Added to YB: 2026-07-27
Pitch date: 2026-07-22
OTIS [neutral]
Otis Worldwide Corporation
Author Info
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Company Info
Otis Worldwide Corporation engages in manufacturing, installation, and servicing of elevators and escalators in the United States, China, and internationally.
Market Cap
$27.2B
Pitch Price
N/A
Price Target
N/A
Dividend
2.49%
EV/EBITDA
12.38
P/E
18.19
EV/Sales
2.38
Sector
Machinery
Category
value
Q2/1H 2026 - Otis Worldwide
OTIS (earnings): Elevator/service co; Q2 shows Service organic growth accelerating as SG&A/Service Excellence investments start paying off. 2026 an investment year ($60M productivity + $20M pricing EBIT drag); Service margin down YoY but improving. Trades ~35% discount to KONE/Schindler on FY27 NOPAT. EBIT growth ~10%/yr expected, buybacks up to 6.5% float FY27. 14.5-15%+ IRR at 21x exit. Contrarian quality; needs EBIT acceleration confirmation in FY27 or dead money risk.
Read full article (7 min)