m | 7.6× | +17% | 16.4% |
| Peer median | $24.6B | 35.1× | 30.4× | 19.1× | 4.1× | +8% | 12.7% |
Investors who own it
Investors we follow who held Otis Worldwide at the end of Jun 30, 2026, from their 13F filings.
- Tom GaynerMarkel Group0.1% of portfolioadded
More on Otis Worldwide
Each number over time
- PE ratio
- Forward PE
- Price to sales ratio
- EV/EBIT
- Price to free cash flow
- Dividend yield
- Market cap
- Revenue
- EPS
- Free cash flow
- Profit margin
- Shares outstanding
Where it ranks
- #4of 56Industrial stocks with the highest dividend yields
- #8of 67Industrial stocks with the lowest forward PE
- #2of 13Industrial machinery stocks with the highest dividend yields
- #3of 14Industrial machinery stocks with the lowest forward PE
- #9of 13Industrial machinery stocks with the lowest PEG ratio
Its groups
About
- Industry
- Industrial - Machinery
- Sector
- Industrials
Valuation data, not investment advice. Prices as of .