Otis Worldwide's (OTIS) Q2 service segment operating margin miss warrants a more conservative view of the unit over the medium term, RBC Capital Markets said in a Tuesday research report.
A Q2 service margin miss was attributed to mix, while profitability was impacted by higher cost inflation, according to the note.
The brokerage said it expects 2027 organic growth to accelerate with some potential for margin expansion.
The company took the right decision to sacrifice near-term profitability to fix retention and drive more pricing, analysts wrote, adding that they cut 2026 and 2027 adjusted EPS guidance by 5% and 6%, respectively.
The brokerage said it reiterated its outperform rating on the stock and cut its price target to $90 per share from $98.
Price: $74.08, Change: $+0.89, Percent Change: +1.22%