v3.26.3
Revenue Recognition (Tables)
9 Months Ended
Sep. 30, 2026
Revenue Recognition [Line Items]  
Disaggregation of Revenue [Table Text Block]
The following table sets forth our revenue disaggregated by category and reportable segment (in millions):

Three Months Ended September 30,Nine Months Ended September 30,
2026202520262025
North America$1,306 $1,343 $4,018 $4,041 
Europe1,451 1,615 4,511 4,731 
Specialty465 456 1,360 1,313 
Parts and services3,222 3,414 9,889 10,085 
North America95 80 289 236 
Europe2 5 18 18 
Other97 85 307 254 
Total revenue$3,319 $3,499 $10,196 $10,339 
Variable Consideration
Amounts related to variable consideration on our Unaudited Condensed Consolidated Balance Sheets are as follows (in millions):
ClassificationSeptember 30, 2026December 31, 2025
Return assetPrepaid expenses and other current assets$65 $66 
Refund liabilityRefund liability120 122 
Variable consideration reserveReceivables, net of allowance for credit losses155 148 
Revenue from External Customers by Geographic Area The following table sets forth our revenue by geographic area (in millions):
Three Months Ended September 30,Nine Months Ended September 30,
2026202520262025
Revenue
United States$1,569$1,583$4,765 $4,728 
Germany3784741,204 1,367 
United Kingdom3964321,222 1,267 
Other countries9761,0103,005 2,977 
Total revenue$3,319$3,499$10,196 $10,339