Otis Worldwide (OTIS) Return on Invested Capital [ROIC] (2020 - 2026)
Otis Worldwide (OTIS) recorded Return on Invested Capital [ROIC] of 69.71% in Q2 2026, up 16.08 percentage points from 53.62% a year earlier but down 0.62 percentage points from the prior quarter.
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Analysis
Otis Worldwide (OTIS) Return on Invested Capital [ROIC] (2020 - 2026) Analysis & Trends
For FY2025, Otis Worldwide reported Return on Invested Capital [ROIC] of 52.59%, down 8.60 percentage points from FY2024.
- Annual Return on Invested Capital [ROIC] has a five-year change of +4.21 percentage points (FY2020 to FY2025).
- Across earlier years, Return on Invested Capital [ROIC] came in at 61.18% in FY2024 (-19.19 pp), 80.38% in FY2023 (+32.22 pp), 48.16% in FY2022 (+2.74 pp) and 45.42% in FY2021 (-2.96 pp).
- Quarterly Return on Invested Capital [ROIC] has ranged from 46.16% in Q1 2025 to 84.40% in Q3 2022 over the past five years.
- On a year-over-year basis, Return on Invested Capital [ROIC] has increased for three consecutive quarters, with an average year-over-year change of -4.35 percentage points over the last eight quarters.
- Peak year-over-year performance for Return on Invested Capital [ROIC] in the last five years was a gain of 31.50 percentage points in Q4 2022, against a drop of 36.32 percentage points in Q1 2025 at the low end.
- Per Business Quant, the preceding three quarters came in at 70.32% (Q1 2026), 61.41% (Q4 2025) and 60.79% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Trane Technologies | 102.06 Bn | 96.80 Bn | 2.26 Bn | 24.37% |
| 2 | Johnson Controls International | 94.64 Bn | 92.40 Bn | 2.47 Bn | 10.45% |
| 3 | Comfort Systems Usa | 60.88 Bn | 56.13 Bn | 844.23 Mn | 11.27% |
| 4 | Carrier Global | 45.43 Bn | 40.06 Bn | 1.94 Bn | 6.45% |
| 5 | Otis Worldwide | 24.39 Bn | 20.99 Bn | 1.14 Bn | 69.71% |
| 6 | James Hardie Industries | 14.50 Bn | 13.23 Bn | 548.70 Mn | 2.57% |
| 7 | Masco | 13.48 Bn | 11.58 Bn | 868.00 Mn | 33.91% |
| 8 | Allegion | 13.12 Bn | 11.83 Bn | 517.50 Mn | 17.94% |
| 9 | Carlisle Companies | 13.11 Bn | 9.46 Bn | 568.40 Mn | 17.39% |
| 10 | Lennox International | 12.31 Bn | 12.11 Bn | 539.50 Mn | 29.81% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 69.71% |
| Mar 31, 2026 | 70.32% |
| Dec 31, 2025 | 61.41% |
| Sep 30, 2025 | 60.79% |
| Jun 30, 2025 | 53.62% |
| Mar 31, 2025 | 46.16% |
| Dec 31, 2024 | 57.24% |
| Sep 30, 2024 | 72.55% |
| Jun 30, 2024 | 80.22% |
| Mar 31, 2024 | 82.48% |
| Dec 31, 2023 | 68.36% |
| Sep 30, 2023 | 65.98% |
| Jun 30, 2023 | 74.54% |
| Mar 31, 2023 | 74.20% |
| Dec 31, 2022 | 80.33% |
| Sep 30, 2022 | 84.40% |
| Jun 30, 2022 | 83.21% |
| Mar 31, 2022 | 51.17% |
| Dec 31, 2021 | 48.83% |
| Sep 30, 2021 | 66.55% |
API Access
Otis Worldwide Return on Invested Capital [ROIC] 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=return-on-invested-capital-%5Broic%5D&ticker=OTIS&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "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=return-on-invested-capital-%5Broic%5D&ticker=OTIS&period=max&api_key=YOUR_API_KEY");
const data = await res.json();