OTIS — Otis Worldwide Corp

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Otis Worldwide Corp

Otis Worldwide Corporation engages in manufacturing, installation, and servicing of elevators and escalators in the United States, China, and internationally. The company operates in two segments, New Equipment and Service. The New Equipment segment designs, manufactures, sells, and installs a range of passenger and freight elevators, as well as escalators and moving walkways for residential and commercial buildings, and infrastructure projects. Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$71.79
Market Cap$27.35B
Float383.0M
Shares Outstanding383.7M
P/E (Forward)16.98
P/E (TTM)18.95
Price/Sales (TTM)1.87
vs. Analyst Target+31.4% to analyst PT
Profit Margin10.11%
Operating Margin (TTM)15.40%
Revenue (TTM)$14.65B
Earnings Growth (YoY)42.60%
Dividend Rate1.7%
Analyst Target Price$94.36 (15 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $12.76B $906M $3.78B $1.83B
2021 $14.30B $1.25B $4.19B $2.31B
2022 $13.69B $1.25B $3.92B $2.26B
2023 $14.21B $1.41B $4.19B $2.19B
2024 $14.26B $1.65B $4.26B $2.23B
2025 $14.43B $1.38B $4.37B $2.31B

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $3.60B $393M
Sep 2025 $3.69B $374M
Dec 2025 $3.80B $374M
Mar 2026 $3.57B $340M

Ownership & Float

Insider Ownership0.1%
Institutional Ownership94.6%
Short Float4.0%
% of All Funds Holding14.04%
Number of Funds Holding1,154

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$76.06Near-term / short-term trend
Weekly40-Week SMA$85.69Medium-term trend
Weekly80-Week SMA$90.92Cyclical trend (business cycle)
Weekly200-Week SMA$88.44Secular trend (multi-year)
Monthly10-Month SMA$85.15Near-term monthly trend
Monthly20-Month SMA$91.00Medium-term monthly trend
Monthly40-Month SMA$90.37Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$78.00 resistance 1.06x 0 months ago
$91.00 resistance 1.39x 1 months ago
$99.00 resistance 1.32x 9 months ago
$103.00 resistance 1.50x 12 months ago
$104.00 resistance 1.06x 18 months ago

Historical Earnings Reactions (25 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.30% 0.30% 72.00% 2.41% -1.65%
1 Day 0.71% 0.14% 56.00% 7.24% -2.99%
1 Week 1.06% 1.48% 52.00% 4.66% -3.16%
2 Weeks 2.02% 2.05% 68.00% 10.62% -7.77%
1 Month 3.03% 2.63% 75.00% 25.54% -8.74%

Next earnings: July 22, 2026 (55 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

Insufficient historical data for monthly seasonality analysis (requires 7+ years of data).

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.00% 52.8% 290
Tuesday 0.02% 50.3% 322
Wednesday -0.09% 50.5% 319
Thursday 0.19% 55.6% 311
Friday 0.09% 53.7% 311

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 94.6%

Insider Transactions — Smart Summary

Total insider ownership: 0.1%

12-Month Insider Activity Summary

Total Filings7
Net Value-$19.2M
Net Shares Change-70,558
% of Float-0.0%
C-Suite Filings7
Clusters Detected1

Key Insiders

NameTitleNet ValueFilingsActivity
Marks Judith Fran Chair, CEO and President -$11.1M 1 N/A
de Montlivault Stephane President, Otis Asia Pacific -$4.4M 1 1 sell
LaFreniere Nora E. EVP, General Counsel -$2.6M 1 2 sell
Green Neil EVP and Chief Digital Officer -$518,709.6 1 1 sell
Ryan Michael Patrick SVP, CAO and Controller -$402,164.96 2 3 sell
Lefebure Thibault Pierre Marie President, Otis EMEA -$125,184.246 1 1 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2026-02-03 – 2026-02-13 5 5 -$18.8M 5 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-05-07 Lefebure Thibault Pierre Marie President, Otis EMEA -$125,184.246 Transaction at $76.89, now -6.6%
2026-02-10 LaFreniere Nora E. EVP, General Counsel -$2.6M Transaction at $76.63, now -6.3%
2026-02-13 de Montlivault Stephane President, Otis Asia Pacific -$4.4M Transaction at $92.25, now -22.2%
2026-02-03 Green Neil EVP and Chief Digital Officer -$518,709.6 Transaction at $86.45, now -17.0%
2025-11-07 Ryan Michael Patrick SVP, CAO and Controller -$277,570.25 Transaction at $82.43, now -12.9%
2026-02-10 Ryan Michael Patrick SVP, CAO and Controller -$124,594.71 Transaction at $89.95, now -20.2%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Otis Worldwide Corp (OTIS) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for OTIS on Trend Edge →