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v3.26.1

Revenue Recognition (Tables) | 6 Months Ended
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Jun. 30, 2026
Revenue from Contract with Customer [Abstract] |
Schedule of Accounting Guidance for the Company’s Revenues | The following summarizes the applicable accounting guidance for the Company’s revenues for the three and six months ended June 30, 2026 and 2025 (in millions):
| Three Months Ended June 30,
| 2026 |  | 2025
| Topic 842 |  | Topic 606 |  | Total |  | Topic 842 |  | Topic 606 |  | Total
Revenues: |  |  |  |  |  |  |  |  |  |  |
Equipment rental | $ | 962 |  |  | $ | — |  |  | $ | 962 |  |  | $ | 777 |  |  | $ | — |  |  | $ | 777 |
Other rental revenue: |  |  |  |  |  |  |  |  |  |  |
Delivery and pick-up | — |  |  | 72 |  |  | 72 |  |  | — |  |  | 60 |  |  | 60 |
Other | 38 |  |  | — |  |  | 38 |  |  | 33 |  |  | — |  |  | 33 |
Total other rental revenues | 38 |  |  | 72 |  |  | 110 |  |  | 33 |  |  | 60 |  |  | 93 |
Total equipment rental | 1,000 |  |  | 72 |  |  | 1,072 |  |  | 810 |  |  | 60 |  |  | 870 |
Sales of rental equipment | — |  |  | 110 |  |  | 110 |  |  | — |  |  | 106 |  |  | 106 |
Sales of new equipment, parts and supplies | — |  |  | 12 |  |  | 12 |  |  | — |  |  | 17 |  |  | 17 |
Service and other revenues | — |  |  | 10 |  |  | 10 |  |  | — |  |  | 9 |  |  | 9 |
Total revenues | $ | 1,000 |  |  | $ | 204 |  |  | $ | 1,204 |  |  | $ | 810 |  |  | $ | 192 |  |  | $ | 1,002 |
| Six Months Ended June 30,
| 2026 |  | 2025
| Topic 842 |  | Topic 606 |  | Total |  | Topic 842 |  | Topic 606 |  | Total
Revenues: |  |  |  |  |  |  |  |  |  |  |
Equipment rental | $ | 1,846 |  |  | $ | — |  |  | $ | 1,846 |  |  | $ | 1,443 |  |  | $ | — |  |  | $ | 1,443 |
Other rental revenue: |  |  |  |  |  |  |  |  |  |  |
Delivery and pick-up | — |  |  | 134 |  |  | 134 |  |  | — |  |  | 108 |  |  | 108 |
Other | 73 |  |  | — |  |  | 73 |  |  | 58 |  |  | — |  |  | 58 |
Total other rental revenues | 73 |  |  | 134 |  |  | 207 |  |  | 58 |  |  | 108 |  |  | 166 |
Total equipment rental | 1,919 |  |  | 134 |  |  | 2,053 |  |  | 1,501 |  |  | 108 |  |  | 1,609 |
Sales of rental equipment | — |  |  | 248 |  |  | 248 |  |  | — |  |  | 211 |  |  | 211 |
Sales of new equipment, parts and supplies | — |  |  | 25 |  |  | 25 |  |  | — |  |  | 28 |  |  | 28 |
Service and other revenues | — |  |  | 17 |  |  | 17 |  |  | — |  |  | 15 |  |  | 15 |
Total revenues | $ | 1,919 |  |  | $ | 424 |  |  | $ | 2,343 |  |  | $ | 1,501 |  |  | $ | 362 |  |  | $ | 1,863 |
Schedule of Disaggregation of Revenue | The Company sells its used rental equipment, new equipment, parts and supplies. Revenues recorded for each category are as follows (in millions):
| Three Months Ended June 30, |  | Six Months Ended June 30,
| 2026 |  | 2025 |  | 2026 |  | 2025
Sales of rental equipment | $ | 110 |  |  | $ | 106 |  |  | $ | 248 |  |  | $ | 211 |
Sales of new equipment | 4 |  |  | 7 |  |  | 10 |  |  | 12 |
Sales of parts and supplies | 8 |  |  | 10 |  |  | 15 |  |  | 16 |
Total | $ | 122 |  |  | $ | 123 |  |  | $ | 273 |  |  | $ | 239 |

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