Otis Worldwide (OTIS) Invested Capital (2019 - 2026)

Otis Worldwide (OTIS) reported Invested Capital of $2.1 billion for Q1 2026, down 37.67% year-over-year from $3.3 billion in Q1 2025, and down 12.09% quarter-over-quarter from $2.3 billion in Q4 2025.

Otis Worldwide (OTIS) Invested Capital (2019 - 2026) Analysis & Trends

Otis Worldwide (OTIS) has 8 years of Invested Capital data on file, last reported at $2.1 billion in Q1 2026.

  • Invested Capital for Q1 2026 came in at $2.1 billion, down 37.67% year-over-year; the trailing twelve-month figure through Mar 2026 was $2.1 billion (down 37.67% YoY), and the FY2025 annual result was $2.3 billion, down 32.65% from the prior year.
  • Invested Capital retreated to $2.1 billion in Q1 2026 per OTIS's latest filing, from $2.3 billion in the prior quarter.
  • Over five years, Invested Capital peaked at $3.5 billion in Q4 2024 and troughed at $1.6 billion in Q3 2022.
  • A 5-year average of $2.2 billion and a median of $2.0 billion in 2025 frame the typical range for Invested Capital.
  • The sharpest annual moves came in 2022 and 2025: Invested Capital sank 55.42% in 2022, then jumped 73.82% in 2025.
  • A 5-year view of Invested Capital shows it stood at $1.8 billion in 2022, then grew by 9.89% to $2.0 billion in 2023, then soared by 73.45% to $3.5 billion in 2024, then slumped by 32.65% to $2.3 billion in 2025, then fell by 12.09% to $2.1 billion in 2026.
  • Business Quant data shows OTIS's Invested Capital at $2.1 billion in Q1 2026, $2.3 billion in Q4 2025, and $2.4 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 GE Vernova 251.14 Bn 242.11 Bn 1.78 Bn 15.07 Bn
2 Eaton 153.70 Bn 153.00 Bn 2.65 Bn 38.34 Bn
3 Parker-Hannifin 111.44 Bn 110.97 Bn 2.02 Bn 14.61 Bn
4 Cummins 90.06 Bn 87.33 Bn 2.24 Bn 20.26 Bn
5 Emerson Electric 77.51 Bn 75.74 Bn 2.42 Bn 26.11 Bn
6 Illinois Tool Works 72.86 Bn 72.03 Bn 1.76 Bn 8.13 Bn
7 Ametek 51.86 Bn 51.38 Bn 717.56 Mn 12.03 Bn
8 Rockwell Automation 50.08 Bn 49.71 Bn 1.13 Bn 4.69 Bn
9 Dover 28.99 Bn 27.35 Bn 798.14 Mn 10.78 Bn
10 Otis Worldwide 27.30 Bn 26.54 Bn 2.61 Bn 2.07 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 2.07 Bn
Dec 31, 2025 2.35 Bn
Sep 30, 2025 2.38 Bn
Jun 30, 2025 1.95 Bn
Mar 31, 2025 3.31 Bn
Dec 31, 2024 3.49 Bn
Sep 30, 2024 2.06 Bn
Jun 30, 2024 1.89 Bn
Mar 31, 2024 1.91 Bn
Dec 31, 2023 2.01 Bn
Sep 30, 2023 2.62 Bn
Jun 30, 2023 1.91 Bn
Mar 31, 2023 1.89 Bn
Dec 31, 2022 1.83 Bn
Sep 30, 2022 1.60 Bn
Jun 30, 2022 1.71 Bn
Mar 31, 2022 1.77 Bn
Dec 31, 2021 4.11 Bn
Sep 30, 2021 2.06 Bn
Jun 30, 2021 2.04 Bn