OTIS at a glance
Otis Worldwide (OTIS, SEC CIK 1781335) filed its latest 10-K annual report on February 5, 2026, a 10-Q quarterly report on July 23, 2026, an 8-K current report on September 15, 2026 and Form 4 insider filings as recently as September 4, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Otis Worldwide (OTIS) reported revenue of $14.4 billion (up 1.2% from FY2024) and net income of $1.4 billion. Diluted EPS was $3.50.
- As of June 30, 2026, 47 institutional investment managers tracked by SignalX reported holding Otis Worldwide (OTIS) shares worth $12.6 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $14.4B
- +1.2% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 47 funds
- $12.6B · +3 vs prior quarter
- Latest 8-K
- Sep 15, 2026
- Item 5.02 · Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
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
- New Equipment and Service segments described without financial metrics
- No management outlook, guidance, or emerging risks mentioned
AI summary of the OTIS 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue $3,859M, up 7% YoY from $3,595M
- Consolidated operating margin 14.9% vs 15.2% YoY
- Best segment Service revenue $2,580M, up 11%; operating margin 23.2% vs 24.9%
- Worst segment New Equipment operating profit $40M, down 41%; margin 3.1% vs 5.3%
- Macroeconomic headwinds: tariffs, demand pressure, liquidity constraints, order delays, supplier constraints
Risk Factors
- No risk-factors section provided in the submitted filing excerpt
- No disclosed changes from the most recent Form 10-K
- Share-repurchase authorization exposure: $500 million remaining as of June 30, 2026
AI summary of the OTIS 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item EX-99.1: Item EX-99.1
- Judy Marks to retire as Chair, CEO and President upon successor appointment, expected in first half of 2027
- Marks remains in role through July 31, 2027, supporting transition as senior advisor if replaced earlier
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Judith F. Marks retiring as Chair, CEO and President by July 31, 2027, or earlier successor start
- Board-led CEO search evaluating internal and external candidates with Spencer Stuart advising
Item 7.01: Regulation FD Disclosure
- Website information excluded from Section 18 Exchange Act filing liabilities
- Disclosure not incorporated by reference into Securities Act or Exchange Act filings
Item 2.02: Results of Operations and Financial Condition
- Otis furnished its second-quarter 2026 results press release on July 22, 2026
- Financial performance details and management commentary are contained in Exhibit 99
Item EX-99.1: Item EX-99.1
- Q2 net sales $3.9B, up 7%; Service organic growth 9% offset New Equipment organic decline of 1%
- Adjusted EPS $1.01, down 4%; adjusted operating margin fell 180 bps to 15.2% amid growth investments and New Equipment weakness
Item 5.07: Submission of Matters to a Vote of Security Holders
- All 10 director nominees elected for terms expiring at the 2027 annual meeting
- Executive compensation approved, with 300,604,166 votes for and 19,385,429 against
AI summaries of OTIS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for OTIS
Don't miss the next OTIS filing
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- Fund moves. Which tracked funds opened, added or cut OTIS, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Gosk Kimberly Shannon | F | Sep 2, 2026 | 274 | $70.83 |
| Gosk Kimberly Shannon | M | Sep 2, 2026 | 933 | - |
| Gosk Kimberly Shannon | M | Sep 2, 2026 | 933 | - |
| Mendez Echevarria Maria Cristina | M | Aug 23, 2026 | 2,137 | - |
| Mendez Echevarria Maria Cristina | M | Aug 23, 2026 | 2,137 | - |
| Mendez Echevarria Maria Cristina | F | Aug 23, 2026 | 838 | $71.49 |
| KEARNEY CHRISTOPHER J | A | Aug 3, 2026 | 290.899 | $72.19 |
| Armas Joseph Jay | F | Jun 2, 2026 | 421 | $70.33 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $14.2B | $14.3B | $14.4B |
| Operating Income | $2.2B | $2.0B | $2.1B |
| Net Income | $1.4B | $1.6B | $1.4B |
| Op. Margin | 15.4% | 14.1% | 14.8% |
| Net Margin | 9.9% | 11.5% | 9.6% |
| Balance Sheet | |||
| Total Assets | $10.1B | $11.3B | $10.7B |
| Equity | - | -$4.8B | -$5.4B |
| ROE | - | -33.9% | -25.7% |
| Per Share | |||
| EPS | $3.39 | $4.07 | $3.50 |
| Cash Flow | |||
| Operating CF | $1.6B | $1.6B | $1.6B |
Source: XBRL data in Otis Worldwide (OTIS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate OTIS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 47 | $12.63B |
| Q1 2026 | 44 | $13.17B |
| Q4 2025 | 46 | $13.37B |
| Q3 2025 | 47 | $15.17B |
| Q2 2025 | 46 | $17.20B |
| Q1 2025 | 43 | $15.28B |
| Q4 2024 | 40 | $8.42B |
| Q3 2024 | 34 | $4.25B |
- AQR Capital Management+3.11M (+205%)
- FMR LLC (Fidelity)+2.13M (+27%)
- D.E. Shaw & Co+1.98M (+57%)
- Two Sigma Investments+1.20M (+62%)
- Citadel Advisors LLC+1.17M (+148%)
- T. Rowe Price Group−2.73M (-31%)
- Morgan Stanley−1.99M (-15%)
- JPMorgan Chase & Co−734.1K (-20%)
- BlackRock−600.5K (-2%)
- Vanguard Capital Management LLC−194.8K (-1%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 347 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
OTIS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 15, 2026 | - | Analysis | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 10-Q | Jul 23, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 22, 2026 | - | Analysis | - |
| 4 | Jun 3, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 8-K | May 29, 2026 | - | Analysis | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 7, 2026 | - | - | |
| 8-K | May 7, 2026 | - | Analysis | |
| SC 13G | Apr 30, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| 10-Q | Apr 23, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 22, 2026 | - | Analysis | - |
| 4 | Mar 3, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
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OTIS SEC filings: frequently asked questions
Which institutions hold OTIS stock?
As of June 30, 2026, the largest Otis Worldwide (OTIS) holders among the 13F filers tracked by SignalX were BlackRock ($2.3 billion), Vanguard Capital Management LLC ($1.8 billion), Vanguard Portfolio Management LLC ($1.4 billion), State Street Corp ($1.2 billion), Franklin Resources ($843.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was OTIS's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Otis Worldwide (OTIS) reported revenue of $14.4 billion (up 1.2% from FY2024) and net income of $1.4 billion. Diluted EPS was $3.50. The figures come from the XBRL data in the 10-K.
What are the main risks in OTIS's latest 10-K?
In the 10-K filed February 5, 2026, Otis Worldwide (OTIS) flagged: 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. (AI summary of the Risk Factors section.)
What did OTIS report in its latest 8-K?
Otis Worldwide (OTIS) filed an 8-K on September 15, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers) and Item 7.01 (Regulation FD Disclosure). Judy Marks to retire as Chair, CEO and President upon successor appointment, expected in first half of 2027.
What are the latest OTIS SEC filings?
Otis Worldwide (OTIS) filed its latest 10-K annual report on February 5, 2026, a 10-Q quarterly report on July 23, 2026, an 8-K current report on September 15, 2026 and a Form 4 insider filing on September 4, 2026.
What is OTIS's SEC CIK number?
Otis Worldwide (OTIS)'s SEC Central Index Key (CIK) is 1781335. EDGAR lists every OTIS filing under that number.
Ask anything about OTIS
The research agent reads OTIS's filings, financials, insider trades and 13F holders, then answers with sources.