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 (+32.03 pp), 48.35% in FY2022 (+2.76 pp) and 45.59% in FY2021 (-2.80 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 31.32 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 | 88.43 Bn | 83.04 Bn | 2.38 Bn | 25.73% |
| 2 | Johnson Controls International | 81.95 Bn | 79.68 Bn | 2.47 Bn | 10.45% |
| 3 | Carrier Global | 43.09 Bn | 37.47 Bn | 1.90 Bn | -4.60% |
| 4 | Comfort Systems Usa | 35.64 Bn | 29.60 Bn | 934.48 Mn | 15.98% |
| 5 | Otis Worldwide | 30.11 Bn | 26.50 Bn | 1.16 Bn | 62.19% |
| 6 | James Hardie Industries | 16.21 Bn | 15.14 Bn | 562.40 Mn | 4.61% |
| 7 | Masco | 16.11 Bn | 13.92 Bn | 720.00 Mn | 35.31% |
| 8 | Allegion | 15.72 Bn | 14.35 Bn | 548.20 Mn | 18.36% |
| 9 | Carlisle Companies | 14.80 Bn | 11.71 Bn | 494.90 Mn | 17.80% |
| 10 | Lennox International | 11.75 Bn | 11.57 Bn | 497.20 Mn | 27.61% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 62.19% |
| Jun 30, 2026 | 67.18% |
| Mar 31, 2026 | 70.32% |
| Dec 31, 2025 | 60.61% |
| Sep 30, 2025 | 59.98% |
| 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 | 51.38% |
| Dec 31, 2021 | 49.02% |
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();