Otis Worldwide · Industrials
OTIS
$73.45
Otis Worldwide Corporation, doing business as its former legal name Otis Elevator Company and styled as OTIS, is an American company that develops, manufactures and markets elevators, escalators, moving walkways, and related equipment.奥的斯全球公司（OtisWorldwideCorporation）以其前法律实体名奥的斯电梯公司（OtisElevatorCompany）运营，品牌标识为OTIS，是一家美国企业，从事电梯、自动扶梯、自动人行道及相关设备的研发、制造和销售。
Rate-sensitive利率敏感
Large cap大盘
$29B
Engine stance引擎立场2026-07-20
Lagging — relative weakness落后 — 相对弱势
Confirmed cycle low — the entry window is open now, with a clear exit if it closes back below 70.64.周期低点已确认——入场窗口现已开启，若收盘重新跌破 70.64 则明确离场。
Key Statistics关键统计
Price价格
$73.45
25.9% below 52-week high低于52周高点 25.9%
Market Cap市值
$29B
Normal volume正常成交量
P/E Ratio市盈率
20.6x
29.9x sector median
Beta贝塔
0.30
Moves about 0.3x the market波动幅度约为市场的 0.3 倍
RSI (14)RSI（14）
53
Neutral zone中性区域
Next Earnings下次财报
2026-07-22 (3d)
Volatility Rank波动率分位
81th pctile
hist. vol. percentile历史波动率分位数
Short Interest空头兴趣
3.9% of float
Performance价格表现
| Period周期 | OTIS | S&P 500 | vs Index对比指数 |
|---|---|---|---|
| 1 Week近1周 | +0.5% | -1.5% | Beat the index by 2.0 points跑赢指数 2.0 个百分点 |
| 1 Month近1月 | +1.0% | +0.6% | In line with the index与指数基本持平 |
| 3 Months近3月 | -9.3% | +4.7% | Lagged the index by 14.0 points落后指数 14.0 个百分点 |
| 6 Months近6月 | -17.7% | +7.8% | Lagged the index by 25.5 points落后指数 25.5 个百分点 |
| Year to date年初至今 | -16.0% | +9.1% | Lagged the index by 25.1 points落后指数 25.1 个百分点 |
| 1 Year近1年 | -25.9% | +19.4% | Lagged the index by 45.3 points落后指数 45.3 个百分点 |
Technicals技术面
RSI (14)RSI（14）
53
Neutral zone中性区域
vs 50-day相对50日均线
+1.7% vs 50-day avg
vs 200-day相对200日均线
-11.1% vs 200-day avg
Volatility rank波动率分位
81th percentile 分位
Engine reference levels — not advice引擎参考水平 — 非投资建议
Buy zone买入区间
$72.69
Don't chase above不追高于
$74.05
Stop止损
$70.64
Cycle turn — awaiting confluence cross周期拐点 — 等待共振交叉确认
Earnings财务业绩
3
days until next report天后公布财报
2026-07-22
Estimates being cut预期下调
Earnings call transcripts — coming soon财报电话会议记录 — 即将上线
Valuation估值
| Multiple指标 | OTIS | Sector median行业中位 | Cheaper than相对便宜 |
|---|---|---|---|
| P/E (trailing)市盈率（历史） | 20.63x | 29.89 | 74% |
| P/S市销率 | 1.98x | 2.21 | 55% |
| Earnings yield盈利收益率 | 4.85% | 3.10 | 77% |
| FCF yield自由现金流收益率 | 5.06% | 3.81 | 66% |
| Shareholder yield股东收益率 | 5.10% | 2.29 | 79% |
| EV/EBITDA企业价值/EBITDA | 15.67x | 16.39 | 53% |
| P/FCF市值/自由现金流 | 19.77x | 25.50 | 63% |
Analyst price targets — coming soon分析师目标价 — 即将上线
Financials财务数据
Revenue营业收入
5yr CAGR5年复合增速: 2.5%
Earnings Per Share每股收益
5yr CAGR5年复合增速: 11.0%
Free Cash Flow自由现金流
Margins利润率
-25.7%Return on Equity股本回报率
13.0%Return on Assets资产回报率
Leverage杠杆
| Net debt / EBITDA净债务/EBITDA | 2.96 |
| Current ratio流动比率 | 0.85 |
Capital Allocation资本配置
| Buybacks (TTM)回购（TTM） | $809.0M |
| Stock-based comp股权薪酬 | $80.0M |
| Share count change (1y)股数变化（1年） | -11.4% |
Piotroski皮奥特罗斯基 4/7
Altman Z阿尔特曼Z: grey (2.9)
Clean稳健
Snapshot Gauges综合指标
Valuation vs Sector估值相对行业
Looks cheap vs sector相对行业偏便宜
Cheaper than 62% of its sector on blended multiples综合估值倍数低于行业内 62% 的公司
Beta市场敏感度
0.30×
0.21×3×
Moves about 0.3× the market波动幅度约为市场的 0.3 倍
Financial Health财务健康
4/7
Altman阿尔特曼: grey
Weak financial health财务健康状况偏弱
Dividend分红
—
Does not pay a dividend不派发股息
Why Is It Moving为何波动
Sector / Theme行业/主题
Industrials (Equal-Weight) theme — #15 of 46 themes「工业（等权）」主题 — 46 个主题中第 15 位
Macro宏观
Long-duration name into a restrictive, rising-real-rate regime → rate headwind.长久期标的进入偏紧、实际利率上行的环境→利率逆风。
Positioning持仓
Insider cluster activity内部人集中交易
Technical技术面
UPTREND → BOTTOMING上涨趋势 → 筑底中
Options Positioning期权持仓
Market makers are net long gamma — price pinned near current level做市商净持有正伽玛，价格倾向于在当前水平附近震荡
Expected daily move预期日波动
±1.95%
Expected weekly move预期周波动
±4.36%
Call wall看涨密集区
$75
Put wall看跌密集区
$70
Gamma flip伽玛翻转
$68
25d risk reversal25d风险逆转
-1.6%
Skew: 偏斜：balanced
Ownership & Smart Money持仓与聪明钱
Insider activity内部人员活动: -$17.1M net (0 buyers, 5 sellers)-$17.1M 净值（0 买家，5 卖家）
Signal History信号历史
FRESH BUY
BUY ZONE
Jul 15, 2026
UPTREND → BOTTOMING上涨趋势 → 筑底中
BUY SETUP买入预备
Jul 14, 2026
BUY ZONE → UPTREND买入区 → 上涨趋势
HOLD持有
Jul 13, 2026
UNCONFIRMED TURN → BUY ZONE未确认转向 → 买入区
BUY买入
Jul 10, 2026
OTIS weekly MACD crossed upOTIS 周线MACD上穿
The weekly MACD histogram turned positive — the slower, less-whippy momentum read.周线MACD柱状图转正 — 更慢、更少来回的动量信号。
Jul 1, 2026
OTIS printed a daily-cycle lowOTIS 打出日线周期低点
A confirmed local low — in this cycle framework the highest-odds long-entry window. $70.64.一个已确认的局部低点 — 在本周期框架中做多胜率最高的入场窗口。$70.64。
Jul 1, 2026
OTIS broke down vs the marketOTIS 相对市场走弱
Relative strength vs SPY crossed below the 10th percentile of the last 90 days — weakness often leads price. $70.64.相对标普500的强弱下穿近90日的第10百分位 — 走弱常先于价格。$70.64。
Jun 30, 2026
UPTREND → NEARING A LOW上涨趋势 → 接近低点
GET READY准备
Jun 23, 2026
UPTREND → UNCONFIRMED TURN上涨趋势 → 未确认转向
HIGH-RISK · NIMBLE ONLY高风险 · 仅限灵活操作
Showing last 15 of显示最近15条，共 106 signals条信号
Factor Profile因子特征
Composite factor score综合因子得分: -0.26
Value价值
-1.0
Quality质量
-2.4
Investment资本投入
+0.8
Shareholder payout股东回报
+0.3
Low volatility低波动
+0.9
Low market beta低市场敏感度
+0.7
Earnings quality盈利质量
-0.5
Short interest空头兴趣
+0.4
Company Profile公司档案
Otis Worldwide Corporation, doing business as its former legal name Otis Elevator Company and styled as OTIS, is an American company that develops, manufactures and markets elevators, escalators, moving walkways, and related equipment.奥的斯全球公司（OtisWorldwideCorporation）以其前法律实体名奥的斯电梯公司（OtisElevatorCompany）运营，品牌标识为OTIS，是一家美国企业，从事电梯、自动扶梯、自动人行道及相关设备的研发、制造和销售。
Watch items — what could change the thesis关注项 — 可能改变论点的因素
- Capital intensity rising
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Nightly signals, options flow, and factor analysis across all S&P 500 names.每日更新的信号、期权资金流向和因子分析，覆盖所有标普500成分股。