| OTIS |
Report |
Adjusted EPS |
IN-LINE |
pred ~$1.01 vs. cons $1.00 |
MEDIUM |
| OTIS |
Report |
Net sales |
BEAT |
pred ~$3.77B vs. cons $3.72B |
MEDIUM |
| OTIS |
Report |
Service operating margin |
IN-LINE |
pred ~24.0% vs. cons 23.9% |
HIGH |
| OTIS |
Guide |
Adjusted EPS guidance |
BETTER |
guide ~$4.20 vs. cons $4.16 (FY2026) |
MEDIUM |
| OTIS |
Guide |
Net sales guidance |
BETTER |
guide ~$15.20B vs. cons $15.14B (FY2026) |
MEDIUM |
| OTIS |
Guide |
Service organic sales growth guidance |
UNCHANGED |
guide ~6.5% vs. cons 6.5% (FY2026) |
MEDIUM |
| OTIS |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.4% |
— |
MEDIUM |
| OTIS |
Return |
5-day cumulative residual |
+1.6% (STABILIZE) |
Relief from Service margin reaching ~24.0% versus 23.9% consensus and FY2026 EPS guidance of ~$4.20 versus $4.16 consensus should support day one. After predicted H1 EPS of ~$1.90 versus Street's ~$1.89, the guide implies H2 EPS of ~$2.30 versus Street's ~$2.27, allowing modest upward revisions; however, dependence on Q4 margin recovery should limit follow-through. |
MEDIUM |