Otis Worldwide Corporation (OTIS)

From the record

Otis Worldwide Corporation's filings since 2019 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

Otis Worldwide Corporation's 8 filed years say what it did: revenue went from $13 billion in fiscal 2018 to $14 billion in fiscal 2025, up 1.6% a year; it rose in 5 of 7 years; the deepest fall was 4% from fiscal 2021 to fiscal 2022; net income was positive in 8 of 8 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, Otis Worldwide Corporation's diluted share count shrank about 2.3% a year, and dividends and buybacks returned about 92% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 11 sales (2 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-11-12 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, Otis Worldwide Corporation's shareholders' equity was below zero, so the profit on it is not read. Leverage: it owed about 150 cents per dollar of assets, and net share issuance: its share count shrank 2.3% over the year (the filed statements).

From the record

Otis Worldwide Corporation's standing among 42 graded names in its industry family: revenue of $14 billion in fiscal 2025 ranks in the top 15% by size; a net margin of 9.6% ranks in the top 30%; revenue growth of 1.8% a year over the last 3 filed years ranks in the top 44% (its annual reports).

From the record

Otis Worldwide Corporation's leadership, from its insiders' filings and its current reports: the chief executive on the record is Marks, Judith Fran (Chair, CEO and President, as filed), filing under that title since 2020-03-16, 6.7 years (top 40% of its family); the 22 officers and directors filing in the last fifteen months have been on the record a median of 5.3 years (bottom 36%); 5 officer or director changes were reported on Form 8-K since 2023-11-13, against the 22 people in charge now (top 20%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Otis Worldwide Corporation's room to grow, from the newest filed statements (fiscal 2025): cash of $1.1 billion against debt of $7.7 billion leaves -62.3% of its assets as net cash, bottom 1% of its family; cash from operations less capital spending is 10% of revenue (top 27%); research spending of 1.1% of revenue (bottom 10%) (its annual report).

From the record

Otis Worldwide Corporation's growth drivers, from the filed years to fiscal 2025: revenue grew 1.8% a year over the last three filed years against 1.6% over all 8, speeding up (top 39% of its family); the newest year grew 1.2% (bottom 44%); research spending grew 0.4% a year (bottom 29%); capital spending grew 9.7% a year (top 39%) (its annual reports). Otis Worldwide Corporation reported 3 product lines in fiscal 2025: Service Maintenance and Repair at $7.6 billion (53%), Product at $5.0 billion (35%), Service Modernization at $1.9 billion (13%); 2 of 3 grew against the year before (its annual report).

From the record

Otis Worldwide Corporation's newest year against its own record: revenue of $14 billion in fiscal 2025 came in 0.9% below the $15 billion its prior three years' pace pointed to (bottom 42% of its family); net income of $1.4 billion against a prior three-year average of $1.4 billion (bottom 37%); a net margin of 9.6% against 10.2% before (bottom 39%) (its annual reports).