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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Nigel Coe | Wolfe Research | 14 questions · 14% challenging |
| Jeff Sprague | Vertical Research Partners | 14 questions · 14% challenging |
| Joe O'Dea | Wells Fargo | 12 questions · 0% challenging |
| Julian Mitchell | Barclays | 11 questions · 18% challenging |
| Chris Snyder | Morgan Stanley | 9 questions · 11% challenging |
| Amit Mehrotra | UBS | 8 questions · 0% challenging |
| Steve Tusa | JPMorgan | 6 questions · 17% challenging |
| Nicole DeBlase | Deutsche Bank | 6 questions · 0% challenging |
| Rob Wertheimer | Melius Research | 4 questions · 25% challenging |
| Nick Housden | RBC Capital Markets | 4 questions · 25% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Vertical Research Partners | 1 analyst | 14 questions · 14% challenging |
| Wolfe Research | 1 analyst | 14 questions · 14% challenging |
| Wells Fargo | 1 analyst | 12 questions · 0% challenging |
| Barclays | 1 analyst | 11 questions · 18% challenging |
| Morgan Stanley | 1 analyst | 9 questions · 11% challenging |
| JPMorgan | 3 analysts | 8 questions · 25% challenging |
| UBS | 1 analyst | 8 questions · 0% challenging |
| Deutsche Bank | 1 analyst | 6 questions · 0% challenging |
Otis reported Q1 FY26 organic sales up 1%, with Service up 5% and New Equipment down 5%. Adjusted EPS declined 3%, impacted by service margin contraction of 160 basis points from investments, mix, and Middle East costs. Repair growth accelerated to 10% as planned, and modernization backlog remained at record levels up 30%. Americas NE orders grew 20%+ for the seventh consecutive quarter. EPS guidance was narrowed to $4.20-$4.24 with the high end lowered. Service excellence investments were showing retention improvement.
Calendar quarter Q1 2026Earnings call Apr 22, 2026
FY2026 Q1 in brief
Otis reported Q1 FY26 organic sales up 1%, with Service up 5% and New Equipment down 5%.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
GAAP revenue YoY +6.45% → base 6. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for Otis Worldwide (OTIS), FY2026 Q1: 4/10. Scores: Otis Worldwide’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: OTIS daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
Margin | Revenue Growth | Demand | Subscriber Growth | Geographic Expansion | Cost Pressure | Pricing | Trade Tariffs | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 3 | 5 | 3 | 5 | 3 | 2 | |
| 2025Q1 | 3 | 3 | 5 | 4 | 5 | 4 | 8 | |
| 2025Q2 | 3 | 3 | 5 | 2 | 3 | 2 | 2 | |
| 2025Q3 | 4 | 5 | 2 | 5 | 2 | 1 | 3 | 1 |
| 2025Q4 | 6 | 9 | 4 | 6 | 6 | 3 | 1 | |
| 2026Q1 | 6 | 3 | 2 | 6 | 2 | 3 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Margin | 6 | 3 | 3 | 4 | 6 | 6 |
| Revenue Growth | 3 | 3 | 3 | 5 | 9 | 3 |
| Demand | 5 | 5 | 5 | 2 | 4 | 2 |
| Subscriber Growth | 3 | 2 | 5 | 6 | 6 | |
| Geographic Expansion | 5 | 4 | 3 | 2 | 6 | 2 |
| Cost Pressure | 3 | 5 | 2 | 1 | 3 | |
| Pricing | 2 | 4 | 3 | 1 | 3 | |
| Trade Tariffs | 8 | 2 | 1 | 1 |
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $3.67B | +1.5% | $0.84 | +6.9% | 29.2% | 14.4% | 9.2% | $651M |
| FY2025 Q1 | $3.35B | -2.5% | $0.61 | -29.9% | 29.9% | 12.3% | 7.3% | $156M |
| FY2025 Q2 | $3.60B | -0.2% | $0.99 | -2.9% | 30.3% | 15.2% | 10.9% | $179M |
| FY2025 Q3 | $3.69B | +4.0% | $0.95 | -29.1% | 30.7% | 15.9% | 10.1% | $337M |
| FY2025 Q4 | $3.80B | +3.3% | $0.95 | +13.1% | 30.2% | 15.5% | 9.9% | $772M |
| FY2026 Q1Selected | $3.57B | +6.4% | $0.87 | +42.6% | 30.3% | 15.1% | 9.5% | $380M |
| FY2026 Q2 | $3.86B | +7.3% | $1.12 | +13.1% | 29.4% | 14.9% | 11.1% | $259M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What OTIS and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“In the quarter, we expanded with customers like Anthropic, Ally Financial and Otis Elevator.”
Otis is cited as a Q4 expansion customer for Workday, a positive read on Otis as an ongoing platform user.
“What sets we maintain off from a lot of the ISPs across the globe is they're not just a service provider.”
Otis took a majority investment in weMaintain, a digitally native AI-enabled elevator service provider, differentiating it from typical independent service providers and complementing Otis ONE for multi-brand coverage.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
OTIS Otis Worldwide | 4 | +6.5% | |
| AME Ametek | 8 | +11.3% | |
| AOS A. O. Smith | 1 | -1.9% | |
| CMI Cummins | 7 | +2.7% | |
| DOV Dover Corporation | 7 | +10.1% | |
| EMR Emerson Electric | 6 | +2.9% | |
| ETN Eaton Corporation | 8 | +16.8% | |
| GNRC Generac | 9 | +12.4% | |
| HWM Howmet Aerospace | 9 | +19.1% | |
| IEX IDEX Corporation | 8 | +8.9% | |
| IR Ingersoll Rand | 5 | +7.6% | |
| ITW Illinois Tool Works | 7 | +4.6% | |
| NDSN Nordson Corporation | 9 | +8.8% | |
| PH Parker Hannifin | 8 | +10.6% | |
| PNR Pentair | 6 | +2.6% | |
| ROK Rockwell Automation | 9 | +11.8% | |
| ROP Roper Technologies | 8 | +11.3% | |
| XYL Xylem Inc. | 5 | +2.7% |