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v3.25.2

Segment Reporting - Schedule of Segment Reporting and Geographic Areas (Details) - USD ($) $ in Thousands | 3 Months Ended | 6 Months Ended
--- | --- | ---
Jun. 30, 2025 | Jun. 30, 2024 | Jun. 30, 2025 | Jun. 30, 2024
Revenues: |  |  |  |
Total revenues | $ 589,083 | $ 604,590 | $ 1,148,634 | $ 1,191,771
Reportable Segment |  |  |  |
Revenues: |  |  |  |
Total revenues | 589,083 | 604,590 | 1,148,634 | 1,191,771
Costs of leasing and services: |  |  |  |
Employee SG&A expense | 67,471 | 67,230 | 135,736 | 137,870
Other segment items | 68,130 | 71,923 | 145,398 | 145,070
Adjusted EBITDA | 248,913 | 263,576 | 477,698 | 511,585
Unit leasing and other rental-related | Reportable Segment |  |  |  |
Revenues: |  |  |  |
Leasing | 342,886 | 358,480 | 680,937 | 722,767
VAPS and third party leasing |  |  |  |
Revenues: |  |  |  |
Total revenues | 100,030 | 100,112 | 196,369 | 196,426
VAPS and third party leasing | Reportable Segment |  |  |  |
Revenues: |  |  |  |
Leasing | 100,030 | 100,112 | 196,369 | 196,426
Costs of leasing and services: |  |  |  |
Unit leasing | 18,242 | 16,553 | 34,567 | 33,384
Delivery revenue | Reportable Segment |  |  |  |
Revenues: |  |  |  |
Revenues | 55,384 | 60,223 | 104,419 | 116,409
Costs of leasing and services: |  |  |  |
Cost of sales | 45,081 | 45,642 | 85,636 | 90,155
Installation revenue | Reportable Segment |  |  |  |
Revenues: |  |  |  |
Revenues | 53,068 | 47,924 | 92,694 | 92,100
Costs of leasing and services: |  |  |  |
Cost of sales | 43,073 | 35,528 | 76,314 | 68,857
New units |  |  |  |
Revenues: |  |  |  |
Revenues | 21,620 | 21,378 | 44,057 | 34,877
Total revenues | 21,620 | 21,378 | 44,057 | 34,877
Costs of leasing and services: |  |  |  |
Cost of sales | 13,552 | 13,358 | 28,750 | 21,631
New units | Reportable Segment |  |  |  |
Revenues: |  |  |  |
Revenues | 21,620 | 21,378 | 44,057 | 34,877
Costs of leasing and services: |  |  |  |
Cost of sales | 13,552 | 13,358 | 28,750 | 21,631
Rental units |  |  |  |
Revenues: |  |  |  |
Revenues | 16,095 | 16,473 | 30,158 | 29,192
Total revenues | 16,095 | 16,473 | 30,158 | 29,192
Costs of leasing and services: |  |  |  |
Cost of sales | 7,525 | 9,085 | 15,694 | 15,961
Rental units | Reportable Segment |  |  |  |
Revenues: |  |  |  |
Revenues | 16,095 | 16,473 | 30,158 | 29,192
Costs of leasing and services: |  |  |  |
Cost of sales | 7,525 | 9,085 | 15,694 | 15,961
Unit leasing | Reportable Segment |  |  |  |
Costs of leasing and services: |  |  |  |
Unit leasing | $ 77,096 | $ 81,695 | $ 148,841 | $ 167,258

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