OTIS Otis Worldwide Corporation Common Stock
NYSE · Machinery · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Jul 23, 2026OTIS Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
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About Otis Worldwide Corporation Common Stock Company overview from Wikipedia
Otis Worldwide Corporation, doing business as its former legal name Otis Elevator Company and styled as OTIS, is an American company that develops, manufactures and markets elevators, escalators, moving walkways, and related equipment.
Based in Farmington, Connecticut, U.S., Otis is the world's largest manufacturer of vertical transportation systems, principally focusing on elevators, escalators, and moving walkways. It currently has a market share of 18%. The company pioneered the development of the "safety elevator", invented by Elisha Otis in 1852, which used a special mechanism that locked the elevator car in place against hoisting rope failure.
The Otis Elevator Company was acquired by United Technologies in 1976, and was spun off as an independent company 44 years later in April 2020.
History
The booming elevator market
In 1852, Elisha Otis invented the safety elevator, which was automatically halted in a hoisting rope failure. After a demonstration at the 1853 New York World's Fair, the elevator industry established credibility.
Otis founded the Otis Elevator Company in Yonkers, New York, in 1853. When he died in 1861 his sons Charles and Norton formed a partnership and continued the business. During the American Civil War, Otis elevators were in high demand throughout the United States due to the shipment of war materials. In 1864, with the partnership of J.M. Alvord, the company became known as Otis Brothers & Co. In 1867, Otis opened a factory in Yonkers.
In 1925, the world's first fully automatic elevator, Collective Control, was introduced. In 1931, the company installed the world's first double-deck elevator at 70 Pine Street in New York City.
In the early 1950s, the company introduced "Autotronic", an electromechanical computer system for running a bank of high speed elevator cars, which could predict the traffic flows within a building at specific times of the day and deploy the cars efficiently.
Otis opened a factory in Bloomington, Indiana, in 1965.
United Technologies
Otis was acquired by United Technologies in 1976 and became a wholly owned subsidiary. 1977 saw the introduction of "Elevonic" - the successor to Autotronic - which was the first solid state, digital microprocessor-based elevator control system.
1980s
In 1981, the Yonkers factory closed, and was later purchased by Kawasaki for use as a rail car assembly plant. Also in 1981, Otis signed a business agreement with an elevator company in China.
During the 1980s, Otis developed the Remote Elevator Monitoring (REM) system that collected behavioral data from 300,000 elevators.
Otis has also dabbled in horizontal automated people-mover "shuttle" systems, such as the Otis Hovair. In 2020, Otis formed a joint venture called "Poma-Otis Transportation Systems" with the French company Pomagalski to promote these products. That partnership has since ended.
1990s
Otis Elevator Company purchased Evans Lifts in the UK when Evans Lifts Ltd went bankrupt in 1997 during its merger with Express Lift Company with the name ExpressEvans. It was the oldest and largest manufacturer of lift equipment in the UK, and was based in Leicester, England. Otis's Customer Care Centre is still based in the old Evans Lifts building in Leicester. The building has since been extended by Otis. There are some installations of Evans Lifts in use today. Few lifts made by Otis are branded as Evans. Notably, an original Evans Lift is still in the Silver Arcade in Leicester. It formerly transported people to the upper floors.
In 1999, Otis acquired CemcoLift, Inc, located in Hatfield, Pennsylvania. The operation was later closed in October 2012, with the remaining business being sold to Minnesota Elevator Inc.
South Korea divisions
In 1910, Otis installed the first hydraulic elevator for transporting money at the Bank of Chosun, and installed the first elevator for passengers on the Korean Peninsula at a railway hotel. Since then, almost all elevators in the Korean Peninsula have been installed before the liberation, and even after liberation, they were the first to land in the Korean market, occupying about 80% of the elevators imported from Korea.
In 1982, it re-entered the Korean market through a technological alliance with Dongyang Elevator, and in 1991 took over the elevator manufacturer Korea Engineering and launched 'Korea OTIS Elevator'. The elevators supplied at this time were brought to Korea in the form of direct imports from overseas factories.
At the time, apart from OTIS Korea, the actual predecessor of Otis Elevator was LG Industrial Systems Elevator. In 1968, Youngjin Electric and Goldstar established elevator manufacturing plants in Juan, Incheon and Changwon, Gyeongsangnam-do, respectively. After forming an alliance, Hitachi Elevator entered the Korean market in 1979 through a joint venture with Goldstar. At that time, the Juan plant had the name 'Shin Yeong Electric' and the Changwon plant had the name 'Geumseong Sa', but in 1987, Geumseong Sa changed its name to 'Geumseong Sanjeon' and Shin Yeong Electric's changed its name to 'Geumseong Sanjeon', which combined the Geumseong Electrician and Geumseong Sanjeon. It was called 'Goldstar Elevator'. In February 1995, Goldstar Industrial Systems changed its name to 'LG Industrial Systems', and in September of the same year, LG Industrial Systems merged Goldstar Industrial Systems and Geumseong Industrial Systems(Korea). Afterwards, Otis established 'Otis Korea' in a joint venture with Dongyang Heavy Industries in February 1998.
Otis also took over the shares of LG Industrial Systems Elevator in December 1999 and changed the name of LG Industrial Systems Elevator to LG-OTIS. At the same time, the existing Korea OTIS was merged with it. In 2000, LG-OTIS founded Sigma Elevator and used Sigma brand to replace LG-OTIS, LG and Goldstar Brand at Overseas (International). The company name was also changed back to OTIS-LG. After the acquisition of shares was completed in 2005, LG Industrial Systems was separated into LS Industrial Systems and the 'LG' trade name was removed to become 'Otis Elevator Korea'.
2000–2018
In 2011, Otis acquired its competitor Marshall Elevator for an undisclosed amount. Beginning in 2011, Otis cut its manufacturing operations in Nogales, Mexico, and supply-chain operations in Tucson, as part of a consolidation of manufacturing operations in Florence, South Carolina, where Otis purchased a former Maytag facility on 92 acres. As part of the consolidation, Otis shut down its Bloomington facility in 2012.
In October 2013, Otis won its biggest ever contract to date, to supply 670 elevators and escalators to the Hyderabad Metro. Its second biggest contract had been in 2012, to supply 349 elevators for the Hangzhou metro. In 2015, Otis had to slow its expansion in Asia after orders in the region started to drop.
In January 2018, Otis Elevator Korea was recognized by Elevator World with its "New Construction Project of the Year" for the company's installation of the world's longest double-deck elevator (30 elevators) in the 555-meter Lotte World Tower in Seoul. The "sky shuttle" can take 54 passengers from the 2nd floor to the 121st floor in 1 minute.
Independent again
On November 26, 2018, United Technologies announced it would spin off Otis Elevator into an independent company. Its headquarters are to remain in Connecticut. In 2019, Otis geared up its artificial intelligence technology by capitalizing on predictive technologies.
In July 2022, Otis elevator company sold its business in Russia to S8 Capital holding. The holding received equipment, technologies and staff. In addition, the American side guaranteed uninterrupted supplies of the necessary spare parts. In early August, a new production line was launched. Since the end of January 2023, the company has been manufacturing products there under the Meteor Lift brand.
Notable installations
Otis has installed elevators in some of the world's most famous structures, including the world's tallest:
Eiffel Tower
Empire State Building (modernization partnership signed in 2011)
The original World Trade Center
The Twilight Zone Tower of Terror Attractions (including ride mechanisms)
Petronas Twin Towers
Burj Khalifa, the world's tallest structure
CN Tower
The Singing Tower at Bok Tower Gardens
Skylon Tower
30 Hudson Yards
Willis Tower (modernization)
Raj Bhavan (India's first elevator)
Atakule
Incidents and controversies
In 1992, an Otis trainee died on the job due to orders to violate workplace safety protocols. OEEU organised protests in response, forcing the company to permanently take on 98 temporary workers and to stop their recruitment for permanent jobs. This had been a problem for several years at that point.
In 1998, two Otis workers died on the job in separate incidents in Mumbai, India. This led to a public discussion about the lack of safety training for contract workers at the company and an investigation by the Lokshahi Hakk Sanghatana Maharashtra, a democratic rights organization, which demanded that company management should be prosecuted for their negligence.
In 2001, due to a dated design flaw, 8-year-old Tucker Smith from Bel Air, Maryland was crushed to death by an Otis Elevator after becoming trapped in the gap between the outside door and the inside gate.
On August 14, 2002, Neil Raymond Ricco tripped while exiting an Otis Elevator while working at a Comerica Bank building in San Diego. He said it malfunctioned, causing the elevator to stop a foot below the floor level. Ricco was diagnosed with a concussion and a controversial investigation ensued.
In February 2007, European Union regulators fined Otis Elevator €225 million (US$295.8 million) for being part of a price-fixing cartel in the Belgian, Dutch, Luxembourg, and German markets. Competitors ThyssenKrupp, Schindler Group, KONE, and Mitsubishi Elevator Europe were also fined for participating in the same cartel.
On July 24, 2009, a group of eight people were trapped for eight hours in an Otis elevator in Toronto. A repair worker who tried to fix the elevator fell 10 floors to his death.
On December 14, 2010, an Otis escalator installed in the International Trade station of Shenzhen Metro Line 1 reversed direction without notice, triggering a stampede that injured 25 passengers.
On July 5, 2011, an Otis 513MPE escalator installed at Beijing Subway Line 4 Zoo Station changed direction without notice, causing 30 people to fall. One boy was killed and 27 people injured, prompting China to halt the use of the escalator model. A Beijing official said the 513MPE escalator had "defects in design, manufacturing and maintenance", and that Otis had "unavoidable responsibility for the accident". Shenzhen Metro authorities confirmed that the cause of the accident was also similar to the Shenzhen accident on December 14.
In March 2017, eighteen people suffered injuries at Hong Kong's Langham Place shopping mall when an escalator maintained by Otis reversed direction from up to down.
On July 9, 2018, a one-year-old Otis escalator at Stockholm City railway station changed direction from up to a rapid descent, in what local officials called a "free fall", causing minor injuries. Inspection of the gear boxes of several Otis escalators revealed unexpected rust and heavy wear. This led to the newly built train stations Stockholm City Station and Stockholm Odenplan being temporarily closed on July 13, 2018, for security reasons until the problems were understood and resolved.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | OTIS | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 16.55Y avg ≈26.1 | ≈26.1 | 30.9 | Undervalued | |
| PEG Ratio | ≈1.5 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | OTIS | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Operating Margin (TTM) | 15.4%5Y avg ≈14.8% | ≈14.8% | 18.2% | Weak | |
| EBITDA Margin (TTM) | 16.5%5Y avg ≈16.1% | ≈16.1% | 22.9% | Weak | |
| Pretax Margin (TTM) | 13.9%5Y avg ≈13.9% | ≈13.9% | 16.5% | Weak | |
| Net Profit Margin (TTM) | 10.2%5Y avg ≈9.8% | ≈9.8% | 13.4% | Weak | |
| ROA (TTM) | 14.0%5Y avg ≈12.8% | ≈12.8% | 8.6% | Top tier | |
| ROE (TTM) | -27.3%5Y avg ≈-30.4% | ≈-30.4% | 11.5% | Weak | |
| ROIC | 62.6%5Y avg ≈62.6% | ≈62.6% | 10.1% | Top tier |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | OTIS | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Debt / Equity (MRQ) | -1.55Y avg ≈-1.6 | ≈-1.6 | 0.2 | Low debt | |
| Current Ratio (MRQ) | 0.85Y avg ≈1.0 | ≈1.0 | 1.6 | Low liquidity | |
| Quick Ratio | 0.65Y avg ≈0.7 | ≈0.7 | 0.9 | Low liquidity | |
| Long-Term Debt / Equity (MRQ) | -1.25Y avg ≈-1.5 | ≈-1.5 | 0.2 | Low debt |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | OTIS | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 1.2%5Y avg ≈2.6% | ≈2.6% | · | · | |
| Revenue CAGR 3Y | 1.8%5Y avg ≈1.8% | ≈1.8% | · | · | |
| Revenue CAGR 5Y | 2.5% | · | · | · | |
| EPS YoY | -14.0%5Y avg ≈12.4% | ≈12.4% | · | · | |
| Net Income YoY | -15.9%5Y avg ≈10.3% | ≈10.3% | · | · | |
| EPS CAGR 3Y | 5.7%5Y avg ≈11.8% | ≈11.8% | · | · | |
| EPS CAGR 5Y | 11.0% | · | · | · | |
| Net Income CAGR 3Y | 3.4%5Y avg ≈9.6% | ≈9.6% | · | · | |
| Net Income CAGR 5Y | 8.8% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | OTIS | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 1.35Y avg ≈1.3 | ≈1.3 | 0.7 | Top tier | |
| Receivables Turnover | 4.15Y avg ≈4.2 | ≈4.2 | 5.6 | Weak | |
| Revenue / Employee | ≈$200.4K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Aug 14, 2026 | $0.44 | USD | ≈2.4% |
| May 15, 2026 | $0.44 | USD | ≈2.4% |
| Feb 13, 2026 | $0.42 | USD | ≈1.9% |
| Nov 14, 2025 | $0.42 | USD | ≈1.9% |
| Aug 15, 2025 | $0.42 | USD | ≈1.9% |
| May 16, 2025 | $0.42 | USD | ≈1.6% |
| Feb 14, 2025 | $0.39 | USD | ≈1.6% |
| Nov 15, 2024 | $0.39 | USD | ≈1.5% |
| Aug 16, 2024 | $0.39 | USD | ≈1.6% |
| May 16, 2024 | $0.39 | USD | ≈1.5% |
| Feb 15, 2024 | $0.34 | USD | ≈1.5% |
| Nov 16, 2023 | $0.34 | USD | ≈1.6% |
| Aug 17, 2023 | $0.34 | USD | ≈1.5% |
| May 18, 2023 | $0.34 | USD | ≈1.4% |
| Feb 16, 2023 | $0.29 | USD | ≈1.4% |
| Nov 17, 2022 | $0.29 | USD | ≈1.4% |
| Aug 18, 2022 | $0.29 | USD | ≈1.3% |
| May 19, 2022 | $0.29 | USD | ≈1.4% |
| Feb 17, 2022 | $0.24 | USD | ≈1.3% |
| Nov 18, 2021 | $0.24 | USD | ≈1.1% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 21, 2026 | $1.01 | $1.03 | -2.1% |
| March 31, 2026 | $0.89 | $0.91 | -1.9% | |
| Dec. 31, 2025 | $1.03 | $1.06 | -2.5% | |
| Sept. 30, 2025 | $1.05 | $1.02 | 3.0% | |
| June 30, 2025 | $1.05 | $1.05 | 0.04% | |
| March 31, 2025 | $0.92 | $0.93 | -0.93% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $14.43B | $14.26B | $14.21B | $13.69B | $14.30B | $12.76B | $13.12B | $12.91B | |
| R&D Expense | $152M | $152M | $144M | $150M | $159M | $152M | $163M | $181M | |
| SG&A Expense | $1.98B | $1.86B | $1.88B | $1.76B | $1.95B | $1.92B | $1.81B | $1.74B | |
| Operating Expenses | $12.19B | $12.02B | $12.04B | $11.68B | $12.21B | $11.05B | $11.27B | $11.11B | |
| Operating Income | $2.13B | $2.01B | $2.19B | $2.03B | $2.11B | $1.64B | $1.81B | $1.83B | |
| Pretax Income | $1.93B | $2.04B | $2.03B | $1.89B | $1.96B | $1.51B | $1.86B | $1.89B | |
| Income Tax | $479M | $305M | $533M | $519M | $541M | $455M | $594M | $683M | |
| Net Income | $1.38B | $1.65B | $1.41B | $1.25B | $1.25B | $906M | $1.12B | $1.05B | |
| EPS (Basic) | $3.52 | $4.10 | $3.42 | $2.98 | $2.91 | $2.09 | $2.55 | $2.42 | |
| EPS (Diluted) | $3.50 | $4.07 | $3.39 | $2.96 | $2.89 | $2.08 | $2.55 | $2.42 | |
| Shares (Basic) | 392,800,000 | 401,700,000 | 411,400,000 | 420,000,000 | 427,700,000 | 433,200,000 | 433,100,000 | 433,100,000 | |
| Shares (Diluted) | 394,900,000 | 404,400,000 | 414,600,000 | 423,000,000 | 431,400,000 | 434,600,000 | 433,100,000 | 433,100,000 | |
| EBITDA | $2.31B | $2.19B | $2.38B | $2.22B | $2.31B | $1.83B | · | · |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.10B | $2.30B | $1.27B | $1.19B | $1.56B | $1.78B | $1.45B | $1.33B | |
| Receivables | $3.69B | $3.43B | $3.54B | $3.36B | $3.23B | $3.15B | $2.86B | · | |
| Inventory | $613M | $557M | $612M | $617M | $622M | $659M | $571M | · | |
| Other Current Assets | $405M | $679M | $259M | $316M | $382M | $429M | $251M | · | |
| Current Assets | $6.50B | $7.67B | $6.40B | $6.14B | $8.26B | $6.49B | $5.66B | · | |
| PP&E (Net) | $743M | $701M | $727M | $719M | $774M | $774M | $721M | $678M | |
| PP&E (Gross) | $2.00B | $1.89B | $1.96B | $1.87B | $1.93B | $1.97B | $1.80B | · | |
| Accum. Depreciation | $1.26B | $1.19B | $1.23B | $1.15B | $1.16B | $1.20B | $1.08B | · | |
| Goodwill | $1.70B | $1.55B | $1.59B | $1.57B | $1.67B | $1.77B | $1.65B | $1.69B | |
| Intangibles | $343M | $311M | $335M | $369M | $419M | $484M | $490M | · | |
| Other Non-current Assets | $410M | $362M | $328M | $287M | $297M | $310M | $263M | · | |
| Total Assets | $10.65B | $11.32B | $10.12B | $9.82B | $12.28B | $10.71B | $9.69B | · | |
| Accounts Payable | $2.14B | $1.88B | $1.88B | $1.72B | $1.56B | $1.45B | $1.33B | · | |
| Accrued Liabilities | $1.85B | $1.92B | $1.87B | $1.79B | $1.99B | $1.98B | $1.74B | · | |
| Short-term Debt | $215M | $51M | $32M | $139M | $24M | $701M | $34M | · | |
| Current Liabilities | $7.66B | $7.75B | $6.48B | $6.84B | $6.25B | $6.67B | $5.37B | · | |
| Capital Leases | $397M | $298M | $292M | $315M | $336M | $367M | $386M | · | |
| Deferred Tax | $223M | $207M | $245M | $279M | $267M | $321M | $695M | · | |
| Other Non-current Liabilities | $329M | $383M | $493M | $556M | $606M | $634M | $311M | · | |
| Total Liabilities | $15.92B | $16.04B | $14.84B | $14.48B | $15.26B | $13.91B | $7.36B | · | |
| Long-term Debt | $7.74B | $8.27B | $6.87B | $6.63B | $7.25B | $5.26B | $5M | · | |
| Total Debt | $7.96B | $8.32B | $6.90B | $6.77B | $7.27B | $5.96B | · | · | |
| Common Stock | $333M | $265M | $213M | $162M | $119M | $59M | $0 | · | |
| Retained Earnings | $-440M | $-978M | $-2.00B | $-2.87B | $-2.26B | $-3.11B | $0 | · | |
| Treasury Stock | $4.20B | $3.39B | $2.38B | $1.57B | $725M | $0 | · | · | |
| AOCI | $-1.09B | $-745M | $-750M | $-592M | $-763M | $-815M | $-758M | $-708M | |
| Stockholders' Equity | $-5.39B | $-4.85B | $-4.92B | $-4.87B | $-3.62B | $-3.86B | $1.70B | $2.11B | |
| Liabilities + Equity | $10.65B | $11.32B | $10.12B | $9.82B | $12.28B | $10.71B | $9.69B | · | |
| Shares Outstanding | · | 438,600,000 | 437,000,000 | 435,600,000 | 434,700,000 | 433,400,000 | · | · |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| D&A | $175M | $181M | $193M | $191M | $203M | $191M | $180M | $190M | |
| Stock-based Comp | $80M | $73M | $64M | $67M | $65M | $63M | $37M | $38M | |
| Deferred Tax | $-104M | $-31M | $-61M | $-16M | $-92M | $-51M | $-8M | $127M | |
| Amort. of Intangibles | $62M | $62M | $67M | $73M | $87M | $91M | $95M | $104M | |
| Restructuring | $130M | $71M | $67M | $60M | $56M | $77M | $54M | $69M | |
| Other Non-cash | $61M | $-305M | $25M | $65M | $328M | $371M | · | · | |
| Operating Cash Flow | $1.60B | $1.56B | $1.63B | $1.56B | $1.75B | $1.48B | $1.47B | $1.55B | |
| CapEx | $152M | $126M | $138M | $115M | $156M | $183M | $145M | $172M | |
| Investing Cash Flow | $-406M | $-164M | $-183M | $-33M | $-89M | $-353M | $-203M | $-201M | |
| Debt Issued | $500M | $1.50B | $747M | $0 | $2.03B | $6.30B | $0 | $0 | |
| Net Debt Issued | $-800M | $1.50B | $213M | $-500M | $2.03B | $5.30B | · | · | |
| Stock Repurchased | $809M | $1.01B | $800M | $850M | $725M | $0 | $0 | · | |
| Net Stock Activity | $-809M | $-1.01B | $-800M | $-850M | $-725M | · | · | · | |
| Dividends Paid | $647M | $606M | $539M | $465M | $393M | $260M | $0 | $0 | |
| Financing Cash Flow | $-2.42B | $-309M | $-1.35B | $-3.65B | $58M | $-844M | $-1.13B | $-1.50B | |
| Net Change in Cash | $-1.22B | $1.04B | $85M | $-2.28B | $1.68B | $342M | $113M | $-225M | |
| Taxes Paid | $471M | $586M | $546M | $562M | $552M | $561M | $632M | $607M | |
| Free Cash Flow | $1.44B | $1.44B | $1.49B | $1.45B | $1.59B | $1.30B | · | · |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 14.8% | 14.1% | 15.4% | 14.9% | 14.7% | 12.8% | · | · | |
| Net Margin | 9.6% | 11.5% | 9.9% | 9.2% | 8.7% | 7.1% | · | · | |
| Pretax Margin | 13.4% | 14.3% | 14.3% | 13.8% | 13.7% | 11.8% | · | · | |
| EBITDA Margin | 16.0% | 15.3% | 16.7% | 16.2% | 16.2% | 14.3% | · | · | |
| ROA | 12.6% | 15.3% | 14.1% | 11.3% | 10.8% | 8.9% | · | · | |
| ROE | -27.0% | -33.7% | -28.7% | -29.5% | -33.3% | -85.0% | · | · | |
| ROIC | 62.6% | 49.1% | 81.7% | 77.7% | 41.8% | 53.8% | · | · |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.8 | 1.0 | 1.0 | 0.9 | 1.3 | 1.0 | · | · | |
| Quick Ratio | 0.6 | 0.7 | 0.7 | 0.7 | 0.8 | 0.7 | · | · | |
| Debt / Equity | -1.5 | -1.7 | -1.4 | -1.4 | -2.0 | -1.6 | · | · | |
| LT Debt / Equity | -1.3 | -1.4 | -1.4 | -1.3 | -2.0 | -1.4 | · | · |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.3 | 1.3 | 1.4 | 1.2 | 1.2 | 1.3 | · | · | |
| Receivables Turnover | 4.1 | 4.1 | 4.1 | 4.2 | 4.5 | 4.2 | · | · |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | · | $-11.05 | $-11.27 | $-11.18 | $-8.34 | $-8.84 | · | · | |
| Revenue / Share | $36.54 | $35.26 | $34.27 | $32.35 | $33.14 | $29.35 | · | · | |
| Cash Flow / Share | $4.04 | $3.87 | $3.92 | $3.69 | $4.06 | $3.41 | · | · | |
| Cash / Share | · | $5.24 | $2.92 | $2.73 | $3.60 | $4.11 | · | · | |
| Dividend Paid / Share | $1.65 | $1.51 | $1.31 | $1.11 | $0.92 | $0.60 | $0.00 | $0.00 | |
| EPS (TTM) | $3.50 | $4.07 | $3.39 | $2.96 | $2.89 | $2.08 | · | · |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 1.2% | 0.37% | 3.8% | -4.3% | 12.1% | · | · | · | |
| Revenue CAGR 3Y | 1.8% | -0.09% | 3.7% | · | · | · | · | · | |
| Revenue CAGR 5Y | 2.5% | · | · | · | · | · | · | · | |
| EPS YoY | -14.0% | 20.1% | 14.5% | 2.4% | 38.9% | · | · | · | |
| EPS CAGR 3Y | 5.7% | 12.1% | 17.7% | · | · | · | · | · | |
| EPS CAGR 5Y | 11.0% | · | · | · | · | · | · | · | |
| Net Income YoY | -15.9% | 17.0% | 12.2% | 0.56% | 37.5% | · | · | · | |
| Net Income CAGR 3Y | 3.4% | 9.7% | 15.8% | · | · | · | · | · | |
| Net Income CAGR 5Y | 8.8% | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 20.0% | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $14.43B | $14.26B | $14.21B | $13.69B | $14.30B | $12.76B | · | · | |
| Net Income TTM | $1.38B | $1.65B | $1.41B | $1.25B | $1.25B | $906M | · | · | |
| Market Cap | · | $40.62B | $39.10B | $34.11B | $37.85B | $29.28B | · | · | |
| Enterprise Value | · | $46.64B | $44.72B | $39.69B | $43.56B | $33.46B | · | · | |
| P/E | 25.0 | 22.8 | 26.4 | 26.5 | 30.1 | 32.5 | · | · | |
| P/S | · | 2.8 | 2.8 | 2.5 | 2.6 | 2.3 | · | · | |
| P/B | · | -8.4 | -7.9 | -7.0 | -10.4 | -7.6 | · | · | |
| P / Cash Flow | · | 26.0 | 24.0 | 21.9 | 21.6 | 19.8 | · | · | |
| P / FCF | · | 28.3 | 26.3 | 23.6 | 23.7 | 22.6 | · | · | |
| EV / EBITDA | · | 21.3 | 18.8 | 17.8 | 18.8 | 18.3 | · | · | |
| EV / FCF | · | 32.5 | 30.0 | 27.5 | 27.3 | 25.8 | · | · | |
| EV / Revenue | · | 3.3 | 3.1 | 2.9 | 3.0 | 2.6 | · | · | |
| Dividend Yield | · | 1.5% | 1.4% | 1.4% | 1.0% | 0.89% | · | · | |
| Earnings Yield | 4.0% | 4.4% | 3.8% | 3.8% | 3.3% | 3.1% | · | · | |
| Payout Ratio | 46.8% | 36.8% | 38.3% | 37.1% | 31.5% | 28.7% | · | · | |
| Annual Payout | $647M | $606M | $539M | $465M | $393M | $260M | · | · |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.86B | $3.57B | $3.80B | $3.69B | $3.60B | $3.35B | $3.67B | $3.55B | $3.60B | $3.44B | $3.62B | $3.52B | $3.72B | $3.35B | $3.44B | $3.34B | |
| R&D Expense | $39M | $38M | $41M | $36M | $38M | $37M | $37M | $40M | $39M | $36M | $37M | $36M | $36M | $35M | $38M | $37M | |
| SG&A Expense | $520M | $510M | $512M | $504M | $499M | $464M | $495M | $455M | $449M | $462M | $498M | $452M | $479M | $455M | $448M | $417M | |
| Operating Expenses | $3.28B | $3.03B | $3.20B | $3.10B | $3.04B | $2.85B | $3.13B | $2.96B | $3.01B | $2.91B | $3.09B | $2.96B | $3.15B | $2.84B | $2.96B | $2.83B | |
| Operating Income | $575M | $539M | $589M | $586M | $547M | $411M | $531M | $363M | $570M | $544M | $522M | $571M | $580M | $513M | $491M | $529M | |
| Pretax Income | $547M | $480M | $526M | $521M | $521M | $366M | $483M | $512M | $544M | $500M | $477M | $532M | $542M | $480M | $455M | $493M | |
| Income Tax | $98M | $127M | $142M | $129M | $98M | $110M | $130M | $-45M | $94M | $126M | $133M | $137M | $135M | $128M | $137M | $143M | |
| Net Income | $428M | $340M | $374M | $374M | $393M | $243M | $337M | $540M | $415M | $353M | $323M | $376M | $376M | $331M | $297M | $324M | |
| EPS (Basic) | $1.12 | $0.88 | $0.95 | $0.96 | $1.00 | $0.61 | $0.85 | $1.35 | $1.03 | $0.87 | $0.79 | $0.92 | $0.91 | $0.80 | $0.72 | $0.77 | |
| EPS (Diluted) | $1.12 | $0.87 | $0.95 | $0.95 | $0.99 | $0.61 | $0.85 | $1.34 | $1.02 | $0.86 | $0.79 | $0.91 | $0.90 | $0.79 | $0.70 | $0.77 | |
| Shares (Basic) | 382,600,000 | 388,100,000 | · | 391,000,000 | 393,700,000 | 396,600,000 | · | 400,200,000 | 402,900,000 | 405,200,000 | · | 410,800,000 | 412,700,000 | 414,300,000 | · | 418,500,000 | |
| Shares (Diluted) | 383,500,000 | 389,600,000 | · | 392,800,000 | 395,800,000 | 399,100,000 | · | 402,700,000 | 405,500,000 | 408,100,000 | · | 413,700,000 | 416,000,000 | 417,800,000 | · | 421,200,000 | |
| EBITDA | $575M | $580M | · | $586M | $547M | $453M | · | $363M | $570M | $588M | · | $571M | $580M | $560M | · | $529M |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $813M | $834M | $1.10B | $840M | $688M | $1.92B | $2.30B | $827M | $942M | $884M | $1.27B | $1.64B | $1.22B | $1.12B | $1.19B | $1.03B | |
| Receivables | $3.98B | $3.92B | $3.69B | $3.75B | $3.70B | $3.57B | $3.43B | $3.60B | $3.61B | $3.65B | · | $3.46B | $3.50B | $3.36B | · | $3.10B | |
| Inventory | $686M | $669M | $613M | $640M | $602M | $586M | $557M | $625M | $605M | $593M | · | $624M | $640M | $642M | · | $603M | |
| Other Current Assets | $531M | $290M | $405M | $577M | $632M | $671M | $679M | $663M | $335M | $291M | · | $301M | $326M | $320M | · | $441M | |
| Current Assets | $6.84B | $6.46B | $6.50B | $6.61B | $6.39B | $7.43B | $7.67B | $6.50B | $6.24B | $6.14B | · | $6.75B | $6.42B | $6.15B | · | $5.83B | |
| PP&E (Net) | $755M | $744M | $743M | $742M | $732M | $708M | $701M | $721M | $708M | $713M | $727M | $708M | $715M | $719M | $719M | $692M | |
| PP&E (Gross) | · | · | $2.00B | · | · | · | $1.89B | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $1.29B | $1.28B | $1.26B | $1.27B | $1.25B | $1.20B | $1.19B | $1.26B | $1.23B | $1.24B | · | $1.20B | $1.21B | $1.18B | · | $1.08B | |
| Goodwill | $1.79B | $1.68B | $1.70B | $1.70B | $1.71B | $1.59B | $1.55B | $1.63B | $1.55B | $1.57B | $1.59B | $1.55B | $1.58B | $1.57B | $1.57B | $1.45B | |
| Intangibles | $387M | $333M | $343M | $348M | $357M | $326M | $311M | $330M | $330M | $343M | · | $336M | $355M | $360M | · | $346M | |
| Other Non-current Assets | $375M | $367M | $410M | $393M | $390M | $360M | $362M | $361M | $329M | $314M | · | $343M | $347M | $294M | · | $273M | |
| Total Assets | $11.16B | $10.54B | $10.65B | $10.77B | $10.49B | $11.18B | $11.32B | $10.26B | $9.86B | $9.79B | · | $10.39B | $10.13B | $9.85B | · | $9.34B | |
| Accounts Payable | $2.10B | $1.98B | $2.14B | $1.76B | $1.74B | $1.62B | $1.88B | $1.78B | $1.72B | $1.64B | · | $1.66B | $1.74B | $1.51B | · | $1.52B | |
| Accrued Liabilities | $1.71B | $1.71B | $1.85B | $2.02B | $2.02B | $1.92B | $1.92B | $1.86B | $1.72B | $1.69B | · | $1.73B | $1.78B | $1.68B | · | $1.66B | |
| Short-term Debt | $210M | $244M | $215M | $348M | $528M | $40M | $51M | $367M | $356M | $35M | · | $54M | $200M | $107M | · | $103M | |
| Current Liabilities | $8.22B | $7.72B | $7.66B | $7.07B | $7.25B | $7.89B | $7.75B | $8.10B | $7.89B | $6.32B | · | $6.75B | $7.16B | $6.82B | · | $5.99B | |
| Capital Leases | $410M | $400M | $397M | $404M | $375M | $319M | $298M | $286M | $280M | $284M | · | $293M | $308M | $329M | · | $325M | |
| Deferred Tax | $196M | $225M | $223M | $210M | $211M | $217M | $207M | $215M | $206M | $255M | · | $258M | $278M | $278M | · | $244M | |
| Other Non-current Liabilities | $322M | $333M | $329M | $328M | $339M | $386M | $383M | $385M | $388M | $452M | · | $488M | $501M | $546M | · | $550M | |
| Total Liabilities | $16.61B | $15.98B | $15.92B | $16.06B | $15.70B | $16.17B | $16.04B | $15.04B | $14.74B | $14.61B | · | $15.00B | $14.76B | $14.48B | · | $14.07B | |
| Long-term Debt | $8.23B | $7.57B | $7.74B | $7.74B | $7.22B | $8.37B | $8.27B | $6.90B | $6.83B | $6.85B | · | $7.35B | $6.66B | $6.66B | · | $6.46B | |
| Total Debt | $8.44B | $7.82B | · | $8.08B | $7.75B | $8.41B | · | $7.26B | $7.18B | $6.88B | · | $7.41B | $6.86B | $6.76B | · | $6.56B | |
| Common Stock | $353M | $332M | $333M | $320M | $300M | $278M | $265M | $245M | $230M | $210M | · | $198M | $183M | $172M | · | $134M | |
| Retained Earnings | $-117M | $-378M | $-440M | $-453M | $-663M | $-889M | $-978M | $-1.15B | $-1.54B | $-1.79B | · | $-2.18B | $-2.42B | $-2.65B | · | $-3.04B | |
| Treasury Stock | $5.00B | $4.60B | $4.20B | $4.20B | $3.95B | $3.65B | $3.39B | $3.19B | $2.99B | $2.68B | · | $2.15B | $1.93B | $1.75B | · | $1.43B | |
| AOCI | $-979M | $-1.03B | $-1.09B | $-1.09B | $-1.06B | $-871M | $-745M | $-804M | $-751M | $-756M | · | $-648M | $-689M | $-626M | · | $-580M | |
| Stockholders' Equity | $-5.75B | $-5.68B | $-5.39B | $-5.42B | $-5.37B | $-5.13B | $-4.85B | $-4.90B | $-5.05B | $-5.02B | · | $-4.79B | $-4.85B | $-4.86B | · | $-4.91B | |
| Liabilities + Equity | $11.16B | $10.54B | $10.65B | $10.77B | $10.49B | $11.18B | $11.32B | $10.26B | $9.86B | $9.79B | · | $10.39B | $10.13B | $9.85B | · | $9.34B |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $42M | $41M | $45M | $44M | $44M | $42M | $48M | $48M | $41M | $44M | $48M | $46M | $52M | $47M | $46M | $48M | |
| Stock-based Comp | $20M | $19M | $17M | $19M | $23M | $21M | $21M | $16M | $20M | $16M | $15M | $15M | $19M | $15M | $26M | $13M | |
| Deferred Tax | $-42M | $4M | $-2M | $-28M | $-74M | $0 | $-5M | $-1M | $-41M | $16M | $-27M | $-18M | $-14M | $-2M | $-22M | $0 | |
| Amort. of Intangibles | $13M | $14M | $15M | $17M | $15M | $15M | $17M | $15M | $15M | $15M | $16M | $17M | $17M | $17M | $18M | $18M | |
| Restructuring | $11M | $7M | $17M | $33M | $37M | $43M | $31M | $9M | $11M | $20M | $31M | $21M | $10M | $5M | $15M | $6M | |
| Other Non-cash | · | $9M | · | · | · | $-116M | · | · | · | $-258M | · | · | · | $-113M | · | · | |
| Operating Cash Flow | $267M | $413M | $817M | $374M | $215M | $190M | $690M | $394M | $308M | $171M | $597M | $306M | $446M | $278M | $464M | $239M | |
| CapEx | $44M | $33M | $45M | $37M | $36M | $34M | $39M | $32M | $24M | $31M | $42M | $34M | $37M | $25M | $34M | $24M | |
| Investing Cash Flow | $-331M | $15M | $-30M | $-56M | $-159M | $-161M | $46M | $-113M | $-18M | $-79M | $-51M | $-41M | $-70M | $-21M | $-95M | $72M | |
| Debt Issued | · | · | $0 | $500M | · | · | $1.50B | · | · | · | $0 | · | · | · | $0 | $0 | |
| Net Debt Issued | · | $-135M | · | · | · | · | · | · | · | · | · | · | · | $0 | · | · | |
| Stock Repurchased | $407M | $400M | $0 | $248M | $308M | $253M | $207M | $200M | $300M | $300M | $225M | $225M | $175M | $175M | $150M | $300M | |
| Net Stock Activity | · | $-400M | · | · | · | $-253M | · | · | · | $-300M | · | · | · | $-175M | · | · | |
| Dividends Paid | $167M | $163M | $164M | $164M | $164M | $155M | $156M | $155M | $157M | $138M | $139M | $139M | $141M | $120M | $120M | $121M | |
| Financing Cash Flow | $73M | $-694M | $-531M | $-168M | $-1.29B | $-428M | $793M | $-423M | $-212M | $-467M | $-932M | $167M | $-244M | $-341M | $-250M | $-465M | |
| Net Change in Cash | $5M | $-261M | $252M | $150M | $-1.23B | $-392M | $1.49B | $-119M | $64M | $-393M | $-361M | $414M | $106M | $-74M | $153M | $-223M | |
| Free Cash Flow | · | $380M | · | · | · | $156M | · | · | · | $140M | · | · | · | $253M | · | · |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 14.9% | 15.1% | · | 15.9% | 15.2% | 12.3% | · | 10.2% | 15.8% | 15.8% | · | 16.2% | 15.6% | 15.3% | · | 15.8% | |
| Net Margin | 11.1% | 9.5% | · | 10.1% | 10.9% | 7.2% | · | 15.2% | 11.5% | 10.3% | · | 10.7% | 10.1% | 9.9% | · | 9.7% | |
| Pretax Margin | 14.2% | 13.5% | · | 14.1% | 14.5% | 10.9% | · | 14.4% | 15.1% | 14.5% | · | 15.1% | 14.6% | 14.3% | · | 14.7% | |
| EBITDA Margin | 14.9% | 16.3% | · | 15.9% | 15.2% | 13.5% | · | 10.2% | 15.8% | 17.1% | · | 16.2% | 15.6% | 16.7% | · | 15.8% | |
| ROA | 4.0% | 3.1% | · | 3.6% | 3.9% | 2.3% | · | 5.2% | 4.2% | 3.6% | · | 3.8% | 3.8% | 3.1% | · | 3.3% | |
| ROE | -7.7% | -6.3% | · | -7.2% | -7.5% | -4.8% | · | -11.2% | -8.4% | -7.1% | · | -7.8% | -7.6% | -6.7% | · | -7.4% | |
| ROIC | 17.6% | 18.5% | · | 16.6% | 18.6% | 8.8% | · | 16.7% | 22.1% | 21.9% | · | 16.2% | 21.7% | 19.8% | · | 22.8% |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.8 | 0.8 | · | 0.9 | 0.9 | 0.9 | · | 0.8 | 0.8 | 1.0 | · | 1.0 | 0.9 | 0.9 | · | 1.0 | |
| Quick Ratio | 0.6 | 0.6 | · | 0.7 | 0.6 | 0.7 | · | 0.5 | 0.6 | 0.7 | · | 0.8 | 0.7 | 0.7 | · | 0.7 | |
| Debt / Equity | -1.5 | -1.4 | · | -1.5 | -1.4 | -1.6 | · | -1.5 | -1.4 | -1.4 | · | -1.5 | -1.4 | -1.4 | · | -1.3 | |
| LT Debt / Equity | -1.2 | -1.2 | · | -1.4 | -1.3 | -1.4 | · | -1.1 | -1.1 | -1.4 | · | -1.4 | -1.3 | -1.3 | · | -1.3 |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.3 | · | 0.4 | 0.4 | 0.3 | · | 0.3 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.3 | · | 0.3 | |
| Receivables Turnover | 1.0 | 1.0 | · | 1.0 | 1.0 | 0.9 | · | 1.0 | 1.0 | 1.0 | · | 1.1 | 1.1 | 1.0 | · | 1.1 |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $10.06 | $9.15 | · | $9.39 | $9.08 | $8.39 | · | $8.81 | $8.88 | $8.42 | · | $8.52 | $8.94 | $8.01 | · | $7.94 | |
| Cash Flow / Share | · | $1.06 | · | · | · | $0.48 | · | · | · | $0.42 | · | · | · | $0.67 | · | · | |
| Dividend Paid / Share | $0.44 | $0.42 | $0.42 | $0.42 | $0.42 | $0.39 | $0.39 | $0.39 | $0.39 | $0.34 | $0.34 | $0.34 | $0.34 | $0.29 | $0.29 | $0.29 | |
| EPS (TTM) | $3.89 | $3.76 | · | $3.40 | $3.79 | $3.82 | · | $4.01 | $3.58 | $3.46 | · | $3.30 | $3.16 | $3.02 | · | $2.91 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $14.91B | $14.65B | · | $14.31B | $14.17B | $14.17B | · | $14.21B | $14.18B | $14.30B | · | $14.03B | $13.85B | $13.62B | · | $13.81B | |
| Net Income TTM | $1.52B | $1.48B | · | $1.35B | $1.51B | $1.53B | · | $1.63B | $1.47B | $1.43B | · | $1.38B | $1.33B | $1.27B | · | $1.24B | |
| P/E | 18.4 | 20.5 | · | 26.9 | 26.1 | 27.0 | · | 25.9 | 26.9 | 28.7 | · | 24.3 | 28.2 | 27.9 | · | 21.9 | |
| Earnings Yield | 5.4% | 4.9% | · | 3.7% | 3.8% | 3.7% | · | 3.9% | 3.7% | 3.5% | · | 4.1% | 3.5% | 3.6% | · | 4.6% | |
| Payout Ratio | · | 47.9% | · | · | · | 63.8% | · | · | · | 39.1% | · | · | · | 36.2% | · | · | |
| Annual Payout | $658M | $655M | · | $639M | $630M | $623M | · | $589M | $573M | $557M | · | $520M | $502M | $483M | · | $447M |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $14.43B | $14.26B | $14.21B | $13.69B | $14.30B |
| Operating Margin % | 14.8% | 14.1% | 15.4% | 14.9% | 14.7% |
| Net Income | $1.38B | $1.65B | $1.41B | $1.25B | $1.25B |
| Diluted EPS | $3.50 | $4.07 | $3.39 | $2.96 | $2.89 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Debt / Equity | -1.5 | -1.7 | -1.4 | -1.4 | -2.0 |
| Current Ratio | 0.8 | 1.0 | 1.0 | 0.9 | 1.3 |
| Quick Ratio | 0.6 | 0.7 | 0.7 | 0.7 | 0.8 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $1.44B | $1.44B | $1.49B | $1.45B | $1.59B |
Institutional owners (13F) 1,315 filers · $29.4B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 120 (-16 vs prior Q) | 119 (-34 vs prior Q) | 428 (+44 vs prior Q) | 454 (-14 vs prior Q) | +12.7M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| VANGUARD GROUP INC | $4,248,427,625 | 48,636,836 | 14.47% | Shares |
| BlackRock, Inc. | $2,264,017,395 | 31,620,354 | 7.71% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $1,794,381,777 | 25,061,198 | 6.11% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1,428,901,224 | 19,956,721 | 4.87% | Shares |
| STATE STREET CORP | $1,193,213,570 | 16,664,994 | 4.06% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $906,426,392 | 12,589,525 | 3.09% | Shares |
| FRANKLIN RESOURCES INC | $843,747,884 | 11,784,188 | 2.87% | Shares |
| MORGAN STANLEY | $785,082,575 | 10,964,838 | 2.67% | Shares |
| FMR LLC | $723,846,712 | 10,109,592 | 2.47% | Shares |
| NORGES BANK | $615,911,720 | 8,602,119 | 2.10% | Shares |
| Clearbridge Investments, LLC | $534,246,702 | 7,461,546 | 1.82% | Shares |
| Mitsubishi UFJ Asset Management Co., Ltd. | $423,738,824 | 5,918,140 | 1.44% | Shares |
| D. E. Shaw & Co., Inc. | $389,446,935 | 5,439,203 | 1.33% | Shares |
| Independent Franchise Partners LLP | $368,890,646 | 5,152,104 | 1.26% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $331,160,737 | 4,625,150 | 1.13% | Shares |
| PineStone Asset Management Inc. | $307,196,506 | 4,290,454 | 1.05% | Shares |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $303,900,643 | 4,103,431 | 1.04% | Shares |
| Fiera Capital Corp | $296,333,712 | 4,138,739 | 1.01% | Shares |
| VAN ECK ASSOCIATES CORP | $285,899,588 | 3,993,011 | 0.97% | Shares |
| Invesco Ltd. | $283,104,624 | 3,953,975 | 0.96% | Shares |
| NORTHERN TRUST CORP | $279,311,528 | 3,900,999 | 0.95% | Shares |
| BLS Capital Fondsmaeglerselskab A/S | $278,197,862 | 3,885,445 | 0.95% | Shares |
| CIBC Private Wealth Group LLC | $264,276,753 | 2,890,482 | 0.90% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $255,163,243 | 3,310,369 | 0.87% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $238,853,376 | 3,335,941 | 0.81% | Shares |
| GOLDMAN SACHS GROUP INC | $226,638,085 | 3,165,336 | 0.77% | Shares |
| TWO SIGMA INVESTMENTS, LP | $224,737,650 | 3,138,794 | 0.77% | Shares |
| CANADA PENSION PLAN INVESTMENT BOARD | $223,002,639 | 3,114,562 | 0.76% | Shares |
| JPMORGAN CHASE & CO | $220,310,622 | 3,021,264 | 0.75% | Shares |
| Canoe Financial LP | $217,970,878 | 3,044,286 | 0.74% | Shares |
| Capital Research Global Investors | $207,412,885 | 2,896,828 | 0.71% | Shares |
| Bank of New York Mellon Corp | $196,297,801 | 2,741,590 | 0.67% | Shares |
| BANK OF AMERICA CORP /DE/ | $189,233,221 | 2,642,922 | 0.64% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $177,636,521 | 2,480,957 | 0.61% | Shares |
| Legal & General Group Plc | $177,514,583 | 2,479,254 | 0.60% | Shares |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $176,736,867 | 2,468,392 | 0.60% | Shares |
| Clean Energy Transition LLP | $165,038,501 | 2,305,007 | 0.56% | Shares |
| Guinness Asset Management LTD | $157,637,603 | 2,202,384 | 0.54% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $154,258,262 | 2,154,445 | 0.53% | Shares |
| PRIMECAP MANAGEMENT CO/CA/ | $147,169,504 | 2,055,440 | 0.50% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $140,593,215 | 1,963,270 | 0.48% | Shares |
| CITADEL ADVISORS LLC | $139,840,886 | 1,953,085 | 0.48% | Shares |
| UBS Group AG | $136,626,403 | 1,908,190 | 0.47% | Shares |
| BANK OF MONTREAL /CAN/ | $136,501,463 | 1,906,445 | 0.46% | Shares |
| Amundi | $132,086,033 | 1,844,777 | 0.45% | Shares |
| USS Investment Management Ltd | $125,952,716 | 1,759,239 | 0.43% | Shares |
| DEUTSCHE BANK AG\ | $123,073,312 | 1,718,901 | 0.42% | Shares |
| ROYAL BANK OF CANADA | $121,180,000 | 1,692,479 | 0.41% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $113,428,720 | 1,584,200 | 0.39% | Shares |
| Man Group plc | $105,634,702 | 1,475,345 | 0.36% | Shares |
Company insiders 33 insiders · 20 officers · 11 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Judith Fran Marks | Chair, CEO and President | Feb. 7, 2026 M | 244,063 | 0 | 2 | $-9,289,650 |
| Echevarria Maria Cristina Mendez | EVP & CFO | Aug. 23, 2026 M | 10,556 | 0 | 0 | $0 |
| Anurag Maheshwari | EVP & CFO | Feb. 7, 2024 M | 32,987 | 0 | 0 | $0 |
| Rahul Ghai | EVP, CFO | Aug. 1, 2022 M | 2,063 | 0 | 0 | $0 |
| Joseph Jay Armas | President, Otis Americas | June 2, 2026 M | 2,990 | 0 | 0 | $0 |
| Thibault Pierre Marie Lefebure | President, Otis EMEA | May 7, 2026 S | 4,008 | 0 | 1 | $-125,177 |
| Nicolas Eduardo Lopez | President, Otis Asia Pacific | March 2, 2026 A | · | 0 | 0 | $0 |
| Sally Loh | President, Otis Greater China | March 1, 2026 M | 45,507 | 0 | 0 | $0 |
| Stephane De Montlivault | President, Otis Asia Pacific | Feb. 12, 2026 S | 29,176 | 0 | 1 | $-4,422,834 |
| Tracy A Embree | President, Otis Americas | Feb. 6, 2025 M | 18,276 | 0 | 0 | $0 |
| Fernandez Bernardo Calleja | President, Otis EMEA | July 28, 2023 M | 42,097 | 0 | 0 | $0 |
| James F. Cramer | President, Otis Americas | June 1, 2023 M | 16,555 | 0 | 0 | $0 |
| Viseras Enrique Minarro | Chief Operating Officer | Feb. 6, 2026 M | 32,422 | 0 | 0 | $0 |
| Kimberly Shannon Gosk | EVP & CPO | Sept. 2, 2026 M | 8,112 | 0 | 0 | $0 |
| Nora E. Lafreniere | EVP, General Counsel | Feb. 10, 2026 M | 13,880 | 0 | 2 | $-2,478,039 |
| Neil Green | EVP & Chief Digital Officer | Feb. 7, 2026 M | 7,466 | 0 | 1 | $-518,700 |
| Peiming Zheng | EVP, Chief Product, Delivery | Feb. 7, 2026 M | 22,455 | 0 | 0 | $0 |
| Ryan Michael Patrick | SVP, CAO & Controller | Feb. 7, 2026 M | 3,504 | 0 | 2 | $-384,088 |
| Abbe Luersman | EVP & CPO | Feb. 7, 2025 M | 17,293 | 0 | 0 | $0 |
| Laurie P. Havanec | EVP & Chief People Officer | Jan. 2, 2021 M | 12,370 | 0 | 0 | $0 |
| Christopher J Kearney | Director | Aug. 3, 2026 A | 17,984 | 0 | 0 | $0 |
| Jeffrey Harry Black | Director | May 27, 2026 A | · | 0 | 0 | $0 |
| Jill Brannon | Director | May 27, 2026 A | · | 0 | 0 | $0 |
| Kathy Hopinkah Hannan | Director | May 27, 2026 A | · | 0 | 0 | $0 |
| Nelda J Connors | Director | May 27, 2026 A | · | 0 | 0 | $0 |
| Shelley Stewart JR | Director | May 27, 2026 A | 0 | 0 | 0 | $0 |
| Thomas A Bartlett | Director | May 27, 2026 A | · | 0 | 0 | $0 |
| Margaret M V Preston | Director | May 27, 2026 A | 421 | 0 | 0 | $0 |
| WALKER JOHN H | Director | May 27, 2026 A | · | 0 | 0 | $0 |
| Shailesh Jejurikar | Director | May 15, 2025 A | · | 0 | 0 | $0 |
| Harold Mcgraw III | Director | May 18, 2023 A | · | 0 | 0 | $0 |
| UNITED TECHNOLOGIES CORP /DE/ | 10% owner | March 19, 2020 J | 0 | 0 | 0 | $0 |
| Richard M. Eubanks | · | June 1, 2020 A | · | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 120 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| POWA · Invesco Exchange-Traded Self-Indexe… | 1.92% | 48,791 SH | Oct. 1, 2026 | Daily |
| UPGD · Invesco Exchange-Traded Fund Trust | 1.87% | 33,311 SH | Oct. 1, 2026 | Daily |
| CZA · Invesco Exchange-Traded Fund Trust | 1.29% | 33,977 SH | Oct. 1, 2026 | Daily |
| RSPN · Invesco Exchange-Traded Fund Trust | 1.15% | 130,788 SH | Oct. 1, 2026 | Daily |
| FDIV · EA Series Trust | 0.97% | 7,942 NS | July 31, 2026 | N-PORT |
| SPLV · Invesco Exchange-Traded Fund Trust … | 0.88% | 952,171 SH | Oct. 1, 2026 | Daily |
| HUSV · First Trust Exchange-Traded Fund III | 0.59% | 6,010 NS | July 31, 2026 | N-PORT |
| FFLC · FIDELITY COVINGTON TRUST | 0.58% | 97,555 NS | July 31, 2026 | N-PORT |
| LQAI · Exchange Listed Funds Trust | 0.56% | 172 NS | July 31, 2026 | N-PORT |
| COWZ · Pacer Funds Trust | 0.51% | 1,323,447 NS | July 31, 2026 | N-PORT |
| VOE · VANGUARD INDEX FUNDS | 0.47% | 2,464,872 SH | Aug. 19, 2026 | Daily |
| ESLV · Strategy Shares | 0.46% | 917 NS | July 31, 2026 | N-PORT |
| QUVU · Hartford Funds Exchange-Traded Trust | 0.42% | 10,493 NS | July 31, 2026 | N-PORT |
| FIDU · FIDELITY COVINGTON TRUST | 0.40% | 127,319 NS | July 31, 2026 | N-PORT |
| VIS · VANGUARD WORLD FUND | 0.37% | 472,113 SH | Aug. 19, 2026 | Daily |
| BSCU · Invesco Exchange-Traded Self-Indexe… | 0.37% | 11,098,000 | Oct. 1, 2026 | Daily |
| DUSL · Direxion Shares ETF Trust | 0.36% | 2,835 NS | July 31, 2026 | N-PORT |
| IYJ · iShares Trust | 0.33% | 91,260 SH | Sept. 11, 2026 | Daily |
| FQAL · FIDELITY COVINGTON TRUST | 0.33% | 63,933 NS | July 31, 2026 | N-PORT |
| REVS · Columbia ETF Trust I | 0.30% | 14,037 NS | July 31, 2026 | N-PORT |
| EQIN · Columbia ETF Trust I | 0.29% | 12,316 NS | July 31, 2026 | N-PORT |
| VO · VANGUARD INDEX FUNDS | 0.27% | 8,316,630 SH | Aug. 19, 2026 | Daily |
| EXI · iShares Trust | 0.26% | 54,866 SH | Sept. 11, 2026 | Daily |
| IWS · iShares Trust | 0.26% | 572,825 SH | Sept. 11, 2026 | Daily |
| IMCV · iShares Trust | 0.24% | 41,028 SH | Sept. 11, 2026 | Daily |
| ESUM · Strategy Shares | 0.21% | 5,425 NS | July 31, 2026 | N-PORT |
| RECS · Columbia ETF Trust I | 0.21% | 166,997 NS | July 31, 2026 | N-PORT |
| ROUS · Lattice Strategies Trust | 0.20% | 19,715 NS | July 31, 2026 | N-PORT |
| IWR · iShares Trust | 0.19% | 1,575,611 SH | Sept. 11, 2026 | Daily |
| EUSA · iShares, Inc. | 0.19% | 54,230 SH | Sept. 11, 2026 | Daily |
| RSP · Invesco Exchange-Traded Fund Trust | 0.19% | 2,822,631 SH | Oct. 1, 2026 | Daily |
| HQGO · Lattice Strategies Trust | 0.19% | 1,275 NS | July 31, 2026 | N-PORT |
| SIZE · iShares Trust | 0.18% | 11,574 SH | Sept. 11, 2026 | Daily |
| IMCB · iShares Trust | 0.18% | 44,979 SH | Sept. 11, 2026 | Daily |
| BSCS · Invesco Exchange-Traded Self-Indexe… | 0.17% | 6,101,000 | Oct. 1, 2026 | Daily |
| BSCT · Invesco Exchange-Traded Self-Indexe… | 0.16% | 4,790,000 | Oct. 1, 2026 | Daily |
| XOEF · iShares Trust | 0.15% | 481 SH | Sept. 11, 2026 | Daily |
| DGRO · iShares Trust | 0.14% | 899,590 SH | Sept. 11, 2026 | Daily |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0.14% | 189,000 | Oct. 1, 2026 | Daily |
| DIVB · iShares Trust | 0.13% | 39,984 SH | Sept. 11, 2026 | Daily |
| IMCG · iShares Trust | 0.12% | 72,573 SH | Sept. 11, 2026 | Daily |
| BSCR · Invesco Exchange-Traded Self-Indexe… | 0.11% | 5,212,000 | Oct. 1, 2026 | Daily |
| VYM · VANGUARD WHITEHALL FUNDS | 0.11% | 1,533,249 SH | Aug. 19, 2026 | Daily |
| USXF · iShares Trust | 0.11% | 22,948 SH | Sept. 11, 2026 | Daily |
| VTV · VANGUARD INDEX FUNDS | 0.10% | 3,645,039 SH | Aug. 19, 2026 | Daily |
| PWS · Pacer Funds Trust | 0.10% | 332 NS | July 31, 2026 | N-PORT |
| VEGN · ETF Series Solutions | 0.09% | 2,299 NS | July 31, 2026 | N-PORT |
| VOOV · VANGUARD ADMIRAL FUNDS | 0.09% | 88,253 SH | Aug. 19, 2026 | Daily |
| ESG · FlexShares Trust | 0.09% | 1,620 NS | July 31, 2026 | N-PORT |
| IVE · iShares Trust | 0.09% | 636,670 SH | Sept. 11, 2026 | Daily |
| IQSU · New York Life Investments ETF Trust | 0.08% | 3,788 NS | July 31, 2026 | N-PORT |
| IUSV · iShares Trust | 0.08% | 334,946 SH | Sept. 11, 2026 | Daily |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.08% | 231,989 SH | Aug. 19, 2026 | Daily |
| LGDX · Tidal Trust III | 0.08% | 1,568 NS | July 31, 2026 | N-PORT |
| RWL · Invesco Exchange-Traded Fund Trust … | 0.07% | 107,275 SH | Oct. 1, 2026 | Daily |
| IWD · iShares Trust | 0.07% | 856,039 SH | Sept. 11, 2026 | Daily |
| CRBN · iShares Trust | 0.06% | 10,529 SH | Sept. 11, 2026 | Daily |
| ESGG · FlexShares Trust | 0.06% | 931 NS | July 31, 2026 | N-PORT |
| CATH · Global X Funds | 0.05% | 9,901 NS | July 31, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.05% | 16,518 NS | July 31, 2026 | N-PORT |
| ESGV · VANGUARD WORLD FUND | 0.05% | 86,841 SH | Aug. 19, 2026 | Daily |
| ILCV · iShares Trust | 0.05% | 9,720 SH | Sept. 11, 2026 | Daily |
| USCL · iShares Trust | 0.05% | 20,322 SH | Sept. 11, 2026 | Daily |
| TOPC · iShares Trust | 0.05% | 232 SH | Sept. 11, 2026 | Daily |
| XTR · Global X Funds | 0.05% | 32 NS | July 31, 2026 | N-PORT |
| CHRI · Global X Funds | 0.05% | 53 NS | July 31, 2026 | N-PORT |
| XCLR · Global X Funds | 0.05% | 23 NS | July 31, 2026 | N-PORT |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0.05% | 6,859 SH | Oct. 1, 2026 | Daily |
| XVV · iShares Trust | 0.05% | 4,457 SH | Sept. 11, 2026 | Daily |
| XYLG · Global X Funds | 0.04% | 393 NS | July 31, 2026 | N-PORT |
| PTLC · Pacer Funds Trust | 0.04% | 19,674 NS | July 31, 2026 | N-PORT |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0.04% | 31,381 SH | Oct. 1, 2026 | Daily |
| BBUS · J.P. Morgan Exchange-Traded Fund Tr… | 0.04% | 52,879 NS | July 31, 2026 | N-PORT |
| BKLC · BNY Mellon ETF Trust | 0.04% | 32,469 NS | July 31, 2026 | N-PORT |
| XYLD · Global X Funds | 0.04% | 19,163 NS | July 31, 2026 | N-PORT |
| VOTE · TCW ETF Trust | 0.04% | 6,486 NS | July 31, 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.04% | 5,166 SH | Oct. 1, 2026 | Daily |
| DFAU · Dimensional ETF Trust | 0.04% | 70,800 NS | July 31, 2026 | N-PORT |
| VOXP · Advisors Series Trust | 0.04% | 33 NS | July 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.04% | 117,632 NS | July 31, 2026 | N-PORT |
| VOO · VANGUARD INDEX FUNDS | 0.04% | 9,966,219 SH | Aug. 19, 2026 | Daily |
| VV · VANGUARD INDEX FUNDS | 0.04% | 448,130 SH | Aug. 19, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.04% | 12,183,961 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.04% | 63,386 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.04% | 32,349 SH | Aug. 19, 2026 | Daily |
| TOV · EA Series Trust | 0.04% | 1,508 NS | July 31, 2026 | N-PORT |
| IVV · iShares Trust | 0.04% | 4,836,545 SH | Sept. 11, 2026 | Daily |
| ILCB · iShares Trust | 0.04% | 7,521 SH | Sept. 11, 2026 | Daily |
| SPUU · Direxion Shares ETF Trust | 0.04% | 1,448 NS | July 31, 2026 | N-PORT |
| XRMI · Global X Funds | 0.04% | 272 NS | July 31, 2026 | N-PORT |
| QDPL · Pacer Funds Trust | 0.04% | 9,235 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.04% | 17,945 NS | July 31, 2026 | N-PORT |
| PBP · Invesco Exchange-Traded Fund Trust | 0.04% | 2,273 SH | Oct. 1, 2026 | Daily |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0.04% | 66,293 SH | Oct. 1, 2026 | Daily |
| IYY · iShares Trust | 0.04% | 16,539 SH | Sept. 11, 2026 | Daily |
| IWB · iShares Trust | 0.04% | 265,195 SH | Sept. 11, 2026 | Daily |
| PRF · Invesco Exchange-Traded Fund Trust | 0.04% | 56,148 SH | Oct. 1, 2026 | Daily |
| IWV · iShares Trust | 0.04% | 104,740 SH | Sept. 11, 2026 | Daily |
| ITOT · iShares Trust | 0.04% | 494,517 SH | Sept. 11, 2026 | Daily |
| HCMT · Direxion Shares ETF Trust | 0.03% | 2,668 NS | July 31, 2026 | N-PORT |
| SPXL · Direxion Shares ETF Trust | 0.03% | 29,999 NS | July 31, 2026 | N-PORT |
| ACVF · ETF Opportunities Trust | 0.03% | 676 NS | July 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.03% | 204,324 NS | July 31, 2026 | N-PORT |
| TOK · iShares Trust | 0.03% | 1,056 SH | Sept. 11, 2026 | Daily |
| PHDG · Invesco Actively Managed Exchange-T… | 0.03% | 289 SH | Oct. 1, 2026 | Daily |
| URTH · iShares, Inc. | 0.03% | 34,476 SH | Sept. 11, 2026 | Daily |
| ILCG · iShares Trust | 0.03% | 12,875 SH | Sept. 11, 2026 | Daily |
| TILT · FlexShares Trust | 0.03% | 7,584 NS | July 31, 2026 | N-PORT |
| ACWI · iShares Trust | 0.02% | 115,553 SH | Sept. 11, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.02% | 324,686 SH | Aug. 19, 2026 | Daily |
| BLV · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| BND · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| VSDB · VANGUARD MALVERN FUNDS | · | · | July 15, 2026 | Daily |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | July 15, 2026 | Daily |
| VCLT · VANGUARD SCOTTSDALE FUNDS | · | · | July 15, 2026 | Daily |
| VTC · VANGUARD SCOTTSDALE FUNDS | · | · | July 30, 2026 | Daily |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | July 30, 2026 | Daily |
| BNDX · VANGUARD CHARLOTTE FUNDS | · | · | July 15, 2026 | Daily |
| VCEB · VANGUARD WORLD FUND | · | · | July 30, 2026 | Daily |
OTIS Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
12-Month Price Target
13 analysts · 2026-10-01Mean target $86.54 +35.1%
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| OTIS | · | 25.0 | 1.2% | 9.6% | -27.0% | · |
| ITW | $71.08B | 23.5 | 0.92% | 19.1% | 95.3% | · |
| IR | $30.98B | 54.6 | 5.8% | 7.6% | 5.7% | 43.6% |
| XYL | $33.17B | 34.7 | 5.5% | 10.6% | 8.6% | 38.5% |
| SYM | $30.81B | -325.9 | 25.7% | -0.75% | -8.1% | 18.8% |
| DOV | · | 24.6 | 4.5% | 13.5% | 14.7% | 39.8% |
| SNA | · | 18.3 | 0.93% | 19.7% | 18.0% | · |
| NDSN | $12.97B | 27.3 | 3.8% | 17.3% | 16.1% | · |
| ITT | · | 28.4 | 8.5% | 12.4% | 14.2% | 35.4% |
| IEX | $16.03B | 27.8 | 5.8% | 14.0% | 12.3% | 44.5% |
| FTV | $17.30B | 31.9 | 1.9% | 13.9% | 7.0% | 63.5% |
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Trading Signals Recent buy/sell signals with entry price and risk/reward ratio
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