Non-Current Assets

Tax Credit Carryforward Valuation Allowance

Otis Worldwide Tax Credit Carryforward Valuation Allowance increased by 2.4% to $256.00M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 2.4%, from $250.00M to $256.00M. Over 5 years (FY 2020 to FY 2025), Tax Credit Carryforward Valuation Allowance shows relatively stable performance with a 1.1% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.

Analysis

StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryRisk
SignalLower is better
VolatilityStable
First reportedQ4 2016
Last reportedQ4 2025

How to read this metric

An increase signals management's reduced confidence in utilizing tax credits, while a decrease suggests improved prospects for tax savings.

Detailed definition

This is a contra-asset account established against deferred tax assets related to tax credit carryforwards when it is mo...

Peer comparison

Varies significantly based on profitability and tax jurisdiction; peers with stable earnings typically maintain lower valuation allowances.

Metric ID: tax_credit_carryforward_valuation_allowance

Historical Data

5 periods
 Q4 '21Q4 '22Q4 '23Q4 '24Q4 '25
Value$247.00M$240.00M$239.00M$250.00M$256.00M
QoQ Change-2.8%-0.4%+4.6%+2.4%
YoY Change-2.8%-0.4%+4.6%+2.4%
Range$239.00M$256.00M
CAGR+3.6%
Avg YoY Growth+0.9%
Median YoY Growth+1.0%
Current Streak2 quarters growth

Frequently Asked Questions

What is Otis Worldwide's tax credit carryforward valuation allowance?
Otis Worldwide (OTIS) reported tax credit carryforward valuation allowance of $256.00M in Q4 2025.
How has Otis Worldwide's tax credit carryforward valuation allowance changed year-over-year?
Otis Worldwide's tax credit carryforward valuation allowance increased by 2.4% year-over-year, from $250.00M to $256.00M.
What is the long-term trend for Otis Worldwide's tax credit carryforward valuation allowance?
Over 5 years (2020 to 2025), Otis Worldwide's tax credit carryforward valuation allowance has grown at a 1.1% compound annual growth rate (CAGR), from $242.00M to $256.00M.
What does tax credit carryforward valuation allowance mean?
A reserve account reducing the value of tax credits that the company may not be able to use.