GROSSPATTERN / FUNDAMENTAL STATE / POINT IN TIME

OTIS · Sep 30, 2026

Otis Worldwide Corp. A multidimensional configuration derived from the filing available at this observation—never a composite score or recommendation.

STATE CAPABILITYLEVEL 4[email protected]

Inspectable configuration

State dimensions

Filing0001781335-26-000127General Corporate

Debt relative to revenue85thOwn-history percentile · N=20

Evidence method

Level · gp.fundamentals.debt_to_revenue

210.35% · OPTIONAL · VALID

Capex intensity70thOwn-history percentile · N=20

Evidence method

Level · gp.fundamentals.capex_revenue_ratio

1.00% · OPTIONAL · VALID

Operating cash generation35thOwn-history percentile · N=20

Evidence method

Ratio · gp.fundamentals.operating_cash_flow + gp.fundamentals.revenue

8.61% · OPTIONAL · VALID

Revenue growth75thOwn-history percentile · N=20

Evidence method

Yoy · gp.fundamentals.revenue

6.07% · CORE · VALID

Inventory pressure65thOwn-history percentile · N=20

Evidence method

Level · gp.fundamentals.inventory_revenue_ratio

17.60% · OPTIONAL · VALID

Operating margin90thOwn-history percentile · N=20

Evidence method

Level · gp.fundamentals.operating_margin

15.84% · CORE · VALID

R&D intensity25thOwn-history percentile · N=20

Evidence method

Ratio · gp.fundamentals.rnd + gp.fundamentals.revenue

1.02% · OPTIONAL · VALID

SBC intensity40thOwn-history percentile · N=20

Evidence method

Level · gp.fundamentals.sbc_revenue_ratio

0.46% · OPTIONAL · VALID

As-filed lineage

Fundamental state history

Each observation is tied to the filing and facts available at that report date. Amendments remain separate.

History12 statesSelf-history eligible

Mar 31, 20210/8 normalizedLevel 3 Jun 30, 20210/8 normalizedLevel 3 Sep 30, 20210/8 normalizedLevel 3 Dec 31, 20210/8 normalizedLevel 3 Mar 31, 20227/8 normalizedLevel 3 Jun 30, 20227/8 normalizedLevel 3 Sep 30, 20227/8 normalizedLevel 3 Dec 31, 20227/8 normalizedLevel 3 Mar 31, 20238/8 normalizedLevel 3 Jun 30, 20238/8 normalizedLevel 3 Sep 30, 20238/8 normalizedLevel 3 Sep 30, 20268/8 normalizedLevel 4

Period transition

What moved in the state?

Balance Sheet Leverage Decreased

Previous: 213.16%
Current: 210.35%
Delta: -2.82%

Capex Intensity Decreased

Previous: 1.14%
Current: 1.00%
Delta: -0.14%

Cash Generation Increased

Previous: 6.92%
Current: 8.61%
Delta: 1.69%

Growth Decreased

Previous: 7.34%
Current: 6.07%
Delta: -1.27%

Inventory Pressure Decreased

Previous: 17.78%
Current: 17.60%
Delta: -0.17%

Profitability Increased

Previous: 14.90%
Current: 15.84%
Delta: 0.94%

R And D Intensity Increased

Previous: 1.01%
Current: 1.02%
Delta: 0.01%

Sbc Intensity Decreased

Previous: 0.52%
Current: 0.46%
Delta: -0.06%

Self-history only

Previous similar states

Similarity compares compatible valid dimensions from this issuer's own point-in-time history. No market-return claim is attached.

Sep 30, 2025

Similarity: 82%
Compared: 8 dimensions
Coverage: 100%

Growth 8.3 · Profitability 5.0 · Sbc Intensity 40.0 · Capex Intensity 0.0 · Cash Generation 10.0 · R And D Intensity 20.0 · Inventory Pressure 15.0 · Balance Sheet Leverage 10.0

Sep 30, 2023

Similarity: 82%
Compared: 8 dimensions
Coverage: 100%

Growth 25.0 · Profitability 10.0 · Sbc Intensity 11.4 · Capex Intensity 27.1 · Cash Generation 13.6 · R And D Intensity 17.9 · Inventory Pressure 22.1 · Balance Sheet Leverage 7.9

Mar 31, 2024

Similarity: 76%
Compared: 8 dimensions
Coverage: 100%

Growth 33.3 · Profitability 3.8 · Sbc Intensity 16.3 · Capex Intensity 32.5 · Cash Generation 35.0 · R And D Intensity 6.3 · Inventory Pressure 27.5 · Balance Sheet Leverage 3.8

Mar 31, 2023

Similarity: 73%
Compared: 8 dimensions
Coverage: 100%

Growth 37.5 · Profitability 6.7 · Sbc Intensity 1.7 · Capex Intensity 61.7 · Cash Generation 18.3 · R And D Intensity 16.7 · Inventory Pressure 1.7 · Balance Sheet Leverage 1.7

Jun 30, 2026

Similarity: 72%
Compared: 8 dimensions
Coverage: 100%

Growth 10.0 · Profitability 55.0 · Sbc Intensity 35.0 · Capex Intensity 30.0 · Cash Generation 20.0 · R And D Intensity 15.0 · Inventory Pressure 10.0 · Balance Sheet Leverage 10.0

Research Graph

Related governed research

Analogous To · OTIS state analogue 1 →Analogous To · OTIS state analogue 2 →Analogous To · OTIS state analogue 5 →Analogous To · OTIS state analogue 3 →Analogous To · OTIS state analogue 4 →Derived From · OTIS Company Quality Vector →Has State · Otis Worldwide Corp →Transitioned To · OTIS BALANCE_SHEET_LEVERAGE_DECREASED →Transitioned To · OTIS CAPEX_INTENSITY_DECREASED →Transitioned To · OTIS CASH_GENERATION_INCREASED →Transitioned To · OTIS GROWTH_DECREASED →Transitioned To · OTIS INVENTORY_PRESSURE_DECREASED →

Method Percentiles and historical matches use only observations available at each point in time. Missing dimensions remain missing. Public price outcomes and cross-market analogues are deliberately absent.