| OTIS |
Report |
Adjusted EPS (Q2 2026) |
MISS |
pred ~$0.97 vs. cons $1.00 |
MEDIUM |
| OTIS |
Report |
Total Revenue (Q2 2026) |
IN-LINE |
pred ~$3.77B vs. cons $3.75B |
MEDIUM |
| OTIS |
Report |
Service Segment Operating Margin (Q2 2026) |
MISS |
pred ~23.3% vs. cons/guide ~24.0% |
MEDIUM |
| OTIS |
Guide |
FY2026 Adjusted EPS |
UNCHANGED |
guide ~$4.20-$4.24 (midpoint $4.22) vs. cons $4.22 (FY2026) |
MEDIUM |
| OTIS |
Guide |
FY2026 Net Sales / Organic Growth |
UNCHANGED |
guide ~$15.1-$15.3B, low-to-mid single digit organic vs. cons $15.2B (FY2026) |
MEDIUM |
| OTIS |
Guide |
FY2026 Service Segment Margin Trajectory (full-year 'high 24s') |
LOWER |
guide ~24.5% vs. cons/prior framing ~24.8-25.0% (FY2026) |
MEDIUM |
| OTIS |
Guide |
FY2026 Adjusted Free Cash Flow |
UNCHANGED |
guide ~$1.60-$1.65B vs. cons $1.63B (FY2026) |
LOW |
| OTIS |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.2% |
— |
MEDIUM |
| OTIS |
Return |
5-day cumulative residual |
-4.8% (FOLLOW-THROUGH) |
Pattern of three straight quarters where margin disappointment triggered selloffs suggests another Service-margin miss (23.3% vs ~24% guided) will be read as evidence the recovery bridge to Q4 expansion is slipping, prompting analysts to trim out-quarter (Q3/Q4) EPS and full-year margin assumptions even if headline EPS/revenue are roughly in-line; implicit cuts to the back-half bridge (needed to hit $4.20-$4.24) mean estimate revisions continue lower into the print's aftermath rather than stabilizing, extending the day-1 decline over the following days. |
MEDIUM |