Otis Worldwide (OTIS) Invested Capital (2019 - 2026)
Otis Worldwide (OTIS) posted Invested Capital of $2.69 billion for Q2 2026, up 8.4% from $2.48 billion a year earlier and up 16.4% from the prior quarter.
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Analysis
Otis Worldwide (OTIS) Invested Capital (2019 - 2026) Analysis & Trends
For FY2025, Otis Worldwide's Invested Capital came in at $2.56 billion, down 27.6% from FY2024.
- Annual Invested Capital shows a five-year compound annual growth rate of 0.0% (FY2020 to FY2025).
- In prior years, Otis Worldwide's Invested Capital was $3.54 billion in FY2024 (+73.2%), $2.04 billion in FY2023 (+3.8%), $1.97 billion in FY2022 (-52.3%) and $4.13 billion in FY2021 (+60.8%).
- The Q2 2026 figure stands as the highest quarterly Invested Capital since Q1 2025.
- On a year-over-year basis, Invested Capital increased in five of the last eight quarters, with growth averaging 13.3%.
- The strongest year-over-year quarter for Invested Capital in the past five years was Q4 2024, with growth of 73.2%; the weakest was Q4 2022, with a decline of 52.3%.
- According to Business Quant data, Invested Capital for the three prior quarters was $2.31 billion (Q1 2026), $2.56 billion (Q4 2025) and $2.66 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Trane Technologies | 92.12 Bn | 86.76 Bn | 2.38 Bn | 13.35 Bn |
| 2 | Johnson Controls International | 85.49 Bn | 85.52 Bn | 2.71 Bn | - |
| 3 | Carrier Global | 43.38 Bn | 38.12 Bn | 1.90 Bn | 21.90 Bn |
| 4 | Comfort Systems Usa | 38.65 Bn | 32.60 Bn | 934.48 Mn | 3.38 Bn |
| 5 | Otis Worldwide | 29.75 Bn | 26.31 Bn | 1.16 Bn | 2.85 Bn |
| 6 | James Hardie Industries | 16.90 Bn | 16.08 Bn | 562.40 Mn | 10.74 Bn |
| 7 | Masco | 16.35 Bn | 14.41 Bn | 720.00 Mn | 2.80 Bn |
| 8 | Allegion | 15.98 Bn | 14.60 Bn | 548.20 Mn | 4.20 Bn |
| 9 | Carlisle Companies | 15.35 Bn | 12.26 Bn | 494.90 Mn | 4.33 Bn |
| 10 | Madison Air Solutions | 12.59 Bn | 9.25 Bn | 422.70 Mn | 9.03 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 2.85 Bn |
| Jun 30, 2026 | 2.88 Bn |
| Mar 31, 2026 | 2.31 Bn |
| Dec 31, 2025 | 2.56 Bn |
| Sep 30, 2025 | 2.73 Bn |
| Jun 30, 2025 | 2.48 Bn |
| Mar 31, 2025 | 3.35 Bn |
| Dec 31, 2024 | 3.54 Bn |
| Sep 30, 2024 | 2.43 Bn |
| Jun 30, 2024 | 2.25 Bn |
| Mar 31, 2024 | 1.94 Bn |
| Dec 31, 2023 | 2.04 Bn |
| Sep 30, 2023 | 2.67 Bn |
| Jun 30, 2023 | 2.11 Bn |
| Mar 31, 2023 | 2.00 Bn |
| Dec 31, 2022 | 1.97 Bn |
| Sep 30, 2022 | 1.70 Bn |
| Jun 30, 2022 | 1.80 Bn |
| Mar 31, 2022 | 1.82 Bn |
| Dec 31, 2021 | 4.13 Bn |
API Access
Otis Worldwide Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=OTIS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "OTIS", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=OTIS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();