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Sentiment · FY2026 Q1
What companies say about each other on 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.
“I had the privilege of joining our customers at the celebratory ribbon cutting of the new JPMorgan Chase Global Headquarters in New York at 270 Park Avenue. Otis installed 89 units”
Otis supplied 89 elevators/escalators for JPMorgan Chase's new 270 Park Avenue global HQ, which opened in Q3. Read-through: JPMorgan Chase completed and occupied its flagship New York headquarters.
“In Dubai, we continue to strengthen and grow our relationship with DAMAC Properties, one of the leading luxury real estate developers. Our latest agreement to supply and install 20 SkyRise elevators at DAMAC Bay 2 in Dubai Harbour brings our total orders with DAMAC to 88 elevators.”
DAMAC Properties, a major Dubai luxury developer, continues to expand its elevator orders with Otis, now totaling 88 units across six high-rise projects in the city.
“In the Americas, Otis will modernize 21 elevators at the OneAmerica Tower in Indianapolis, expanding our long-term relationship with this customer. Otis provided the original elevators for the buildings in the 1980s, modernized them in 2009 and is the current maintenance provider.”
OneAmerica is a long-standing Otis maintenance and modernization customer, with Otis now winning a third modernization contract for the OneAmerica Tower in Indianapolis.
“a negative of $194 million above the line related to the indemnification to RTX because this is related to the three separation time. After that, we have received additional information from RTX and we have toed up the amount by $52 million, and this is the number that you see in GAAP in Q1.”
Otis continues to true up an indemnification obligation owed to former parent RTX Corporation tied to a German tax case dating back to their 2020 spin-off, adding a further $52 million charge in Q1.
Otis closed FY25 with Q4 adjusted EPS growing 11%, the strongest growth in six quarters, and full-year EPS of $4.05 up 6%. Record adjusted free cash flow of $817 million was achieved in Q4. Service margins expanded 100 basis points with new post-spin highs. Modernization orders surged 43%, and New Equipment backlog inflected positive after seven quarters of decline. Record modernization orders and backlog positioned the company for multi-year growth. FY2026 guidance was introduced with organic sales up low-to-mid single digits and adjusted EPS growth at mid-to-high single digits.
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 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Nigel Coe | Wolfe Research | 12 (8%) |
| Joe O'Dea | Wells Fargo | 12 (0%) |
| Jeff Sprague | Vertical Research Partners |
| 12 (17%) |
| Julian Mitchell | Barclays | 11 (18%) |
| Chris Snyder | Morgan Stanley | 9 (11%) |
| Amit Mehrotra | UBS | 8 (0%) |
| Steve Tusa | JPMorgan | 6 (17%) |
| Rob Wertheimer | Melius Research | 4 (25%) |
| Nicole DeBlase | Deutsche Bank | 4 (0%) |
| Nick Housden | RBC Capital Markets | 4 (25%) |
| Firm | Analysts | Questions (Challenge)Percentage 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%) |
| 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% |