v3.26.1
REVENUE RECOGNITION - Schedule of the disaggregation of revenue (Details) - USD ($)
$ in Millions
3 Months Ended 6 Months Ended
Jun. 30, 2026
Jun. 30, 2025
Jun. 30, 2026
Jun. 30, 2025
Disaggregation of Revenue [Line Items]        
Revenue under topic 842 $ 782 $ 553 $ 1,440 $ 1,029
Revenue under topic 606 666 593 997 835
Total revenues 1,449 1,147 2,437 1,864
Equipment rental revenue        
Disaggregation of Revenue [Line Items]        
Revenue under topic 842 722 509 1,330 948
Revenue under topic 606 0 0 0 0
Total revenues 722 509 1,330 948
Delivery and pick-up        
Disaggregation of Revenue [Line Items]        
Revenue under topic 842 28 21 51 37
Revenue under topic 606 26 20 48 35
Total revenues 54 41 99 72
Other equipment rental        
Disaggregation of Revenue [Line Items]        
Revenue under topic 842 32 23 59 44
Revenue under topic 606 7 4 10 8
Total revenues 39 27 69 52
Total equipment rental and related services        
Disaggregation of Revenue [Line Items]        
Revenue under topic 842 782 553 1,440 1,029
Revenue under topic 606 33 24 58 43
Total revenues 815 577 1,498 1,072
Equipment sales (new and used)        
Disaggregation of Revenue [Line Items]        
Revenue under topic 842 0 0 0 0
Revenue under topic 606 483 478 661 624
Total revenues [1] 483 478 661 624
Equipment sales (new and used) | OWN Program Participants        
Disaggregation of Revenue [Line Items]        
Revenue under topic 606 428 417 530 512
Equipment sales (new and used) | Contractors and Other End Users        
Disaggregation of Revenue [Line Items]        
Revenue under topic 606 55 61 131 112
Equipment parts and supplies sales        
Disaggregation of Revenue [Line Items]        
Revenue under topic 842 0 0 0 0
Revenue under topic 606 35 29 66 49
Total revenues 35 29 66 49
Services        
Disaggregation of Revenue [Line Items]        
Revenue under topic 842 0 0 0 0
Revenue under topic 606 53 41 99 79
Total revenues 53 41 99 79
Total equipment parts and supplies and services        
Disaggregation of Revenue [Line Items]        
Revenue under topic 842 0 0 0 0
Revenue under topic 606 88 70 165 128
Total revenues 88 70 165 128
Telematics        
Disaggregation of Revenue [Line Items]        
Revenue under topic 842 0 0 0 0
Revenue under topic 606 34 10 65 20
Total revenues 34 10 65 20
Other        
Disaggregation of Revenue [Line Items]        
Revenue under topic 842 0 0 0 0
Revenue under topic 606 29 12 48 20
Total revenues $ 29 $ 12 $ 48 $ 20
[1] Includes amounts earned from related parties of  $— and $11 for the three months ended June 30, 2026 and 2025, respectively, and $— and
$71 for the six months ended June 30, 2026 and 2025, respectively.