| OTIS |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$1.03 vs. cons $1.01 |
MEDIUM |
| OTIS |
Report |
Service operating margin (Q2 2026) |
IN-LINE |
pred ~24.0% vs. cons 24.0% |
MEDIUM |
| OTIS |
Report |
Organic sales growth (Q2 2026) |
IN-LINE |
pred ~+2.5% vs. cons +2.0% |
LOW |
| OTIS |
Guide |
FY2026 Adjusted EPS guide |
UNCHANGED |
guide ~$4.20-4.24 vs. cons $4.22 (FY2026) |
MEDIUM |
| OTIS |
Guide |
FY2026 Adjusted operating profit guide |
UNCHANGED |
guide ~$2.5B vs. cons $2.5B (FY2026) |
LOW |
| OTIS |
Guide |
FY2026 Adjusted free cash flow guide |
UNCHANGED |
guide ~$1.6-1.65B vs. cons $1.63B (FY2026) |
LOW |
| OTIS |
Guide |
Modernization backlog growth |
BETTER |
guide ~+30% cc vs. cons ~+25% (Q2 2026 backlog) |
MEDIUM |
| OTIS |
Guide |
H2 Service margin recovery (FY high-24s) |
UNKNOWN |
guide ~24.7% vs. cons 24.5% (FY2026 Service margin) |
LOW |
| OTIS |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
LOW |
| OTIS |
Return |
5-day cumulative residual |
+1.0% (STABILIZE) |
Low bar plus cautious positioning favors a modest relief pop on an in-line-to-slight-beat quarter with reaffirmed guide. But the Q2 down quarter is already baked and the story is H2-weighted, so an in-line print does not trigger upward estimate revisions; out-period math keeps FY numbers roughly unchanged. Relief holds but follow-through is capped by 'show-me' skepticism on the Service-margin hockey stick and China/data-center overhang, hence stabilize rather than sustained follow-through. |
LOW |