v3.26.1
SEGMENT INFORMATION - Schedule of Segment Reporting by Reportable Segment (Details) - USD ($)
$ in Millions
3 Months Ended 6 Months Ended
Jun. 30, 2026
Jun. 30, 2025
Jun. 30, 2026
Jun. 30, 2025
Segment Reporting [Line Items]        
Total revenues $ 1,449 $ 1,147 $ 2,437 $ 1,864
Segment cost of revenues 1,038 854 1,740 1,372
Segment selling, general and administrative expenses 317 229 603 439
Segment Adjusted EBITDA 472 330 818 560
Equipment rental, parts, supplies and services        
Segment Reporting [Line Items]        
Total revenues 903 647 1,663 1,200
Equipment sales        
Segment Reporting [Line Items]        
Total revenues [1] 483 478 661 624
Telematics        
Segment Reporting [Line Items]        
Total revenues 34 10 65 20
Sales of building materials, small tools, and hardware supplies        
Segment Reporting [Line Items]        
Total revenues 29 12 48 20
Operating Segments | Equipment Rental and Service Operations        
Segment Reporting [Line Items]        
Total revenues 908 651 1,672 1,207
Segment cost of revenues 271 175 486 341
Segment selling, general and administrative expenses 248 201 473 383
Segment Adjusted EBITDA 389 275 713 483
Operating Segments | Equipment Sales        
Segment Reporting [Line Items]        
Total revenues 483 478 661 624
Segment cost of revenues 394 411 540 524
Segment selling, general and administrative expenses 7 7 14 14
Segment Adjusted EBITDA 82 60 107 86
Operating Segments | Equipment rental, parts, supplies and services | Equipment Rental and Service Operations        
Segment Reporting [Line Items]        
Total revenues 903 647 1,663 1,200
Operating Segments | Equipment rental, parts, supplies and services | Equipment Sales        
Segment Reporting [Line Items]        
Total revenues 0 0 0 0
Operating Segments | Equipment sales | Equipment Rental and Service Operations        
Segment Reporting [Line Items]        
Total revenues 0 0 0 0
Operating Segments | Equipment sales | Equipment Sales        
Segment Reporting [Line Items]        
Total revenues 483 478 661 624
Operating Segments | Telematics | Equipment Rental and Service Operations        
Segment Reporting [Line Items]        
Total revenues 5 4 9 7
Operating Segments | Telematics | Equipment Sales        
Segment Reporting [Line Items]        
Total revenues 0 0 0 0
Operating Segments | Sales of building materials, small tools, and hardware supplies | Equipment Rental and Service Operations        
Segment Reporting [Line Items]        
Total revenues 0 0 0 0
Operating Segments | Sales of building materials, small tools, and hardware supplies | Equipment Sales        
Segment Reporting [Line Items]        
Total revenues 0 0 0 0
All Other        
Segment Reporting [Line Items]        
Total revenues 58 18 104 33
Segment cost of revenues 35 11 63 19
Segment selling, general and administrative expenses 22 12 43 23
Segment Adjusted EBITDA 1 (5) (2) (9)
All Other | Equipment rental, parts, supplies and services        
Segment Reporting [Line Items]        
Total revenues 0 0 0 0
All Other | Equipment sales        
Segment Reporting [Line Items]        
Total revenues 0 0 0 0
All Other | Telematics        
Segment Reporting [Line Items]        
Total revenues 29 6 56 13
All Other | Sales of building materials, small tools, and hardware supplies        
Segment Reporting [Line Items]        
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.