REVENUE (Tables)
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12 Months Ended |
Dec. 31, 2025 |
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| Revenue from Contract with Customer [Abstract] |
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| Schedule of Revenue from External Customers by Geographic Areas |
The following tables disaggregate our revenue recognized by primary geographical market by our business segments.
| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | 2025 | | (In millions) | | FMS | | SCS | | DTS | | Eliminations | | Total | | United States | | $ | 5,548 | | | $ | 4,830 | | | $ | 2,343 | | | $ | (939) | | | $ | 11,782 | | | Canada | | 297 | | | 294 | | | — | | | (43) | | | 548 | | | | | | | | | | | | | | Mexico | | — | | | 335 | | | — | | | — | | | 335 | | | Total revenue | | $ | 5,845 | | | $ | 5,459 | | | $ | 2,343 | | | $ | (982) | | | $ | 12,665 | |
| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | 2024 | | (In millions) | | FMS | | SCS | | DTS | | Eliminations | | Total | | United States | | $ | 5,585 | | | $ | 4,697 | | | $ | 2,446 | | | $ | (955) | | | $ | 11,773 | | | Canada | | 303 | | | 278 | | | — | | | (43) | | | 538 | | | | | | | | | | | | | | Mexico | | — | | | 325 | | | — | | | — | | | 325 | | | Total revenue | | $ | 5,888 | | | $ | 5,300 | | | $ | 2,446 | | | $ | (998) | | | $ | 12,636 | |
| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | 2023 | | (In millions) | | FMS | | SCS | | DTS | | Eliminations | | Total | | United States | | $ | 5,616 | | | $ | 4,295 | | | $ | 1,785 | | | $ | (764) | | | $ | 10,932 | | | Canada | | 314 | | | 267 | | | — | | | (43) | | | 538 | | | Mexico | | — | | | 313 | | | — | | | — | | | 313 | | | Total revenue | | $ | 5,930 | | | $ | 4,875 | | | $ | 1,785 | | | $ | (807) | | | $ | 11,783 | |
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| Schedule of Disaggregation of Revenue |
Our FMS revenue disaggregated by line of service is as follows:
| | | | | | | | | | | | | | | | | | | | | | | | | (In millions) | | 2025 | | 2024 | | 2023 | | ChoiceLease | | $ | 3,510 | | | $ | 3,446 | | | $ | 3,181 | | | Commercial rental | | 937 | | | 976 | | | 1,178 | | | SelectCare and other | | 680 | | | 694 | | | 694 | | | Fuel services revenue | | 718 | | | 772 | | | 877 | | | Fleet Management Solutions | | $ | 5,845 | | | $ | 5,888 | | | $ | 5,930 | |
Our SCS business segment included revenue from the following industries: | | | | | | | | | | | | | | | | | | | | | | | | | (In millions) | | 2025 | | 2024 | | 2023 | | Omnichannel retail | | $ | 1,878 | | | $ | 1,726 | | | $ | 1,757 | | | Automotive | | 1,542 | | | 1,580 | | | 1,600 | | | Consumer packaged goods | | 1,213 | | | 1,182 | | | 965 | | | Industrial and other | | 826 | | | 812 | | | 553 | | | Total SCS revenue | | $ | 5,459 | | | $ | 5,300 | | | $ | 4,875 | |
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| Schedule of Changes in Contract Liability |
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: | | | | | | | | | | | | | | | | | | | | | | | | | (In millions) | | 2025 | | 2024 | | 2023 | | Balance as of beginning of period | | $ | 600 | | | $ | 545 | | | $ | 544 | | | Recognized as revenue during period from beginning balance | | (159) | | | (174) | | | (166) | | | Consideration deferred during period, net | | 240 | | | 231 | | | 168 | | | Foreign currency translation adjustment and other | | 3 | | | (2) | | | (1) | | | Balance as of end of period | | $ | 684 | | | $ | 600 | | | $ | 545 | |
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| Schedule of Amortization Expense |
The sales commission and setup costs capitalized as of the period ended and the amortization expense for the years ended were as follows: | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | December 31, | | Amortization expense | (In millions) | | 2025 | | 2024 | | 2025 | | 2024 | | 2023 | Sales commissions | | $ | 102 | | | $ | 109 | | | $ | 41 | | | $ | 46 | | | $ | 47 | | Contract origination costs | | $ | 83 | | | $ | 75 | | | $ | 31 | | | $ | 34 | | | $ | 30 | |
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