Otis Worldwide V3 Organic-Preferred Growth

Generated: 2026-07-23

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Company-only V3 scope: AS-led candidates passing the locked relationship contract are automatically approved. Macro, commodity/input-price, and text/commentary signals remain deferred. Historical qualification is recomputed at true same period; forecast timing is handled separately.

Target history: Otis Worldwide Corporation standalone direct target history spans 2020 Q1-2026 Q1. The 5 configured targets each contain 25 quarters and meet the 20-quarter floor but remain below the preferred 32-quarter standard. No predecessor stitching was used.

Sections
Executive SummaryPrimary Overview: Organic GrowthRun Metadata

Executive Summary Back to top

What This Pack Is For

Otis Worldwide target growth is compared with pre-labelled peer, demand, channel/inventory, and upstream company baskets using the V3 AS-led approval universe.

Analysis

  • Organic-growth target vectors come from the governed local target contract, use the declared field/unit transform, preserve unresolved quarters, and are rescored against the AS semantic candidate pool shown here.
  • Each approved source is standardized independently before the equal-weight available-source composite is calculated.
  • A composite requires at least one active approved source. Single-source composites are shown and explicitly identified by their 1/1 breadth; they should be read as lower-confidence signals. Filled markers show full coverage; open markers show valid partial coverage; quarters with no active source are left blank.
  • Primary target and aggregate paths connect between observed points across missing spans for readability, but no observation marker is drawn and missing values remain excluded from scoring.
  • Absolute target growth remains in the card metadata; all visible time-series charts use z-scores so mixed units are never averaged directly.
  • Correlations validate the semantic driver stack; they do not establish causality.

Primary Overview: Organic Growth Back to top

Same-period z-score view. The left chart compares target momentum with the approved available-source composite; the right chart shows the same composite and the strongest bucket-diverse sources. The composite is the equal-weight mean of available approved sources and requires at least one active source. A 1/1 composite is displayed but is explicitly lower breadth than a multi-company signal. Filled markers denote full coverage and open markers denote valid partial coverage. A valid source composite remains visible inside the target-history window even when that target quarter is missing. Primary target and aggregate lines connect between observed points across missing spans without adding points or filling missing values; raw source diagnostics retain their actual gaps. Quarters with no active approved source remain blank. An isolated black diamond, when available, is the latest target NTM/LTM revenue consensus standardized against the displayed target history and positioned four quarters after the latest actual. Organic and quarterly-YoY targets label this explicitly as a revenue-consensus proxy. The marker is display-only and is excluded from scoring. Expand each source diagnostic to inspect every approved company and metric.

Group

sources n=8 / companies n=8Industry growth=3, Downstream demand=2, Upstream input=3minimum composite breadth 1/8active sources at latest target 8/8latest target actual +1.0%latest target z -0.4NTM consensus +6.0%; z +0.7latest composite z -0.2 at 26 Q1partial-coverage observations 4target/composite overlap 25 quarters

Target zTarget zSame-period composite zSame-period composite zTarget NTM revenue proxyTarget NTM revenue proxy-2.5-1.10.41.83.2Target NTM revenue proxy: +6.0%; z +0.72; target quarter 27 Q1; as of 2026-07-15; reported_revenue_proxy_for_organic_growth_target; LTM bbg_ltm_usd_actual, age 0Q20 Q121 Q322 Q424 Q225 Q327 Q1
Composite zComposite zMitsubishi Electric Corp · Segment revenue: EuropeMitsubishi Electric CorpSegment revenue: EuropeJohnson Controls International · Revenue | Total RevenueJohnson Controls Internat…Revenue | Total RevenueArcelorMittal SA · Production (M-mt) — Steel — Brazil (kt)ArcelorMittal SAProduction (M-mt) · Steel…Freeport-McMoRan Inc · Atlantic Copper Smelting & RefinementFreeport-McMoRan IncAtlantic Copper Smelting…Hindalco Industries Ltd · CopperHindalco Industries LtdCopper-3.3-0.91.54.06.417 Q219 Q120 Q422 Q324 Q226 Q1
Segment source diagnostics
target bucket company segment_or_metric universe field source_type corr_obs growth_basis series_obs organic_obs fallback_obs fallback_universe fallback_field fallback_method same_q_corr fdr_q_diagnostic fdr_above_10pct_reference
Group upstream_input ArcelorMittal SA Production (M-mt) — Steel — Brazil (kt) MT NA EQUITY amount_produced_in_weight company_modl_segment 25 relationship_standard_quarterly_yoy 36 0 36 MT NA EQUITY amount_produced_in_weight relationship_standard_quarterly_yoy 0.835721 0.000049 False
Group upstream_input Hindalco Industries Ltd Copper HNDL IS EQUITY shipment_volume company_modl_segment 21 relationship_standard_quarterly_yoy_volume 22 0 22 HNDL IS EQUITY shipment_volume relationship_standard_quarterly_yoy_volume 0.685253 0.007840 False
Group downstream_demand Johnson Controls International Revenue | Total Revenue JCI UN EQUITY is_comp_sales company_reported_metric 25 relationship_standard_quarterly_yoy_revenue 36 0 36 JCI UN EQUITY is_comp_sales relationship_standard_quarterly_yoy_revenue 0.681054 0.002143 False
Group upstream_input Freeport-McMoRan Inc Atlantic Copper Smelting & Refinement FCX UN EQUITY sales_rev_turn company_modl_segment 25 relationship_standard_quarterly_yoy_revenue 36 0 36 FCX UN EQUITY sales_rev_turn relationship_standard_quarterly_yoy_revenue 0.706981 0.002722 False
Group industry_growth KONE Oyj Capital Expenditures KNEBV FH EQUITY cf_cap_expend_prpty_add company_reported_metric 25 relationship_standard_quarterly_yoy_level_growth 32 0 32 KNEBV FH EQUITY cf_cap_expend_prpty_add relationship_standard_quarterly_yoy_level_growth 0.670753 0.003499 False
Group downstream_demand Poly Developments and Holdings Revenue 600048 C1 EQUITY is_comp_sales company_reported_metric 25 relationship_standard_quarterly_yoy_revenue 36 0 36 600048 C1 EQUITY is_comp_sales relationship_standard_quarterly_yoy_revenue 0.415525 0.108452 True
Group industry_growth Mitsubishi Electric Corp Segment revenue: Europe 6503 JT EQUITY sales_rev_turn company_modl_segment 25 relationship_standard_quarterly_yoy_revenue 36 0 36 6503 JT EQUITY sales_rev_turn relationship_standard_quarterly_yoy_revenue 0.818712 0.000027 False
Group industry_growth Hitachi Ltd Segment revenue: Building Systems 6501 JT EQUITY is_rev_including_interseg_rev company_modl_segment 25 relationship_standard_quarterly_yoy_revenue 32 0 32 6501 JT EQUITY is_rev_including_interseg_rev relationship_standard_quarterly_yoy_revenue 0.546563 0.013269 False

Maintenance & Repair

sources n=1 / companies n=1Industry growth=1single-source composite 1/1 (lower breadth)active sources at latest target 1/1latest target actual +4.0%latest target z -0.1latest composite z +0.3 at 26 Q1partial-coverage observations 0target/composite overlap 25 quarters

Target zTarget zSame-period composite zSame-period composite z-3.9-2.3-0.70.92.520 Q121 Q222 Q323 Q324 Q426 Q1
Composite zComposite zKONE Oyj · Service (Previously Maintenance) — Revenue — Constant Currency Growth Rate(%)KONE OyjService (Previously Maint…-3.9-2.3-0.70.92.516 Q218 Q220 Q222 Q124 Q126 Q1
Segment source diagnostics
target bucket company segment_or_metric universe field source_type corr_obs growth_basis series_obs organic_obs fallback_obs fallback_universe fallback_field fallback_method same_q_corr fdr_q_diagnostic fdr_above_10pct_reference
Maintenance & Repair industry_growth KONE Oyj Service (Previously Maintenance) — Revenue — Constant Currency Growth Rate(%) KNEBV FH EQUITY is_organic_growth_rate company_modl_segment 25 direct_organic_growth_rate 40 40 0 0.913037 5.912245e-10 False

Modernization

sources n=0 / companies n=0minimum composite breadth 0/0latest target actual +6.0%latest target z -0.1history 25 quarters

Target zTarget z-2.1-1.00.21.32.520 Q121 Q222 Q323 Q324 Q426 Q1
No candidate passed the true same-period dashboard qualification gates for this target.
Segment source diagnostics
No dashboard-approved relationship rows. The target remains visible because its governed organic-growth vector is score-ready.

New Equipment

sources n=8 / companies n=8Industry growth=3, Downstream demand=2, Upstream input=3minimum composite breadth 1/8active sources at latest target 8/8latest target actual -5.0%latest target z -0.5latest composite z -0.4 at 26 Q1partial-coverage observations 0target/composite overlap 25 quarters

Target zTarget zSame-period composite zSame-period composite z-1.5-0.40.81.93.020 Q121 Q222 Q323 Q324 Q426 Q1
Composite zComposite zHitachi Ltd · Segment revenue: Building SystemsHitachi LtdSegment revenue: Building…Johnson Controls International · Revenue | Total RevenueJohnson Controls Internat…Revenue | Total RevenueFreeport-McMoRan Inc · Segment revenue: CopperFreeport-McMoRan IncSegment revenue: CopperArcelorMittal SA · BrazilArcelorMittal SABrazilMitsubishi Electric Corp · Segment revenue: AsiaMitsubishi Electric CorpSegment revenue: Asia-2.9-0.61.74.06.317 Q219 Q120 Q422 Q324 Q226 Q1
Segment source diagnostics
target bucket company segment_or_metric universe field source_type corr_obs growth_basis series_obs organic_obs fallback_obs fallback_universe fallback_field fallback_method same_q_corr fdr_q_diagnostic fdr_above_10pct_reference
New Equipment industry_growth KONE Oyj Capital Expenditures KNEBV FH EQUITY cf_cap_expend_prpty_add company_reported_metric 25 relationship_standard_quarterly_yoy_level_growth 32 0 32 KNEBV FH EQUITY cf_cap_expend_prpty_add relationship_standard_quarterly_yoy_level_growth 0.552546 0.016720 False
New Equipment downstream_demand Johnson Controls International Revenue | Total Revenue JCI UN EQUITY is_comp_sales company_reported_metric 25 relationship_standard_quarterly_yoy_revenue 36 0 36 JCI UN EQUITY is_comp_sales relationship_standard_quarterly_yoy_revenue 0.579144 0.029006 False
New Equipment upstream_input ArcelorMittal SA Brazil MT NA EQUITY sales_rev_turn company_modl_segment 25 relationship_standard_quarterly_yoy_revenue 36 0 36 MT NA EQUITY sales_rev_turn relationship_standard_quarterly_yoy_revenue 0.755708 0.000662 False
New Equipment downstream_demand Poly Developments and Holdings Revenue 600048 C1 EQUITY is_comp_sales company_reported_metric 25 relationship_standard_quarterly_yoy_revenue 36 0 36 600048 C1 EQUITY is_comp_sales relationship_standard_quarterly_yoy_revenue 0.390496 0.221030 True
New Equipment upstream_input Hindalco Industries Ltd Shipment (Metric Ton) — Copper HNDL IS EQUITY shipment_volume company_modl_segment 25 relationship_standard_quarterly_yoy_volume 26 0 26 HNDL IS EQUITY shipment_volume relationship_standard_quarterly_yoy_volume 0.621135 0.008678 False
New Equipment industry_growth Hitachi Ltd Segment revenue: Building Systems 6501 JT EQUITY is_rev_including_interseg_rev company_modl_segment 25 relationship_standard_quarterly_yoy_revenue 32 0 32 6501 JT EQUITY is_rev_including_interseg_rev relationship_standard_quarterly_yoy_revenue 0.708891 0.001167 False
New Equipment industry_growth Mitsubishi Electric Corp Segment revenue: Asia 6503 JT EQUITY sales_rev_turn company_modl_segment 25 relationship_standard_quarterly_yoy_revenue 36 0 36 6503 JT EQUITY sales_rev_turn relationship_standard_quarterly_yoy_revenue 0.628866 0.006667 False
New Equipment upstream_input Freeport-McMoRan Inc Segment revenue: Copper FCX UN EQUITY sales_rev_turn company_modl_segment 25 relationship_standard_quarterly_yoy_revenue 36 0 36 FCX UN EQUITY sales_rev_turn relationship_standard_quarterly_yoy_revenue 0.765251 0.000662 False

Service

sources n=3 / companies n=3Industry growth=2, Downstream demand=1minimum composite breadth 1/3active sources at latest target 3/3latest target actual +5.0%latest target z +0.1latest composite z -0.2 at 26 Q1partial-coverage observations 3target/composite overlap 25 quarters

Target zTarget zSame-period composite zSame-period composite z-3.6-2.0-0.51.02.620 Q121 Q222 Q323 Q324 Q426 Q1
Composite zComposite zKONE Oyj · Service (Previously Maintenance) — Revenue — Constant Currency Growth Rate(%)KONE OyjService (Previously Maint…Johnson Controls International · Organic Growth (%)Johnson Controls Internat…Organic Growth (%)Schindler Holding AG · Revenue | Total RevenueSchindler Holding AGRevenue | Total Revenue-4.1-2.3-0.61.22.916 Q218 Q220 Q222 Q124 Q126 Q1
Segment source diagnostics
target bucket company segment_or_metric universe field source_type corr_obs growth_basis series_obs organic_obs fallback_obs fallback_universe fallback_field fallback_method same_q_corr fdr_q_diagnostic fdr_above_10pct_reference
Service industry_growth KONE Oyj Service (Previously Maintenance) — Revenue — Constant Currency Growth Rate(%) KNEBV FH EQUITY is_organic_growth_rate company_modl_segment 25 direct_organic_growth_rate 40 40 0 0.922496 9.893153e-10 False
Service industry_growth Schindler Holding AG Revenue | Total Revenue SCHN SE EQUITY is_comp_sales company_reported_metric 25 relationship_standard_quarterly_yoy_revenue 36 0 36 SCHN SE EQUITY is_comp_sales relationship_standard_quarterly_yoy_revenue 0.389842 1.081023e-01 True
Service downstream_demand Johnson Controls International Organic Growth (%) JCI UN EQUITY is_organic_growth_rate company_reported_metric 22 direct_organic_growth_rate 36 36 0 0.862755 2.159348e-06 False

Run Metadata Back to top

Approval policyas_led_auto_approve_v3_exact_rescore
Composite methodequal-weight mean of available individually standardized sources; minimum one active source; 1/1 composites shown as lower breadth
Coverage displayfilled markers for full coverage; open markers for valid partial coverage; valid composites retained through missing target quarters; primary lines connect between observed points without inserting observations or markers
Timingsame period; no lead shifting
Relationship rows20
Companies9