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REVENUE (Tables) | 3 Months Ended
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Mar. 31, 2025
Revenue from Contract with Customer [Abstract] |
Schedule of Revenue from External Customers by Geographic Areas | The following tables disaggregate our revenue recognized by primary geographical market by our reportable business segments, by FMS product line and by SCS industry. Primary Geographical Markets
|  | Three months ended March 31, 2025
(In millions) |  | FMS |  | SCS |  | DTS |  | Eliminations |  | Total
United States |  | $ | 1,375 |  |  | $ | 1,183 |  |  | $ | 602 |  |  | $ | (238) |  |  | $ | 2,922 |
Canada |  | 72 |  |  | 72 |  |  | — |  |  | (11) |  |  | 133 |
Mexico |  | — |  |  | 76 |  |  | — |  |  | — |  |  | 76 |
Total revenue |  | $ | 1,447 |  |  | $ | 1,331 |  |  | $ | 602 |  |  | $ | (249) |  |  | $ | 3,131 |
|  | Three months ended March 31, 2024
(In millions) |  | FMS |  | SCS |  | DTS |  | Eliminations |  | Total
United States |  | $ | 1,380 |  |  | $ | 1,151 |  |  | $ | 563 |  |  | $ | (211) |  |  | $ | 2,883 |
Canada |  | 75 |  |  | 71 |  |  | — |  |  | (11) |  |  | 135 |
Mexico |  | — |  |  | 80 |  |  | — |  |  | — |  |  | 80 |
Total revenue |  | $ | 1,455 |  |  | $ | 1,302 |  |  | $ | 563 |  |  | $ | (222) |  |  | $ | 3,098 |
Schedule of Disaggregation of Revenue | Our FMS revenue disaggregated by product line is as follows:
|  | Three months ended March 31,
(In millions) |  | 2025 |  | 2024
ChoiceLease |  | $ | 867 |  |  | $ | 842 |
Commercial rental |  | 219 |  |  | 231 |
SelectCare and other |  | 174 |  |  | 178 |
Fuel services revenue |  | 187 |  |  | 204 |
Total FMS revenue |  | $ | 1,447 |  |  | $ | 1,455 |
Our SCS business segment included revenue from the following industries:
|  | Three months ended March 31,
(In millions) |  | 2025 |  | 2024
Omnichannel retail |  | $ | 434 |  |  | $ | 417 |
Automotive |  | 395 |  |  | 406 |
Consumer packaged goods |  | 302 |  |  | 290 |
Industrial and other |  | 200 |  |  | 189 |
Total SCS revenue |  | $ | 1,331 |  |  | $ | 1,302 |
Schedule of Deferred Revenue | The following table includes the changes in deferred revenue due to the collection and deferral of cash or the satisfaction of our performance obligation under the contract:
|  | Three months ended March 31,
(In millions) |  | 2025 |  | 2024
Balance as of January 1 |  | $ | 600 |  |  | $ | 545 |
Recognized as revenue during period from beginning balance |  | (53) |  |  | (61) |
Consideration deferred during period, net |  | 65 |  |  | 69 |
Foreign currency translation adjustment and other |  | 1 |  |  | — |
Balance as of end of period |  | $ | 613 |  |  | $ | 553 |

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