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Side-by-side financial comparison of Otis Worldwide (OTIS) and Workday, Inc. (WDAY). Click either name above to swap in a different company.
Otis Worldwide is the larger business by last-quarter revenue ($3.6B vs $2.4B, roughly 1.5× Workday, Inc.). Workday, Inc. runs the higher net margin — 10.4% vs 9.5%, a 0.8% gap on every dollar of revenue. On growth, Workday, Inc. posted the faster year-over-year revenue change (12.6% vs 1.0%). Workday, Inc. produced more free cash flow last quarter ($550.0M vs $380.0M). Over the past eight quarters, Workday, Inc.'s revenue compounded faster (12.5% 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.
Workday, Inc. is a leading global enterprise cloud software provider that develops and distributes human capital management, financial management, and enterprise resource planning solutions. It caters primarily to mid-sized and large organizations across sectors including education, healthcare, finance, and technology, with operations spanning North America, Europe, and Asia Pacific.
OTIS vs WDAY — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | ||
|---|---|---|
| Revenue | $3.6B | $2.4B |
| Net Profit | $340.0M | $252.0M |
| Gross Margin | — | — |
| Operating Margin | 15.1% | 10.6% |
| Net Margin | 9.5% | 10.4% |
| Revenue YoY | 1.0% | 12.6% |
| Net Profit YoY | 750.0% | 30.6% |
| EPS (diluted) | $0.87 | $0.94 |
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 | $2.4B | ||
| Q3 25 | $3.7B | $2.3B | ||
| Q2 25 | $3.6B | $2.2B | ||
| Q1 25 | $3.4B | $2.2B | ||
| Q4 24 | $3.7B | $2.2B | ||
| Q3 24 | $3.5B | $2.1B | ||
| Q2 24 | $3.6B | $2.0B |
| Q1 26 | $340.0M | — | ||
| Q4 25 | $374.0M | $252.0M | ||
| Q3 25 | $374.0M | $228.0M | ||
| Q2 25 | $393.0M | $68.0M | ||
| Q1 25 | $243.0M | $94.0M | ||
| Q4 24 | $337.0M | $193.0M | ||
| Q3 24 | $540.0M | $132.0M | ||
| Q2 24 | $415.0M | $107.0M |
| Q1 26 | 15.1% | — | ||
| Q4 25 | 15.5% | 10.6% | ||
| Q3 25 | 15.9% | 10.6% | ||
| Q2 25 | 15.2% | 1.7% | ||
| Q1 25 | 12.3% | 3.4% | ||
| Q4 24 | 14.4% | 7.6% | ||
| Q3 24 | 10.2% | 5.3% | ||
| Q2 24 | 15.8% | 3.2% |
| Q1 26 | 9.5% | — | ||
| Q4 25 | 9.9% | 10.4% | ||
| Q3 25 | 10.1% | 9.7% | ||
| Q2 25 | 10.9% | 3.0% | ||
| Q1 25 | 7.3% | 4.3% | ||
| Q4 24 | 9.2% | 8.9% | ||
| Q3 24 | 15.2% | 6.3% | ||
| Q2 24 | 11.5% | 5.4% |
| Q1 26 | $0.87 | — | ||
| Q4 25 | $0.95 | $0.94 | ||
| Q3 25 | $0.95 | $0.84 | ||
| Q2 25 | $0.99 | $0.25 | ||
| Q1 25 | $0.61 | $0.34 | ||
| Q4 24 | $0.85 | $0.72 | ||
| Q3 24 | $1.34 | $0.49 | ||
| Q2 24 | $1.02 | $0.40 |
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 | $6.8B |
| Total DebtLower is stronger | $6.9B | — |
| Stockholders' EquityBook value | — | $8.9B |
| Total Assets | $10.5B | $17.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $834.0M | — | ||
| Q4 25 | $1.1B | $6.8B | ||
| Q3 25 | $840.0M | $8.2B | ||
| Q2 25 | $688.0M | $8.0B | ||
| Q1 25 | $1.9B | $8.0B | ||
| Q4 24 | $2.3B | $7.2B | ||
| Q3 24 | $827.0M | $7.4B | ||
| Q2 24 | $942.0M | $7.2B |
| Q1 26 | $6.9B | — | ||
| Q4 25 | $7.8B | — | ||
| Q3 25 | $7.7B | — | ||
| Q2 25 | $7.2B | — | ||
| Q1 25 | $8.4B | — | ||
| Q4 24 | $8.3B | — | ||
| Q3 24 | $6.9B | — | ||
| Q2 24 | $6.8B | $3.0B |
| Q1 26 | — | — | ||
| Q4 25 | $-5.4B | $8.9B | ||
| Q3 25 | $-5.4B | $9.2B | ||
| Q2 25 | $-5.4B | $8.9B | ||
| Q1 25 | $-5.1B | $9.0B | ||
| Q4 24 | $-4.8B | $8.6B | ||
| Q3 24 | $-4.9B | $8.3B | ||
| Q2 24 | $-5.0B | $8.2B |
| Q1 26 | $10.5B | — | ||
| Q4 25 | $10.7B | $17.8B | ||
| Q3 25 | $10.8B | $18.0B | ||
| Q2 25 | $10.5B | $17.2B | ||
| Q1 25 | $11.2B | $18.0B | ||
| Q4 24 | $11.3B | $16.4B | ||
| Q3 24 | $10.3B | $16.2B | ||
| Q2 24 | $9.9B | $15.9B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.37× |
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 | — | $588.0M |
| Free Cash FlowOCF − Capex | $380.0M | $550.0M |
| FCF MarginFCF / Revenue | 10.7% | 22.6% |
| Capex IntensityCapex / Revenue | 0.9% | 1.6% |
| Cash ConversionOCF / Net Profit | — | 2.33× |
| TTM Free Cash FlowTrailing 4 quarters | $1.7B | $2.6B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $817.0M | $588.0M | ||
| Q3 25 | $374.0M | $616.0M | ||
| Q2 25 | $215.0M | $457.0M | ||
| Q1 25 | $190.0M | $1.1B | ||
| Q4 24 | $690.0M | $406.0M | ||
| Q3 24 | $394.0M | $571.0M | ||
| Q2 24 | $308.0M | $372.0M |
| Q1 26 | $380.0M | — | ||
| Q4 25 | $772.0M | $550.0M | ||
| Q3 25 | $337.0M | $588.0M | ||
| Q2 25 | $179.0M | $421.0M | ||
| Q1 25 | $156.0M | $1.0B | ||
| Q4 24 | $651.0M | $359.0M | ||
| Q3 24 | $362.0M | $516.0M | ||
| Q2 24 | $284.0M | $291.0M |
| Q1 26 | 10.7% | — | ||
| Q4 25 | 20.3% | 22.6% | ||
| Q3 25 | 9.1% | 25.0% | ||
| Q2 25 | 5.0% | 18.8% | ||
| Q1 25 | 4.7% | 46.4% | ||
| Q4 24 | 17.7% | 16.6% | ||
| Q3 24 | 10.2% | 24.7% | ||
| Q2 24 | 7.9% | 14.6% |
| Q1 26 | 0.9% | — | ||
| Q4 25 | 1.2% | 1.6% | ||
| Q3 25 | 1.0% | 1.2% | ||
| Q2 25 | 1.0% | 1.6% | ||
| Q1 25 | 1.0% | 3.9% | ||
| Q4 24 | 1.1% | 2.2% | ||
| Q3 24 | 0.9% | 2.6% | ||
| Q2 24 | 0.7% | 4.1% |
| Q1 26 | — | — | ||
| Q4 25 | 2.18× | 2.33× | ||
| Q3 25 | 1.00× | 2.70× | ||
| Q2 25 | 0.55× | 6.72× | ||
| Q1 25 | 0.78× | 11.83× | ||
| Q4 24 | 2.05× | 2.10× | ||
| Q3 24 | 0.73× | 4.33× | ||
| Q2 24 | 0.74× | 3.48× |
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% |
WDAY
| Subscription Services | $2.2B | 92% |
| Professional Services | $188.0M | 8% |