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Otis Worldwde SEC Filings

OTIS NYSE

Welcome to our dedicated page for Otis Worldwde SEC filings (Ticker: OTIS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Tracking how Otis Worldwide Corporation turns a 2 million-unit installed base into steady cash flow means digging through dense disclosures on segments, safety reserves and modernization backlog. That depth creates a problem: each 10-K, 10-Q or 8-K can exceed 200 pages of technical language, making it hard to spot the numbers that move the stock.

Stock Titan solves that problem with AI-powered analysis built for industrial leaders like Otis. Our platform converts every new Otis quarterly earnings report 10-Q filing into concise tables, highlights warranty and liability changes, and links directly to management’s elevator and service margin commentary. Need instant insight on Otis insider trading Form 4 transactions? Real-time alerts track executive stock moves the minute they hit EDGAR, so you’ll never miss a Form 4 spike before a modernization contract announcement.

Use the navigation below to jump to the filings investors search for most:

  • 10-K annual report—cash-flow durability, Otis annual report 10-K simplified
  • Form 4—Otis executive stock transactions Form 4 in real time
  • 8-K—material safety events and contract wins, Otis 8-K material events explained
  • DEF 14A proxy—Otis proxy statement executive compensation and board independence

Every document is updated the moment Otis files with the SEC, and our expert-trained AI offers plain-English answers to common questions like “understanding Otis SEC documents with AI” or “how to read Otis’ service backlog footnotes.” Stop searching dozens of PDFs—let Stock Titan surface the insights that matter, from earnings momentum to Otis Form 4 insider transactions real-time.

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MTB Form 4 (filed 07/24/25): Sr. EVP Peter D’Arcy reports open-market sales of common shares.

  • On 07/22/25, D’Arcy sold 1,937 shares at a $197.17 weighted-average price (range $196.62-$197.60) and 524 shares at $197.82 (range $197.61-$198.05), disposing of 2,461 shares in total.
  • Estimated gross proceeds are roughly $0.49 million.
  • Direct ownership declined from 11,780 to 9,319 shares, a ~21% reduction.
  • He also holds 327 phantom stock units in a Supplemental 401(k) Plan; these are cash-settled and unchanged.

No shares were acquired, no options exercised, and the filing does not reference a Rule 10b5-1 plan. While executives may sell for personal reasons, such disposals can be viewed by investors as a modestly negative sentiment signal absent further context.

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JPMorgan Chase & Co. filed Amendment No. 1 to its Schedule 13G reporting its beneficial ownership in Yum! Brands, Inc. (YUM) as of 30 June 2025. The bank and its subsidiaries disclose aggregate beneficial ownership of 18,165,911 common shares, representing 6.5 % of YUM’s outstanding stock. Within this total, JPMorgan has sole voting power over 16,397,437 shares and shared voting power over 157,631 shares; it holds sole dispositive power over 18,055,947 shares and shared dispositive power over 104,615 shares. The filer is organized in Delaware and certifies that the shares were acquired and are held in the ordinary course of business, without intent to influence control of the issuer. Subsidiaries listed as holding or managing the securities include J.P. Morgan Securities LLC, JPMorgan Chase Bank N.A., multiple international asset-management units, and others. The filing is made pursuant to Rule 13d-1(b) as JPMorgan qualifies as a parent holding company/control person. Signature was provided by Vice President Rachel Tsvaygoft on 24 July 2025.

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Coca-Cola Consolidated (COKE) Q2-25 10-Q highlights

  • Net sales rose 3.3% YoY to $1.86 bn; first-half sales up 1.4% to $3.44 bn.
  • Gross profit +3.6% to $742 m; gross margin steady at 40.0%.
  • Operating income +5.0% to $272 m; operating margin 14.7% (+30 bp).
  • Net income increased 8.5% to $187 m; diluted EPS $2.15 (+16%). First-half EPS $3.34 (-8%).
  • Interest expense swung to a $6 m cost from a $2 m benefit YoY, reflecting higher average debt after 2024 bond issuance.
  • Mark-to-market expense on acquisition-related contingent consideration fell to $12 m vs $28 m, easing below-the-line pressure.
  • 1H-25 operating cash flow slipped 7% to $406 m; capex $157 m kept free cash flow modest.
  • Cash & equivalents climbed to $1.22 bn; total debt unchanged at $1.79 bn, leaving net debt of $0.57 bn.
  • Equity strengthened to $1.63 bn as retained earnings rose and buybacks ($35 m) reduced share count under the $1 bn program.
  • Dividend lifted to $0.25 per share post 10-for-1 split effective 27-May-25.

Takeaway: Stable volume-driven revenue growth and cost discipline are expanding margins, but higher financing costs and softer first-half earnings temper the story. Robust liquidity and active capital returns support shareholder value.

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FAQ

What is the current stock price of Otis Worldwde (OTIS)?

The current stock price of Otis Worldwde (OTIS) is $89.2 as of July 24, 2025.

What is the market cap of Otis Worldwde (OTIS)?

The market cap of Otis Worldwde (OTIS) is approximately 39.9B.

What is the core business of Otis Worldwide Corporation?

Otis Worldwide Corporation specializes in the design, manufacture, installation, maintenance, and modernization of elevators, escalators, and moving walkways for a diverse range of buildings.

How does Otis generate revenue?

Otis generates revenue through a lifecycle business model that includes new equipment installations, ongoing maintenance service contracts, and modernization programs to update and upgrade existing systems.

What distinguishes Otis from its competitors?

Otis differentiates itself with its long-standing legacy, comprehensive service portfolio, extensive global footprint, and integration of innovative technologies that enhance safety and efficiency in vertical transportation.

How does the maintenance business model work at Otis?

After installing new units, Otis provides long-term maintenance and repair services to ensure optimal performance. This is followed by modernization efforts that update systems towards the end of their operational life, creating a sustainable revenue stream.

Why is safety a key focus for Otis?

Safety has been central to Otis since its inception with the invention of a groundbreaking safety mechanism. The company continues to integrate advanced safety features and rigorous quality control to meet high standards across all its products.

What markets does Otis serve globally?

Otis serves a diverse range of markets, including residential, commercial, and industrial segments, operating in more than 200 countries and territories, thereby supporting urban mobility on a global scale.

How does technology play a role in Otis' operations?

Otis leverages advanced digital diagnostics, predictive maintenance, and energy-efficient technology to enhance the reliability of its systems and ensure continuous, high-quality performance across its diverse installation portfolio.

How long has Otis been innovating in the vertical transportation sector?

With over 160 years of history, Otis has consistently evolved its product offerings and service models, beginning with a revolutionary safety device and progressing to the latest innovations in vertical transportation technology.
Otis Worldwde

NYSE:OTIS

OTIS Rankings

OTIS Stock Data

39.86B
394.22M
0.13%
94.18%
1.97%
Specialty Industrial Machinery
Electronic & Other Electrical Equipment (no Computer Equip)
Link
United States
FARMINGTON