REVENUE RECOGNITION (Tables)

6 Months Ended

Jun. 30, 2026

Revenue from Contract with Customer [Abstract]

Schedule of Disaggregation of Revenue

The following table disaggregates the Company’s revenue based on type and the applicable accounting standard

(in millions):


	Three Months Ended June 30,
	2026						2025
	Topic 842		Topic 606		Total		Topic 842		Topic 606		Total
Equipment rental revenue .............................................	$722		$–		$722		$509		$–		$509
Ancillary and other rental revenue:
Delivery and pick-up ...............................................	28		26		54		21		20		41
Other equipment rental ...........................................	32		7		39		23		4		27
Total equipment rental and related services ..................	782		33		815		553		24		577
Equipment sales (new and used)(1) ................................	–		483		483		–		478		478
Equipment parts and supplies and services:
Equipment parts and supplies sales .........................	–		35		35		–		29		29
Services ...................................................................	–		53		53		–		41		41
Total equipment parts and supplies and services ..........	–		88		88		–		70		70
Platform revenue:
Telematics ...............................................................	–		34		34		–		10		10
Other .......................................................................	–		29		29		–		12		12
Total revenues ...............................................................	$782		$666		$1,449		$553		$593		$1,147

__________________

(1)For the three months ended June 30, 2026 and 2025, equipment sales to OWN Program participants were $428 million and $417 million,

respectively. For the three months ended June 30, 2026 and 2025, equipment sales to contractors and other end users were $55 million and

$61 million, respectively.


	Six Months Ended June 30,
	2026						2025
	Topic 842		Topic 606		Total		Topic 842		Topic 606		Total
Equipment rental revenue .............................................	$1,330		$–		$1,330		$948		$–		$948
Ancillary and other rental revenue:
Delivery and pick-up ...............................................	51		48		99		37		35		72
Other equipment rental ...........................................	59		10		69		44		8		52
Total equipment rental and related services ..................	1,440		58		1,498		1,029		43		1,072
Equipment sales (new and used)(1) ................................	–		661		661		–		624		624
Equipment parts and supplies and services:
Equipment parts and supplies sales .........................	–		66		66		–		49		49
Services ...................................................................	–		99		99		–		79		79
Total equipment parts and supplies and services ..........	–		165		165		–		128		128
Platform revenue:
Telematics ...............................................................	–		65		65		–		20		20
Other .......................................................................	–		48		48		–		20		20
Total revenues ...............................................................	$1,440		$997		$2,437		$1,029		$835		$1,864

__________________

(1)For the six months ended June 30, 2026 and 2025, equipment sales to OWN Program participants were $530 million and $512 million,

respectively. For the six months ended June 30, 2026 and 2025, equipment sales to contractors and other end users were $131 million and

$112 million, respectively.