Otis Worldwide Corp (OTIS) Financial Ratio Screen
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MSCI new-inclusion financial-ratio snapshot
OTIS financial screening at a glance
Calculation date: 2026-08-31. Financial period used: December 2025. The ratios are automated proxies inspired by published methodologies; they are not official index determinations.
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Business activity evidence
Activity assessment in progress
The supplied classification (Specialty Industrial Machinery) is only a starting point. Revenue evidence is being assessed before any complete screening conclusion.
Revenue segments: Not yet checked against an SEC annual filing.
Profile description reviewed: Otis Worldwide Corporation engages in manufacturing, installation, and servicing of elevators and escalators in the United States, China, and internationally. The company operates in two segments, New Equipment and Service. The New Equipment segment designs, manufactures, sells, and installs a range of passenger and freight elevators, as well as escalators and moving walkways for residential and commercial buildings, and infrastructure projects. This segment serves real-estate and building developers, and general contractors. It sells its products directly to customers, as well as through agents and distributors. The Service segment performs maintenance and repair services, as well as modernization services to upgrade elevators and escalators. Otis Worldwide Corporation was founded in 1853 and is headquartered in Farmington, Connecticut.
Sources to verify: Secondary company profile and classification · Issuer website · SEC issuer filings
A sector label or company description can flag a risk but cannot establish a compliant-revenue percentage. Only sourced segment disclosures may support that calculation.
Published-ratio reproductions (not certifications)
The table shows implemented MSCI and FTSE/Yasaar-style asset-based models plus a provisional S&P-style leverage reconstruction where a complete 36-month denominator exists. These are independent calculations, not official index results or Shariah determinations. See formulas, sources and limitations.
Based on financial data from December 2025
| Standard | Debt Ratio | Cash Ratio | Receivables | Income | Status |
|---|---|---|---|---|---|
| MSCI | 79.9% / 30% | 10.3% / 30% | 51.5% / 30% | N/A | INSUFFICIENT / NOT IMPLEMENTED* |
| FTSE | 79.9% / 33% | 10.3% / 33% | 51.5% / 50% | N/A | INSUFFICIENT / NOT IMPLEMENTED* |
Financial Highlights
Profitability
| Gross Margin | 30.3% | |
| Operating Margin | 15.1% | |
| Net Margin | 10.2% | |
| Return on Assets (ROA) | 14.2% |
Cash Flow & Balance Sheet
| Operating Cash Flow | $1.6B |
| Free Cash Flow | $1.4B |
| Total Debt | $8.5B |
| Current Ratio | 0.8 |
| Total Assets | $10.7B |
Price & Trading
| Last Close | $71.49 |
| 50-Day MA | $72.55 |
| 200-Day MA | $80.83 |
| Avg Volume | 3.6M |
| Beta | 0.9 |
|
52-Week Range
$69.16
| |
Financial data provenance and verification
The displayed fields were imported from yfinance on 2026-08-25 for the financial period December 2025. This is a secondary data feed and can differ from amended or newly filed statements.
- Issuer website — use its investor-relations filings to verify the figures.
- SEC EDGAR filing search — primary filing source for US issuers.
- Field mapping, formulas and limitations.
Verification rule: check debt, cash, receivables, revenue and interest income against the latest primary filing before relying on an automated ratio.
About Otis Worldwide Corp (OTIS)
Otis Worldwide Corporation engages in manufacturing, installation, and servicing of elevators and escalators in the United States, China, and internationally. The company operates in two segments, New Equipment and Service. The New Equipment segment designs, manufactures, sells, and installs a range of passenger and freight elevators, as well as escalators and moving walkways for residential and commercial buildings, and infrastructure projects. This segment serves real-estate and building developers, and general contractors. It sells its products directly to customers, as well as through agents and distributors. The Service segment performs maintenance and repair services, as well as modernization services to upgrade elevators and escalators. Otis Worldwide Corporation was founded in 1853 and is headquartered in Farmington, Connecticut.
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Frequently Asked Questions
Is Otis Worldwide Corp (OTIS) halal to invest in?
The current automated result is More financial data is needed. It uses available public financial fields and simplified methodology proxies. It is not a fatwa or an official determination by AAOIFI, DJIM, MSCI, S&P, or FTSE.
What is Otis Worldwide Corp's debt ratio?
Otis Worldwide Corp's debt ratio is 79.9% in the MSCI new-inclusion reproduction: total debt divided by total assets, against a 30% threshold. See the methodology page for the official source and limitations.
What are Otis Worldwide Corp's key financial metrics?
Otis Worldwide Corp has a market capitalization of USD 27481M in its listing currency, trailing P/E ratio of 18.4, and revenue of $14.4B. The company maintains a gross margin of 30.3% and a net margin of 10.2%.
How often is the screening data updated?
Calculation date: 2026-08-31. Financial period: December 2025. These dates are shown separately because regenerating this page does not refresh the underlying data.
Disclaimer: HalalStockGuide.com provides Shariah compliance screening for educational and informational purposes only. This is not a fatwa, financial advice, or a recommendation to buy or sell any security. Screening results are based on publicly available financial data and established methodologies. Always consult a qualified Islamic scholar and a licensed financial advisor before making investment decisions.