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| Date | Value |
|---|---|
| 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 |