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Side-by-side financial comparison of Otis Worldwide (OTIS) and Principal Financial Group (PFG). Click either name above to swap in a different company.
Principal Financial Group is the larger business by last-quarter revenue ($4.6B vs $3.6B, roughly 1.3× Otis Worldwide). Principal Financial Group runs the higher net margin — 11.3% vs 9.5%, a 1.8% gap on every dollar of revenue. On growth, Otis Worldwide posted the faster year-over-year revenue change (1.0% vs -3.7%). Over the past eight quarters, Principal Financial Group's revenue compounded faster (6.3% CAGR vs -0.5%).
Otis Worldwide Corporation styled as OTIS is an American company that develops, manufactures and markets elevators, escalators, moving walkways, and related equipment.
Principal Financial GroupPFGEarnings & Financial Report
Principal Financial Group, Inc. (PFG) is an American global financial investment management and insurance company headquartered in Des Moines, Iowa, United States.
OTIS vs PFG — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $3.6B | $4.6B |
| Net Profit | $340.0M | $517.0M |
| Gross Margin | — | — |
| Operating Margin | 15.1% | — |
| Net Margin | 9.5% | 11.3% |
| Revenue YoY | 1.0% | -3.7% |
| Net Profit YoY | 750.0% | -42.9% |
| EPS (diluted) | $0.87 | $2.30 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $3.6B | — | ||
| Q4 25 | $3.8B | $4.6B | ||
| Q3 25 | $3.7B | $3.7B | ||
| Q2 25 | $3.6B | $3.7B | ||
| Q1 25 | $3.4B | $3.7B | ||
| Q4 24 | $3.7B | $4.8B | ||
| Q3 24 | $3.5B | $3.0B | ||
| Q2 24 | $3.6B | $4.3B |
| Q1 26 | $340.0M | — | ||
| Q4 25 | $374.0M | $517.0M | ||
| Q3 25 | $374.0M | $213.8M | ||
| Q2 25 | $393.0M | $406.2M | ||
| Q1 25 | $243.0M | $48.1M | ||
| Q4 24 | $337.0M | $905.4M | ||
| Q3 24 | $540.0M | $-220.0M | ||
| Q2 24 | $415.0M | $353.1M |
| Q1 26 | 15.1% | — | ||
| Q4 25 | 15.5% | — | ||
| Q3 25 | 15.9% | — | ||
| Q2 25 | 15.2% | — | ||
| Q1 25 | 12.3% | — | ||
| Q4 24 | 14.4% | — | ||
| Q3 24 | 10.2% | — | ||
| Q2 24 | 15.8% | — |
| Q1 26 | 9.5% | — | ||
| Q4 25 | 9.9% | 11.3% | ||
| Q3 25 | 10.1% | 5.8% | ||
| Q2 25 | 10.9% | 11.1% | ||
| Q1 25 | 7.3% | 1.3% | ||
| Q4 24 | 9.2% | 19.1% | ||
| Q3 24 | 15.2% | -7.3% | ||
| Q2 24 | 11.5% | 8.2% |
| Q1 26 | $0.87 | — | ||
| Q4 25 | $0.95 | $2.30 | ||
| Q3 25 | $0.95 | $0.95 | ||
| Q2 25 | $0.99 | $1.79 | ||
| Q1 25 | $0.61 | $0.21 | ||
| Q4 24 | $0.85 | $3.92 | ||
| Q3 24 | $1.34 | $-0.95 | ||
| Q2 24 | $1.02 | $1.49 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $834.0M | $4.4B |
| Total DebtLower is stronger | $6.9B | $3.9B |
| Stockholders' EquityBook value | — | $11.9B |
| Total Assets | $10.5B | $341.4B |
| Debt / EquityLower = less leverage | — | 0.33× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $834.0M | — | ||
| Q4 25 | $1.1B | $4.4B | ||
| Q3 25 | $840.0M | $5.1B | ||
| Q2 25 | $688.0M | $3.7B | ||
| Q1 25 | $1.9B | $3.9B | ||
| Q4 24 | $2.3B | $4.2B | ||
| Q3 24 | $827.0M | $6.2B | ||
| Q2 24 | $942.0M | $4.8B |
| Q1 26 | $6.9B | — | ||
| Q4 25 | $7.8B | $3.9B | ||
| Q3 25 | $7.7B | $3.9B | ||
| Q2 25 | $7.2B | $3.9B | ||
| Q1 25 | $8.4B | $4.3B | ||
| Q4 24 | $8.3B | $4.0B | ||
| Q3 24 | $6.9B | $3.9B | ||
| Q2 24 | $6.8B | $3.9B |
| Q1 26 | — | — | ||
| Q4 25 | $-5.4B | $11.9B | ||
| Q3 25 | $-5.4B | $11.7B | ||
| Q2 25 | $-5.4B | $11.4B | ||
| Q1 25 | $-5.1B | $11.2B | ||
| Q4 24 | $-4.8B | $11.1B | ||
| Q3 24 | $-4.9B | $11.2B | ||
| Q2 24 | $-5.0B | $11.0B |
| Q1 26 | $10.5B | — | ||
| Q4 25 | $10.7B | $341.4B | ||
| Q3 25 | $10.8B | $334.5B | ||
| Q2 25 | $10.5B | $323.1B | ||
| Q1 25 | $11.2B | $313.0B | ||
| Q4 24 | $11.3B | $313.7B | ||
| Q3 24 | $10.3B | $322.9B | ||
| Q2 24 | $9.9B | $308.8B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.33× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.34× | ||
| Q1 25 | — | 0.39× | ||
| Q4 24 | — | 0.36× | ||
| Q3 24 | — | 0.35× | ||
| Q2 24 | — | 0.36× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $1.7B |
| Free Cash FlowOCF − Capex | $380.0M | — |
| FCF MarginFCF / Revenue | 10.7% | — |
| Capex IntensityCapex / Revenue | 0.9% | — |
| Cash ConversionOCF / Net Profit | — | 3.37× |
| TTM Free Cash FlowTrailing 4 quarters | $1.7B | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $817.0M | $1.7B | ||
| Q3 25 | $374.0M | $1.0B | ||
| Q2 25 | $215.0M | $811.9M | ||
| Q1 25 | $190.0M | $977.3M | ||
| Q4 24 | $690.0M | $1.5B | ||
| Q3 24 | $394.0M | $1.1B | ||
| Q2 24 | $308.0M | $1.4B |
| Q1 26 | $380.0M | — | ||
| Q4 25 | $772.0M | — | ||
| Q3 25 | $337.0M | — | ||
| Q2 25 | $179.0M | — | ||
| Q1 25 | $156.0M | — | ||
| Q4 24 | $651.0M | — | ||
| Q3 24 | $362.0M | — | ||
| Q2 24 | $284.0M | — |
| Q1 26 | 10.7% | — | ||
| Q4 25 | 20.3% | — | ||
| Q3 25 | 9.1% | — | ||
| Q2 25 | 5.0% | — | ||
| Q1 25 | 4.7% | — | ||
| Q4 24 | 17.7% | — | ||
| Q3 24 | 10.2% | — | ||
| Q2 24 | 7.9% | — |
| Q1 26 | 0.9% | — | ||
| Q4 25 | 1.2% | — | ||
| Q3 25 | 1.0% | — | ||
| Q2 25 | 1.0% | — | ||
| Q1 25 | 1.0% | — | ||
| Q4 24 | 1.1% | — | ||
| Q3 24 | 0.9% | — | ||
| Q2 24 | 0.7% | — |
| Q1 26 | — | — | ||
| Q4 25 | 2.18× | 3.37× | ||
| Q3 25 | 1.00× | 4.70× | ||
| Q2 25 | 0.55× | 2.00× | ||
| Q1 25 | 0.78× | 20.32× | ||
| Q4 24 | 2.05× | 1.61× | ||
| Q3 24 | 0.73× | — | ||
| Q2 24 | 0.74× | 4.05× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
OTIS
| Service | $2.2B | 61% |
| New Equipment | $1.1B | 32% |
| Other | $230.0M | 6% |
PFG
| Segment Retirement And Income Solutions | $1.6B | 36% |
| Segment Benefits And Protection | $1.1B | 23% |
| Other | $582.8M | 13% |
| Segment Principal Asset Management | $465.6M | 10% |
| Subsegment Investment Management | $449.4M | 10% |
| Administrative Service | $152.2M | 3% |
| Subsegment International Pension | $91.2M | 2% |
| Segment Corporate | $73.0M | 2% |
| Subsegment Life Insurance | $26.1M | 1% |
| Financial Service Other | $25.1M | 1% |
| Residential Mortgage | $7.4M | 0% |
| Subsegment Specialty Benefits | $3.7M | 0% |
| Deposit Account | $3.4M | 0% |
| Commission Income | $1.8M | 0% |
