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Otis Worldwide (OTIS) - 2025 Q4 - Earnings Call Transcript
2026-01-28 14:32
Otis Worldwide (NYSE:OTIS) Q4 2025 Earnings call January 28, 2026 08:30 AM ET Company ParticipantsCristina Méndez - Executive Vice President and CFOJudy Marks - Chair, CEO and PresidentConference Call ParticipantsChris Snyder - AnalystJeff Sprague - AnalystJoe O'Dea - AnalystJulian Mitchell - AnalystNick Housden - AnalystNigel Coe - AnalystPhilip Buller - AnalystRob Quartaro - AnalystRob Wertheimer - AnalystSteve Tusa - AnalystNone - AnalystOperatorGood morning, and welcome to Otis's fourth quarter 2025 ear ...
Otis Worldwide (OTIS) - 2025 Q4 - Earnings Call Transcript
2026-01-28 14:30
Otis Worldwide (NYSE:OTIS) Q4 2025 Earnings call January 28, 2026 08:30 AM ET Speaker2Good morning, and welcome to Otis's fourth quarter 2025 earnings conference call. This call is being carried live on the internet and recorded for replay. Presentation materials are available from download from Otis's website at www.otis.com. I'll now turn it over to Rob Cartero, Vice President of Investor Relations. Please go ahead.Speaker3Thank you, Krista. Welcome to Otis's fourth quarter 2025 earnings conference call. ...
中信建投:机器人供应链海外产能规划推进 建议聚焦优质环节
Zheng Quan Shi Bao Wang· 2025-12-15 23:58
人民财讯12月16日电,中信建投(601066)研报称,人形机器人方面,机器人供应链海外产能规划推 进,建议聚焦优质环节。T审厂稳步推进,机器人供应链海外产能建设持续,量产脚步渐行渐近,Gen3 的定点与定型仍然是当前时点的核心关注,板块有望逐步去伪存真。此外,特朗普政府聚焦机器人领域 发展,进一步提高美国机器人产业发展的战略高度,后续国内相关政策也值得期待,机器人领域中美共 振局面有望持续。前期板块回调较为充分,后续Gen3定点、新品发布、宇树IPO进展等事件催化值得重 点关注,底部建议聚焦优质环节,把握确定性和灵巧手等核心变化。 ...
中信建投:政策积极推动具身智能产业发展,国产链表现值得期待
Xin Lang Cai Jing· 2025-10-27 00:07
Core Viewpoint - Tesla's Q3 performance report has garnered significant attention, with a slight delay in the Gen3 launch being considered normal for new products with high variability [1] Group 1: Tesla's Q3 Performance - The Q3 earnings call was more positive compared to previous ones, showcasing new developments such as the ability to operate autonomously over a larger area [1] - For the first time, the earnings report presented progress on mass production lines, enhancing long-term production expectations [1] Group 2: Industry Outlook - Domestic policies are positively supporting the development of the entire intelligent robotics industry chain, with promising performance expected from domestic supply chains [1] - The humanoid robot industry trend remains favorable, focusing on companies with certainty in the T-chain and domestic supply chains, while also paying attention to new developments in areas like dexterous hands [1]
中信建投:特斯拉GEN3预计于2026Q1发布,政策积极推动具身智能产业发展
Ge Long Hui A P P· 2025-10-26 23:54
格隆汇10月27日|中信建投指出,特斯拉Q3业绩会引起广泛关注,尽管Gen3发布时间较此前预期略有 推迟,但对于变动较大的新品来说2个月左右的延迟属正常现象,且本次业绩会相较此前更为积极,同 时有新的变化,比如可以在更大范围内自主运行,首次在财报里呈现量产产线进展,并打开长期量产预 期。此外,国内政策积极表态利好具身智能全产业链发展,国产链表现值得期待。中信建投依然看好人 形机器人产业趋势,聚集T链和国产链确定性的企业,同时关注灵巧手等环节新变化。 ...