v3.26.3
Revenue Recognition (Tables)
 9 Months Ended
Sep. 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 nine months ended September 30, 2026 and 2025 (in millions):
Three Months Ended September 30,
20262025
Topic 842Topic 606TotalTopic 842Topic 606Total
Revenues:
Equipment rental$1,128 $— $1,128 $1,000 $— $1,000 
Other rental revenue:
Delivery and pick-up— 83 83 — 77 77 
Other43 — 43 45 — 45 
Total other rental revenues43 83 126 45 77 122 
Total equipment rental1,171 83 1,254 1,045 77 1,122 
Sales of rental equipment— 85 85 — 151 151 
Sales of new equipment, parts and supplies— 13 13 — 18 18 
Service and other revenues— 12 12 — 13 13 
Total revenues$1,171 $193 $1,364 $1,045 $259 $1,304 

Nine Months Ended September 30,
20262025
Topic 842Topic 606TotalTopic 842Topic 606Total
Revenues:
Equipment rental$2,974 $— $2,974 $2,443 $— $2,443 
Other rental revenue:
Delivery and pick-up— 217 217 — 185 185 
Other116 — 116 103 — 103 
Total other rental revenues116 217 333 103 185 288 
Total equipment rental3,090 217 3,307 2,546 185 2,731 
Sales of rental equipment— 333 333 — 362 362 
Sales of new equipment, parts and supplies— 38 38 — 46 46 
Service and other revenues— 29 29 — 28 28 
Total revenues$3,090 $617 $3,707 $2,546 $621 $3,167 
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 September 30,Nine Months Ended September 30,
2026202520262025
Sales of rental equipment$85 $151 $333 $362 
Sales of new equipment5 5 15 17 
Sales of parts and supplies8 13 23 29 
Total$98 $169 $371 $408