Seasonal Evaluation for Otis Worldwide Corporation (OTIS)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 80.00% | 50.00% | 50.00% | 66.67% |
| Median Return | 7.78% | 1.22% | -3.53% | 7.02% |
| Average Return | 6.00% | 11.34% | 3.64% | 10.56% |
| Maximum Gain | 11.44% | 19.46% | 9.78% | 22.74% |
| Gain Year | 2025 | 2021 | 2020 | 2022 |
| Maximum Loss | -11.62% | -8.16% | -9.77% | -10.90% |
| Loss Year | 2022 | 2022 | 2023 | 2024 |
| Based on the past 5 years (2021-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 72.73% | 50.00% | 63.64% | 58.33% |
| Median Return | 7.78% | -1.21% | 5.46% | 3.22% |
| Average Return | 7.96% | 6.43% | 7.88% | 6.69% |
| Maximum Gain | 22.74% | 19.46% | 19.46% | 22.74% |
| Gain Year | 2022 | 2021 | 2021 | 2022 |
| Maximum Loss | -11.62% | -9.77% | -11.62% | -10.90% |
| Loss Year | 2022 | 2023 | 2022 | 2024 |
| Based on the past 5 years (2021-2025) | ||||