OTIS Otis WorldwidecompanySEC Filings & Insider Trading Activity 2026
Latest Otis Worldwide (OTIS) SEC EDGAR filings in 2026 — including the most recent 10-K annual report filed on February 5, 2026, a 10-Q quarterly report filed on October 30, 2025, an 8-K current report filed on April 22, 2026. SignalX aggregates every new 10-K annual report, 10-Q quarterly report, 8-K current report, and Form 4 insider transaction for Otis Worldwide (OTIS) (SEC CIK 1781335), with AI-powered section-by-section summaries updated daily.
Latest 2026 SEC Filing Dates
AI 10-K Annual Report AnalysisLatest 10-K (2025-12-31)
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
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
Management Discussion & Analysis
- • Revenue and profitability details not provided in the excerpt
- • New Equipment and Service segments described without financial metrics
AI 10-Q Quarterly Report AnalysisLatest 10-Q (2025-09-30)
Management Discussion & Analysis
- • Revenue $3.69B, up 4% YoY ($3.55B in Q3 2024); Service +6% organic growth, New Equipment -5% organic decline
- • Gross margin 30.7% vs 30.4% YoY (Q3 2025 vs Q3 2024); Operating margin 18.4% vs 18.0% YoY total segment
Risk Factors
- • No new risk factors added in fiscal 2025 10-Q versus 2024 Form 10-K
- • Most materially updated risk unchanged; no material changes reported this quarter
Annual Reports Archive10-K
AI-powered analysis of Otis Worldwide (OTIS) 10-K annual reports filed with SEC EDGAR.
Quarterly Reports Archive10-Q
AI-powered analysis of Otis Worldwide (OTIS) 10-Q quarterly reports filed with SEC EDGAR.
Financial SummaryXBRL
| FY2022 | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $13.7B | $14.2B | $14.3B | $14.4B |
| Operating Income | $2.0B | $2.2B | $2.0B | $2.1B |
| Net Income | $1.3B | $1.4B | $1.6B | $1.4B |
| Op. Margin | 14.9% | 15.4% | 14.1% | 14.8% |
| Net Margin | 9.2% | 9.9% | 11.5% | 9.6% |
| Balance Sheet | ||||
| Total Assets | $9.8B | $10.1B | $11.3B | $10.7B |
| Equity | -$4.9B | -$4.9B | -$4.8B | -$5.4B |
| ROE | -25.7% | -28.6% | -33.9% | -25.7% |
Source: XBRL financial data from Otis Worldwide (OTIS) 10-K filings on SEC EDGAR. All figures in USD. Key metrics include revenue, net income, gross profit, gross profit margin, operating income, EPS (diluted), total assets, stockholders' equity, return on equity (ROE), operating cash flow, and capital expenditure.
Latest 2026 SEC Filings — 10-K, 10-Q, 8-K & Form 4
| Form | Filing Date | Period | Analysis | SEC |
|---|---|---|---|---|
8-K | Apr 22, 2026 | — | — | — |
10-K | Feb 5, 2026 | Dec 31, 2025 | Analysis | |
8-K | Jan 28, 2026 | — | — | |
8-K | Jan 20, 2026 | — | — | |
10-Q | Oct 30, 2025 | Sep 30, 2025 | Analysis | |
10-Q | Jul 24, 2025 | Jun 30, 2025 | Analysis | |
10-Q | Apr 24, 2025 | Mar 31, 2025 | Analysis | |
10-K | Feb 4, 2025 | Dec 31, 2024 | — | |
10-Q | Oct 31, 2024 | Sep 30, 2024 | — | |
10-Q | Jul 25, 2024 | Jun 30, 2024 | — | |
10-Q | Apr 25, 2024 | Mar 31, 2024 | — | |
10-K | Feb 2, 2024 | Dec 31, 2023 | — | |
10-Q | Oct 26, 2023 | Sep 30, 2023 | — | |
10-Q | Jul 27, 2023 | Jun 30, 2023 | — | |
10-Q | Apr 27, 2023 | Mar 31, 2023 | — | |
10-K | Feb 3, 2023 | Dec 31, 2022 | — | |
10-Q | Oct 27, 2022 | Sep 30, 2022 | — | |
10-Q | Jul 28, 2022 | Jun 30, 2022 | — | |
10-Q | Apr 27, 2022 | Mar 31, 2022 | — | |
10-K | Feb 4, 2022 | Dec 31, 2021 | — | |
10-Q | Oct 26, 2021 | Sep 30, 2021 | — | |
10-Q | Jul 28, 2021 | Jun 30, 2021 | — | |
10-Q | Apr 28, 2021 | Mar 31, 2021 | — | |
10-K | Feb 5, 2021 | Dec 31, 2020 | — | |
10-Q | Oct 28, 2020 | Sep 30, 2020 | — |
Frequently Asked Questions
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 October 30, 2025, an 8-K current report on April 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 October 30, 2025. 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 April 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.
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