OTIS Otis Worldwide

company

SEC Filings & Insider Trading Activity 2026

Risk Factors

• • Pension liability sensitivity to 25bps discount rate change impacts obligations by $22M decrease or $24M increase as of December 31, 2025
• • Pension expense changes by approx $2M with 25bps shift in expected long-term asset return for 2025
• • Discount rates used for pension liabilities 3.6% in 2025, up from 3.3% in 2024, reflecting market interest rate changes

Business Overview

• • Core business model: Design, manufacture, and service of elevators and escalators, emphasizing service and maintenance segments
• • Emphasis on service segment with 5% organic sales growth in 2025 offset by 7% decline in new equipment sales
• • Strategic transformation via UpLift program targeting centralized service delivery and digital tech procurement standardization
• • UpLift restructuring costs increased to $76M in 2025 from $31M in 2024 with expected annual savings of $103M by end of 2025
• • Gross margin improved to 30.3% in 2025 from 29.9% in 2024, driven by higher service sales and productivity gains despite inflationary pressures

Management Discussion & Analysis

• • Revenue and profitability details not provided in the excerpt
• • New Equipment and Service segments described without financial metrics
• • No segment performance figures or margin percentages disclosed
• • No cash flow, capital allocation, buybacks, dividends, or capex data provided
• • No management outlook, guidance, or emerging risks mentioned

What are the latest OTIS SEC filings in 2026?

Otis Worldwide (OTIS) has filed a 10-K annual report on February 5, 2026, a 10-Q quarterly report on April 23, 2026, an 8-K current report on July 22, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did OTIS file its most recent 10-K annual report?

Otis Worldwide (OTIS) filed its most recent 10-K annual report on February 5, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view OTIS 10-Q quarterly reports?

Otis Worldwide (OTIS)'s most recent 10-Q quarterly report was filed on April 23, 2026. SignalX displays every OTIS 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has OTIS filed recently?

Otis Worldwide (OTIS)'s most recent 8-K was filed on July 22, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find OTIS insider trading activity (Form 4)?

SignalX aggregates every OTIS Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does OTIS file with the SEC?

Otis Worldwide (OTIS) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new OTIS filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Otis Worldwide (OTIS).

What is OTIS's SEC CIK number?

Otis Worldwide (OTIS)'s SEC CIK (Central Index Key) number is 1781335. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1781335 to look up all OTIS filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find OTIS return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Otis Worldwide (OTIS) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.