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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Nigel Coe | Wolfe Research | 12 | 8% |
| Jeff Sprague | Vertical Research Partners | 12 | 17% |
| Joe O'Dea | Wells Fargo | 12 | 0% |
| Julian Mitchell | Barclays | 11 | 18% |
| Chris Snyder | Morgan Stanley | 9 | 11% |
| Amit Mehrotra | UBS | 8 | 0% |
| Steve Tusa | JPMorgan | 6 | 17% |
| Nicole DeBlase | Deutsche Bank | 4 | 0% |
| Nick Housden | RBC Capital Markets | 4 | 25% |
| Rob Wertheimer | Melius Research | 4 | 25% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Vertical Research Partners | 1 | 12 | 17% |
| Wolfe Research | 1 | 12 | 8% |
| Wells Fargo | 1 | 12 | 0% |
| Barclays |
| 1 |
| 11 |
| 18% |
| Morgan Stanley | 1 | 9 | 11% |
| JPMorgan | 3 | 8 | 25% |
| UBS | 1 | 8 | 0% |
| Melius Research | 1 | 4 | 25% |
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.
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 |
| 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 | +8.5% | |
| 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% |