Event-Driven Stocks

Otis Worldwide Corp

OTISNYSE

Technology · Electronic & Other Electrical Equipment (No Computer Equip) · DE · SEC filings ↗ · Compare ⊕

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Signs● 4 good● 1 warning● 2 severedetails ↓

Financials

SEC XBRL · annual
 FY25FY24FY23FY22FY21FY20
Revenue$14.43B$14.26B$14.21B$13.69B$14.30B$12.76B
Operating income$2.13B$2.01B$2.19B$2.03B$2.11B$1.64B
Net income$1.38B$1.65B$1.41B$1.25B$1.25B$906.0M
Total assets$10.65B$11.32B$10.12B$9.82B$12.28B$10.71B
Total liabilities$15.92B$16.04B$14.84B$14.48B$15.26B$13.91B
Equity−$5.39B−$4.85B−$4.92B−$4.87B−$3.63B−$3.86B
EPS (diluted)$3.50$4.07$3.39$2.96$2.89$2.08
Shares out.396.5M405.5M414.9M425.0M433.7M433.4M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2025
Operating margin
14.8%
Net margin
9.6%
Return on equity
−25.7%
Return on assets
13.0%
Return on capital (ROCE)
71.2%
Liabilities / assets
149.5%
Debt / equity
—
Book value / share
$-13.60
Revenue growth (YoY)
1.2%
Net income growth (YoY)
−15.9%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2025
Altman Z″ (distress)
0.34distress
Accruals / assets
−2.0%clean
Piotroski F-Score
6/9mixed

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
53
/ 100
Profitability 80Growth 50Catalyst 33Earnings quality 100Financial strength 0

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.

Signs

● 2 severe● 1 warning● 4 good
  • Negative shareholder equity
  • Altman Z″ in the distress zone
  • High leverage (liabilities > 70% of assets)
  • Operating margin is positive
  • Revenue is growing year-over-year
  • Positive operating cash flow
  • Clean earnings (low accruals)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 202613.0M3.1-15.1%
Apr 30, 202615.4M3.8+36.8%
Apr 15, 202611.2M4.4-3.0%
Mar 31, 202611.6M2.5+14.9%
Mar 13, 202610.1M2.9-7.9%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (1)