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Sentiment · FY2026 Q2
| 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 | 14 (14%) |
| Jeff Sprague | Vertical Research Partners | 14 (14%) |
| 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 | 6 (0%) |
| Rob Wertheimer | Melius Research | 4 (25%) |
| 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 | 14 (14%) |
| Wolfe Research | 1 | 14 (14%) |
| Wells Fargo | 1 | 12 (0%) |
| Barclays | 1 |
| 11 (18%) |
| Morgan Stanley | 1 | 9 (11%) |
| JPMorgan | 3 | 8 (25%) |
| UBS | 1 | 8 (0%) |
| Deutsche Bank | 1 | 6 (0%) |
| 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 Q1 | $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).
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 |
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% |