Tariffs, China, and a Dividend Hike | OTIS Q1 25 Update

Otis Worldwide (OTIS) just reported Q1 2025 earnings—and the stock dropped 7% on the results. Despite solid performance in its service segment, new equipment sales in China are falling fast, and tariff pressure is beginning to weigh on the outlook. In this video, I break down: What Otis delivered in Q1 and how the market responded The growing macro and political risks facing the China segment How management is handling the impact of U.S. tariffs The trajectory of the dividend and buyback program Why I’m downgrading the stock from Buy to Hold—for now 📘 My full research archive on Seeking Alpha: https://seekingalpha.com/author/michael-duke/analysis 💰 Get $30 OFF Seeking Alpha Premium: https://www.sahg6dtr.com/44SQ45J/R74QP/ 🔒 Disclosure: This video includes affiliate links to Seeking Alpha. If you sign up or make a purchase, I may earn a commission at no extra cost to you. Although I contribute research to Seeking Alpha, the opinions and analysis presented here are entirely my own. This video is not sponsored by Seeking Alpha. ⚠️ Disclaimer: This video is for informational purposes only and does not constitute financial advice. Always do your own research before making any investment decisions. 👍 Like the video 📩 Subscribe for more weekly stock and macro coverage 💬 Drop a comment—Do you think the China risk is priced in for Otis?