Otter Tail Corp (OTTR) FY2025 10-K Annual Report

Filed: Feb 18, 2026
Utilities
Electric ServicesSEC EDGAR

Otter Tail Corp (OTTR) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 18, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

Otter Tail Corp FY2025 10-K Analysis

Business Overview

  • Core business model: Diversified holding company with primary electric utility (Otter Tail Power) plus manufacturing and plastic pipe segments
  • New emphasized projects: $450-$500M Bison-Hankinson-Big Stone South 345 kV transmission line, Solway Solar 50 MW solar (operational ~2027), Abercrombie Solar 295 MW (operational ~2028), Hoot Lake 75 MW battery storage (operational ~2028)
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Management Discussion & Analysis

  • Revenue $1.304B in 2025, down 2.0% YoY ($26.5M decrease) driven by Plastics price declines and Manufacturing volume drops
  • Operating margin 26.5% in 2025 vs 28.6% in 2024; Electric segment margin 21.5% vs 21.7%, Manufacturing 5.4% vs 5.6%, Plastics 54.6% vs 58.6%
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Risk Factors

  • Regulatory risk from North Dakota Public Service Commission opposition to cost recovery for MISO Tranche 2.1 renewable projects, impacting capital investment opportunities
  • Supply chain vulnerability to Gulf Coast hurricane disruptions affecting PVC resin supply, critical for Plastics segment
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Otter Tail Corp FY2025 Key Financial Metrics
XBRL

Revenue

$1.3B

-2.0% YoY

Net Income

$276M

-8.5% YoY

Operating Margin

26.5%

-207bp YoY

Net Margin

21.2%

-152bp YoY

ROE

14.8%

-326bp YoY

Total Assets

$4.0B

+8.5% YoY

EPS (Diluted)

$6.55

-8.6% YoY

Operating Cash Flow

$386M

-14.7% YoY

Source: XBRL data from Otter Tail Corp FY2025 10-K filing on SEC EDGAR. All figures in USD.

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