InsiderStreet Equity Research

Produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation for any investor. Do not rely on it for any investment decision.

Last Close

$71.33

2026-10-16

Market Cap

$27.2B

Volume

5.0M

52-Wk High

$94.57

52-Wk Low

$63.58

Trailing PE

18.2

P/S

1.82

Gross Margin

30.2%

Net Margin

10.2%

ROE

-27%

ROIC

40%

Piotroski

7/9

Altman Z

2.8

1-Yr Return

-21.0%

5-Yr Return

+71.7%

Otis Worldwide Corporation is a global leader specializing in the manufacturing, installation, and servicing of elevators and escalators, with significant operations in the United States, China, and numerous other international markets. The company's business is organized into two primary divisions: New Equipment and Service. Its New Equipment segment is responsible for the design, fabrication, sale, and fitting of a diverse array of passenger and freight elevators, escalators, and moving walkways, catering to residential and commercial properties, as well as large-scale infrastructure endeavors. Conversely, the Service segment offers extensive maintenance, repair, and modernization services aimed at upgrading existing elevator and escalator systems. Otis maintains a substantial global service footprint, employing approximately 34,000 service technicians across roughly 1,400 branches and offices. The company, established in 1853, is headquartered in Farmington, Connecticut.

SectorIndustrialsIndustryIndustrial - MachineryExchangeNYSEMarket Cap$27.2BEmployees72,000 (SEC-filed)CEOJudith F. MarksIPO2020-03-19CountryUS

One Carrier Place, Farmington, CT 06032 · Tel 860 674 3000 · otis.com

INSIDERSTREET SCORE54 / 100Street mean $85.40 (5 analysts, last qtr) — their number, not ours

INSIDER CONSENSUS SIGNALROUTINE SELLING — LOW SIGNAL$0M sold / 6 mo, zero open-market buys

INSIDERSTREET
SCORE54of 100

Score Breakdown

Profitability	41/100
Growth	54/100
Momentum	73/100
Quality	60/100
Earnings Quality	68/100
Balance Sheet	40/100
Value	50/100
Risk (safety)	65/100
Overall	54.1/100

Each component is a diagnostic reading on its own 0-100 scale. The overall score is computed separately from the underlying financials and is not the average of the rows above — components are not equally weighted and three of them (Momentum, Value, Risk) are derived partly from price rather than from the business.

Peer Comparison — IS Score

Symbol	IS Score
DOV	58
SYM	66
IR	65
XYL	60
NDSN	75
ITT	50
OTIS	54

IS Score Trend — quarterly

14 quarters, 23 Q1 to 26 Q2. Peak 60 in 23 Q4, latest 54 — -6 since. Fell in 2 of the last 4 quarters. Dashed line marks 40 on the 0-100 scale.

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

1 Year vs S&P 500 · OTIS -21.0% · S&P 500 +15.9% · spread -36.8pp

7 Years vs S&P 500 · OTIS +71.7% · S&P 500 +261.9% · spread -190.2pp

Both charts indexed to 100 at the start of their window and drawn on a single shared scale, so the gap to the benchmark is the gap you see. Adjusted closes throughout.

BUSINESS QUALITY54 / 100IS Score 54.1 / 100 · -5.5 from peak of 60

Fundamental factor model, quarterly. Measures how the business is doing - not where the price is going.

PRICE STRUCTUREBULLISHTechnical Score 79 / 100 · Power +58 · 19 of 22 indicator votes bullish

Vote share across trend, momentum, volume, volatility and pattern families. Describes where the price is, not where it is going.

Both readings sit above the midpoint — business quality at 54 and price structure at 79 out of 100 — so they are not in conflict. The fundamentals and the tape are saying the same thing, which is the case in which either one alone would have been enough.

Trigger	Where it stands now	What it would mean
IS Score reaches 55 and holds two consecutive quarters	now 54.1	would move us up one band
IS Score stops falling - one quarter higher than the prior	last four: 49 → 51 → 57 → 54	the direction matters more than the level
Technical vote share back above 50%	now 82%	price structure no longer broken
Institutional holder count rises two quarters running	peak 1,302 → now 1,225	fewer institutions willing to hold is our clearest warning

We publish these so the view can be shown to be wrong. If none of them move and our reading does, we owe you an explanation.

This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Site Convergence Score3 of 4top 4% of 29,420 symbols

Sources Aligned— of 3independent disclosures

Congress (180d)6 buys2026-08-27

Insider Buys (180d)0none disclosed

ETF Funds (30d)1019 up / 968 downnet +51 funds

Institutions Added (13F)-13managers opening or increasing

Congressional and insider figures are disclosed purchases in the trailing 180 days; ETF figures are COUNTS OF FUNDS whose holding changed in 30 days, not dollars. Coincidence of separate disclosures, not coordination. An absent source means nothing qualifying was disclosed in its window.

Institutions holding — 12 quarters

Peak 1,302 · latest 1,225 (-77 from peak).

Quarter	Holders	13F shares	Value	Reported own%	Guard
2026 Q2	1,225	359.0M	$25.2B	93.2%
2026 Q1	1,238	344.4M	$25.5B	89.4%
2025 Q4	1,302	391.7M	$30.2B	101.7%	ex-outlier 89.1%
2025 Q3	1,240	339.7M	$30.4B	88.2%
2025 Q2	1,263	352.0M	$34.6B	91.4%
2025 Q1	1,236	356.5M	$36.5B	92.5%
2024 Q4	1,220	362.8M	$33.1B	94.2%
2024 Q3	1,184	359.4M	$36.8B	93.3%
2024 Q2	1,177	353.2M	$33.7B	91.7%
2024 Q1	1,190	349.7M	$34.1B	90.8%
2023 Q4	1,175	356.2M	$31.3B	92.5%
2023 Q3	1,083	353.3M	$27.8B	91.7%

How to read ownership above 100%. A 13F reports the positions a manager has investment discretion over, and where two or more managers share discretion over the same block, each one reports it. Summed across filers, the total can therefore exceed the shares actually outstanding without anything being wrong. We publish the figure as filed rather than netting it down, and flag separately any quarter where the arithmetic is not merely high but impossible.

Why 2025-12 reads 101.70%. Institutions cannot hold more of a company than exists. The reported 391.7M shares exceed the 385.2M outstanding, and a single filer accounts for the excess: VANGUARD GROUP INC reports 48,636,836 shares against 48,626,798 the prior quarter, a 1x jump, which alone would be 12.6% of the company. Excluding that filing, ownership is 89.1%. We publish both figures. 13F filings are due 45 days after quarter end and amendments keep arriving after that, so the newest quarter is provisional by construction - this is what an unsettled quarter looks like.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Insider	Role	Date	Type	Shares	Value	Post-Txn Owned
Gosk Kimberly Shannon	EVP & CPO	2026-09-02	EXERCISE	933	—	8,386
Gosk Kimberly Shannon	EVP & CPO	2026-09-02	TAX W/H	274	$0.02M	8,112
Gosk Kimberly Shannon	EVP & CPO	2026-09-02	EXERCISE	933	—	1,875
Mendez Echevarria Maria Cristina	EVP & CFO	2026-08-23	EXERCISE	2,137	—	11,394
Mendez Echevarria Maria Cristina	EVP & CFO	2026-08-23	TAX W/H	838	$0.06M	10,556
Mendez Echevarria Maria Cristina	EVP & CFO	2026-08-23	EXERCISE	2,137	—	2,145
Kearney Christopher J	director	2026-08-03	A-Award	291	—	19,941
Armas Joseph Jay	President, Otis Americas	2026-06-02	EXERCISE	1,680	—	3,411

6-mo decomposition (Form 4)	Txns	Shares	Value	Signal weight
S — Open-market sales	1	1,628	$0.1M	Counted
M — Exercises (paired A/D)	4	6,006	—	None — mechanics
F — Tax withholding	4	1,797	$0.1M	None — compensation
P — Open-market purchases	0	0	$0	Counted — none occurred

Monthly Net Insider Flow (000 shares)

Net of acquisitions minus dispositions, all Form 4 types.

Signal Summary

SignalRoutine Selling — Low Signal

Open-Market Sells$0.1M1 txns / 6 mo

Open-Market Buys$0.0M0 txns / 6 mo

ClusterNone active3+ insiders / 21 days

Filed	Filer	Shares registered	Est. proceeds
2026-05-07	Thibault Lefebure	1,628	$0.1M
2026-02-12	Stephane De Montlivault	47,944	$4.4M
2026-02-10	Nora Lafreniere	27,418	$2.5M
2026-02-10	Michael Ryan	1,182	$0.1M
Trailing 12 mo	7 filings	190,087	$17M

Filed	Form	Reporting person	% of class	Shares
2026-04-30	SCHEDULE 13G	Vanguard Capital Management	7.48%	29.1M sh
2025-09-04	SCHEDULE 13G/A	JPMORGAN CHASE & CO.	2.40%	9.5M sh
2025-07-29	SCHEDULE 13G/A	The Vanguard Group	12.30%	48.6M sh
2025-07-24	SCHEDULE 13G/A	JPMORGAN CHASE & CO.	5.50%	21.9M sh

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Member	Chamber	Trade	Size band	Traded	Disclosed
Ro Khanna	House	SELL	$1,001 - $15,000	2026-09-25	2026-10-09
Ro Khanna	House	SELL	$1,001 - $15,000	2026-09-11	2026-10-09
Ro Khanna	House	SELL	$1,001 - $15,000	2026-09-04	2026-10-09
John Boozman	Senate	BUY	$1,001 - $15,000	2026-08-27	2026-09-11
John Boozman	Senate	BUY	$1,001 - $15,000	2026-08-27	2026-09-11
John Boozman	Senate	BUY	$1,001 - $15,000	2026-08-27	2026-09-10

House 12-Mo13 trades4 purchases

Senate 12-Mo3 trades3 purchases

CoverageSTOCK Act filings30-45 day disclosure lag

13F Filers (last complete Q)1,238

13F Shares344M89.4% of shares out

New / Closed115 / 160positions, QoQ

Increased / Reduced392 / 473positions, QoQ

Put/Call (13F)0.75option positions

Free Float99.9%380M sh

2.8 · Largest Reporting 13F Managers

Manager	Shares	Value
Pinestone Asset Management Inc.	4.0M	$260M
Assenagon Asset Management S.A.	412,369	$27M
Allied Investment Advisors, Llc	166,248	$11M
Mn Services Vermogensbeheer B.V.	113,160	$7M
Czech National Bank	109,375	$7M
Fjarde Ap-Fonden /Fourth Swedish N	103,172	$7M

EDGAR 13F holdings as of 2026-09-30; filer values normalized to dollars.

2.9 · Top ETF & Fund Ownership

Fund	Weight	Position
VITSX	0.0%	$776M
VTSAX	0.0%	$776M
VTI	0.0%	$776M
VSMPX	0.0%	$776M
VFIAX	0.0%	$643M
VFFSX	0.0%	$643M

13F Filers Holding OTIS — quarterly

Institutional Put/Call — quarterly

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Daily short-sale volume as % of volume reported in FINRA's short-sale file — a flow measure, not short interest; dashed = 50-day average.

Latest Session64.9%2026-10-15

20-Day Avg43.8%50-day 57.7%

TrendFalling20d vs 50d

By Market CenterQ: 64% · N: 78% · B: 12%latest session

Weekly Notional ($B)

Where OTIS Trades in the Dark

ATS Venue (4-wk)	Shares	Avg trade
Incr Intelligent Cross Llc	3.9M	59 sh
Ubsa Ubs Ats	3.7M	60 sh
Ebxl Level Ats	2.6M	38 sh
Mstx Ms Trajectory Cross (Ats-1)	2.5M	59 sh
Sgmt Sigma X2	2.2M	57 sh
Bids Bids Ats	2.2M	617 sh

Where a dollar of Otis Worldwide Corporation revenue goes. All values FY2025 filings, live.

Region	Revenue	Share
Other	$8.6B	60%
UNITED STATES	$4.2B	29%
CHINA	$1.6B	11%

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

OTIS (live moat model)Peer median: DOV · SYM · IR · XYL · NDSN

Component scores from the live moat model. Peer median illustrative.

Moat score 50/100 — Weak; primary source Cost Advantage.

3.8 · Employees (SEC filings)

Officer	Title
Judith F. Marks	Chair, President & Chief Executive Officer
Cristina Mendez	Executive Vice President & Chief Financial Officer
Sally A. Loh	President of Otis Greater China
Peiming Zheng	Executive Vice President & Chief Product, Delivery and Customer Officer

Revenue ($B)

EPS ($) — GAAP diluted actual, street-basis estimate

Actual bars are GAAP diluted EPS from the filed income statement; the lighter forward bars are street-basis consensus. The two are different measures and are not comparable quarter to quarter.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Quarterly EPS — Actual vs. Consensus

Beats (>2%)2 of 6recent quarters

Avg Surprise+1.2%

Next Report2026-10-28

Income Quality1.22OCF ÷ net income

Beat Rate—%0 of 0 quarters

Current Streak0longest 0

Avg EPS Surprise—%median —%

Surprise Trend—last 4 vs prior 4

Period	EPS est.	EPS actual	EPS surprise	Rev est. ($M)	Rev actual ($M)	Rev surprise

Announcement dates to . Consensus as it stood at each report. Revenue surprise shown where both estimate and actual are filed. A beat record is history, not a forecast.

Profit Margins (%)

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Revenue by Segment — Stacked

Live segmentation data.

YoY Growth Heatmap — Income Lines

YoY growth	FY21	FY22	FY23	FY24	FY25
Revenue	+12.1%	-4.3%	+3.8%	+0.4%	+1.2%
Gross profit	+10.8%	-6.4%	+7.4%	+0.6%	+2.7%
Operating income	+13.9%	-4.6%	+7.4%	-9.9%	+6.2%
Net income	+37.5%	+0.6%	+12.2%	+17.0%	-15.9%

$B · FY ends	FY21	FY22	FY23	FY24	FY25
Revenue	14.3	13.7	14.2	14.3	14.4
Cost of revenue	10.1	9.7	10.0	10.0	10.1
Gross profit	4.2	3.9	4.2	4.3	4.4
R&D expense	0.2	0.2	0.1	0.2	0.2
SG&A expense	1.9	1.7	1.9	1.8	2.0
Operating income	2.2	2.1	2.2	2.0	2.1
EBITDA	2.3	2.2	2.4	2.2	2.3
D&A	0.2	0.2	0.2	0.2	0.2
Pretax income	2.0	1.9	2.0	2.0	1.9
Income tax	0.5	0.5	0.5	0.3	0.5
Net income	1.2	1.3	1.4	1.6	1.4
Diluted EPS ($)	2.89	2.96	3.39	4.07	3.50
Diluted shares (M)	431	423	415	404	394

Operating CF$2B

CapEx$0B

Free cash flow$1B

SBC$0B

Buybacks$1B

Net cash change$-1B

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Balance Sheet — Full

$B	FY22	FY23	FY24	FY25
Cash & equivalents	1.2	1.3	2.3	1.1
ST investments	0.0	0.0	0.0	0.0
Receivables (net)	4.0	4.3	4.1	4.4
Total current assets	6.1	6.4	7.7	6.5
PP&E (net)	1.2	1.1	1.1	1.3
Goodwill + intangibles	1.9	1.9	1.9	2.0
Total assets	9.8	10.1	11.3	10.7
Accounts payable	1.7	1.9	1.9	2.1
Short-term debt	0.7	0.0	1.4	1.1
Deferred revenue	2.7	2.7	2.6	0.0
Total current liabilities	6.8	6.5	7.7	7.7
Long-term debt	6.1	6.9	7.0	7.3
Total liabilities	14.5	14.8	16.0	15.9
Shareholders' equity	-4.7	-4.7	-4.7	-5.3

Cash Flow Statement — Full

$B	FY22	FY23	FY24	FY25
Net income	1.3	1.4	1.6	1.5
D&A	0.2	0.2	0.2	0.2
Stock-based compensation	0.0	0.0	0.0	0.1
Working capital change	(0.1)	(0.1)	(0.3)	0.0
Operating cash flow	1.6	1.6	1.6	1.6
Capital expenditures	(0.1)	(0.1)	(0.1)	(0.2)
Investing cash flow	(0.0)	(0.2)	(0.2)	(0.4)
Buybacks	(0.9)	(0.8)	(1.0)	(0.8)
Dividends paid	(0.5)	(0.5)	(0.6)	(0.6)
Debt issuance / (repay)	(0.4)	0.1	1.5	(0.7)
Financing cash flow	(3.7)	(1.4)	(0.2)	(2.4)
Free cash flow	1.4	1.5	1.4	1.4

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Balance Sheet Structure ($B)

Cash Generation vs Capex ($B)

Left: what the balance sheet is made of — the gap between the assets bar and the liabilities bar is book equity. Right: whether the capex bar is covered by the operating-cash bar; where it is not, the difference was funded externally and free cash flow goes negative.

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
PROFITABILITY
ROE	-33.3%	-29.5%	-28.7%	-33.7%	-27.0%	-27%
ROA	10.8%	11.3%	14.1%	15.4%	12.6%	13.6%
ROIC	60.5%	131.5%	148.3%	110.2%	73.0%	40.3%
Gross margin	29.4%	28.8%	29.8%	29.9%	30.3%	30.2%
Operating margin	15.2%	15.2%	15.7%	14.1%	14.8%	15.4%
Net margin	8.7%	9.2%	9.9%	11.5%	9.6%	10.2%
EBITDA margin	16.1%	16.2%	16.7%	15.7%	16.0%	16.5%
FCF margin	11.1%	10.6%	10.5%	10.1%	10.0%	—
VALUATION
P/E	28.14	24.92	25.29	22.37	24.85	18.2
P/B	-9.67	-6.41	-7.22	-7.59	-6.38	-4.8
P/S	2.45	2.28	2.50	2.58	2.38	1.82
P/FCF	22.00	21.61	23.88	25.60	23.81	15.9
EV/EBITDA	17.95	16.76	17.52	18.48	18.21	14.3
EV/Revenue	2.89	2.72	2.93	3.03	2.91	2.4
Earnings yield	3.6%	4.0%	4.0%	4.5%	4.0%	5.52%
FCF yield	4.5%	4.6%	4.2%	3.9%	4.2%	6.30%

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
LEVERAGE & SOLVENCY
Current ratio	1.32	0.90	0.99	0.99	0.85	0.83
Quick ratio	1.22	0.81	0.89	0.92	0.77	0.75
Debt / equity	-2.15	-1.48	-1.48	-1.80	-1.62	-1.54
Debt / assets	63.4%	73.4%	72.2%	77.3%	82.1%	79.3%
Net debt / EBITDA	2.71	2.71	2.54	2.75	3.31	3.27
Interest coverage	15.42	14.20	14.54	18.13	10.89	—

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
EFFICIENCY
Asset turnover	1.24	1.24	1.43	1.33	1.31	1.34
Receivables turnover	3.97	3.59	3.51	3.47	3.73	3.1
DSO (days)	92	102	104	105	98	118
DPO (days)	54	61	66	69	73	74
Cash conversion cycle	61	64	61	58	46	68
GROWTH (YoY)
Revenue growth	12.1%	-4.3%	3.8%	0.4%	1.2%	—
Net income growth	37.5%	0.6%	12.2%	17.0%	-15.9%	—
EPS growth	39.7%	3.1%	14.3%	18.9%	-13.6%	—
FCF growth	22.9%	-9.3%	3.0%	-3.5%	0.5%	—
PER SHARE ($)
EPS (diluted, TTM)	2.90	2.99	3.42	4.07	3.52	3.94
Book value / share	-8.45	-11.63	-11.98	-11.99	-13.70	-14.43
Revenue / share	33.32	32.68	34.58	35.26	36.66	38.71
FCF / share	3.71	3.45	3.62	3.55	3.67	4.44
Cash / share	3.65	2.84	3.10	5.69	2.78	2.11
SHAREHOLDER RETURN & SCORES
Buyback yield	2.1%	2.7%	2.3%	2.7%	2.4%	3.81%
Altman Z-Score	3.05	2.88	3.27	3.14	3.12	2.8
Piotroski F-Score	8	7	9	5	6	7/9
Beneish M-Score	-2.64	-2.58	-2.55	-2.48	-2.46	-2.52

Model	Score	Zone	Note
Piotroski F-Score	7 / 9	Strong
Altman Z-Score	2.8	Grey zone	Grey
Income quality	1.22	Cash-backed	OCF ÷ net income
Beneish M-Score	-2.52	Non-manipulator	vs −2.22 threshold

DuPont Decomposition (TTM)	Value
Tax burden	0.73
Interest burden	0.91
Operating margin	15.3%
Asset turnover	1.38×
Financial leverage	-1.95×
= ROE	-27%

Growth Quality (live)	Value
Revenue stability	0.68
Earnings stability	0.94
Earnings persistence	1.00
Revenue CAGR 3y	2.5%
EPS CAGR 3y	7.1%
FCF CAGR 3y	9.4%

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Buyback Yield3.81%

Dividend Yield2.41%

Total Shareholder Return6.19%cash yield

SBC / Revenue0.2%dilution pressure

Company	Mkt cap	P/E	ROE	Net margin	Rev growth	Piotroski	1-yr ret
DOV	$26.4B	23.4	15%	14.3%	+7.6%	7/9	+18.2%
SYM	$28.0B	404.7	3%	1.6%	+20.6%	6/9	-46.3%
IR	$30.2B	31.7	9%	12.5%	+7.8%	7/9	+2.6%
XYL	$24.3B	24.8	9%	11.3%	+4.5%	7/9	-27.9%
NDSN	$18.0B	32.5	18%	18.7%	+7.0%	9/9	—
ITT	$17.7B	38.8	11%	5.8%	+28.1%	3/9	—
IEX	$17.4B	33.8	13%	15.6%	+7.3%	8/9	—
CARR	$45.3B	37.8	9%	7.9%	-1.6%	4/9	—

1-yr returns computed from adjusted price history; peers without a tracked series show —.

Buy

15 Analysts

Str Sell (0)Sell (1)Hold (7)Buy (7)Str Buy (0)

Mean Target (qtr)$85.405 targets

Target vs. Price+19.7%last-quarter mean

Next Report2026-10-28street $1.01

Consensus estimates	Revenue mean	High / Low	EPS mean	High / Low	# EPS est.
FY2026	$15.27B	$15.41B / $15.07B	$4.04	$4.19 / $4.03	8
FY2027	$16.02B	$16.23B / $15.88B	$4.52	$4.68 / $4.42	9
FY2028	$16.85B	$17.53B / $16.47B	$5.03	$5.62 / $4.75	8

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Street Price Target — Trajectory

Window	Avg Target	vs. Price	# Targets
Last Month	$77.00	+7.9%	1
Last Quarter	$85.40	+19.7%	5
Last Year	$89.67	+25.7%	12
All Time	$91.26	+27.9%	31

Rolling mean of published targets vs. last close $71.33. Aggregated from StreetInsider, Benzinga.

Third-Party Composite Rating

B-

DCF

4/5

ROE

1/5

ROA

5/5

Debt/Eq

1/5

P/E

3/5

P/B

1/5

Independent quant composite as of 2026-10-16; components scored 1–5 (5 best). Shown for contrast with the InsiderStreet Score — methodologies differ.

OTIS -21.0% vs S&P 500 +15.9% — spread -36.8pp

Sector — XLI +10.7%

Peer Set — indexed to 100

All series indexed to 100 at the start of the window, adjusted closes.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Candlesticks with SMA 20/50 overlay, Bollinger (20,2σ) band, volume, and Wilder RSI(14) — computed from live daily OHLCV.

Moving Average	Value	Distance	% Distance	Signal
SMA 20	$66.79	+4.54	+6.80%	Above
SMA 50	$69.31	+2.02	+2.91%	Above
SMA 200	$76.96	-5.63	-7.32%	Below
EMA 9	$68.38	+2.95	+4.31%	Above
EMA 21	$67.79	+3.54	+5.22%	Above
EMA 50	$68.93	+2.40	+3.48%	Above
EMA 200	$75.64	-4.31	-5.70%	Below

Series and readings from the nightly technical-indicator history — identical data to the site's ribbon chart. Supertrend segments colored by direction.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

TECHNICAL VERDICTBULLISHPower Score +5819 of 22 indicator votes bullish

Family Scores (site weights)

Trend 30%78

Momentum 25%91

Volume 20%94

Volatility 10%67

Patterns 15%50

This Week82% bullishof 11 price-based votes

4 Weeks Ago0%+82 pts since

12 Weeks Ago0%+82 pts since

ReadImprovingweek-over-week trajectory

Price vs SMA 20$66.79

Price vs SMA 50$69.31

Price vs SMA 200$76.96

EMA 9/21 Cross68.4/67.8

SMA 50/200Death

ADX DirectionADX 23

Supertrend$67

Parabolic SAR$66

SMA Slope0.140

RSI65.0

Stochastic K/D97/91

StochRSI K/D100/100

Williams %R-3

CCI211

TSI vs Signal0.6

CMO30.1

ROC11.38%

OBV SignalAccum

Chaikin MF0.060

MFI55

Force Index3M

Elder Ray Bull3.78

RSI (14)30 oversold · 70 overbought

Stochastic %Kvs %D 91

Money Flowvolume-weighted RSI

ADXtrend strength · <20 weak

Williams %Rinverted scale

Level	Value	Level	Value
Pivot / R1 / R2	$70.13 / $71.02 / $71.63	S1 / S2	$69.52 / $68.63
Bollinger (20,2)	$63.10 – $70.49	Squeeze	Off
52-wk range	$63.58 – $94.57	Off 52-wk high	-24.6%
ATR (14)	$1.43 (2.0%)	Historical vol	25.2%

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

+0.4%Jan50%

+2.4%Feb67%

+1.3%Mar57%

+0.5%Apr50%

+1.7%May67%

+2.8%Jun67%

+3.0%Jul67%

-1.1%Aug50%

-2.6%Sep33%

-0.7%Oct33%

+5.4%Nov67%

+0.3%Dec50%

Sample: 6 years — treat short histories as suggestive, not statistical.

Computed from live weekly prices	OTIS	S&P 500
Weekly volatility (σ, 1y)	2.79%	1.83%
Best / worst week (1y)	+6.5% / -8.8%	—
Max drawdown (5y, monthly)	-36.1%	—
1-week VaR (95%)	-4.6%	—
Beta (5y)	0.88	1.00

OTIS EQUITY WEATHER (LIVE)PARTLY CLOUDY · +20

Trend+20

Momentum+70

Volume+41

Volatility-60

Breadth-32

MARKET REGIME (2026-10-16)NEUTRAL

VIX19.99Normal

Dow TheoryConfirmed Bearish

SPY / QQQ TSI7.2 / 4.7trend strength

Sector Strength46/100breadth average

Average sentiment of 112 stories, weekly buckets, −1 to +1.

This space intentionally left blank — the next section begins on the following page

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Overall+19.7+46.4 vs industry

Trend+20.3+51.9 vs industry

Momentum+70.2+101.5 vs industry

Volume+41.2+58.6 vs industry

Reading	OTIS	Industrial - Machinery n=1,754	Industrials n=9,922	All US symbols n=70,435
Overall	+19.7	-26.7	-24.1	-20.5
Trend	+20.3	-31.6	-26.2	-21.3
Momentum	+70.2	-31.2	-24.5	-15.8
Volume	+41.2	-17.4	-22.6	-3.8

Trend, momentum and volume are computed per company. Volatility and breadth are market-regime values shared by every symbol in the universe, so they are reported once under Market Regime rather than compared here - a company cannot differ from its sector on a constant.

Executive	Total comp	Structure
Judy Marks Chair, Chief Executive Officer an	$17.0M	89% equity+incentive
Perry Zheng Former Executive Vice President	$6.1M	62% equity+incentive
Sally Loh President, Otis Greater China Tr	$4.3M	78% equity+incentive
Perry Zheng Former Executive Vice President	$4.2M	68% equity+incentive

Pillar (live disclosure scores)	Score
Environmental	55
Social	62
Governance	64
Composite ESG	60

Composite ESG Trend

Filed	8-K contents	Items
2026-09-15	Officer/Director Change; Regulation FD; Exhibits	5.02,7.01,9.01
2026-07-22	Earnings Release; Exhibits	2.02,9.01
2026-05-29	Shareholder Vote	5.07
2026-05-07	Other Events; Exhibits	8.01,9.01
2026-04-22	Earnings Release; Exhibits	2.02,9.01
2026-01-28	Results of Operations and Financial Condition; Financial Statements an	2.02,9.01
2026-01-20	Departure/Election of Directors; Appointment of Officers; Financial St	5.02,9.01
2025-10-29	Results of Operations and Financial Condition; Financial Statements an	2.02,9.01

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.

DISCLOSURES. This document is produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation tailored to any person. Data is sourced as of the dates shown and may no longer be current. InsiderStreet.ai is not a registered investment adviser or broker-dealer. Investing involves risk, including loss of principal. Past performance does not guarantee future results. Do not make any investment decision based on this document. © 2026 InsiderStreet.ai — all rights reserved. Redistribution prohibited.

Data domain	Source	Coverage for this report
Price & volume	market_db.historical_prices	52 rows
Fundamentals	income_statements_annual	6 rows · 2020 to 2025
Reported vs consensus	fact/earnings_calendar	24 rows · 2020-10-26 to 2026-07-22
Analyst estimates	dim/forward_estimates	3 rows · 2026-12-31 to 2028-12-31
Institutional ownership (13F)	holdings_db.institutional_ownership_summary	32 rows · 2010 to 2026
Insider transactions (Form 4)	edgar/form4	12 rows · 2026-05-27 to 2026-09-02
Proposed sales (Form 144)	edgar/form144	1 record
Beneficial ownership (13D/G)	edgar/13dg	4 rows · 2025-07-24 to 2026-04-30
Short-sale volume (FINRA)	edgar/short_volume_daily	60 rows · 2026-07-23 to 2026-10-15
Dark pool (ATS, tier 1)	edgar/darkpool_weekly	12 rows · 2026-06-15 to 2026-08-31
ETF & fund holding	etf_holdings_changelog (30d)	1 record
Peer set	stock_peers_dynamic	8 rows
Industry medians	industry_medians	1 record
Congressional trades	congress_db (House + Senate)	1 record
ESG	fact/esg_disclosures	1 record

Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.

Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.

Otis Worldwide Corporation (OTIS)

Score Breakdown

Peer Comparison — IS Score

IS Score Trend — quarterly

Otis Worldwide Corporation (OTIS)

Otis Worldwide Corporation (OTIS)

Institutions holding — 12 quarters

Otis Worldwide Corporation (OTIS)

Monthly Net Insider Flow (000 shares)

Signal Summary

Otis Worldwide Corporation (OTIS)

2.8 · Largest Reporting 13F Managers

2.9 · Top ETF & Fund Ownership

13F Filers Holding OTIS — quarterly

Institutional Put/Call — quarterly

Otis Worldwide Corporation (OTIS)

Where OTIS Trades in the Dark

Otis Worldwide Corporation (OTIS)

3.8 · Employees (SEC filings)

Otis Worldwide Corporation (OTIS)

Otis Worldwide Corporation (OTIS)

Otis Worldwide Corporation (OTIS)

Balance Sheet — Full

Cash Flow Statement — Full

Otis Worldwide Corporation (OTIS)

Otis Worldwide Corporation (OTIS)

Otis Worldwide Corporation (OTIS)

Otis Worldwide Corporation (OTIS)

Street Price Target — Trajectory

Third-Party Composite Rating

Otis Worldwide Corporation (OTIS)

Otis Worldwide Corporation (OTIS)

Family Scores (site weights)

Otis Worldwide Corporation (OTIS)

Otis Worldwide Corporation (OTIS)

Otis Worldwide Corporation (OTIS)