Headwinds Can't Ground This Elevator Giant: Why I'm Still Bullish On Otis
Otis Worldwide (OTIS) delivered a Q3 earnings beat, raising full-year EPS guidance despite ongoing headwinds, particularly in China. OTIS faces declining New Equipment sales and profits, but strong Services segment growth and cost-saving measures help offset challenges. Share repurchases, a healthy balance sheet, and strategic global projects support long-term bullishness, though near-term upside is limited.
Otis Worldwide: Visible Path To Earnings Acceleration Ahead
Otis Worldwide Corporation is upgraded to Buy as the long-awaited inflection point has arrived, with service growth and margins accelerating. Service segment organic sales grew 6% y/y, driving margin expansion despite modernization mix headwinds, signaling improved productivity and pricing power for OTIS. Americas New Equipment business is stabilizing, China is showing signs of bottoming, and a robust backlog provides strong visibility into 2026 earnings.
Otis Worldwide Corporation (OTIS) Q3 2025 Earnings Call Transcript
Otis Worldwide Corporation ( OTIS ) Q3 2025 Earnings Call October 29, 2025 8:30 AM EDT Company Participants Robert Quartaro - Vice President of Investor Relations Judith Marks - Chair, President & CEO Cristina Mendez - Executive VP & CFO Conference Call Participants Joseph O'Dea - Wells Fargo Securities, LLC, Research Division Nigel Coe - Wolfe Research, LLC Jeffrey Sprague - Vertical Research Partners, LLC C. Stephen Tusa - JPMorgan Chase & Co, Research Division Amit Mehrotra - UBS Investment Bank, Research Division Christopher Snyder - Morgan Stanley, Research Division Nicole DeBlase - Deutsche Bank AG, Research Division Julian Mitchell - Barclays Bank PLC, Research Division Presentation Operator Good morning, and welcome to Otis' Third Quarter 2025 Earnings Conference Call.
Otis Worldwide Q3 Earnings & Net Sales Beat Estimates, Stock Up
OTIS posts strong third-quarter results with earnings and sales beating estimates, fueled by solid growth in its Service segment.
Compared to Estimates, Otis Worldwide (OTIS) Q3 Earnings: A Look at Key Metrics
The headline numbers for Otis Worldwide (OTIS) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Otis Worldwide (OTIS) Beats Q3 Earnings and Revenue Estimates
Otis Worldwide (OTIS) came out with quarterly earnings of $1.05 per share, beating the Zacks Consensus Estimate of $1 per share. This compares to earnings of $0.96 per share a year ago.
Otis Worldwide to Report Q3 Earnings: Here's What You Need to Know
Otis Worldwide Corporation OTIS is scheduled to report third-quarter 2025 results on Oct. 29, before the opening bell. In the last reported quarter, the company's adjusted earnings topped the Zacks Consensus Estimate by 2.9%, while the net sales missed the same by 2.4%.
Otis Worldwide (OTIS) Reports Next Week: Wall Street Expects Earnings Growth
Otis Worldwide (OTIS) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Will Otis Worldwide (OTIS) Beat Estimates Again in Its Next Earnings Report?
Otis Worldwide (OTIS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Otis Worldwide: Concerns About Management's Compensation
OTIS offers steady revenue growth, margin expansion opportunities, and a 4.9% free cash flow yield. The headwinds in China and the recent miss on revenues have led to a valuation re-rating, bringing OTIS's stock close to its fair value of $80 per share. OTIS holds a market-leading position, most of its income is recurring, and customers won't cancel maintenance contracts even during a recession.
2 Dividend Stocks Whose Dips May Be Worth Buying
Market volatility from tariffs presents a buying opportunity for quality stocks, especially for long-term investors seeking value in the current dip. Otis Worldwide offers resilience and upside potential, with cost-saving initiatives and a strong dividend, despite near-term headwinds in China and tariffs. U.S. Bancorp remains fundamentally strong, with solid earnings, dividend growth, and upside potential if economic conditions stabilize and rates decline.
Otis: Buying The 14% Dip To Lift My Portfolio
Otis's resilient service-driven business model generates high-margin, recurring revenue, insulating it from cyclical downturns and justifying premium valuation multiples. Despite a Q2 revenue miss and weak new equipment outlook, service and modernization segments remain strong, with a robust $18.6B backlog supporting future growth. Cost-saving initiatives and pricing power offset tariff impacts, while the company maintains most of its financial outlook, though FCF guidance was trimmed.
