v3.26.1
Revenues and Costs from Leases
6 Months Ended
Jun. 30, 2026
Leases [Abstract]  
Revenues and Costs from Leases Revenues and Costs from Leases
The Company recognizes two types of revenue: (i) revenue from leases and (ii) revenue from contracts with customers.

The Company's operating leases for vehicle rentals have rental periods that are typically short term in nature. Rental charges are computed on a limited or unlimited mileage rate, or on a time rate plus a mileage charge. In connection with the vehicle rental, the Company offers supplemental equipment rentals (e.g., child seats and ski racks) which are deemed lease components. The Company also offers value-added services in connection with the vehicle rental, which are deemed non-lease components, such as loss or collision damage waiver, theft protection, liability and personal accident/effects insurance coverage, premium emergency roadside service and satellite radio. Additionally, the Company charges for variable services primarily consisting of tolls, refueling and recharging and collections for vehicle damage during the rental period. The Company combines lease and non-lease components in its contracts under ASC 842, Lease Accounting ("Topic 842"), when permissible.
The Company recognizes other revenues from contracts with its customers under ASC 606, Revenue from Contracts with Customers ("Topic 606"), which primarily consists of fees generated from franchise agreements and revenues associated with the Company's retail car sales operations.

The following table summarizes the amount of operating lease income and other income sources included in total revenues in the accompanying unaudited condensed consolidated statements of operations:
Three Months Ended
June 30,
Six Months Ended
June 30,
(In millions)2026202520262025
Operating lease income from vehicle rentals$2,143 $1,980 $3,931 $3,614 
Variable operating lease income187 148 341 270 
Revenues from leases accounted for under Topic 8422,330 2,128 4,272 3,884 
Other revenues accounted for under Topic 60666 57 128 114 
Total revenues$2,396 $2,185 $4,400 $3,998 
Lease Costs (as Lessee)

In the second quarter of 2026, the Company sold and leased back certain real estate associated with sites in its Americas RAC segment. The table below reflects certain results of these transactions ($ in millions). See Note 3, "Divestitures," for additional information.
Period of SaleLocation TypeLease ClassificationLease TermsFuture Minimum Payments
April 2026Operating site
Operating lease(1)
18 years$19 
June 2026Operating site
Operating lease(1)
< one year
— 
June 2026Operating sites
Operating lease(1)
13 years22 
June 2026Operating site
Operating lease(1)
15 years12 
June 2026
Various(2)
Various(3)
15 years29 
June 2026Operating sites
Operating lease(1)
20 years43 
June 2026Operating site
Various(3)
20 years24 
$149 
(1)    The sale qualified for sale-leaseback accounting and is accounted for as an operating lease.
(2)    Includes the sales of an airport rental location and operating sites.
(3)    The land portions of the sales qualified for sale-leaseback accounting and are accounted for as operating leases. The buildings portions of the sales, inclusive of site improvements, did not meet the criteria for a sale and are considered financial liabilities. The financial liabilities are classified as other non-vehicle debt and recorded in Non-vehicle debt in the accompanying unaudited condensed consolidated balance sheet as of June 30, 2026.

The Company expects to continue to evaluate and complete, when deemed appropriate, sales and lease backs of certain non-vehicle capital assets through the end of 2026.

In June 2025, the Company sold and leased back certain land and buildings, inclusive of site improvements, associated with operating sites in its Americas RAC segment. The land portions of the sales qualified for sale-leaseback accounting, and were accounted for as operating leases with then expected terms of 40 years, inclusive of extensions the Company intends to exercise, and aggregate future minimum lease payments of $483 million. See Note 3, "Divestitures," for additional information.
The following summarizes the weighted-average remaining lease term and weighted-average discount rate for the Company's operating leases as a lessee as of June 30, 2026:
Weighted-average remaining lease term (in years)11.6
Weighted-average discount rate12.58 %

The following table summarizes the Company's minimum fixed lease obligations under existing agreements as a lessee, excluding variable concession obligations in excess of minimum annual guarantees and short-term leases, as of June 30, 2026:
(In millions)
Remainder 2026$331 
2027593 
2028496 
2029420 
2030305 
After 20302,847 
Total lease payments4,992 
Interest(2,652)
Operating lease liabilities as of June 30, 2026
$2,340 
Revenues and Costs from Leases Revenues and Costs from Leases
The Company recognizes two types of revenue: (i) revenue from leases and (ii) revenue from contracts with customers.

The Company's operating leases for vehicle rentals have rental periods that are typically short term in nature. Rental charges are computed on a limited or unlimited mileage rate, or on a time rate plus a mileage charge. In connection with the vehicle rental, the Company offers supplemental equipment rentals (e.g., child seats and ski racks) which are deemed lease components. The Company also offers value-added services in connection with the vehicle rental, which are deemed non-lease components, such as loss or collision damage waiver, theft protection, liability and personal accident/effects insurance coverage, premium emergency roadside service and satellite radio. Additionally, the Company charges for variable services primarily consisting of tolls, refueling and recharging and collections for vehicle damage during the rental period. The Company combines lease and non-lease components in its contracts under ASC 842, Lease Accounting ("Topic 842"), when permissible.
The Company recognizes other revenues from contracts with its customers under ASC 606, Revenue from Contracts with Customers ("Topic 606"), which primarily consists of fees generated from franchise agreements and revenues associated with the Company's retail car sales operations.

The following table summarizes the amount of operating lease income and other income sources included in total revenues in the accompanying unaudited condensed consolidated statements of operations:
Three Months Ended
June 30,
Six Months Ended
June 30,
(In millions)2026202520262025
Operating lease income from vehicle rentals$2,143 $1,980 $3,931 $3,614 
Variable operating lease income187 148 341 270 
Revenues from leases accounted for under Topic 8422,330 2,128 4,272 3,884 
Other revenues accounted for under Topic 60666 57 128 114 
Total revenues$2,396 $2,185 $4,400 $3,998 
Lease Costs (as Lessee)

In the second quarter of 2026, the Company sold and leased back certain real estate associated with sites in its Americas RAC segment. The table below reflects certain results of these transactions ($ in millions). See Note 3, "Divestitures," for additional information.
Period of SaleLocation TypeLease ClassificationLease TermsFuture Minimum Payments
April 2026Operating site
Operating lease(1)
18 years$19 
June 2026Operating site
Operating lease(1)
< one year
— 
June 2026Operating sites
Operating lease(1)
13 years22 
June 2026Operating site
Operating lease(1)
15 years12 
June 2026
Various(2)
Various(3)
15 years29 
June 2026Operating sites
Operating lease(1)
20 years43 
June 2026Operating site
Various(3)
20 years24 
$149 
(1)    The sale qualified for sale-leaseback accounting and is accounted for as an operating lease.
(2)    Includes the sales of an airport rental location and operating sites.
(3)    The land portions of the sales qualified for sale-leaseback accounting and are accounted for as operating leases. The buildings portions of the sales, inclusive of site improvements, did not meet the criteria for a sale and are considered financial liabilities. The financial liabilities are classified as other non-vehicle debt and recorded in Non-vehicle debt in the accompanying unaudited condensed consolidated balance sheet as of June 30, 2026.

The Company expects to continue to evaluate and complete, when deemed appropriate, sales and lease backs of certain non-vehicle capital assets through the end of 2026.

In June 2025, the Company sold and leased back certain land and buildings, inclusive of site improvements, associated with operating sites in its Americas RAC segment. The land portions of the sales qualified for sale-leaseback accounting, and were accounted for as operating leases with then expected terms of 40 years, inclusive of extensions the Company intends to exercise, and aggregate future minimum lease payments of $483 million. See Note 3, "Divestitures," for additional information.
The following summarizes the weighted-average remaining lease term and weighted-average discount rate for the Company's operating leases as a lessee as of June 30, 2026:
Weighted-average remaining lease term (in years)11.6
Weighted-average discount rate12.58 %

The following table summarizes the Company's minimum fixed lease obligations under existing agreements as a lessee, excluding variable concession obligations in excess of minimum annual guarantees and short-term leases, as of June 30, 2026:
(In millions)
Remainder 2026$331 
2027593 
2028496 
2029420 
2030305 
After 20302,847 
Total lease payments4,992 
Interest(2,652)
Operating lease liabilities as of June 30, 2026
$2,340