Post-earnings recap
Reported
Wed, Apr 22, 2026
EPS actual
$0.89
EPS est.
$0.91
EPS surprise
-1.98%
1-day move
-1.26%
The earnings report indicates that Otis Worldwide Corporation slightly missed expectations on EPS, which contributed to a 1.26% decline in stock price. Investors may be concerned about the lack of guidance and the company's ability to navigate current market conditions. Overall, the cautious tone from management suggests a focus on stability in the near term.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $0.89 | N/A | -1.98% |
Overall, management expressed a cautious outlook, highlighting the need for continued focus on efficiency and adaptability in a changing market.
Management noted that they are focused on maintaining operational efficiency.
They emphasized the importance of adapting to market conditions.
Otis Worldwide Corp (OTIS) is a leading manufacturer of elevators and escalators, playing a crucial role in urban infrastructure and transportation. As part of the industrials sector, Otis is influenced by trends in construction, urbanization, and technological advancements in mobility solutions.
Last quarter
In the last quarter, Otis reported an EPS of $1.03, matching expectations but showing a slight decline in stock price the following day. The company has faced challenges in maintaining consistent revenue growth amid fluctuating market conditions.
EPS beat streak
1Q
EPS beat rate
50%
Avg EPS surprise
+0.67%
Avg 1-day reaction
-3.34%
Overall, investors are cautiously optimistic about Otis's upcoming earnings report, particularly given the company's historical performance and market conditions.
Bull case
If Otis can demonstrate strong order growth and improved margins, it may signal a recovery in demand, leading to a positive market reaction.
Bear case
Conversely, if the company reports disappointing EPS or revenue figures, it could raise concerns about its growth trajectory and market competitiveness.
The print will turn on these.
Q1
What is the growth rate of the order book compared to the previous quarter?
A strong order book growth would indicate robust demand and could boost investor confidence in Otis's future performance.
Q2
How has the company managed its margins amidst rising costs?
Understanding margin management will be crucial for assessing profitability and operational efficiency in a challenging economic environment.
—
Est. EPS
—
Est. Rev
—
Impl. Move
—
Why consensus could be wrong
The consensus may underestimate Otis's ability to recover from recent challenges, particularly in the context of urbanization trends driving demand.
Supporting evidence
The historical EPS beat rate of 63% suggests a higher likelihood of positive surprises.
Options pricing indicates a lower expected move compared to historical averages, suggesting potential underestimation of volatility.
Key risk
If order growth exceeds expectations, it could significantly shift market sentiment.
Pre-commit to what would confirm each case.
This quarter's performance will hinge on Otis's ability to navigate market challenges and demonstrate growth in key areas.
Bull confirmed if
Order book growth of over 10% quarter-over-quarter would confirm the bull case.
Bear confirmed if
A decline in EPS below $0.90 would confirm the bear case.
What the market is pricing for the move.
Implied Move
±3.68%
Historical Avg
±3.9%
The options market is pricing in a modest move, suggesting that investors are uncertain about the upcoming earnings results.
Options are pricing ±3.7% while OTIS has averaged ±3.9% over the last 8 prints — setup is roughly in line with history.
30d HV
29.2%
Smart-money positioning from the most recent 13F filings.
Institutional
96.27%
of float
Insider
0.14%
of float
Holders
1,697
institutions
Top Holders· as of Jun 2026
Blackrock Inc.
31,620,354 sh · $2.1B
8.31%
-1.9%
Likely market behavior by outcome. Not investment advice.
Beat & raise
If Otis beats expectations, history suggests the stock could rise by around 4.89%, confirming a positive outlook.
In line / cautious
An in-line report may lead to a muted reaction, with potential for cautious commentary impacting stock performance.
Miss
If the company misses expectations, history suggests a decline of about 2.16%, raising concerns about future growth.
House and Senate STOCK Act disclosures over the trailing 6 months.
Trades
2
1 buy·1 sell
Members
2
House + Senate
Est. Notional
$2,002.00–$30,000.00
disclosed dollar ranges
Most Active Members
1 trade
The lines on the call that would change the story.
Vanguard Capital Management LLC
25,061,198 sh · $1.6B
6.58%
-0.8%
Vanguard Portfolio Management LLC
19,956,721 sh · $1.3B
5.24%
1.3%
State Street Corporation
16,664,994 sh · $1.1B
4.38%
2.9%
Geode Capital Management, LLC
12,589,525 sh · $827.6M
3.31%
1.1%
13F filings updated quarterly. Position deltas show change in shares vs. the prior quarter.
Net buying
1 trade
Net selling
Recent Transactions
Traded Aug 27, 2026 · disclosed Sep 11, 2026
$1,001.00–$15,000.00
Traded Aug 10, 2026 · disclosed Sep 1, 2026
$1,001.00–$15,000.00
Filed 30–45+ days after the trade. Treat as positional context, not a leading indicator. Amounts are SEC-mandated dollar ranges, not exact values.