For the second quarter of 2026, analysts expect Otis Worldwide to report consensus revenue of $3.72 billion and earnings per share of $1.00, with the stock currently trading at $75.00 against an average analyst price target of $96.55. Investors are primarily focused on the company’s Service segment momentum and the growth of its modernization backlog, which serve as critical offsets to continued demand softness in the New Equipment market, particularly in China.
Despite recent EPS estimate revisions reflecting higher labor and material costs, Otis continues to benefit from its recurring "service flywheel" and the expansion of its Gen3 digital platform across EMEA. Management’s ability to maintain high-value service margins while converting record modernization orders into revenue will be a decisive factor in the company’s ability to hit its revised 2026 fiscal outlook.