Otis's high-margin elevator services segment (60% of EBIT) is the durable franchise, with growing installed base providing recurring revenue. New equipment headwinds from China property weakness persist but are well understood. Modernization revenue is an emerging tailwind as developed-market buildings age. Capital returns are reliable.
Thesis reviewed May 29, 2026
Otis Worldwide Corporation is headquartered in United States, which is currently showing elevated risk signals.
πΊπΈUnited States78REDUCEView United States risk detail βπIndustrials38WATCH| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| UPS | United Parcel Service, Inc. | 41 | -10% | β6% | AVOID |
| UNP | Union Pacific Corporation | 41 | +7% | β6% | EARLY |
| WM | Waste Management, Inc. | 41 | +3% | β6% | NEUTRAL |
| NSC | Norfolk Southern Corporation | 41 | +3% | β6% | NEUTRAL |
| ETN | Eaton Corporation plc | 41 | +16% | β6% | EARLY |
| CAT | Caterpillar Inc. | 41 | +12% | β6% | EARLY |
| ROK | Rockwell Automation, Inc. | 41 | +2% | β6% | NEUTRAL |
Investors who hold OTIS may also have indirect exposure through these country funds.
Otis services portfolio crosses 2.4M units globally
China new equipment orders down 15% in Q1
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| John JamesMI | R | Buy | $1kβ$15k | Sep 4, 24 | -20.0% |
| John JamesMI | R | Buy | $1kβ$15k | Nov 10, 23 | -22.7% |
| Gary C Peters | Sell | $1kβ$15k | Jul 17, 24 | -21.4% |