UNITED RENTALS, INC., 10-K filed on 1/28/2026
Annual Report
v3.25.4
Cover Page - USD ($)
$ in Billions
12 Months Ended
Dec. 31, 2025
Jan. 26, 2026
Jun. 30, 2025
Cover [Abstract]      
Document Type 10-K    
Document Annual Report true    
Document Period End Date Dec. 31, 2025    
Current Fiscal Year End Date --12-31    
Document Transition Report false    
Entity File Number 1-14387    
Entity Registrant Name United Rentals, Inc.    
Entity Incorporation, State or Country Code DE    
Entity Tax Identification Number 06-1522496    
Entity Address, Address Line One 100 First Stamford Place, Suite 700    
Entity Address, City or Town Stamford    
Entity Address, State or Province CT    
Entity Address, Postal Zip Code 06902    
City Area Code 203    
Local Phone Number 622-3131    
Title of 12(b) Security Common Stock, $.01 par value, of United Rentals, Inc.    
Trading Symbol URI    
Security Exchange Name NYSE    
Entity Well-known Seasoned Issuer Yes    
Entity Voluntary Filers No    
Entity Current Reporting Status Yes    
Entity Interactive Data Current Yes    
Entity Filer Category Large Accelerated Filer    
Entity Small Business false    
Entity Emerging Growth Company false    
ICFR Auditor Attestation Flag true    
Document Financial Statement Error Correction [Flag] false    
Entity Shell Company false    
Entity Public Float     $ 42.7
Entity Common Stock, Shares Outstanding   62,998,147  
Documents Incorporated by Reference Portions of United Rentals, Inc.’s Proxy Statement related to the 2026 Annual Meeting of Stockholders are incorporated by reference into Part III of this annual report.    
Entity Central Index Key 0001067701    
Document Fiscal Year Focus 2025    
Document Fiscal Period Focus FY    
Amendment Flag false    
v3.25.4
Audit Information
12 Months Ended
Dec. 31, 2025
Audit Information [Abstract]  
Auditor Name Ernst & Young LLP
Auditor Location Stamford, Connecticut
Auditor Firm ID 42
v3.25.4
CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Millions
Dec. 31, 2025
Dec. 31, 2024
ASSETS    
Cash and cash equivalents $ 459 $ 457
Accounts receivable, net 2,510 2,357
Inventory 240 200
Prepaid expenses and other assets 399 235
Total current assets 3,608 3,249
Goodwill 7,119 6,900
Other intangible assets, net 477 663
Operating lease right-of-use assets 1,395 1,337
Other long-term assets 64 49
Total assets 29,866 28,163
LIABILITIES AND STOCKHOLDERS’ EQUITY    
Short-term debt and current maturities of long-term debt 1,577 1,178
Accounts payable 776 748
Accrued expenses and other liabilities 1,466 1,397
Total current liabilities 3,819 3,323
Long-term debt 12,652 12,228
Deferred taxes 3,115 2,685
Operating lease liabilities 1,124 1,089
Other long-term liabilities 188 216
Total liabilities 20,898 19,541
Common stock—$0.01 par value, 500,000,000 shares authorized, 115,354,590 and 63,095,970 shares issued and outstanding, respectively, at December 31, 2025 and 115,179,350 and 65,305,731 shares issued and outstanding, respectively, at December 31, 2024 1 1
Additional paid-in capital 2,769 2,691
Retained earnings 15,843 13,813
Treasury stock at cost—52,258,620 and 49,873,619 shares at December 31, 2025 and December 31, 2024, respectively (9,396) (7,478)
Accumulated other comprehensive loss (249) (405)
Total stockholders’ equity 8,968 8,622
Total liabilities and stockholders’ equity 29,866 28,163
Rental equipment, net    
ASSETS    
Equipment 16,069 14,931
Property and equipment, net    
ASSETS    
Equipment $ 1,134 $ 1,034
v3.25.4
CONSOLIDATED BALANCE SHEETS (Parenthetical) - $ / shares
Dec. 31, 2025
Dec. 31, 2024
LIABILITIES AND STOCKHOLDERS’ EQUITY    
Common stock, par value (in dollars per share) $ 0.01 $ 0.01
Common stock, shares authorized (in shares) 500,000,000 500,000,000
Common stock, shares issued (in shares) 115,354,590 115,179,350
Common stock, shares outstanding (in shares) 63,095,970 65,305,731
Treasury stock (in shares) 52,258,620 49,873,619
v3.25.4
CONSOLIDATED STATEMENTS OF INCOME - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Revenues:      
Total revenues $ 16,099 $ 15,345 $ 14,332
Cost of revenues:      
Cost of equipment rentals, excluding depreciation 5,888 5,365 4,900
Depreciation of rental equipment 2,670 2,466 2,350
Total cost of revenues 9,955 9,195 8,519
Gross profit 6,144 6,150 5,813
Selling, general and administrative expenses 1,732 1,645 1,527
Restructuring charge 1 3 28
Non-rental depreciation and amortization 438 437 431
Operating income 3,973 4,065 3,827
Interest expense, net 716 691 635
Other income, net (81) (14) (19)
Income before provision for income taxes 3,338 3,388 3,211
Provision for income taxes 844 813 787
Net income $ 2,494 $ 2,575 $ 2,424
Basic earnings per share (in dollars per share) $ 38.71 $ 38.82 $ 35.40
Diluted earnings per share (in dollars per share) $ 38.61 $ 38.69 $ 35.28
Equipment rentals      
Revenues:      
Total revenues $ 13,806 $ 13,029 $ 12,064
Sales of rental equipment      
Revenues:      
Total revenues 1,413 1,521 1,574
Cost of revenues:      
Cost of goods and services sold 778 811 788
Sales of new equipment      
Revenues:      
Total revenues 348 282 218
Cost of revenues:      
Cost of goods and services sold 278 229 179
Contractor supplies sales      
Revenues:      
Total revenues 163 155 146
Cost of revenues:      
Cost of goods and services sold 113 103 99
Service and other revenues      
Revenues:      
Total revenues 369 358 330
Cost of revenues:      
Cost of goods and services sold $ 228 $ 221 $ 203
v3.25.4
CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Statement of Comprehensive Income [Abstract]      
Net income $ 2,494 $ 2,575 $ 2,424
Other comprehensive income (loss):      
Foreign currency translation adjustments [1] 156 (177) 37
Fixed price diesel swaps 0 0 (1)
Other comprehensive income (loss) [1] 156 (177) 36
Comprehensive income $ 2,650 $ 2,398 $ 2,460
[1] There were no material reclassifications from accumulated other comprehensive loss reflected in other comprehensive income (loss) during the years ended December 31, 2025, 2024 or 2023. There was no material tax impact related to the foreign currency translation adjustments during the years ended December 31, 2025, 2024 or 2023. See note 13 to the consolidated financial statements for a discussion addressing our determination pertaining to the permanent reinvestment of unremitted foreign earnings. There were no material taxes associated with other comprehensive income (loss) during the years ended December 31, 2025, 2024 or 2023.
v3.25.4
CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME (Parenthetical) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Statement of Comprehensive Income [Abstract]      
Reclassification from AOCI, current period, net of tax, attributable to parent $ 0 $ 0 $ 0
Other comprehensive income (loss), foreign currency translation adjustment, tax, portion attributable to parent 0 0 0
Other comprehensive income (loss), tax, portion attributable to parent $ 0 $ 0 $ 0
v3.25.4
CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY - USD ($)
$ in Millions
Total
Common Stock 
Additional Paid-In Capital
Retained Earnings
Treasury Stock
Accumulated Other Comprehensive (Loss) Income
[2]
Beginning balance (in shares) at Dec. 31, 2022 [1]   69,000,000        
Beginning balance at Dec. 31, 2022   $ 1 $ 2,626 $ 9,656 $ (4,957) $ (264)
Beginning balance (in shares) at Dec. 31, 2022         45,000,000  
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Net income $ 2,424     2,424    
Dividends declared [3]       (408)    
Foreign currency translation adjustments 37 [4]         37
Fixed price diesel swaps (1)         (1)
Stock compensation expense, net     94      
Tax withholding for share based compensation     (70)      
Repurchase of common stock (in shares)   (3,000,000) [1]     (3,000,000)  
Repurchase of common stock         $ (1,008)  
Ending balance (in shares) at Dec. 31, 2023 [1]   67,000,000        
Ending balance at Dec. 31, 2023   $ 1 2,650 11,672 $ (5,965) (228)
Ending balance (in shares) at Dec. 31, 2023         48,000,000  
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Net income 2,575     2,575    
Dividends declared [3]       (434)    
Foreign currency translation adjustments (177) [4]         (177)
Fixed price diesel swaps $ 0          
Stock compensation expense, net     112      
Tax withholding for share based compensation     (71)      
Repurchase of common stock (in shares)   (2,000,000) [1]     (2,000,000)  
Repurchase of common stock         $ (1,513)  
Ending balance (in shares) at Dec. 31, 2024 65,305,731 65,000,000 [1]        
Ending balance at Dec. 31, 2024 $ 8,622 $ 1 2,691 13,813 $ (7,478) (405)
Ending balance (in shares) at Dec. 31, 2024 49,873,619       50,000,000  
Increase (Decrease) in Stockholders' Equity [Roll Forward]            
Net income $ 2,494     2,494    
Dividends declared [3]       (464)    
Foreign currency translation adjustments 156 [4]         156
Fixed price diesel swaps $ 0          
Stock compensation expense, net     134      
Tax withholding for share based compensation     (56)      
Repurchase of common stock (in shares)   (2,000,000) [1]     (2,000,000)  
Repurchase of common stock         $ (1,918)  
Ending balance (in shares) at Dec. 31, 2025 63,095,970 63,000,000 [1]        
Ending balance at Dec. 31, 2025 $ 8,968 $ 1 $ 2,769 $ 15,843 $ (9,396) $ (249)
Ending balance (in shares) at Dec. 31, 2025 52,258,620       52,000,000  
[1] Amounts may not foot due to rounding.
[2] As of December 31, 2025, 2024 and 2023, the Accumulated Other Comprehensive Loss balance primarily reflects foreign currency translation adjustments.
[3] In January 2023, our Board of Directors approved our first-ever quarterly dividend program. We declared dividends of $7.16, $6.52 and $5.92 per share during the years ended December 31, 2025, 2024 and 2023, respectively.
[4] There were no material reclassifications from accumulated other comprehensive loss reflected in other comprehensive income (loss) during the years ended December 31, 2025, 2024 or 2023. There was no material tax impact related to the foreign currency translation adjustments during the years ended December 31, 2025, 2024 or 2023. See note 13 to the consolidated financial statements for a discussion addressing our determination pertaining to the permanent reinvestment of unremitted foreign earnings. There were no material taxes associated with other comprehensive income (loss) during the years ended December 31, 2025, 2024 or 2023.
v3.25.4
CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY (Parenthetical) - $ / shares
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Statement of Stockholders' Equity [Abstract]      
Dividends declared (in USD per share) $ 7.16 $ 6.52 $ 5.92
v3.25.4
CONSOLIDATED STATEMENTS OF CASH FLOWS - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Cash Flows From Operating Activities:      
Net income $ 2,494 $ 2,575 $ 2,424
Adjustments to reconcile net income to net cash provided by operating activities:      
Depreciation and amortization 3,108 2,903 2,781
Amortization of deferred financing costs and original issue discounts 15 15 14
Gain on sales of rental equipment (635) (710) (786)
Gain on sales of non-rental equipment (18) (17) (21)
Insurance proceeds from damaged equipment (50) (51) (38)
Stock compensation expense, net 134 112 94
Restructuring charge 1 3 28
Debt related activity [1] 15 1 0
Increase (decrease) in deferred taxes 405 (19) 35
Changes in operating assets and liabilities, net of amounts acquired:      
Increase in accounts receivable (120) (20) (167)
(Increase) decrease in inventory (38) 15 19
(Increase) decrease in prepaid expenses and other assets (135) (27) 281
Decrease in accounts payable (22) (203) (45)
Increase (decrease) in accrued expenses and other liabilities 36 (31) 85
Net cash provided by operating activities 5,190 4,546 4,704
Cash Flows From Investing Activities:      
Payments for purchases of rental equipment (4,149) (3,753) (3,714)
Payments for purchases of non-rental equipment and intangible assets (379) (374) (356)
Proceeds from sales of rental equipment 1,413 1,521 1,574
Proceeds from sales of non-rental equipment 56 67 60
Insurance proceeds from damaged equipment 50 51 38
Purchases of other companies, net of cash acquired (357) (1,655) (574)
Purchases of investments (3) (5) (4)
Net cash used in investing activities (3,369) (4,148) (2,976)
Cash Flows From Financing Activities:      
Proceeds from debt 11,182 11,609 8,576
Payments of debt (10,529) (9,861) (8,574)
Payment of contingent consideration (23) 0 0
Payments of financing and other debt related costs [1] (38) (17) 0
Dividends paid (464) (434) (406)
Common stock repurchased, including tax withholdings for share based compensation (1,969) (1,571) (1,070)
Net cash used in financing activities (1,841) (274) (1,474)
Effect of foreign exchange rates 22 (30) 3
Net increase in cash and cash equivalents 2 94 257
Cash and cash equivalents at beginning of year 457 363 106
Cash and cash equivalents at end of year 459 457 363
Supplemental disclosure of cash flow information:      
Cash paid for interest 703 674 614
Cash paid for income taxes, net $ 602 $ 994 $ 493
[1] The amounts for the year ended December 31, 2025 include bridge financing fees associated with the terminated acquisition of H&E Equipment Services, Inc. d/b/a H&E Rentals (“H&E”) discussed below.
v3.25.4
Organization, Description of Business and Consolidation
12 Months Ended
Dec. 31, 2025
Organization, Consolidation and Presentation of Financial Statements [Abstract]  
Organization, Description of Business and Consolidation Organization, Description of Business and Consolidation
United Rentals, Inc. (“Holdings”) is principally a holding company and conducts its operations primarily through its wholly owned subsidiary, United Rentals (North America), Inc. (“URNA”), and subsidiaries of URNA. Holdings’ primary asset is its sole ownership of all issued and outstanding shares of common stock of URNA. URNA’s various credit agreements and debt instruments place restrictions on its ability to transfer funds to its stockholder. As used in this report, the terms the “Company,” “United Rentals,” “we,” “us,” and “our” refer to United Rentals, Inc. and its subsidiaries, unless otherwise indicated.
We rent equipment to a diverse customer base that includes construction and industrial companies, manufacturers, utilities, municipalities, homeowners and government entities. We primarily operate in the United States and Canada, and have a smaller presence in Europe, Australia and New Zealand. In addition to renting equipment, we sell new and used rental equipment, as well as related contractor supplies, parts and service.
The accompanying consolidated financial statements include our accounts and those of our controlled subsidiary companies. All significant intercompany accounts and transactions have been eliminated. We consolidate variable interest entities if we are deemed the primary beneficiary of the entity.
v3.25.4
Summary of Significant Accounting Policies
12 Months Ended
Dec. 31, 2025
Accounting Policies [Abstract]  
Summary of Significant Accounting Policies Summary of Significant Accounting Policies
Cash Equivalents
We consider all highly liquid instruments with maturities of three months or less when purchased to be cash equivalents.
Allowance for Credit Losses
We maintain allowances for credit losses. These allowances reflect our estimate of the amount of our receivables that we will be unable to collect based on historical write-off experience and, as applicable, current conditions and reasonable and supportable forecasts that affect collectibility. Our estimate could require change based on changing circumstances, including changes in the economy or in the particular circumstances of individual customers. Accordingly, we may be required to increase or decrease our allowances. Trade receivables that have contractual maturities of one year or less are written-off when they are determined to be uncollectible based on the criteria necessary to qualify as a deduction for federal tax purposes. Write-offs of such receivables require management approval based on specified dollar thresholds. See note 3 to our consolidated financial statements for further detail.
Inventory
Inventory consists of new equipment, contractor supplies, tools, parts, fuel and related supply items. Inventory is stated at the lower of cost or market. Cost is determined, depending on the type of inventory, using either a specific identification or weighted-average method.
Rental Equipment
Rental equipment, which includes service and delivery vehicles, is recorded at cost and depreciated over the estimated useful life of the equipment using the straight-line method. The range of estimated useful lives for rental equipment is two to 20 years. Rental equipment is depreciated to a salvage value of zero to 50 percent of cost. The weighted average salvage value of our rental equipment is 12 percent of cost. Rental equipment is depreciated whether or not it is out on rent.
Property and Equipment
Property and equipment are recorded at cost and depreciated over their estimated useful lives using the straight-line method. The range of estimated useful lives for property and equipment is three to 40 years. Ordinary repair and maintenance costs are charged to expense as incurred. Leasehold improvements are amortized using the straight-line method over their estimated useful lives or the remaining life of the lease, whichever is shorter.
Acquisition Accounting
We have made a number of acquisitions in the past and may continue to make acquisitions in the future. The assets acquired and liabilities assumed are recorded based on their respective fair values at the date of acquisition. Long-lived assets
(principally rental equipment), goodwill and other intangible assets generally represent the largest components of our acquisitions. Rental equipment is valued utilizing either a cost, market or income approach, or a combination of certain of these methods, depending on the asset being valued and the availability of market or income data. Goodwill is calculated as the excess of the cost of the acquired business over the net of the fair value of the assets acquired and the liabilities assumed. The intangible assets that we have acquired are non-compete agreements, customer relationships and trade names and associated trademarks. The estimated fair values of these intangible assets reflect various assumptions about discount rates, revenue growth rates, operating margins, terminal values, useful lives and other prospective financial information. Non-compete agreements, customer relationships and trade names and associated trademarks are valued based on an excess earnings or income approach based on projected cash flows.
Determining the fair value of the assets and liabilities acquired can be judgmental in nature and can involve the use of significant estimates and assumptions. The judgments made in determining the estimated fair value assigned to the assets acquired, as well as the estimated life of the assets, can materially impact net income in periods subsequent to the acquisition through depreciation and amortization, and in certain instances through impairment charges, if the asset becomes impaired in the future. As discussed below, we regularly review for impairments.
When we make an acquisition, we also acquire other assets and assume liabilities. These other assets and liabilities typically include, but are not limited to, parts inventory, accounts receivable, accounts payable and other working capital items. Because of their short-term nature, the fair values of these other assets and liabilities generally approximate the book values on the acquired entities' balance sheets.
Evaluation of Goodwill Impairment
Goodwill is tested for impairment annually or more frequently if an event or circumstance indicates that an impairment loss may have been incurred. Application of the goodwill impairment test requires judgment, including: the identification of reporting units; assignment of assets and liabilities to reporting units; assignment of goodwill to reporting units; determination of the fair value of each reporting unit; and an assumption as to the form of the transaction in which the reporting unit would be acquired by a market participant (either a taxable or nontaxable transaction).
When conducting the goodwill impairment test, we are required to compare the fair value of our reporting units (which are our regions) with the carrying amount. As discussed in note 4 to our consolidated financial statements, our divisions are our operating segments. We conduct the goodwill impairment test at the reporting unit level, which is one level below the operating segment level.
Financial Accounting Standards Board (“FASB”) guidance permits entities to first assess qualitative factors to determine whether it is more likely than not that the fair value of a reporting unit is less than its carrying amount. We estimate the fair value of our reporting units using a combination of an income approach based on the present value of estimated future cash flows and a market approach based on market price data of shares of our Company and other corporations engaged in similar businesses as well as acquisition multiples paid in recent transactions. We believe this approach, which utilizes multiple valuation techniques, yields the most appropriate evidence of fair value.
In connection with our goodwill impairment test that was conducted as of October 1, 2025, we bypassed the optional qualitative assessment for each reporting unit and quantitatively compared the fair values of our reporting units with their carrying amounts. Our goodwill impairment testing as of this date indicated that all of our reporting units had estimated fair values which exceeded their respective carrying amounts by at least 32 percent.
In connection with our goodwill impairment test that was conducted as of October 1, 2024, we bypassed the optional qualitative assessment for each reporting unit and quantitatively compared the fair values of our reporting units with their carrying amounts. Our goodwill impairment testing as of this date indicated that all of our reporting units had estimated fair values which exceeded their respective carrying amounts by at least 60 percent.
Other Intangible Assets
Other intangible assets consist of non-compete agreements, customer relationships and trade names and associated trademarks. The non-compete agreements are being amortized on a straight-line basis over initial periods of approximately five years. The customer relationships are being amortized using the sum of the years' digits method over initial periods generally ranging from six to 15 years. The trade names and associated trademarks are being amortized using the sum of the years' digits method over initial periods of approximately three years. We believe that the amortization methods used reflect the estimated pattern in which the economic benefits will be consumed.
Long-Lived Assets
Long-lived assets are recorded at the lower of amortized cost or fair value. As part of an ongoing review of the valuation of long-lived assets, we assess the carrying value of such assets if facts and circumstances suggest they may be impaired. If this review indicates the carrying value of such an asset may not be recoverable, as determined by an undiscounted cash flow analysis over the remaining useful life, the carrying value would be reduced to its estimated fair value.
Translation of Foreign Currency
Assets and liabilities of our foreign subsidiaries that have a functional currency other than U.S. dollars are translated into U.S. dollars using exchange rates at the balance sheet date. Revenues and expenses are translated at average exchange rates effective during the year. Foreign currency translation gains and losses are included as a component of accumulated other comprehensive (loss) income within stockholders’ equity.
Revenue Recognition
As discussed in note 3 to our consolidated financial statements, we recognize revenue in accordance with two different accounting standards: 1) Topic 606 (which addresses revenue from contracts with customers) and 2) Topic 842 (which addresses lease revenue). As discussed in note 3, most of our revenue is accounted for under Topic 842. The discussion below addresses our primary revenue types based on the accounting standard used to determine the accounting.
Lease revenues (Topic 842)
The accounting for the significant types of revenue that are accounted for under Topic 842 is discussed below.
Owned equipment rentals: Owned equipment rentals represent revenues from renting equipment that we own. We account for such rentals as operating leases.
Re-rent revenue: Re-rent revenue reflects revenues from equipment that we rent from vendors and then rent to our customers. We account for such rentals as subleases. The accounting for re-rent revenue is the same as the accounting for owned equipment rentals described above.
Revenues from contracts with customers (Topic 606)
The accounting for the significant types of revenue that are accounted for under Topic 606 is discussed below.
Delivery and pick-up: Delivery and pick-up revenue associated with renting equipment is recognized when the service is performed.
Sales of rental equipment, new equipment and contractor supplies are recognized at the time of delivery to, or pick-up by, the customer and when collectibility is probable.
Service and other revenues primarily represent revenues earned from providing repair and maintenance services on our customers’ fleet (including parts sales). Service revenue is recognized as the services are performed.
See note 3 to our consolidated financial statements for further discussion of our revenue accounting.
Delivery Expense
Equipment rentals include our revenues from fees we charge for equipment delivery. Delivery costs are charged to operations as incurred, and are included in cost of revenues on our consolidated statements of income.
Advertising Expense
We promote our business through local and national advertising in various media, including television, trade publications, branded sponsorships, yellow pages, the internet, radio and direct mail. Advertising costs are generally expensed as incurred. These costs may include the development costs for branded content and advertising campaigns. Advertising expense, net of the qualified advertising reimbursements discussed below, was not material for the years ended December 31, 2025, 2024 and 2023.
We receive reimbursements for advertising that promotes a vendor’s products or services. Such reimbursements that meet the applicable criteria under U.S. generally accepted accounting principles (“GAAP”) are offset against advertising costs in the period in which we recognize the incremental advertising cost. The amounts of qualified advertising reimbursements that reduced advertising expense were $63, $64 and $44 for the years ended December 31, 2025, 2024 and 2023, respectively.
Insurance
We are insured for general liability, workers’ compensation and automobile liability, subject to deductibles or self-insured retentions per occurrence. Losses within the deductible amounts are accrued based upon the aggregate liability for reported claims incurred, as well as an estimated liability for claims incurred but not yet reported. These liabilities are not discounted. We are also self-insured for group medical claims but purchase “stop loss” insurance as protection against any one significant loss.
Income Taxes
We use the liability method of accounting for income taxes. Under this method, deferred tax assets and liabilities are determined based on the differences between the financial statement and tax bases of assets and liabilities and are measured using the tax rates and laws that are expected to be in effect when the differences are expected to reverse. Recognition of deferred tax assets is limited to amounts considered by management to be more likely than not to be realized in future periods. The most significant positive evidence that we consider in the recognition of deferred tax assets is the expected reversal of cumulative deferred tax liabilities resulting from book versus tax depreciation of our rental equipment fleet that is well in excess of the deferred tax assets.
We use a two-step approach for recognizing and measuring tax benefits taken or expected to be taken in a tax return regarding uncertainties in income tax positions. The first step is recognition: we determine whether it is more likely than not that a tax position will be sustained upon examination, including resolution of any related appeals or litigation processes, based on the technical merits of the position. In evaluating whether a tax position has met the more-likely-than-not recognition threshold, we presume that the position will be examined by the appropriate taxing authority with full knowledge of all relevant information. The second step is measurement: a tax position that meets the more-likely-than-not recognition threshold is measured to determine the amount of benefit to recognize in the financial statements. The tax position is measured at the largest amount of benefit that is greater than 50 percent likely of being realized upon ultimate settlement. Differences between tax positions taken in a tax return and amounts recognized in the financial statements will generally result in one or more of the following: an increase in a liability for income taxes payable, a reduction of an income tax refund receivable, a reduction in a deferred tax asset or an increase in a deferred tax liability.
We have historically considered the undistributed earnings of our foreign subsidiaries to be indefinitely reinvested, and, accordingly, no taxes were provided on such earnings prior to the fourth quarter of 2020. In 2021, we remitted the cumulative amount of identified cash in our foreign operations in excess of near-term working capital needs. In the fourth quarter of 2025, in connection with a restructuring of our international holdings, we identified $324 of distributable foreign earnings that we have determined should no longer be considered indefinitely reinvested. We expect to remit the cash that is no longer considered indefinitely reinvested in 2026, and, in the fourth quarter of 2025, we recorded immaterial taxes associated with the planned repatriation.
We continue to expect that our undistributed foreign earnings, excluding the distributable foreign earnings described above, will be indefinitely reinvested. If we determine that all or a portion of such foreign earnings are no longer indefinitely reinvested, we may be subject to additional foreign withholding taxes and U.S. state income taxes. At December 31, 2025, unremitted earnings of foreign subsidiaries were $1.621 billion. Determination of the amount of unrecognized deferred tax liability on these unremitted earnings is not practicable.
Use of Estimates
The preparation of financial statements in conformity with GAAP requires management to make estimates and assumptions that affect the amounts reported in the financial statements and accompanying notes. Significant estimates impact the calculation of the allowance for credit losses, depreciation and amortization, income taxes and reserves for claims. Actual results could materially differ from those estimates.
Concentrations of Credit Risk
Financial instruments that potentially subject us to significant concentrations of credit risk include cash and cash equivalents and accounts receivable. We maintain cash and cash equivalents with high quality financial institutions. Concentration of credit risk with respect to receivables is limited because a large number of geographically diverse customers makes up our customer base (see note 3 to our consolidated financial statements for further detail). We manage credit risk through credit approvals, credit limits and other monitoring procedures.
Stock-Based Compensation
We measure stock-based compensation at the grant date based on the fair value of the award and recognize stock-based compensation expense over the requisite service period. Determining the fair value of stock option awards requires judgment,
including estimating stock price volatility and expected option life. Restricted stock awards are valued based on the fair value of the stock on the grant date and the related compensation expense is recognized over the service period. Similarly, for time-based restricted stock awards subject to graded vesting, we recognize compensation cost on a straight-line basis over the requisite service period. For performance-based restricted stock units (“RSUs”), compensation expense is recognized if satisfaction of the performance condition is considered probable. We recognize forfeitures of stock-based compensation as they occur.
New Accounting Pronouncements
Disaggregation of Income Statement Expenses. In November 2024, the FASB issued ASU 2024-03, which requires more detailed disclosures about specified categories of expenses (including employee compensation, depreciation, and amortization) included in certain expense captions presented on the face of the income statement. ASU 2024-03 is effective for fiscal years beginning after December 15, 2026, and for interim periods within fiscal years beginning after December 15, 2027, may be applied prospectively or retrospectively, and allows for early adoption. This standard is not expected to have an impact on any amounts recognized in our financial statements, but will result in more detailed disclosures addressing the categorization of expenses.
Measurement of Credit Losses for Accounts Receivable and Contract Assets. In July 2025, the FASB issued ASU 2025-05, which provides optional guidance relating to the estimation of expected credit losses on current accounts receivable and current contract assets. This guidance permits entities to apply a practical expedient when estimating credit losses that assumes that current conditions as of the balance sheet date do not change for the remaining life of the asset. ASU 2025-05 is effective for annual reporting periods beginning after December 15, 2025, and interim reporting periods within those annual reporting periods, with early adoption permitted, and should be applied prospectively. We are currently assessing the impact this guidance will have on our financial statements.
Accounting Guidance Adopted in 2025
Improvements to Income Tax Disclosures. In December 2023, the FASB issued ASU 2023-09, which requires disclosure of disaggregated income taxes paid, prescribes standard categories for the components of the effective tax rate reconciliation, and modifies other income tax-related disclosures. ASU 2023-09 is effective for fiscal years beginning after December 15, 2024 and may be applied prospectively or retrospectively. We have retrospectively adopted this guidance, which did not have an impact on our financial statements, although it did result in expanded income tax-related disclosures, which are included in note 13 to our consolidated financial statements.
v3.25.4
Revenue Recognition
12 Months Ended
Dec. 31, 2025
Revenue from Contract with Customer [Abstract]  
Revenue Recognition Revenue Recognition
Revenue Recognition Accounting Standards
We recognize revenue in accordance with two different accounting standards: 1) Topic 606 (which addresses revenue from contracts with customers) and 2) Topic 842 (which addresses lease revenue). Under Topic 606, revenue from contracts with customers is measured based on the consideration specified in the contract with the customer, and excludes any sales incentives and amounts collected on behalf of third parties. A performance obligation is a promise in a contract to transfer a distinct good or service to a customer, and is the unit of account under Topic 606. As reflected below, most of our revenue is accounted for under Topic 842. Our contracts with customers generally do not include multiple performance obligations. We recognize revenue when we satisfy a performance obligation by transferring control over a product or service to a customer. The amount of revenue recognized reflects the consideration we expect to be entitled to in exchange for such products or services.

Nature of goods and services
In the following table, revenue is summarized by type and by the applicable accounting standard.
Year Ended December 31, 
202520242023
Topic 842Topic 606TotalTopic 842Topic 606TotalTopic 842Topic 606Total
Revenues:
Owned equipment rentals$11,048 $— $11,048 $10,559 $— $10,559 $9,948 $— $9,948 
Re-rent revenue275275258258233233
Ancillary and other rental revenues:
Delivery and pick-up1,1531,1531,0691,069941941
Other1,0812491,3309402031,143756186942
Total ancillary and other rental revenues1,081 1,402 2,483 940 1,272 2,212 756 1,127 1,883 
Total equipment rentals12,404 1,402 13,806 11,757 1,272 13,029 10,937 1,127 12,064 
Sales of rental equipment1,4131,4131,5211,5211,5741,574
Sales of new equipment348348282282218218
Contractor supplies sales163163155155146146
Service and other revenues369369358358330330
Total revenues$12,404 $3,695 $16,099 $11,757 $3,588 $15,345 $10,937 $3,395 $14,332 
Revenues by reportable segment and geographical market are presented in note 4 of the consolidated financial statements using the revenue captions reflected in our consolidated statements of operations. The majority of our revenue is recognized in our general rentals segment and in the U.S. (for the year ended December 31, 2025, 68 percent and 91 percent, respectively). We believe that the disaggregation of our revenue from contracts to customers as reflected above, coupled with the further discussion below and the reportable segment and geographical market disclosures in note 4, depicts how the nature, amount, timing and uncertainty of our revenue and cash flows are affected by economic factors.

Lease revenues (Topic 842)
The accounting for the types of revenue that are accounted for under Topic 842 is discussed below.
Owned equipment rentals represent our most significant revenue type (they accounted for 69 percent of total revenues for the year ended December 31, 2025) and are governed by our standard rental contract. We account for such rentals as operating leases. The lease terms are included in our contracts, and the determination of whether our contracts contain leases generally does not require significant assumptions or judgments. Our lease revenues do not include material amounts of variable payments.
Owned equipment rentals: Owned equipment rentals represent revenues from renting equipment that we own. We do not generally provide an option for the lessee to purchase the rented equipment at the end of the lease, and do not generate material revenue from sales of equipment under such options.
We recognize revenues from renting equipment on a straight-line basis. Our rental contract periods are hourly, daily, weekly or monthly. By way of example, if a customer were to rent a piece of equipment and the daily, weekly and monthly rental rates for that particular piece were (in actual dollars) $100, $300 and $900, respectively, we would recognize revenue of $32.14 per day. The daily rate for recognition purposes is calculated by dividing the monthly rate of $900 by the monthly term of 28 days. This daily rate assumes that the equipment will be on rent for the full 28 days, as we are unsure of when the customer will return the equipment and therefore unsure of which rental contract period will apply.
As part of this straight-line methodology, when the equipment is returned, we recognize as incremental revenue the excess, if any, between the amount the customer is contractually required to pay, which is based on the rental contract period applicable to the actual number of days the equipment was out on rent, over the cumulative amount of revenue recognized to date. In any given accounting period, we will have customers return equipment and be contractually required to pay us more than the cumulative amount of revenue recognized to date under the straight-line methodology. For instance, continuing the above example, if the customer rented the above piece of equipment on December 29 and returned it at the close of business on January 1, we would recognize incremental revenue on January 1 of $171.44 (in actual dollars, representing the difference between the amount the customer is contractually required to pay, or $300 at the weekly rate, and the cumulative amount recognized to date on a straight-line basis, or $128.56, which represents four days at $32.14 per day).
We record amounts billed to customers in excess of recognizable revenue as deferred revenue on our balance sheet. We had deferred revenue (associated with both Topic 842 and Topic 606) of $175 and $185 as of December 31, 2025 and 2024, respectively.
As noted above, we are unsure of when the customer will return rented equipment. As such, we do not know how much the customer will owe us upon return of the equipment and cannot provide a maturity analysis of future lease payments. Our equipment is generally rented for short periods of time (significantly less than a year). Lessees do not provide residual value guarantees on rented equipment.
We expect to derive significant future benefits from our equipment following the end of the rental term. Our rentals are generally short-term in nature, and our equipment is typically rented for the majority of the time that we own it. We additionally recognize revenue from sales of rental equipment when we dispose of the equipment.
Re-rent revenue: Re-rent revenue reflects revenues from equipment that we rent from vendors and then rent to our customers. We account for such rentals as subleases. The accounting for re-rent revenue is the same as the accounting for owned equipment rentals described above.
“Other” equipment rental revenue is primarily comprised of 1) Rental Protection Plan (or “RPP”) revenue associated with the damage waiver customers can purchase when they rent our equipment to protect against potential loss or damage, 2) environmental charges associated with the rental of equipment, 3) charges for rented equipment that is damaged by our customers and 4) charges for setup and other services performed on rented equipment.
Revenues from contracts with customers (Topic 606)
The accounting for the types of revenue that are accounted for under Topic 606 is discussed below. Substantially all of our revenues under Topic 606 are recognized at a point-in-time rather than over time.
Delivery and pick-up: Delivery and pick-up revenue associated with renting equipment is recognized when the service is performed.
“Other” equipment rental revenue is primarily comprised of revenues associated with the consumption of fuel by our customers which are recognized when the equipment is returned by the customer (and consumption, if any, can be measured).
Sales of rental equipment, new equipment and contractor supplies are recognized at the time of delivery to, or pick-up by, the customer and when collectibility is probable.
Service and other revenues primarily represent revenues earned from providing repair and maintenance services on our customers’ fleet (including parts sales). Service revenue is recognized as the services are performed.

Receivables and contract assets and liabilities
As reflected above, most of our equipment rental revenue is accounted for under Topic 842 (such revenue represented 77 percent of our total revenues for the year ended December 31, 2025). The customers that are responsible for the remaining revenue that is accounted for under Topic 606 are generally the same customers that rent our equipment. We manage credit risk associated with our accounts receivables at the customer level. Because the same customers generate the revenues that are accounted for under both Topic 606 and Topic 842, the discussions below on credit risk and our allowance for credit losses address receivables arising from revenues from both Topic 606 and Topic 842.
Concentration of credit risk with respect to our receivables is limited because a large number of geographically diverse customers makes up our customer base. Our largest customer accounted for one percent or less of total revenues in each of 2025, 2024 and 2023. Our customer with the largest receivable balance represented approximately two percent of total receivables at December 31, 2025 and 2024. We manage credit risk through credit approvals, credit limits and other monitoring procedures.
Our allowance for credit losses reflects our estimate of the amount of our receivables that we will be unable to collect based on historical write-off experience and, as applicable, current conditions and reasonable and supportable forecasts that affect collectibility. Our estimate could require change based on changing circumstances, including changes in the economy or in the particular circumstances of individual customers. Accordingly, we may be required to increase or decrease our allowance. Trade receivables that have contractual maturities of one year or less are written-off when they are determined to be uncollectible based on the criteria necessary to qualify as a deduction for federal tax purposes. Write-offs of such receivables require management approval based on specified dollar thresholds. See the table below for a rollforward of our allowance for credit losses.
The measurement of expected credit losses is based on relevant information from past events, including historical experiences, current conditions and reasonable and supportable forecasts that affect collectibility. Trade receivables are the only material financial asset we have that is subject to the requirement to measure expected credit losses as noted above, as this requirement does not apply to receivables arising from operating lease revenues. Substantially all of our non-lease trade receivables are due in one year or less. As discussed above, most of our equipment rental revenue is accounted for as lease revenue (such revenue represented 77 percent of our total revenues for the year ended December 31, 2025), and these revenues account for corresponding portions of the $2.510 billion of net accounts receivable and the associated allowance for credit losses of $180 as of December 31, 2025.
As discussed above, most of our equipment rental revenue is accounted for under Topic 842. The customers that are responsible for the remaining revenue that is accounted for under Topic 606 are generally the same customers that rent our equipment. We manage credit risk associated with our accounts receivables at the customer level. The rollforward of our allowance for credit losses (in total, and associated with revenues arising from both Topic 606 and Topic 842) is shown below.
Year ended December 31,
202520242023
Beginning balance$186 $169 $134 
Charged to costs and expenses (1)17 20 14 
Charged to revenue (2)59 50 60 
Deductions and other (3)(82)(53)(39)
Ending balance$180 $186 $169 
_________________
(1)    Reflects bad debt expenses recognized within selling, general and administrative expenses (associated with Topic 606 revenues).
(2)    Primarily reflects credit losses associated with lease revenues that were recognized as a reduction to equipment rentals revenue (primarily associated with Topic 842 revenues).
(3)    Primarily represents write-offs of accounts, net of immaterial recoveries and other activity.
We do not have material contract assets, or impairment losses associated therewith, or material contract liabilities, associated with contracts with customers. Our contracts with customers do not generally result in material amounts billed to customers in excess of recognizable revenue. We did not recognize material revenue during the years ended December 31, 2025 and December 31, 2024 that was included in the contract liability balance as of the beginning of such periods.

Performance obligations
Most of our Topic 606 revenue is recognized at a point-in-time, rather than over time. Accordingly, in any particular period, we do not generally recognize a significant amount of revenue from performance obligations satisfied (or partially satisfied) in previous periods, and the amounts of such revenue recognized during the years ended December 31, 2025 and December 31, 2024 were not material. We also do not expect to recognize material revenue in the future related to performance obligations that were unsatisfied (or partially unsatisfied) as of December 31, 2025.

Payment terms
Our Topic 606 revenues do not include material amounts of variable consideration. Our payment terms vary by the type and location of our customer and the products or services offered. The time between invoicing and when payment is due is not significant. Our contracts do not generally include a significant financing component. For certain products or services and customer types, we require payment before the products or services are delivered to the customer. Our contracts with customers do not generally result in significant obligations associated with returns, refunds or warranties. See above for a discussion of how we manage credit risk.
Revenue is recognized net of taxes collected from customers, which are subsequently remitted to governmental authorities.

Contract costs
We do not recognize any assets associated with the incremental costs of obtaining a contract with a customer (for example, a sales commission) that we expect to recover. Most of our revenue is recognized at a point-in-time or over a period of
one year or less, and we use the practical expedient that allows us to recognize the incremental costs of obtaining a contract as an expense when incurred if the amortization period of the asset that we otherwise would have recognized is one year or less.

Contract estimates and judgments
Our revenues accounted for under Topic 606 generally do not require significant estimates or judgments, primarily for the following reasons:
The transaction price is generally fixed and stated in our contracts;
As noted above, our contracts generally do not include multiple performance obligations, and accordingly do not generally require estimates of the standalone selling price for each performance obligation;
Our revenues do not include material amounts of variable consideration, or result in significant obligations associated with returns, refunds or warranties; and
Most of our revenue is recognized as of a point-in-time and the timing of the satisfaction of the applicable performance obligations is readily determinable. As noted above, our Topic 606 revenue is generally recognized at the time of delivery to, or pick-up by, the customer.
Our revenues accounted for under Topic 842 also generally do not require significant estimates or judgments. We monitor and review our estimated standalone selling prices on a regular basis.
v3.25.4
Segment Information
12 Months Ended
Dec. 31, 2025
Segment Reporting [Abstract]  
Segment Information Segment Information
Our reportable segments are (i) general rentals and (ii) specialty. Our determination of the operating segments is primarily based on geography, but also includes consideration of the offered products and services. As noted below, we evaluate segment performance primarily based on segment equipment rentals gross profit. As discussed further in note 2 to our consolidated financial statements (“Evaluation of Goodwill Impairment”), we test for goodwill impairment at the reporting unit (the region, which is one level below the operating segment (division)) level.
For general rentals, the divisions discussed below, which are our operating segments, are aggregated into the reportable segment. The specialty segment is a single division that is both an operating segment and a reportable segment. We believe that the divisions that are aggregated into our reportable segments have similar economic characteristics, as each division is capital intensive, offers similar products to similar customers, uses similar methods to distribute its products, and is subject to similar competitive risks. The aggregation of our divisions also reflects the management structure that we use for making operating decisions and assessing performance. We evaluate segment performance primarily based on segment equipment rentals gross profit.
The general rentals segment includes the rental of (i) general construction and industrial equipment, such as backhoes, skid-steer loaders, forklifts, earthmoving equipment and material handling equipment, (ii) aerial work platforms, such as boom lifts and scissor lifts and (iii) general tools and light equipment, such as pressure washers, water pumps and power tools. The general rentals segment reflects the aggregation of four geographic divisions—Central, Northeast, Southeast and West—and operates throughout the United States and Canada.
The specialty segment, which, as noted above, is a single division that is both an operating segment and a reportable segment, rents products (and provides setup and other services on such rented equipment) including (i) trench safety equipment, such as trench shields, aluminum hydraulic shoring systems, slide rails, crossing plates, construction lasers and line testing equipment for underground work, (ii) power and HVAC equipment, such as portable diesel generators, electrical distribution equipment, and temperature control equipment, (iii) fluid solutions equipment primarily used for fluid containment, transfer and treatment, (iv) mobile storage equipment and modular office space and (v) surface protection mats. The specialty segment’s customers include construction companies involved in infrastructure projects, municipalities and industrial companies. This segment primarily operates in the United States and Canada, and has a smaller presence in Europe, Australia and New Zealand.
The following table presents the percentage of equipment rental revenue by equipment type for the years ended December 31, 2025, 2024 and 2023:
Year Ended December 31, 
202520242023
Primarily rented by our general rentals segment:
General construction and industrial equipment
39 %40 %42 %
Aerial work platforms
22 %23 %25 %
General tools and light equipment
%%%
Primarily rented by our specialty segment:
Power and HVAC equipment
11 %11 %10 %
Trench safety equipment
%%%
Fluid solutions equipment
%%%
Mobile storage equipment and modular office space
%%%
Surface protection mats (1)%%— %
 
 ___________________
(1)In March 2024, we completed the acquisition of Yak Access, LLC, Yak Mat, LLC and New South Access & Environmental Solutions, LLC (collectively, “Yak”), which was a leading provider of surface protection mats. Prior to the Yak acquisition, we did not rent material amounts of such equipment.
The accounting policies for our segments are the same as those described in the summary of significant accounting policies in note 2. Certain corporate costs, including those related to selling, finance, legal, risk management, human resources, corporate management and information technology systems, are deemed to be of an operating nature and are allocated to our segments based primarily on rental fleet size.
Our Chief Operating Officer is our CODM. Equipment rentals gross profit is the primary measure the CODM utilizes in assessing segment performance and determining the allocation of resources. The CODM is the primary individual in control of resource allocation, and the allocation determinations are made in consultation with our senior executive committee, of which the CODM is a member. The most significant allocation determinations made by the CODM pertain to purchases of rental equipment (see the table below for total capital expenditures, including rental and non-rental equipment, by segment), and these determinations are generally made as part of the annual budgeting process, with regular reviews occurring throughout the year that can result in allocation changes (for example, if a specific division outperforms its plan, that could result in a reallocation of resources between divisions or an increase in the total allocated resources). On a monthly basis, the CODM considers budget-to-actual variances for equipment rentals gross profit when making decisions about allocating capital to the segments. Equipment rentals gross profit is also used to assess the performance for each segment by comparing the results and return on assets of each segment with one another, which also informs the determinations made pertaining to the allocation of resources.
The following table sets forth financial information by segment, and includes a reconciliation of the primary measure of segment profit (equipment rentals gross profit) to income before provision for income taxes.
Year Ended December 31, 
202520242023
General
rentals
SpecialtyTotalGeneral
rentals
SpecialtyTotalGeneral
rentals
SpecialtyTotal
Equipment rentals$9,165$4,641$13,806$8,945$4,084$13,029$8,803$3,261$12,064
Sales of rental equipment1,2161971,4131,3281931,5211,4111631,574
Sales of new equipment19914934815912328295123218
Contractor supplies sales877616387681558957146
Service and other revenues334353693263235829931330
Total revenue (1)11,0015,09816,09910,8454,50015,34510,6973,63514,332
Equipment rentals gross profit (see calculation below)3,2252,0235,2483,2321,9665,1983,2191,5954,814
Equipment rentals gross margin35.2%43.6%38.0%36.1%48.1%39.9%36.6%48.9%39.9%
Capital expenditures (2)3,4091,1594,5683,1021,0284,1303,0518133,864
Calculation of equipment rentals gross profit:
Equipment rentals9,1654,64113,8068,9454,08413,0298,8033,26112,064
Less:
Depreciation of rental equipment(2,021)(649)(2,670)(1,968)(498)(2,466)(1,989)(361)(2,350)
Significant/all other rental expenses (3):
Labor and benefits (4)(1,637)(524)(2,161)(1,576)(442)(2,018)(1,519)(377)(1,896)
Repairs and maintenance(848)(239)(1,087)(830)(211)(1,041)(827)(176)(1,003)
Delivery(514)(473)(987)(472)(350)(822)(448)(269)(717)
All other rental expenses (3)(920)(733)(1,653)(867)(617)(1,484)(801)(483)(1,284)
Equipment rentals gross profit3,2252,0235,2483,2321,9665,1983,2191,5954,814
Reconciliation of equipment rentals gross profit to income before provision for income taxes:
Gross profit from other lines of business896952999
Selling, general and administrative expenses(1,732)(1,645)(1,527)
Restructuring charge (5)(1)(3)(28)
Non-rental depreciation and amortization(438)(437)(431)
Interest expense, net(716)(691)(635)
Other income, net (6)811419
Income before provision for income taxes$3,338$3,388$3,211
December 31,
2025
December 31,
2024
December 31,
2023
General
rentals
SpecialtyTotalGeneral
rentals
SpecialtyTotalGeneral
rentals
SpecialtyTotal
Total assets (7)$21,787$8,079$29,866$21,044$7,119$28,163$20,411$5,178$25,589
 ___________________
(1)Includes immaterial intersegment revenues.
(2)The consolidated statements of cash flows include the payments for capital expenditures, while the table above reflects the gross capital expenditures. Accounts payable as of December 31, 2025, 2024 and 2023 included $117, $77 and $74, respectively, of amounts due but unpaid for purchases of rental equipment.
(3)The significant expense categories align with the segment-level information that is regularly provided to the CODM. The “all other rental expenses” category reflects the difference between equipment rentals revenue less the significant expense categories above and the primary measure of segment profit (equipment rentals gross profit), and is primarily comprised of property costs, costs associated with re-rent revenue and certain ancillary revenues (see note 3 to the consolidated financial statements for a discussion of the different types of equipment rentals revenue), and insurance costs. Intersegment expenses are included within the amounts shown.
(4)Labor and benefits includes all internal labor and benefits costs associated with equipment rentals, including labor and benefits costs associated with repairs and maintenance and delivery.
(5)Primarily reflects severance and branch closure charges associated with our restructuring programs. The restructuring charges generally involve the closure of a large number of branches over a short period of time, often in periods following a major acquisition. The amounts above primarily reflect charges associated with the restructuring program initiated following the December 2022 acquisition of Ahern Rentals. See note 5 to the consolidated financial statements for additional detail on our restructuring programs.
(6)In January 2025, we announced that we had signed a merger agreement to acquire H&E. In February 2025, the merger agreement was terminated. Other income, net for the year ended December 31, 2025 includes a break-up fee of $64 that we received following the termination of the H&E merger agreement.
(7)The increase in the specialty segment assets from December 31, 2023 to December 31, 2024 includes the impact of the Yak acquisition.

We primarily operate in the United States and Canada, and have a smaller presence in Europe, Australia and New Zealand. The foreign information in the table below primarily reflects Canada. The following table presents geographic area information for the years ended December 31, 2025, 2024 and 2023, except for balance sheet information, which is presented as of December 31, 2025 and 2024:
Domestic 
Foreign
Total 
2025
Equipment rentals$12,609 $1,197 $13,806 
Sales of rental equipment1,2881251,413
Sales of new equipment30543348
Contractor supplies sales13627163
Service and other revenues33336369
Total revenue14,6711,42816,099
Rental equipment, net14,5841,48516,069
Property and equipment, net1,0221121,134
Goodwill and other intangible assets, net$6,772$824$7,596
2024
Equipment rentals$11,919 $1,110 $13,029 
Sales of rental equipment1,3791421,521
Sales of new equipment24240282
Contractor supplies sales13124155
Service and other revenues32038358
Total revenue13,9911,35415,345
Rental equipment, net13,6341,29714,931
Property and equipment, net942921,034
Goodwill and other intangible assets, net$6,910$653$7,563
2023
Equipment rentals$11,045 $1,019 $12,064 
Sales of rental equipment1,4271471,574
Sales of new equipment16850218
Contractor supplies sales13016146
Service and other revenues29337330
Total revenue$13,063 $1,269 $14,332 
v3.25.4
Restructuring Charges
12 Months Ended
Dec. 31, 2025
Restructuring and Related Activities [Abstract]  
Restructuring Charges Restructuring Charges
Restructuring charges primarily include severance costs associated with headcount reductions, as well as branch closure charges. We incur severance costs and branch closure charges in the ordinary course of our business. We only include such costs that are part of a restructuring program as restructuring charges. Since the first such program was initiated in 2008, we have completed seven restructuring programs and have incurred total restructuring charges of $384.
In the fourth quarter of 2025, we initiated a restructuring program (the “2026 Cost Savings Restructuring Program”) associated with the consolidation of certain common functions and certain other cost reduction measures. We did not recognize material costs associated with this program in 2025. We expect to complete this program in 2026, and expect to recognize between $30 and $60 of total costs, primarily comprised of severance and branch closure costs, under the program. As of December 31, 2025, the total liability associated with our restructuring programs was $13 (such amount relates only to our closed restructuring programs, as we have not yet recognized any liabilities associated with the 2026 Cost Savings Restructuring Program).
v3.25.4
Rental Equipment
12 Months Ended
Dec. 31, 2025
Property, Plant and Equipment [Abstract]  
Rental Equipment Rental Equipment
Rental equipment consists of the following:
December 31,
20252024
Rental equipment
$24,825 $22,990 
Less accumulated depreciation
(8,756)(8,059)
Rental equipment, net$16,069 $14,931 
Property and Equipment
Property and equipment consist of the following:
December 31,
20252024
Land
$186 $170 
Buildings
347 310 
Non-rental vehicles
352 318 
Machinery and equipment
376 329 
Furniture and fixtures
508 463 
Leasehold improvements
678 610 
2,447 2,200 
Less accumulated depreciation and amortization
(1,313)(1,166)
Property and equipment, net
$1,134 $1,034 
v3.25.4
Property and Equipment
12 Months Ended
Dec. 31, 2025
Property, Plant and Equipment [Abstract]  
Property and Equipment Rental Equipment
Rental equipment consists of the following:
December 31,
20252024
Rental equipment
$24,825 $22,990 
Less accumulated depreciation
(8,756)(8,059)
Rental equipment, net$16,069 $14,931 
Property and Equipment
Property and equipment consist of the following:
December 31,
20252024
Land
$186 $170 
Buildings
347 310 
Non-rental vehicles
352 318 
Machinery and equipment
376 329 
Furniture and fixtures
508 463 
Leasehold improvements
678 610 
2,447 2,200 
Less accumulated depreciation and amortization
(1,313)(1,166)
Property and equipment, net
$1,134 $1,034 
v3.25.4
Goodwill and Other Intangible Assets
12 Months Ended
Dec. 31, 2025
Goodwill and Intangible Assets Disclosure [Abstract]  
Goodwill and Other Intangible Assets Goodwill and Other Intangible Assets
The following table presents the changes in the carrying amount of goodwill for each of the three years in the period ended December 31, 2025:
General rentalsSpecialtyTotal
Balance at January 1, 2023 (1)$4,980 $1,046 $6,026 
Goodwill related to acquisitions (2) (3)(209)111 (98)
Foreign currency translation and other adjustments12 
Balance at December 31, 2023 (1)4,775 1,165 5,940 
Goodwill related to acquisitions (2) (3)124 881 1,005 
Foreign currency translation and other adjustments(16)(29)(45)
Balance at December 31, 2024 (1)4,883 2,017 6,900 
Goodwill related to acquisitions (2)14 155 169 
Foreign currency translation and other adjustments10 40 50 
Balance at December 31, 2025 (1)$4,907$2,212$7,119
 
_________________
(1)    The total carrying amount of goodwill for all periods in the table above is reflected net of $1.557 billion of accumulated impairment charges, which were primarily recorded in our general rentals segment.
(2)    Includes goodwill adjustments for the effect on goodwill of changes to net assets acquired during the measurement period, which were not significant to our previously reported operating results or financial condition. Decreases in goodwill related to acquisitions above primarily reflect such measurement period adjustments.
(3)    The December 2022 acquisition of Ahern Rentals was assigned to our general rentals segment. The decrease in goodwill related to acquisitions for the general rentals segment in 2023 primarily reflected measurement period adjustments associated with the Ahern Rentals acquisition, partially offset by other acquisition activity. The March 2024 acquisition of Yak was assigned to our specialty segment and accounted for most of the goodwill related to acquisitions in 2024.
Other intangible assets were comprised of the following at December 31, 2025 and 2024:  
December 31, 2025
Weighted-Average Remaining
Amortization Period 
Gross
Carrying
Amount
Accumulated
Amortization
Net
Amount
Non-compete agreements2 years$184 $122 $62 
Customer relationships5 years$2,487 $2,074 $413 
Trade names and associated trademarks1 year$11 $$
 
December 31, 2024
Weighted-Average Remaining
Amortization Period 
Gross
Carrying
Amount
Accumulated
Amortization
 
Net
Amount
 
Non-compete agreements3 years$170 $85 $85 
Customer relationships6 years$2,674 $2,100 $574 
Trade names and associated trademarks2 years$12 $$
The non-compete agreements are being amortized on a straight-line basis and the customer relationships are being amortized using the sum of the years' digits method, and we believe that such methods best reflect the estimated pattern in which the economic benefits will be consumed. Amortization expense for other intangible assets was $238, $258 and $271 for the years ended December 31, 2025, 2024 and 2023, respectively.
As of December 31, 2025, estimated amortization expense for other intangible assets for each of the next five years and thereafter was as follows: 
2026$183 
2027128 
202874 
202949 
203026 
Thereafter
17 
Total
$477 
v3.25.4
Accrued Expenses and Other Liabilities and Other Long-Term Liabilities
12 Months Ended
Dec. 31, 2025
Payables and Accruals [Abstract]  
Accrued Expenses and Other Liabilities and Other Long-Term Liabilities Accrued Expenses and Other Liabilities and Other Long-Term Liabilities
Accrued expenses and other liabilities consist of the following:
December 31,
20252024
Self-insurance accruals
$137$100
Accrued compensation and benefit costs157147
Property and income taxes payable
5864
Restructuring reserves (1)1317
Interest payable
157165
Deferred revenue (2)175185
National accounts accrual
217202
 Operating lease liability317294
Other (3)235223
Accrued expenses and other liabilities
$1,466 $1,397 
_________________

(1)    Primarily relates to branch closure charges associated with our closed restructuring programs. See note 5 for additional detail.
(2)    Reflects amounts billed to customers in excess of recognizable revenue. See note 3 for additional detail.
(3)    Other includes multiple items, none of which are individually significant.
Other long-term liabilities consist of the following:  
December 31,
20252024
Self-insurance accruals
$128 $147 
Income taxes payable
9
Accrued compensation and benefit costs
5145
Contingent consideration (1)24
Other long-term liabilities
$188 $216 
_________________
(1)    Primarily reflects the long-term portion of the contingent consideration for the Yak acquisition.
v3.25.4
Fair Value Measurements
12 Months Ended
Dec. 31, 2025
Fair Value Disclosures [Abstract]  
Fair Value Measurements Fair Value Measurements
As of December 31, 2025 and 2024, the amounts of our assets and liabilities that were accounted for at fair value were immaterial.
Fair value measurements are categorized in one of the following three levels based on the lowest level input that is significant to the fair value measurement in its entirety:
Level 1—Inputs to the valuation methodology are unadjusted quoted prices in active markets for identical assets or liabilities.
Level 2—Observable inputs other than quoted prices in active markets for identical assets or liabilities include:
a) quoted prices for similar assets or liabilities in active markets;
b) quoted prices for identical or similar assets or liabilities in inactive markets;
c) inputs other than quoted prices that are observable for the asset or liability;
d) inputs that are derived principally from or corroborated by observable market data by correlation or other means.
If the asset or liability has a specified (contractual) term, the Level 2 input must be observable for substantially the full term of the asset or liability.
Level 3—Inputs to the valuation methodology are unobservable (i.e., supported by little or no market activity) and significant to the fair value measure.
Fair Value of Financial Instruments
The carrying amounts reported in our consolidated balance sheets for accounts receivable, accounts payable and accrued expenses and other liabilities approximate fair value due to the immediate to short-term maturity of these financial instruments. The fair values of our variable rate debt facilities and finance leases approximated their book values as of December 31, 2025 and 2024. The estimated fair values of our other financial instruments, all of which are categorized in Level 1 of the fair value hierarchy, as of December 31, 2025 and 2024 have been calculated based upon available market information, and were as follows:  
December 31, 2025December 31, 2024
Carrying
Amount
Fair
Value 
Carrying
Amount 
Fair
Value 
Senior notes$9,819 $9,863 $8,821 $8,518 
v3.25.4
Debt
12 Months Ended
Dec. 31, 2025
Debt Disclosure [Abstract]  
Debt Debt
Debt, net of unamortized original issue discounts and premiums, and unamortized debt issuance costs, consists of the following:
 
December 31, 
20252024
Accounts receivable securitization facility expiring 2026 (1)$1,459 $1,085 
$4.5 billion ABL facility expiring 2030 (1) (2)
1,6452,253
Term loan facility expiring 2031 (1)975984
5 1/2 percent Senior Notes due 2027 (2)
499
3 7/8 percent Senior Secured Notes due 2027
748747
4 7/8 percent Senior Notes due 2028 (3)
1,6691,667
6 percent Senior Secured Notes due 2029
1,4921,490
5 1/4 percent Senior Notes due 2030
747746
4 percent Senior Notes due 2030
746745
3 7/8 percent Senior Notes due 2031
1,0941,092
3 3/4 percent Senior Notes due 2032
746745
5 3/8 percent Senior Notes due 2033 (2)
1,486
6 1/8 percent Senior Notes due 2034
1,0911,090
Finance leases331263
Total debt14,22913,406
Less short-term portion (4)(1,577)(1,178)
Total long-term debt$12,652 $12,228 
 
(1)    The table below presents financial information associated with our variable rate indebtedness as of and for the year ended December 31, 2025. We have borrowed the full available amount under the term loan facility. The principal obligation
under the term loan facility is required to be repaid in quarterly installments in an aggregate amount equal to 1.0 percent per annum, with the balance due at the maturity of the facility. The average amount of debt outstanding under the term loan facility decreases slightly each quarter due to the requirement to repay a portion of the principal obligation.
ABL facilityAccounts receivable securitization facilityTerm loan facility
Borrowing capacity, net of letters of credit
$2,822 $41 $— 
Letters of credit
22 
Interest rate at December 31, 20254.7 %4.8 %5.2 %
Average month-end debt outstanding
2,027 1,366 988 
Weighted-average interest rate on average debt outstanding5.3 %5.2 %5.8 %
Maximum month-end debt outstanding
2,803 1,484 993 
(2)    In December 2025, URNA issued $1.500 billion principal amount of 5 3/8 percent Senior Notes. See below for additional detail on the issued debt. The net proceeds of the issuance were used to redeem all of the outstanding 5 1/2 percent Senior Notes due 2027 and to reduce drawings on the ABL facility.
(3)    URNA separately issued 4 7/8 percent Senior Notes in August 2017 and in September 2017. Following the issuances, URNA consummated an exchange offer pursuant to which most of the 4 7/8 percent Senior Notes issued in September 2017 were exchanged for additional notes fungible with the 4 7/8 percent Senior Notes issued in August 2017. As of December 31, 2025, the total above is comprised of two separate 4 7/8 percent Senior Notes, one with a book value of $1.665 billion and one with a book value of $4.
(4)    Short-term debt primarily reflects borrowings under the accounts receivable securitization facility and the short-term portion of our finance leases. The accounts receivable securitization facility, which expires on June 24, 2026, may be extended on a 364-day basis by mutual agreement with the purchasers under the facility. The weighted average interest rates on our short-term debt, excluding finance leases, were 4.8 percent and 5.4 percent as of December 31, 2025 and 2024, respectively. See note 12 to the consolidated financial statements for further discussion on our finance leases.
Short-term debt
Accounts receivable securitization facility. The accounts receivable securitization facility expires on June 24, 2026 and may be extended on a 364-day basis by mutual agreement with the purchasers under the facility. Borrowings under the accounts receivable securitization facility bear interest based on (i) the cost of commercial paper issued by a conduit purchaser to fund its investment, plus related dealer commissions and note issuance costs or, (ii) if funded by a bank, the Secured Overnight Financing Rate (“SOFR”). The size of the accounts receivable securitization facility is $1.5 billion, and key provisions of the facility include the following:
borrowings are permitted only to the extent that the face amount of the receivables in the collateral pool, net of applicable reserves, exceeds the outstanding loans by a specified amount. As of December 31, 2025, there were $1.713 billion of receivables, net of applicable reserves, in the collateral pool;
the receivables in the collateral pool are the lenders’ only source of repayment;
upon early termination of the facility, no new amounts will be advanced under the facility and collections on the receivables securing the facility will be used to repay the outstanding borrowings; and
standard termination events including, without limitation, a change of control of Holdings, URNA or certain of its subsidiaries, a failure to make payments, a failure to comply with standard default, delinquency, dilution and days sales outstanding covenants, or breach of the fixed charge coverage ratio covenant under the ABL facility (if applicable).
See the table above for financial information associated with the accounts receivable securitization facility.
Long-term debt
ABL facility. In June 2008, Holdings, URNA, and certain of our subsidiaries entered into a credit agreement providing for a five-year $1.25 billion ABL facility, a portion of which is available for borrowing in Canadian dollars. The ABL facility was subsequently upsized and extended, and a portion of the facility is also now available for borrowing in British pounds, Euros, Australian dollars and New Zealand dollars by certain subsidiaries of URNA in Europe, Australia and New Zealand. The size of the ABL facility was $4.5 billion as of December 31, 2025. See the table above for financial information associated with the ABL facility.
The ABL facility is subject to, among other things, the terms of a borrowing base derived from the value of eligible rental equipment and eligible inventory. The borrowing base is subject to certain reserves and caps customary for financings of this
type. All amounts borrowed under the credit agreement must be repaid on or before July 2030. Loans under the credit agreement bear interest, at URNA’s option: (i) in the case of loans in U.S. dollars, at a rate equal to the term SOFR or daily SOFR or an alternate base rate, in each case plus a spread, (ii) in the case of loans in Canadian dollars, at a rate equal to the Term Canadian Overnight Repo Rate Average (“Term CORRA”) or an alternate rate (the Canadian prime rate), in each case plus a spread, (iii) in the case of loans in Euros, at a rate equal to the Euro interbank offered rate or an alternate base rate, in each case plus a spread, (iv) in the case of loans in British pounds, at a rate equal to the daily simple Sterling Overnight Interbank Average or an alternate base rate, in each case plus a spread or (v) in the case of loans in Australian Dollars or New Zealand Dollars, at a rate equal to the applicable bank bill rate or an alternate base rate, in each case plus a spread. The interest rates under the credit agreement are subject to change based on the availability in the facility. A commitment fee accrues on any unused portion of the commitments under the credit agreement at a fixed rate per annum. Ongoing extensions of credit under the credit agreement are subject to customary conditions, including sufficient availability under the borrowing base. As discussed below (see “Loan Covenants and Compliance”), the only financial covenant that currently exists in the ABL facility is the fixed charge coverage ratio. As of December 31, 2025, availability under the ABL facility has exceeded the required threshold and, as a result, this financial covenant was inapplicable. In addition, the credit agreement contains customary negative covenants applicable to Holdings, URNA and our subsidiaries, including negative covenants that restrict the ability of such entities to, among other things, (i) incur additional indebtedness or engage in certain other types of financing transactions, (ii) allow certain liens to attach to assets, (iii) repurchase, or pay dividends or make certain other restricted payments on, capital stock and certain other securities, (iv) prepay certain indebtedness and (v) make acquisitions and investments. The borrowings under the credit agreement by URNA are secured by substantially all of our assets and substantially all of the assets of certain of our U.S. subsidiaries (other than real property and certain accounts receivable). The borrowings under the credit agreement by URNA are guaranteed by Holdings and, subject to certain exceptions, our domestic subsidiaries. Borrowings under the credit agreement by URNA’s Canadian subsidiaries are also secured by substantially all the assets of URNA’s Canadian subsidiaries and supported by guarantees from the Canadian subsidiaries and from Holdings and URNA, and, subject to certain exceptions, our domestic subsidiaries. Borrowings under the credit agreement by URNA’s subsidiaries in Europe, Puerto Rico, Australia and New Zealand are guaranteed by Holdings, URNA, URNA’s Canadian subsidiaries and, subject to certain exceptions, our domestic subsidiaries and secured by substantially all the assets of our U.S. subsidiaries (other than real property and certain accounts receivable) and substantially all the assets of URNA’s Canadian subsidiaries. Under the ABL facility, a change of control (as defined in the credit agreement) constitutes an event of default, entitling our lenders, among other things, to terminate our ABL facility and to require us to repay outstanding borrowings.
Term loan facility. In October 2018, Holdings, URNA, and certain of our subsidiaries entered into a senior secured term loan facility. In 2024, the term loan facility was amended, primarily to extend the maturity date and to increase the facility size to $1.000 billion (at the time of the amendment, the facility size was $948). See the table above for financial information associated with the term loan facility.
The term loan facility is guaranteed by Holdings and the same domestic subsidiaries that guarantee the borrowings of URNA under the ABL facility. In addition, the obligations under the term loan facility are secured by first priority security interests in the same collateral that secures the borrowings of URNA under the ABL facility, on a pari passu basis with the ABL facility. The principal obligations under the term loan facility are to be repaid in quarterly installments in an aggregate amount equal to 1.0 percent per annum, with the balance due at the maturity of the term loan facility. The term loan facility matures on February 14, 2031. Borrowings under the term loan facility bear interest based on SOFR.
The term loan facility contains customary negative covenants applicable to URNA and its subsidiaries, including negative covenants that restrict the ability of such entities to, among other things, (i) incur additional indebtedness; (ii) incur additional liens; (iii) make dividends and other restricted payments; and (iv) engage in mergers, acquisitions and dispositions. The term loan facility does not include any financial covenants. Under the term loan facility, a change of control (as defined in the credit agreement) constitutes an event of default, entitling our lenders to, among other things, terminate the term loan facility and require us to repay outstanding loans.
3 7/8 percent Senior Secured Notes due 2027. In November 2019, URNA issued $750 aggregate principal amount of 3 7/8 percent Senior Secured Notes (the “3 7/8 percent Notes”) which are due November 15, 2027. The 3 7/8 percent Notes are guaranteed by Holdings and certain domestic subsidiaries of URNA and are secured on a second-priority basis by liens on substantially all of URNA’s and the guarantors’ assets that secure the ABL facility and the term loan facility, subject to certain exceptions. The 3 7/8 percent Notes may be redeemed on or after November 15, 2022, at specified redemption prices that range from 101.938 percent in 2022, to 100 percent in 2025 and thereafter, in each case, plus accrued and unpaid interest, if any. In addition, at any time on or prior to November 15, 2022, up to 40 percent of the aggregate principal amount of the 3 7/8 percent Notes may be redeemed with the net cash proceeds of certain equity offerings at a redemption price equal to 103.875 percent of the aggregate principal amount of the notes plus accrued and unpaid interest, if any. The indenture governing the 3 7/8 percent Notes contains certain restrictive covenants, including, among others, limitations on (i) liens and (ii) mergers and consolidations, as well as a requirement to timely file periodic reports with the SEC. Each of the restrictive covenants is subject
to important exceptions and qualifications that would allow URNA and its subsidiaries to engage in these activities under certain conditions. In addition, the requirements to provide subsidiary guarantees, to give further assurances and to make an offer to repurchase the notes upon the occurrence of a change of control will not apply to URNA and its restricted subsidiaries during any period when the 3 7/8 percent Notes are rated investment grade by both Standard & Poor’s Ratings Services and Moody’s Investors Service, Inc., or, in certain circumstances, another rating agency selected by URNA, provided at such time no default under the indenture has occurred and is continuing. The indenture also requires that, in the event of a change of control (as defined in the indenture), URNA must make an offer to purchase all of the then-outstanding 3 7/8 percent Notes tendered at a purchase price in cash equal to 101 percent of the principal amount thereof, plus accrued and unpaid interest, if any, thereon.
7/8 percent Senior Notes due 2028. In August 2017, URNA issued $925 principal amount of 4 7/8 percent Senior Notes (the “Initial 4 7/8 percent Notes”) which are due January 15, 2028. The Initial 4 7/8 percent Notes are unsecured and are guaranteed by Holdings and certain domestic subsidiaries of URNA. The Initial 4 7/8 percent Notes may be redeemed on or after January 15, 2023, at specified redemption prices that range from 102.438 percent in 2023, to 100 percent in 2026 and thereafter, in each case, plus accrued and unpaid interest, if any. The indenture governing the Initial 4 7/8 percent Notes contains certain restrictive covenants, including, among others, limitations on (i) liens; (ii) mergers and consolidations; (iii) sales, transfers and other dispositions of assets; (iv) dividends and other distributions, stock repurchases and redemptions and other restricted payments; and (v) designations of unrestricted subsidiaries, as well as a requirement to timely file periodic reports with the SEC. Each of the restrictive covenants is subject to important exceptions and qualifications that would allow URNA and its subsidiaries to engage in these activities under certain conditions. In addition, the covenant relating to dividends and other distributions, stock repurchases and redemptions and other restricted payments and the requirements relating to additional subsidiary guarantors will not apply to URNA and its restricted subsidiaries during any period when the Initial 4 7/8 percent Notes are rated investment grade by both Standard & Poor’s Ratings Services and Moody’s Investors Service, Inc., or, in certain circumstances, another rating agency selected by URNA, provided at such time no default under the indenture has occurred and is continuing. The indenture also requires that, in the event of a change of control (as defined in the indenture), URNA must make an offer to purchase all of the then-outstanding Initial 4 7/8 percent Notes tendered at a purchase price in cash equal to 101 percent of the principal amount thereof, plus accrued and unpaid interest, if any, thereon.
In September 2017, URNA issued $750 principal amount of 4 7/8 percent Senior Notes (the “Subsequent 4 7/8 percent Notes”) which are due January 15, 2028. The Subsequent 4 7/8 percent Notes represent a separate and distinct series of notes from the Initial 4 7/8 percent Notes. The Subsequent 4 7/8 percent Notes are unsecured and are guaranteed by Holdings and certain domestic subsidiaries of URNA. The Subsequent 4 7/8 percent Notes may be redeemed on or after January 15, 2023, at specified redemption prices that range from 102.438 percent in 2023, to 100 percent in 2026 and thereafter, in each case, plus accrued and unpaid interest, if any. The indenture governing the Subsequent 4 7/8 percent Notes contains certain restrictive covenants, including, among others, limitations on (i) liens; (ii) mergers and consolidations; (iii) sales, transfers and other dispositions of assets; (iv) dividends and other distributions, stock repurchases and redemptions and other restricted payments; and (v) designations of unrestricted subsidiaries, as well as a requirement to timely file periodic reports with the SEC. Each of the restrictive covenants is subject to important exceptions and qualifications that would allow URNA and its subsidiaries to engage in these activities under certain conditions. In addition, the covenant relating to dividends and other distributions, stock repurchases and redemptions and other restricted payments and the requirements relating to additional subsidiary guarantors will not apply to URNA and its restricted subsidiaries during any period when the Subsequent 4 7/8 percent Notes are rated investment grade by both Standard & Poor’s Ratings Services and Moody’s Investors Service, Inc., or, in certain circumstances, another rating agency selected by URNA, provided at such time no default under the indenture has occurred and is continuing. The indenture also requires that, in the event of a change of control (as defined in the indenture), URNA must make an offer to purchase all of the then-outstanding Subsequent 4 7/8 percent Notes tendered at a purchase price in cash equal to 101 percent of the principal amount thereof, plus accrued and unpaid interest, if any, thereon. The effective interest rate on the Subsequent 4 7/8 percent Notes, which includes the impact of the original issue premium, is 4.84 percent.
In December 2017, we consummated an exchange offer pursuant to which approximately $744 principal amount of Subsequent 4 7/8 percent Notes were exchanged for additional Initial 4 7/8 percent Notes issued under the indenture governing the Initial 4 7/8 percent Notes and fungible with the Initial 4 7/8 percent Notes. As of December 31, 2025, the principal amounts outstanding were $1.669 billion for the Initial 4 7/8 percent Notes and $4 for the Subsequent 4 7/8 percent Notes.
6 percent Senior Secured Notes due 2029. In November 2022, URNA issued $1.500 billion aggregate principal amount of 6 percent Senior Secured Notes (the “6 percent Notes”) which are due December 15, 2029. The 6 percent Notes are guaranteed by Holdings and certain domestic subsidiaries of URNA and are secured on a first-priority basis by liens on substantially all of URNA’s and the guarantors’ assets that secure the ABL facility and the term loan facility, subject to certain exceptions. The 6 percent Notes may be redeemed on or after December 15, 2025, at specified redemption prices that range from 103.000 percent in 2025, to 100 percent in 2027 and thereafter, in each case, plus accrued and unpaid interest, if any. Up to 10 percent of the aggregate principal amount of the 6 percent Notes may also be redeemed during each period from (i) the issue date to, but
excluding, December 15, 2023, (ii) December 15, 2023 to, but excluding, December 15, 2024 and (iii) December 15, 2024 to, but excluding, December 15, 2025, at a redemption price equal to 103.000 percent plus accrued and unpaid interest, if any. In addition, at any time on or prior to December 15, 2025, up to 40 percent of the aggregate principal amount of the 6 percent Notes may be redeemed with the net cash proceeds of certain equity offerings at a redemption price equal to 106.000 percent of the aggregate principal amount of the notes plus accrued and unpaid interest, if any. The indenture governing the 6 percent Notes contains certain restrictive covenants, including, among others, limitations on (i) liens and (ii) mergers and consolidations, as well as a requirement to timely file periodic reports with the SEC. Each of the restrictive covenants is subject to important exceptions and qualifications that would allow URNA and its subsidiaries to engage in these activities under certain conditions. In addition, the requirements to provide subsidiary guarantees, to give further assurances and to make an offer to repurchase the notes upon the occurrence of a change of control will not apply to URNA and its restricted subsidiaries during any period when the 6 percent Notes are rated investment grade by both Standard & Poor’s Ratings Services and Moody’s Investors Service, Inc., or, in certain circumstances, another rating agency selected by URNA, provided at such time no default under the indenture has occurred and is continuing. The indenture also requires that, in the event of a change of control (as defined in the indenture), URNA must make an offer to purchase all of the then-outstanding 6 percent Notes tendered at a purchase price in cash equal to 101 percent of the principal amount thereof, plus accrued and unpaid interest, if any, thereon.
5 1/4 percent Senior Notes due 2030. In May 2019, URNA issued $750 aggregate principal amount of 5 1/4 percent Senior Notes (the “5 1/4 percent Notes”) which are due January 15, 2030. The 5 1/4 percent Notes are unsecured and are guaranteed by Holdings and certain domestic subsidiaries of URNA. The 5 1/4 percent Notes may be redeemed on or after January 15, 2025, at specified redemption prices that range from 102.625 percent in 2025, to 100 percent in 2028 and thereafter, in each case, plus accrued and unpaid interest, if any. In addition, at any time on or prior to January 15, 2023, up to 40 percent of the aggregate principal amount of the 5 1/4 percent Notes may be redeemed with the net cash proceeds of certain equity offerings at a redemption price equal to 105.250 percent of the aggregate principal amount of the notes plus accrued and unpaid interest, if any. The indenture governing the 5 1/4 percent Notes contains certain restrictive covenants, including, among others, limitations on (i) liens; (ii) mergers and consolidations; and (iii) dividends and other distributions, stock repurchases and redemptions and other restricted payments, as well as a requirement to timely file periodic reports with the SEC. Each of the restrictive covenants is subject to important exceptions and qualifications that would allow URNA and its subsidiaries to engage in these activities under certain conditions. In addition, the covenant relating to dividends and other distributions, stock repurchases and redemptions and other restricted payments and the requirements relating to additional subsidiary guarantors will not apply to URNA and its restricted subsidiaries during any period when the 5 1/4 percent Notes are rated investment grade by both Standard & Poor’s Ratings Services and Moody’s Investors Service, Inc., or, in certain circumstances, another rating agency selected by URNA, provided at such time no default under the indenture has occurred and is continuing. The indenture also requires that, in the event of a change of control (as defined in the indenture), URNA must make an offer to purchase all of the then-outstanding 5 1/4 percent Notes tendered at a purchase price in cash equal to 101 percent of the principal amount thereof, plus accrued and unpaid interest, if any, thereon.
4 percent Senior Notes due 2030. In February 2020, URNA issued $750 aggregate principal amount of 4 percent Senior Notes (the “4 percent Notes”) which are due July 15, 2030. The 4 percent Notes are unsecured and are guaranteed by Holdings and certain domestic subsidiaries of URNA. The 4 percent Notes may be redeemed on or after July 15, 2025, at specified redemption prices that range from 102.000 percent in 2025, to 100 percent in 2028 and thereafter, in each case, plus accrued and unpaid interest, if any. In addition, at any time on or prior to July 15, 2023, up to 40 percent of the aggregate principal amount of the 4 percent Notes may be redeemed with the net cash proceeds of certain equity offerings at a redemption price equal to 104.000 percent of the aggregate principal amount of the notes plus accrued and unpaid interest, if any. The indenture governing the 4 percent Notes contains certain restrictive covenants, including, among others, limitations on (i) liens and (ii) mergers and consolidations, as well as a requirement to timely file periodic reports with the SEC. Each of the restrictive covenants is subject to important exceptions and qualifications that would allow URNA and its subsidiaries to engage in these activities under certain conditions. In addition, the requirements to provide subsidiary guarantees and to make an offer to repurchase the notes upon the occurrence of a change of control will not apply to URNA and its restricted subsidiaries during any period when the 4 percent Notes are rated investment grade by both Standard & Poor’s Ratings Services and Moody’s Investors Service, Inc., or, in certain circumstances, another rating agency selected by URNA, provided at such time no default under the indenture has occurred and is continuing. The indenture also requires that, in the event of a change of control (as defined in the indenture), URNA must make an offer to purchase all of the then-outstanding 4 percent Notes tendered at a purchase price in cash equal to 101 percent of the principal amount thereof, plus accrued and unpaid interest, if any, thereon.
3 7/8 percent Senior Notes due 2031. In August 2020, URNA issued $1.100 billion aggregate principal amount of 3 7/8 percent Senior Notes (the “3 7/8 percent Notes”) which are due February 15, 2031. The 3 7/8 percent Notes are unsecured and are guaranteed by Holdings and certain domestic subsidiaries of URNA. The 3 7/8 percent Notes may be redeemed on or after August 15, 2025, at specified redemption prices that range from 101.938 percent in 2025, to 100 percent in 2028 and thereafter,
in each case, plus accrued and unpaid interest, if any. In addition, at any time on or prior to August 15, 2023, up to 40 percent of the aggregate principal amount of the 3 7/8 percent Notes may be redeemed with the net cash proceeds of certain equity offerings at a redemption price equal to 103.875 percent of the aggregate principal amount of the notes plus accrued and unpaid interest, if any. The indenture governing the 3 7/8 percent Notes contains certain restrictive covenants, including, among others, limitations on (i) liens and (ii) mergers and consolidations, as well as a requirement to timely file periodic reports with the SEC. Each of the restrictive covenants is subject to important exceptions and qualifications that would allow URNA and its subsidiaries to engage in these activities under certain conditions. In addition, the requirements to provide subsidiary guarantees and to make an offer to repurchase the notes upon the occurrence of a change of control will not apply to URNA and its restricted subsidiaries during any period when the 3 7/8 percent Notes are rated investment grade by both Standard & Poor’s Ratings Services and Moody’s Investors Service, Inc., or, in certain circumstances, another rating agency selected by URNA, provided at such time no default under the indenture has occurred and is continuing. The indenture also requires that, in the event of a change of control (as defined in the indenture), URNA must make an offer to purchase all of the then-outstanding 3 7/8 percent Notes tendered at a purchase price in cash equal to 101 percent of the principal amount thereof, plus accrued and unpaid interest, if any, thereon.
3 3/4 percent Senior Notes due 2032. In August 2021, URNA issued $750 aggregate principal amount of 3 3/4 percent Senior Notes (the “3 3/4 percent Notes”) which are due January 15, 2032. The 3 3/4 percent Notes are unsecured and are guaranteed by Holdings and certain domestic subsidiaries of URNA. The 3 3/4 percent Notes may be redeemed on or after July 15, 2026, at specified redemption prices that range from 101.875 percent in 2026, to 100 percent in 2029 and thereafter, in each case, plus accrued and unpaid interest, if any. In addition, at any time on or prior to July 30, 2024, up to 40 percent of the aggregate principal amount of the 3 3/4 percent Notes may be redeemed with the net cash proceeds of certain equity offerings at a redemption price equal to 103.750 percent of the aggregate principal amount of the notes plus accrued and unpaid interest, if any. The indenture governing the 3 3/4 percent Notes contains certain restrictive covenants, including, among others, limitations on (i) liens and (ii) mergers and consolidations, as well as a requirement to timely file periodic reports with the SEC. Each of the restrictive covenants is subject to important exceptions and qualifications that would allow URNA and its subsidiaries to engage in these activities under certain conditions. In addition, the requirements to provide subsidiary guarantees and to make an offer to repurchase the notes upon the occurrence of a change of control will not apply to URNA and its restricted subsidiaries during any period when the 3 3/4 percent Notes are rated investment grade by both Standard & Poor’s Ratings Services and Moody’s Investors Service, Inc., or, in certain circumstances, another rating agency selected by URNA, provided at such time no default under the indenture has occurred and is continuing. The indenture also requires that, in the event of a change of control (as defined in the indenture), URNA must make an offer to purchase all of the then-outstanding 3 3/4 percent Notes tendered at a purchase price in cash equal to 101 percent of the principal amount thereof, plus accrued and unpaid interest, if any, thereon.
5 3/8 percent Senior Notes due 2033. In December 2025, URNA issued $1.500 billion aggregate principal amount of 5 3/8 percent Senior Notes (the “5 3/8 percent Notes”) which are due November 15, 2033. The 5 3/8 percent Notes are unsecured and are guaranteed by Holdings and certain domestic subsidiaries of URNA. The 5 3/8 percent Notes may be redeemed on or after November 15, 2028, at specified redemption prices that range from 102.688 percent in 2028, to 100 percent in 2030 and thereafter, in each case, plus accrued and unpaid interest, if any. At any time prior to November 15, 2028, URNA may, at its option, redeem some or all of the 5 3/8 percent Notes at a redemption price equal to 100 percent of the aggregate principal amount of the notes to be redeemed, plus a “make-whole” premium and accrued and unpaid interest, if any, to the redemption date. In addition, at any time on or prior to November 15, 2028, up to 40 percent of the aggregate principal amount of the 5 3/8 percent Notes may be redeemed with the net cash proceeds of certain equity offerings at a redemption price equal to 105.375 percent of the aggregate principal amount of the notes plus accrued and unpaid interest, if any. The indenture governing the 5 3/8 percent Notes contains certain restrictive covenants, including, among others, limitations on (i) liens and (ii) mergers and consolidations, as well as a requirement to timely file periodic reports with the SEC. Each of the restrictive covenants is subject to important exceptions and qualifications that would allow URNA and its subsidiaries to engage in these activities under certain conditions. In addition, the requirements to provide subsidiary guarantees and to make an offer to repurchase the notes upon the occurrence of a change of control will not apply to URNA and its restricted subsidiaries during any period when the 5 3/8 percent Notes are rated investment grade by at least two of Standard & Poor’s Ratings Services, Moody’s Investors Service, Inc. and Fitch Ratings, Inc., or, in certain circumstances, another rating agency selected by URNA, provided at such time no default under the indenture has occurred and is continuing. The indenture also requires that, in the event of a change of control (as defined in the indenture), URNA must make an offer to purchase all of the then-outstanding 5 3/8 percent Notes tendered at a purchase price in cash equal to 101 percent of the principal amount thereof, plus accrued and unpaid interest, if any, thereon.
1/8 percent Senior Notes due 2034. In March 2024, URNA issued $1.100 billion aggregate principal amount of 6 1/8 percent Senior Notes (the “6 1/8 percent Notes”) which are due March 15, 2034. The 6 1/8 percent Notes are unsecured and are guaranteed by Holdings and certain domestic subsidiaries of URNA. The 6 1/8 percent Notes may be redeemed on or after March 15, 2029, at specified redemption prices that range from 103.063 percent in 2029, to 100 percent in 2032 and thereafter,
in each case, plus accrued and unpaid interest, if any. At any time prior to March 15, 2029, URNA may, at its option, redeem some or all of the 6 1/8 percent Notes at a redemption price equal to 100 percent of the aggregate principal amount of the notes to be redeemed, plus a “make-whole” premium and accrued and unpaid interest, if any, to the redemption date. In addition, at any time on or prior to March 15, 2027, up to 40 percent of the aggregate principal amount of the 6 1/8 percent Notes may be redeemed with the net cash proceeds of certain equity offerings at a redemption price equal to 106.125 percent of the aggregate principal amount of the notes plus accrued and unpaid interest, if any. The indenture governing the 6 1/8 percent Notes contains certain restrictive covenants, including, among others, limitations on (i) liens and (ii) mergers and consolidations, as well as a requirement to timely file periodic reports with the SEC. Each of the restrictive covenants is subject to important exceptions and qualifications that would allow URNA and its subsidiaries to engage in these activities under certain conditions. In addition, the requirements to provide subsidiary guarantees and to make an offer to repurchase the notes upon the occurrence of a change of control will not apply to URNA and its restricted subsidiaries during any period when the 6 1/8 percent Notes are rated investment grade by both Standard & Poor’s Ratings Services and Moody’s Investors Service, Inc., or, in certain circumstances, another rating agency selected by URNA, provided at such time no default under the indenture has occurred and is continuing. The indenture also requires that, in the event of a change of control (as defined in the indenture), URNA must make an offer to purchase all of the then-outstanding 6 1/8 percent Notes tendered at a purchase price in cash equal to 101 percent of the principal amount thereof, plus accrued and unpaid interest, if any, thereon.

Loan Covenants and Compliance
As of December 31, 2025, we were in compliance with the covenants and other provisions of the ABL, accounts receivable securitization and term loan facilities and the senior notes. Any failure to be in compliance with any material provision or covenant of these agreements could have a material adverse effect on our liquidity and operations.
The only financial covenant that currently exists under the ABL facility is the fixed charge coverage ratio. Subject to certain limited exceptions specified in the ABL facility, the fixed charge coverage ratio covenant under the ABL facility will only apply in the future if specified availability under the ABL facility falls below 10 percent of the maximum revolver amount under the ABL facility for five consecutive business days. When certain conditions are met, cash and cash equivalents and borrowing base collateral in excess of the ABL facility size may be included when calculating specified availability under the ABL facility. As of December 31, 2025, specified availability under the ABL facility exceeded the required threshold and, as a result, this financial covenant was inapplicable. Under our accounts receivable securitization facility, we are required, among other things, to maintain certain financial tests relating to: (i) the default ratio, (ii) the delinquency ratio, (iii) the dilution ratio and (iv) days sales outstanding. The accounts receivable securitization facility also requires us to comply with the fixed charge coverage ratio under the ABL facility, to the extent the ratio is applicable under the ABL facility.
Covenants in the agreements governing our ABL facility, term loan facility and certain other debt instruments impose limitations on our ability to make share repurchases and dividend payments, subject to important exceptions that would allow us to make such repurchases or payments under certain conditions. Based on our current total indebtedness leverage ratio (as defined in the applicable debt agreements) and usage of the ABL facility as of December 31, 2025, we met the criteria under the applicable debt agreements for these exceptions, and as a result we were not restricted in our ability to make share repurchases and dividend payments.
Maturities
Debt maturities (exclusive of any unamortized original issue premiums and unamortized debt issuance costs) for each of the next five years and thereafter at December 31, 2025 are as follows:
2026$1,577 
2027851 
20281,747 
20291,537 
20303,170 
Thereafter5,420 
Total$14,302 
v3.25.4
Leases
12 Months Ended
Dec. 31, 2025
Leases [Abstract]  
Leases Leases
As discussed in note 3 to the consolidated financial statements, most of our equipment rental revenue is accounted for as lease revenue under Topic 842 (such revenue represented 77 percent of our total revenues for the year ended December 31,
2025). See note 3 for a discussion of our revenue accounting (such discussion includes lessor disclosures required under Topic 842).
We determine if an arrangement is a lease at inception. Our material lease contracts are generally for real estate or vehicles, and the determination of whether such contracts contain leases generally does not require significant estimates or judgments. We lease real estate and equipment under operating leases. We lease a significant portion of our branch locations, and also lease other premises used for purposes such as district and regional offices and service centers. Our finance lease obligations consist primarily of rental equipment (primarily vehicles) and building leases.
Operating leases result in the recognition of right-of-use (“ROU”) assets and lease liabilities on the balance sheet. ROU assets represent our right to use the leased asset for the lease term and lease liabilities represent our obligation to make lease payments. Operating lease ROU assets and liabilities are recognized at commencement date based on the present value of lease payments over the lease term. As most of our leases do not provide an implicit rate, we use our estimated incremental borrowing rate at the commencement date to determine the present value of lease payments. The operating lease ROU assets also include any lease payments made and exclude lease incentives. Our lease terms may include options, at our sole discretion, to extend or terminate the lease that we are reasonably certain to exercise. The amount of payments associated with such options reflected in the “Maturity of lease liabilities” table below is not material. Most real estate leases include one or more options to renew, with renewal terms that can extend the lease term from 1 to 5 years or more. Lease expense is recognized on a straight-line basis over the lease term.
Leases with an initial term of 12 months or less are not recorded on the balance sheet. Lease expense on such leases is recognized on a straight-line basis over the lease term. The primary leases we enter into with initial terms of 12 months or less are for equipment that we rent from vendors and then rent to our customers. We generate sublease revenue from such leases that we refer to as “re-rent revenue” as discussed in note 3 to the consolidated financial statements. Apart from the re-rent revenue discussed in note 3, we do not generate material sublease income.
We have lease agreements with lease and non-lease components, and, for our real estate operating leases, we account for the lease and non-lease components as a single lease component. Our lease agreements do not contain any material residual value guarantees or material restrictive covenants.
The tables below present financial information associated with our leases as of December 31, 2025 and 2024, and for the years ended December 31, 2025, 2024 and 2023.
ClassificationDecember 31, 2025December 31, 2024
Assets
Operating lease assetsOperating lease right-of-use assets$1,395 $1,337 
Finance lease assetsRental equipment597 493 
Less accumulated depreciation(161)(141)
Rental equipment, net436 352 
Property and equipment, net:
Non-rental vehicles11 
Buildings85 71 
Less accumulated depreciation and amortization(33)(33)
Property and equipment, net56 49 
Total leased assets1,887 1,738 
Liabilities
Current
OperatingAccrued expenses and other liabilities317 294 
FinanceShort-term debt and current maturities of long-term debt108 83 
Long-term
OperatingOperating lease liabilities1,124 1,089 
FinanceLong-term debt223 180 
Total lease liabilities$1,772 $1,646 
Lease costClassificationYear Ended December 31, 2025Year Ended December 31, 2024Year Ended December 31, 2023
Operating lease cost (1)Cost of equipment rentals, excluding depreciation (1)$720 $647 $582 
Selling, general and administrative expenses15 14 12 
Restructuring charge (2)27 
Finance lease cost
Amortization of leased assetsDepreciation of rental equipment53 46 36 
Non-rental depreciation and amortization
Interest on lease liabilitiesInterest expense, net17 12 
Sublease income (3)(275)(258)(233)
Net lease cost$532 $465 $434 
_________________
(1)    Includes variable lease costs, which are immaterial. Cost of equipment rentals, excluding depreciation for the years ended December 31, 2025, 2024 and 2023 includes $233, $222 and $209, respectively, of short-term lease costs associated with equipment that we rent from vendors and then rent to our customers, as discussed further above. Apart from these costs, short-term lease costs are immaterial.
(2)    The amounts above primarily reflect charges associated with a restructuring program initiated following the closing of the Ahern Rentals acquisition.
(3)    Primarily reflects re-rent revenue as discussed further above.
Maturity of lease liabilities (as of December 31, 2025)Operating leases (1)Finance leases (2)
2026$379 $119 
2027333 103 
2028280 73 
2029221 32 
2030151 
Thereafter297 47 
Total1,661 381 
Less amount representing interest(220)(50)
Present value of lease liabilities$1,441 $331 
_________________
(1)    Reflects payments for non-cancelable operating leases with initial or remaining terms of one year or more as of December 31, 2025. The table above does not include any legally binding minimum lease payments for leases signed but not yet commenced, and such leases are not material in the aggregate.
(2)    The table above does not include any legally binding minimum lease payments for leases signed but not yet commenced, and such leases are not material in the aggregate.
Lease term and discount rateDecember 31, 2025December 31, 2024
Weighted-average remaining lease term (years)
Operating leases6.45.8
Finance leases5.05.8
Weighted-average discount rate
Operating leases4.8 %4.6 %
Finance leases4.8 %4.8 %
Other informationYear Ended December 31, 2025Year Ended December 31, 2024Year Ended December 31, 2023
Cash paid for amounts included in the measurement of lease liabilities
Operating cash flows from operating leases$371 $328 $304 
Operating cash flows from finance leases17 12 
Financing cash flows from finance leases100 79 64 
Leased assets obtained in exchange for new operating lease liabilities374 535 538 
Leased assets obtained in exchange for new finance lease liabilities$167 $153 $132 
Leases Leases
As discussed in note 3 to the consolidated financial statements, most of our equipment rental revenue is accounted for as lease revenue under Topic 842 (such revenue represented 77 percent of our total revenues for the year ended December 31,
2025). See note 3 for a discussion of our revenue accounting (such discussion includes lessor disclosures required under Topic 842).
We determine if an arrangement is a lease at inception. Our material lease contracts are generally for real estate or vehicles, and the determination of whether such contracts contain leases generally does not require significant estimates or judgments. We lease real estate and equipment under operating leases. We lease a significant portion of our branch locations, and also lease other premises used for purposes such as district and regional offices and service centers. Our finance lease obligations consist primarily of rental equipment (primarily vehicles) and building leases.
Operating leases result in the recognition of right-of-use (“ROU”) assets and lease liabilities on the balance sheet. ROU assets represent our right to use the leased asset for the lease term and lease liabilities represent our obligation to make lease payments. Operating lease ROU assets and liabilities are recognized at commencement date based on the present value of lease payments over the lease term. As most of our leases do not provide an implicit rate, we use our estimated incremental borrowing rate at the commencement date to determine the present value of lease payments. The operating lease ROU assets also include any lease payments made and exclude lease incentives. Our lease terms may include options, at our sole discretion, to extend or terminate the lease that we are reasonably certain to exercise. The amount of payments associated with such options reflected in the “Maturity of lease liabilities” table below is not material. Most real estate leases include one or more options to renew, with renewal terms that can extend the lease term from 1 to 5 years or more. Lease expense is recognized on a straight-line basis over the lease term.
Leases with an initial term of 12 months or less are not recorded on the balance sheet. Lease expense on such leases is recognized on a straight-line basis over the lease term. The primary leases we enter into with initial terms of 12 months or less are for equipment that we rent from vendors and then rent to our customers. We generate sublease revenue from such leases that we refer to as “re-rent revenue” as discussed in note 3 to the consolidated financial statements. Apart from the re-rent revenue discussed in note 3, we do not generate material sublease income.
We have lease agreements with lease and non-lease components, and, for our real estate operating leases, we account for the lease and non-lease components as a single lease component. Our lease agreements do not contain any material residual value guarantees or material restrictive covenants.
The tables below present financial information associated with our leases as of December 31, 2025 and 2024, and for the years ended December 31, 2025, 2024 and 2023.
ClassificationDecember 31, 2025December 31, 2024
Assets
Operating lease assetsOperating lease right-of-use assets$1,395 $1,337 
Finance lease assetsRental equipment597 493 
Less accumulated depreciation(161)(141)
Rental equipment, net436 352 
Property and equipment, net:
Non-rental vehicles11 
Buildings85 71 
Less accumulated depreciation and amortization(33)(33)
Property and equipment, net56 49 
Total leased assets1,887 1,738 
Liabilities
Current
OperatingAccrued expenses and other liabilities317 294 
FinanceShort-term debt and current maturities of long-term debt108 83 
Long-term
OperatingOperating lease liabilities1,124 1,089 
FinanceLong-term debt223 180 
Total lease liabilities$1,772 $1,646 
Lease costClassificationYear Ended December 31, 2025Year Ended December 31, 2024Year Ended December 31, 2023
Operating lease cost (1)Cost of equipment rentals, excluding depreciation (1)$720 $647 $582 
Selling, general and administrative expenses15 14 12 
Restructuring charge (2)27 
Finance lease cost
Amortization of leased assetsDepreciation of rental equipment53 46 36 
Non-rental depreciation and amortization
Interest on lease liabilitiesInterest expense, net17 12 
Sublease income (3)(275)(258)(233)
Net lease cost$532 $465 $434 
_________________
(1)    Includes variable lease costs, which are immaterial. Cost of equipment rentals, excluding depreciation for the years ended December 31, 2025, 2024 and 2023 includes $233, $222 and $209, respectively, of short-term lease costs associated with equipment that we rent from vendors and then rent to our customers, as discussed further above. Apart from these costs, short-term lease costs are immaterial.
(2)    The amounts above primarily reflect charges associated with a restructuring program initiated following the closing of the Ahern Rentals acquisition.
(3)    Primarily reflects re-rent revenue as discussed further above.
Maturity of lease liabilities (as of December 31, 2025)Operating leases (1)Finance leases (2)
2026$379 $119 
2027333 103 
2028280 73 
2029221 32 
2030151 
Thereafter297 47 
Total1,661 381 
Less amount representing interest(220)(50)
Present value of lease liabilities$1,441 $331 
_________________
(1)    Reflects payments for non-cancelable operating leases with initial or remaining terms of one year or more as of December 31, 2025. The table above does not include any legally binding minimum lease payments for leases signed but not yet commenced, and such leases are not material in the aggregate.
(2)    The table above does not include any legally binding minimum lease payments for leases signed but not yet commenced, and such leases are not material in the aggregate.
Lease term and discount rateDecember 31, 2025December 31, 2024
Weighted-average remaining lease term (years)
Operating leases6.45.8
Finance leases5.05.8
Weighted-average discount rate
Operating leases4.8 %4.6 %
Finance leases4.8 %4.8 %
Other informationYear Ended December 31, 2025Year Ended December 31, 2024Year Ended December 31, 2023
Cash paid for amounts included in the measurement of lease liabilities
Operating cash flows from operating leases$371 $328 $304 
Operating cash flows from finance leases17 12 
Financing cash flows from finance leases100 79 64 
Leased assets obtained in exchange for new operating lease liabilities374 535 538 
Leased assets obtained in exchange for new finance lease liabilities$167 $153 $132 
v3.25.4
Income Taxes
12 Months Ended
Dec. 31, 2025
Income Tax Disclosure [Abstract]  
Income Taxes Income Taxes
Income before provision for income taxes for each of the three years in the period ended December 31, 2025 was as follows:
Year ended December 31,
202520242023
U.S.$3,135 $3,156 $2,926 
Foreign203 232 285 
Total$3,338 $3,388 $3,211 

The components of the provision (benefit) for income taxes for each of the three years in the period ended December 31, 2025 were as follows:
Year ended December 31,
202520242023
Current
U.S. federal$267 $628 $561 
U.S. state and local106140125 
Foreign666466 
Total current439832752 
Deferred
U.S. federal363 (8)
U.S. state and local39 (10)17 
Foreign(1)13 
Total deferred405 (19)35 
Total (current and deferred)
U.S. federal630 620 566 
U.S. state and local145 130 142 
Foreign69 63 79 
Total$844 $813 $787 

A reconciliation of the provision (benefit) for income taxes and the amount computed by applying the statutory federal income tax rate of 21 percent to the income before provision for income taxes for each of the three years in the period ended
December 31, 2025 is as follows:
Year ended December 31,
202520242023
AmountPercentAmountPercentAmountPercent
Computed tax at statutory tax rate$701 21.0 %$712 21.0 %$674 21.0 %
State and local income taxes, net of federal tax benefit (1) (2)124 3.7 %93 2.7 %116 3.6 %
Foreign tax effects27 0.8 %14 0.4 %19 0.6 %
Effect of cross-border tax laws0.1 %(3)(0.1)%(3)(0.1)%
Tax credits(18)(0.5)%(4)(0.1)%(3)(0.1)%
Changes in valuation allowance— — %— — %(15)(0.5)%
Nontaxable or nondeductible items0.2 %(5)(0.1)%— — %
Changes in unrecognized tax benefits(1)— %0.2 %(1)— %
Total$844 25.3 %$813 24.0 %$787 24.5 %

_________________
(1)    The states that, in the aggregate, accounted for over 50 percent of the effect of the state and local income taxes shown above were: (i) for 2025, Alabama, California, Florida, Georgia, New Jersey, New York, Pennsylvania and Texas, (ii) for 2024, California, Florida, Georgia, New Jersey and New York, and (iii) for 2023, California, Florida, Georgia, New Jersey, New York and Pennsylvania.
(2)    The lower percent for 2024 primarily reflects a benefit recognized in 2024 associated with decreases to the average state tax rates. The year-over-year increase in the percent for 2025 primarily reflects the lack of a similar benefit in 2025.
The components of deferred income tax assets (liabilities) were as follows:
December 31, 2025December 31, 2024
Reserves and allowances$209 $209 
Debt cancellation and other1916
Net operating loss and credit carryforwards8571
Operating lease assets366343
Total deferred tax assets679639
Less: valuation allowance(4)(5)
Total net deferred tax assets675634
Property and equipment, including rental equipment(3,297)(2,893)
Operating lease liabilities(366)(343)
Intangibles(127)(81)
Interest carryforward— (2)
Total deferred tax liability(3,790)(3,319)
Total net deferred tax liability$(3,115)$(2,685)
The following table summarizes the activity related to unrecognized tax benefits, some of which would impact our effective tax rate if recognized:
202520242023
Balance at January 1$35 $26 $16 
Additions for tax positions related to the current year223
Additions for tax positions of prior years598
Reductions for tax positions of prior years(9)— 
Lapse of statute of limitations(3)(1)— 
Settlements(2)(1)(1)
Balance at December 31$28$35$26
We include interest accrued on the underpayment of income taxes in interest expense, net, and penalties, if any, related to unrecognized tax benefits in selling, general and administrative expense. The amounts of such interest or penalties were not material ($5 or less) in each of the years ended December 31, 2025, 2024 and 2023. We believe that it is reasonably possible that a decrease of up to $6 in federal and state unrecognized tax benefits may be necessary within the next year, as a result of settlements.
On July 4, 2025, new federal tax legislation (“H.R.1”) was enacted. The relevant effects of this legislation include making 100 percent bonus depreciation permanent, the permanent restoration of the ability of taxpayers to immediately expense certain domestic research and experimental expenditures, and the restoration of EBITDA-based interest deduction limitations. In addition, H.R.1 includes international tax provisions, including eliminating the net deemed tangible income return, decreasing the tax rates and taxable income computations applicable to global intangible low-taxed income (“GILTI”) and foreign derived intangible income (“FDII”), and permanently increasing the base erosion and anti-abuse minimum tax (“BEAT”) rate. Upon enactment in the third quarter of 2025, the legislation (i) did not materially impact our effective tax rate, (ii) decreased our cash income tax liability and (iii) increased our deferred tax liability. We continue to evaluate the provisions of the legislation and its potential effects on our financial position, results of operations, and cash flows, and disclosures addressing any material financial statement impact will be provided in future periods as the impact of the legislation is determined.
The following table summarizes income taxes paid (net of refunds received). All jurisdictions in which income taxes paid (net of refunds received) were equal to or greater than five percent of total income taxes paid are included below (if the noted jurisdiction did not meet the five percent threshold for a particular year, the amount for that year is not included below).
Year ended December 31,
202520242023
U.S. federal$392 $771 $248 
U.S. state:
California26 
All states representing less than five percent of total136139108 
Total U.S. states136139134 
Foreign:
Canada59 71 97 
All foreign jurisdictions representing less than five percent of total15 13 14 
Total foreign74 84 111 
Total income taxes paid (1)$602 $994 $493 
_________________
(1)    Cash taxes paid in 2025 decreased from 2024 primarily due to the impact of H.R.1, which is discussed above. Cash taxes paid in 2024 increased from 2023 primarily due to a reduction in the bonus depreciation percent from 80 percent to 60 percent, increased revenue year-over-year, estimated tax overpayments from 2022 that were utilized in 2023, the deferral of a portion of 2023 federal estimated payments into 2024, and normal variability in tax attributes.
We file income tax returns in the U.S., Canada, Europe, Australia and New Zealand. Without exception, we have completed our domestic and international income tax examinations, or the statute of limitations has expired in the respective jurisdictions, for years prior to 2012.
We have historically considered the undistributed earnings of our foreign subsidiaries to be indefinitely reinvested, and, accordingly, no taxes were provided on such earnings prior to the fourth quarter of 2020. In 2021, we remitted the cumulative amount of identified cash in our foreign operations in excess of near-term working capital needs. In the fourth quarter of 2025, in connection with a restructuring of our international holdings, we identified $324 of distributable foreign earnings that we have determined should no longer be considered indefinitely reinvested. We expect to remit the cash that is no longer
considered indefinitely reinvested in 2026, and, in the fourth quarter of 2025, we recorded immaterial taxes associated with the planned repatriation.
We continue to expect that our undistributed foreign earnings, excluding the distributable foreign earnings described above, will be indefinitely reinvested. If we determine that all or a portion of such foreign earnings are no longer indefinitely reinvested, we may be subject to additional foreign withholding taxes and U.S. state income taxes. At December 31, 2025, unremitted earnings of foreign subsidiaries were $1.621 billion. Determination of the amount of unrecognized deferred tax liability on these unremitted earnings is not practicable.
We have net operating loss carryforwards (“NOLs”) of $15 for federal income tax purposes, $16 of NOLs for foreign income tax purposes (the majority of which has an indefinite life) and $224 of NOLs for state income tax purposes that expire from 2026 through 2034.
The European Union (“EU”) member states have formally adopted the EU’s Pillar Two Directive, which was established by the Organization for Economic Co-operation and Development, and which generally provides for a 16 percent minimum effective tax rate for multinational enterprises, in every jurisdiction in which they operate. While we do not anticipate that this will have a material impact on our tax provision or effective tax rate, we continue to monitor evolving tax legislation in the jurisdictions in which we operate. We are also monitoring ongoing international tax discussions, including recent G-7 statements regarding a “side-by-side” system, but no changes associated with such discussions have been enacted as of the date of this report.
v3.25.4
Commitments and Contingencies
12 Months Ended
Dec. 31, 2025
Commitments and Contingencies Disclosure [Abstract]  
Commitments and Contingencies Commitments and Contingencies
We are subject to a number of claims and proceedings that generally arise in the ordinary conduct of our business. These matters include, but are not limited to, general liability claims (including personal injury, product liability, and property and automobile claims), indemnification and guarantee obligations, employee injuries and employment-related claims, self-insurance obligations and contract and real estate matters. Based on advice of counsel and available information, including current status or stage of proceeding, and taking into account accruals included in our consolidated balance sheets for matters where we have established them, we currently believe that any liabilities ultimately resulting from these ordinary course claims and proceedings will not, individually or in the aggregate, have a material adverse effect on our consolidated financial position, results of operations or cash flows.
Indemnification
The Company indemnifies its officers and directors pursuant to indemnification agreements and may in addition indemnify these individuals as permitted by Delaware law.
Employee Benefit Plans
We currently sponsor two defined contribution 401(k) retirement plans, which are subject to the provisions of the Employee Retirement Income Security Act of 1974. We also sponsor a deferred profit sharing plan and a registered retirement savings plan for the benefit of the full-time employees of our Canadian subsidiaries, and also make contributions for employees in Australia and New Zealand. Under these plans, we match a percentage of the participants’ contributions up to a specified amount. Company contributions to the plans were $65, $59 and $56 in the years ended December 31, 2025, 2024 and 2023, respectively.
Environmental Matters
The Company and its operations are subject to various laws and related regulations governing environmental matters. Under such laws, an owner or lessee of real estate may be liable for the costs of removal or remediation of certain hazardous or toxic substances located on or in, or emanating from, such property, as well as investigation of property damage. We incur ongoing expenses associated with the performance of appropriate remediation at certain locations.
v3.25.4
Common Stock
12 Months Ended
Dec. 31, 2025
Share-Based Payment Arrangement [Abstract]  
Common Stock Common Stock
We have 500 million authorized shares of common stock, $0.01 par value. At December 31, 2025 and 2024, there were 0.0 million shares of common stock reserved for issuance pursuant to options granted under our stock option plans.
As of December 31, 2025, there were an aggregate of 0.3 million outstanding time and performance-based RSUs and 0.8 million shares available for grants of stock and options under our 2019 Long Term Incentive Plan.
A summary of the transactions within the Company’s stock option plans follows (shares in thousands):  
SharesWeighted-Average
Exercise Price
Outstanding at December 31, 2024$80.14 
Granted— — 
Exercised(1)80.14 
Canceled— — 
Outstanding at December 31, 202580.14 
Exercisable at December 31, 2025$80.14 
The following table presents information associated with stock options as of December 31, 2025 and 2024, and for the years ended December 31, 2025, 2024 and 2023. No stock options were granted during any of the years presented below.
202520242023
Intrinsic value of options outstanding as of December 31$$
Intrinsic value of options exercisable as of December 31
Intrinsic value of options exercised
In addition to stock options, the Company issues time-based and performance-based RSUs to certain officers and key executives under various equity incentive plans. The RSUs automatically convert to shares of common stock on a one-for-one basis as the awards vest. The time-based RSUs typically vest over a three year vesting period beginning 12 months from the grant date and thereafter annually on the anniversary of the grant date. The performance-based RSUs vest based on the achievement of the performance conditions during the applicable performance periods (currently the calendar year). There were 129 thousand shares of common stock issued upon vesting of RSUs during 2025, net of 79 thousand shares surrendered to satisfy tax obligations. The Company measures the value of RSUs at fair value based on the closing price of the underlying common stock on the grant date. The Company amortizes the fair value of outstanding RSUs as stock-based compensation expense over the requisite service period on a straight-line basis, or sooner if the employee effectively vests upon termination of employment under certain circumstances. For performance-based RSUs, compensation expense is recognized to the extent that the satisfaction of the performance condition is considered probable.
A summary of RSUs granted follows (RSUs in thousands):
Year Ended December 31,  
202520242023
RSUs granted149 238 179 
Weighted-average grant date price per unit$654.96 $746.86 $461.37 

As of December 31, 2025, the total pretax compensation cost not yet recognized by the Company with regard to unvested RSUs was $80. The weighted-average period over which this compensation cost is expected to be recognized is 1.4 years.
A summary of RSU activity for the year ended December 31, 2025 follows (RSUs in thousands):  
Stock UnitsWeighted-Average
Grant Date Fair Value
Nonvested as of December 31, 2024257 $649.43 
Granted149 654.96 
Vested(202)596.09 
Forfeited(19)752.01 
Nonvested as of December 31, 2025185 $702.19 
The total fair value of RSUs vested during the fiscal years ended December 31, 2025, 2024 and 2023 was $121, $108 and $95, respectively.

Dividend Policy. Our Board of Directors approved a quarterly dividend program in January 2023, and the first such dividend under the program was paid in February 2023. The payment of any future dividends or the authorization of stock repurchases or other recapitalizations will be determined by our Board of Directors in light of conditions then existing, including earnings, financial condition and capital requirements, financing agreements, business conditions, stock price and other factors. The terms of certain agreements governing our outstanding indebtedness contain certain limitations on our ability to move operating cash flows to Holdings and/or to pay dividends on, or effect repurchases of, our common stock. In addition, under Delaware law, dividends may only be paid out of surplus or current or prior year’s net profits.

Stockholders’ Rights Plan. Our stockholders' rights plan expired in accordance with its terms in 2011. Our Board of Directors elected not to renew or extend the plan.
v3.25.4
Quarterly Financial Information (Unaudited)
12 Months Ended
Dec. 31, 2025
Quarterly Financial Information Disclosure [Abstract]  
Quarterly Financial Information (Unaudited) Quarterly Financial Information (Unaudited)
 
First
Quarter
Second
Quarter
Third
Quarter
 
Fourth
Quarter (1)
Full
Year
For the year ended December 31, 2025:
Total revenues$3,719 $3,943 $4,229 $4,208 $16,099 
Gross profit1,356 1,533 1,665 1,590 6,144 
Operating income804 1,003 1,114 1,052 3,973 
Net income518 622 701 653 2,494 
Earnings per share—basic7.92 9.59 10.93 10.30 38.71 
Earnings per share—diluted (2)7.91 9.59 10.91 10.27 38.61 
For the year ended December 31, 2024:
Total revenues$3,485 $3,773 $3,992 $4,095 $15,345 
Gross profit1,346 1,518 1,648 1,638 6,150 
Operating income852 1,004 1,122 1,087 4,065 
Net income542 636 708 689 2,575 
Earnings per share—basic8.06 9.56 10.73 10.50 38.82 
Earnings per share—diluted (2)8.04 9.54 10.70 10.47 38.69 
 
(1)    As discussed in note 11 to the consolidated financial statements, in the fourth quarter of 2025, we issued $1.500 billion principal amount of 5 3/8 percent Senior Notes due 2033. The net proceeds of the issuance were used to redeem all $500 principal amount of our 5 1/2 percent Senior Notes due 2027 and to reduce drawings on our ABL facility. There were no unusual or infrequently occurring items recognized in the fourth quarter of 2024 that had a material impact on our financial statements.
(2)    Diluted earnings per share includes the after-tax impacts of the following:
First
Quarter
Second
Quarter
Third
Quarter
 
Fourth
Quarter
Full
Year
For the year ended December 31, 2025:
Merger related intangible asset amortization (3)$(0.52)$(0.47)$(0.45)$(0.44)$(1.89)
Impact on depreciation related to acquired fleet and property and equipment (4)(0.29)(0.29)(0.27)(0.26)(1.11)
Impact of the fair value mark-up of acquired fleet (5)(0.13)(0.08)(0.07)(0.09)(0.36)
Restructuring charge (6)(0.01)(0.01)0.01 — (0.01)
Asset impairment charge (7)— (0.03)— (0.02)(0.06)
Debt related losses— — (0.01)(0.01)(0.02)
For the year ended December 31, 2024:
Merger related intangible asset amortization (3)$(0.49)$(0.58)$(0.53)$(0.55)$(2.14)
Impact on depreciation related to acquired fleet and property and equipment (4)(0.40)(0.39)(0.38)(0.36)(1.53)
Impact of the fair value mark-up of acquired fleet (5)(0.19)(0.18)(0.15)(0.19)(0.71)
Restructuring charge (6)(0.01)(0.01)(0.01)(0.01)(0.04)
Asset impairment charge (7)(0.01)— (0.03)(0.01)(0.05)
Debt related losses(0.01)— — — (0.01)
(3)This reflects the amortization of the intangible assets acquired in the major acquisitions that significantly impact our operations (the “major acquisitions,” each of which had annual revenues of over $200 prior to acquisition).
(4)This reflects the impact of extending the useful lives of equipment acquired in certain major acquisitions, net of the impact of additional depreciation associated with the fair value mark-up of such equipment.
(5)This reflects additional costs recorded in cost of rental equipment sales associated with the fair value mark-up of rental equipment acquired in certain major acquisitions that was subsequently sold. The year-over-year decreases in 2025 primarily reflect the impact of the Ahern Rentals acquisition.
(6)This primarily reflects severance costs and branch closure charges associated with our restructuring programs. See note 5 to the consolidated financial statements for additional detail on our restructuring programs.
(7)This reflects write-offs of leasehold improvements and other fixed assets.
v3.25.4
Earnings Per Share
12 Months Ended
Dec. 31, 2025
Earnings Per Share [Abstract]  
Earnings Per Share Earnings Per Share
Basic earnings per share is computed by dividing net income available to common stockholders by the weighted-average number of common shares outstanding. Diluted earnings per share is computed by dividing net income available to common stockholders by the weighted-average number of common shares plus the effect of dilutive potential common shares outstanding during the period. The following table sets forth the computation of basic and diluted earnings per share (shares in thousands):
Year Ended December 31, 
202520242023
Numerator:
Net income available to common stockholders$2,494 $2,575 $2,424 
Denominator:
Denominator for basic earnings per share—weighted-average common shares64,43966,34568,470
Effect of dilutive securities:
Employee stock options124
Restricted stock units164 220 236 
Denominator for diluted earnings per share—adjusted weighted-average common shares64,60466,56768,710
Basic earnings per share$38.71 $38.82 $35.40 
Diluted earnings per share$38.61 $38.69 $35.28 
v3.25.4
Schedule II - Valuation and Qualifying Accounts
12 Months Ended
Dec. 31, 2025
SEC Schedule, 12-09, Valuation and Qualifying Accounts [Abstract]  
Schedule II - Valuation and Qualifying Accounts The rollforward of our allowance for credit losses (in total, and associated with revenues arising from both Topic 606 and Topic 842) is shown below.
Year ended December 31,
202520242023
Beginning balance$186 $169 $134 
Charged to costs and expenses (1)17 20 14 
Charged to revenue (2)59 50 60 
Deductions and other (3)(82)(53)(39)
Ending balance$180 $186 $169 
_________________
(1)    Reflects bad debt expenses recognized within selling, general and administrative expenses (associated with Topic 606 revenues).
(2)    Primarily reflects credit losses associated with lease revenues that were recognized as a reduction to equipment rentals revenue (primarily associated with Topic 842 revenues).
(3)    Primarily represents write-offs of accounts, net of immaterial recoveries and other activity.
SCHEDULE II—VALUATION AND QUALIFYING ACCOUNTS
UNITED RENTALS, INC.
(In millions)
Description 
Balance at
Beginning
of Period
Charged to
Costs and
Expenses
Charged to
Revenue
Deductions and Other Balance
at End
of Period
Year Ended December 31, 2025:
Allowance for credit losses$186 $17 (a)$59 (a)$82 (b)$180 
Self-insurance reserve247356338(c)265
Year Ended December 31, 2024:
Allowance for credit losses$169 $20 (a)$50 (a)$53 (b)$186 
Self-insurance reserve199318270(c)247
Year Ended December 31, 2023:
Allowance for credit losses$134 $14 (a)$60 (a)$39 (b)$169 
Self-insurance reserve177274252(c)199
 
The above information reflects the continuing operations of the Company for the periods presented. Additionally, because the Company has retained certain self-insurance liabilities associated with the discontinued traffic control business, those amounts have been included as well.
(a)    Amounts charged to cost and expenses reflect bad debt expenses recognized within selling, general and administrative expenses. The amounts charged to revenue primarily reflect credit losses associated with lease revenues that were recognized as a reduction to equipment rentals revenue.
(b)    Primarily represents write-offs of accounts, net of recoveries and other activity.
(c)    Primarily represents payments.
v3.25.4
Insider Trading Arrangements
3 Months Ended
Dec. 31, 2025
Trading Arrangements, by Individual  
Rule 10b5-1 Arrangement Adopted false
Non-Rule 10b5-1 Arrangement Adopted false
Rule 10b5-1 Arrangement Terminated false
Non-Rule 10b5-1 Arrangement Terminated false
v3.25.4
Insider Trading Policies and Procedures
12 Months Ended
Dec. 31, 2025
Insider Trading Policies and Procedures [Line Items]  
Insider Trading Policies and Procedures Adopted true
v3.25.4
Cybersecurity Risk Management and Strategy Disclosure
12 Months Ended
Dec. 31, 2025
Cybersecurity Risk Management, Strategy, and Governance [Line Items]  
Cybersecurity Risk Management Processes for Assessing, Identifying, and Managing Threats [Text Block]
We have a cross-departmental approach to addressing cybersecurity risk, including input from employees and our Board of Directors. The Board of Directors, Audit Committee, senior management and the Enterprise Risk Management Council (a taskforce comprised of senior representatives from primary corporate functions as well as senior representatives from field operations) devote significant resources to cybersecurity and risk management processes that are designed to adapt to the changing cybersecurity landscape and to respond to emerging threats in a timely and effective manner. Our cybersecurity risk management program incorporates concepts from the National Institute of Standards and Technology (“NIST”) framework, which organizes cybersecurity risks into six categories: govern, identify, protect, detect, respond and recover. We regularly assess the threat landscape and take a holistic view of cybersecurity risks, with a layered cybersecurity strategy based on prevention, detection and mitigation. Our information technology (“IT”) security team reviews enterprise risk management-level cybersecurity risks annually, and key cybersecurity risks are incorporated into the Enterprise Risk Management Council’s framework. In addition, we have a set of Company-wide policies and procedures concerning cybersecurity matters, which include an IT security manual as well as other policies that directly or indirectly relate to cybersecurity, such as policies related to encryption standards, antivirus protection, remote access, multifactor authentication, confidential information and the use of the internet, social media, email and wireless devices. In the event we identify a cybersecurity incident, we have defined procedures to respond to and attempt to remediate such incident. These policies and procedures go through an internal review process and are approved by appropriate members of management.
Our vice president (“VP”) of IT is responsible for developing and implementing our information security program and reporting on cybersecurity matters to the Board of Directors. Our VP of IT has over a decade of experience leading cyber security oversight, and others on our IT security team have cybersecurity experience or certifications, such as the Certified Information Systems Security Professional certification. We view cybersecurity as a shared responsibility, and we periodically perform simulations and tabletop exercises at a management level and incorporate external resources and advisors as needed. All employees are required to complete cybersecurity trainings at least once every three years and have access to more frequent cybersecurity trainings through online trainings. We also require employees in certain roles to complete additional role-based, specialized cybersecurity trainings.
We have continued to expand investments in IT security to attempt to mitigate cybersecurity risks, including additional end-user training, using layered defenses, identifying and protecting critical assets, strengthening monitoring and alerting, using AI for automated threat detection and response, as well as engaging experts. We regularly test defenses by performing simulations and drills at both a technical level (including through penetration tests) and by reviewing our operational policies and procedures with third-party experts. At the management level, our IT security team regularly monitors alerts and meets to discuss threat levels, trends and remediation. The team also prepares a monthly cyber scorecard, regularly collects data on cybersecurity threats and risk areas and conducts an annual risk assessment. Further, we conduct periodic external penetration tests, red team testing and maturity testing to assess our processes and procedures and the threat landscape. These tests and assessments are useful tools for maintaining a robust cybersecurity program that is designed to protect our investors, customers, employees, vendors, and intellectual property. In addition to assessing our own cybersecurity preparedness, we also consider and evaluate cybersecurity risks associated with use of third-party service providers. Our Internal Audit team conducts an annual review of third-party hosted applications with a specific focus on any sensitive data shared with third parties. The internal business owners of the hosted applications are required to document user access reviews at least annually and request from the vendor a System and Organization Controls (SOC) 1 or SOC 2 report. If a third-party vendor is not able to provide a SOC 1 or SOC 2 report, we take additional steps to assess their cybersecurity preparedness and assess our relationship on that basis. Our assessment of risks associated with use of third-party providers is part of our overall cybersecurity risk management framework.
The Audit Committee and the full Board of Directors actively participate in discussions with management and amongst themselves regarding cybersecurity risks. The Audit Committee performs an annual review of the Company’s cybersecurity program, which includes discussion of management’s actions to identify and detect threats, as well as planned actions in the event of a response or recovery situation. The Audit Committee’s annual review also includes review of recent enhancements to the Company’s defenses and management’s progress on its cybersecurity strategic roadmap. In addition, the Board of Directors receives quarterly cybersecurity reports, which include a review of key performance indicators, test results and related remediation, and recent threats and how the Company is managing those threats. Further, at least annually, the Board of Directors receives updates on the Company’s Crisis Management Plan, which covers, among other things, potential cybersecurity incidents, data privacy and its compliance programs. To aid the Board of Directors with its cybersecurity and data privacy oversight responsibilities, the Board of Directors periodically hosts experts for presentations on these topics. For example, in 2025, the Board of Directors hosted an expert to discuss developments in the cybersecurity threat landscape and current cybersecurity trends across industries.
We face a number of cybersecurity risks in connection with our business. Although such risks have not materially affected us, including our business strategy, results of operations or financial condition, to date, we have, from time to time, experienced threats to and breaches of our data and systems, including malware and computer virus attacks. For more information about the cybersecurity risks we face, and how, if realized, those risks are reasonably likely to materially affect us, see the risk factor entitled “Our financial performance and our reputation could be adversely affected, and we could be subject to legal liability or regulatory enforcement actions, if we are unable to protect against, or effectively respond to, cyberattacks or other cyber incidents” in Item 1A- Risk Factors.
Cybersecurity Risk Management Processes Integrated [Flag] true
Cybersecurity Risk Management Processes Integrated [Text Block]
We have a cross-departmental approach to addressing cybersecurity risk, including input from employees and our Board of Directors. The Board of Directors, Audit Committee, senior management and the Enterprise Risk Management Council (a taskforce comprised of senior representatives from primary corporate functions as well as senior representatives from field operations) devote significant resources to cybersecurity and risk management processes that are designed to adapt to the changing cybersecurity landscape and to respond to emerging threats in a timely and effective manner. Our cybersecurity risk management program incorporates concepts from the National Institute of Standards and Technology (“NIST”) framework, which organizes cybersecurity risks into six categories: govern, identify, protect, detect, respond and recover. We regularly assess the threat landscape and take a holistic view of cybersecurity risks, with a layered cybersecurity strategy based on prevention, detection and mitigation. Our information technology (“IT”) security team reviews enterprise risk management-level cybersecurity risks annually, and key cybersecurity risks are incorporated into the Enterprise Risk Management Council’s framework. In addition, we have a set of Company-wide policies and procedures concerning cybersecurity matters, which include an IT security manual as well as other policies that directly or indirectly relate to cybersecurity, such as policies related to encryption standards, antivirus protection, remote access, multifactor authentication, confidential information and the use of the internet, social media, email and wireless devices. In the event we identify a cybersecurity incident, we have defined procedures to respond to and attempt to remediate such incident. These policies and procedures go through an internal review process and are approved by appropriate members of management.
Cybersecurity Risk Management Third Party Engaged [Flag] true
Cybersecurity Risk Third Party Oversight and Identification Processes [Flag] true
Cybersecurity Risk Materially Affected or Reasonably Likely to Materially Affect Registrant [Flag] false
Cybersecurity Risk Board of Directors Oversight [Text Block]
Our vice president (“VP”) of IT is responsible for developing and implementing our information security program and reporting on cybersecurity matters to the Board of Directors. Our VP of IT has over a decade of experience leading cyber security oversight, and others on our IT security team have cybersecurity experience or certifications, such as the Certified Information Systems Security Professional certification. We view cybersecurity as a shared responsibility, and we periodically perform simulations and tabletop exercises at a management level and incorporate external resources and advisors as needed. All employees are required to complete cybersecurity trainings at least once every three years and have access to more frequent cybersecurity trainings through online trainings. We also require employees in certain roles to complete additional role-based, specialized cybersecurity trainings.
We have continued to expand investments in IT security to attempt to mitigate cybersecurity risks, including additional end-user training, using layered defenses, identifying and protecting critical assets, strengthening monitoring and alerting, using AI for automated threat detection and response, as well as engaging experts. We regularly test defenses by performing simulations and drills at both a technical level (including through penetration tests) and by reviewing our operational policies and procedures with third-party experts. At the management level, our IT security team regularly monitors alerts and meets to discuss threat levels, trends and remediation. The team also prepares a monthly cyber scorecard, regularly collects data on cybersecurity threats and risk areas and conducts an annual risk assessment. Further, we conduct periodic external penetration tests, red team testing and maturity testing to assess our processes and procedures and the threat landscape. These tests and assessments are useful tools for maintaining a robust cybersecurity program that is designed to protect our investors, customers, employees, vendors, and intellectual property. In addition to assessing our own cybersecurity preparedness, we also consider and evaluate cybersecurity risks associated with use of third-party service providers. Our Internal Audit team conducts an annual review of third-party hosted applications with a specific focus on any sensitive data shared with third parties. The internal business owners of the hosted applications are required to document user access reviews at least annually and request from the vendor a System and Organization Controls (SOC) 1 or SOC 2 report. If a third-party vendor is not able to provide a SOC 1 or SOC 2 report, we take additional steps to assess their cybersecurity preparedness and assess our relationship on that basis. Our assessment of risks associated with use of third-party providers is part of our overall cybersecurity risk management framework.
The Audit Committee and the full Board of Directors actively participate in discussions with management and amongst themselves regarding cybersecurity risks. The Audit Committee performs an annual review of the Company’s cybersecurity program, which includes discussion of management’s actions to identify and detect threats, as well as planned actions in the event of a response or recovery situation. The Audit Committee’s annual review also includes review of recent enhancements to the Company’s defenses and management’s progress on its cybersecurity strategic roadmap. In addition, the Board of Directors receives quarterly cybersecurity reports, which include a review of key performance indicators, test results and related remediation, and recent threats and how the Company is managing those threats. Further, at least annually, the Board of Directors receives updates on the Company’s Crisis Management Plan, which covers, among other things, potential cybersecurity incidents, data privacy and its compliance programs. To aid the Board of Directors with its cybersecurity and data privacy oversight responsibilities, the Board of Directors periodically hosts experts for presentations on these topics. For example, in 2025, the Board of Directors hosted an expert to discuss developments in the cybersecurity threat landscape and current cybersecurity trends across industries.
Cybersecurity Risk Board Committee or Subcommittee Responsible for Oversight [Text Block] Our vice president (“VP”) of IT is responsible for developing and implementing our information security program and reporting on cybersecurity matters to the Board of Directors.
Cybersecurity Risk Process for Informing Board Committee or Subcommittee Responsible for Oversight [Text Block] Our vice president (“VP”) of IT is responsible for developing and implementing our information security program and reporting on cybersecurity matters to the Board of Directors. Our VP of IT has over a decade of experience leading cyber security oversight, and others on our IT security team have cybersecurity experience or certifications, such as the Certified Information Systems Security Professional certification. We view cybersecurity as a shared responsibility, and we periodically perform simulations and tabletop exercises at a management level and incorporate external resources and advisors as needed. All employees are required to complete cybersecurity trainings at least once every three years and have access to more frequent cybersecurity trainings through online trainings. We also require employees in certain roles to complete additional role-based, specialized cybersecurity trainings.
Cybersecurity Risk Role of Management [Text Block]
Our vice president (“VP”) of IT is responsible for developing and implementing our information security program and reporting on cybersecurity matters to the Board of Directors. Our VP of IT has over a decade of experience leading cyber security oversight, and others on our IT security team have cybersecurity experience or certifications, such as the Certified Information Systems Security Professional certification. We view cybersecurity as a shared responsibility, and we periodically perform simulations and tabletop exercises at a management level and incorporate external resources and advisors as needed. All employees are required to complete cybersecurity trainings at least once every three years and have access to more frequent cybersecurity trainings through online trainings. We also require employees in certain roles to complete additional role-based, specialized cybersecurity trainings.
We have continued to expand investments in IT security to attempt to mitigate cybersecurity risks, including additional end-user training, using layered defenses, identifying and protecting critical assets, strengthening monitoring and alerting, using AI for automated threat detection and response, as well as engaging experts. We regularly test defenses by performing simulations and drills at both a technical level (including through penetration tests) and by reviewing our operational policies and procedures with third-party experts. At the management level, our IT security team regularly monitors alerts and meets to discuss threat levels, trends and remediation. The team also prepares a monthly cyber scorecard, regularly collects data on cybersecurity threats and risk areas and conducts an annual risk assessment. Further, we conduct periodic external penetration tests, red team testing and maturity testing to assess our processes and procedures and the threat landscape. These tests and assessments are useful tools for maintaining a robust cybersecurity program that is designed to protect our investors, customers, employees, vendors, and intellectual property. In addition to assessing our own cybersecurity preparedness, we also consider and evaluate cybersecurity risks associated with use of third-party service providers. Our Internal Audit team conducts an annual review of third-party hosted applications with a specific focus on any sensitive data shared with third parties. The internal business owners of the hosted applications are required to document user access reviews at least annually and request from the vendor a System and Organization Controls (SOC) 1 or SOC 2 report. If a third-party vendor is not able to provide a SOC 1 or SOC 2 report, we take additional steps to assess their cybersecurity preparedness and assess our relationship on that basis. Our assessment of risks associated with use of third-party providers is part of our overall cybersecurity risk management framework.
The Audit Committee and the full Board of Directors actively participate in discussions with management and amongst themselves regarding cybersecurity risks. The Audit Committee performs an annual review of the Company’s cybersecurity program, which includes discussion of management’s actions to identify and detect threats, as well as planned actions in the event of a response or recovery situation. The Audit Committee’s annual review also includes review of recent enhancements to the Company’s defenses and management’s progress on its cybersecurity strategic roadmap. In addition, the Board of Directors receives quarterly cybersecurity reports, which include a review of key performance indicators, test results and related remediation, and recent threats and how the Company is managing those threats. Further, at least annually, the Board of Directors receives updates on the Company’s Crisis Management Plan, which covers, among other things, potential cybersecurity incidents, data privacy and its compliance programs. To aid the Board of Directors with its cybersecurity and data privacy oversight responsibilities, the Board of Directors periodically hosts experts for presentations on these topics. For example, in 2025, the Board of Directors hosted an expert to discuss developments in the cybersecurity threat landscape and current cybersecurity trends across industries.
Cybersecurity Risk Management Positions or Committees Responsible [Flag] true
Cybersecurity Risk Management Positions or Committees Responsible [Text Block] Our vice president (“VP”) of IT is responsible for developing and implementing our information security program and reporting on cybersecurity matters to the Board of Directors.
Cybersecurity Risk Management Expertise of Management Responsible [Text Block] Our VP of IT has over a decade of experience leading cyber security oversight, and others on our IT security team have cybersecurity experience or certifications, such as the Certified Information Systems Security Professional certification. We view cybersecurity as a shared responsibility, and we periodically perform simulations and tabletop exercises at a management level and incorporate external resources and advisors as needed. All employees are required to complete cybersecurity trainings at least once every three years and have access to more frequent cybersecurity trainings through online trainings. We also require employees in certain roles to complete additional role-based, specialized cybersecurity trainings.
Cybersecurity Risk Process for Informing Management or Committees Responsible [Text Block]
The Audit Committee and the full Board of Directors actively participate in discussions with management and amongst themselves regarding cybersecurity risks. The Audit Committee performs an annual review of the Company’s cybersecurity program, which includes discussion of management’s actions to identify and detect threats, as well as planned actions in the event of a response or recovery situation. The Audit Committee’s annual review also includes review of recent enhancements to the Company’s defenses and management’s progress on its cybersecurity strategic roadmap. In addition, the Board of Directors receives quarterly cybersecurity reports, which include a review of key performance indicators, test results and related remediation, and recent threats and how the Company is managing those threats. Further, at least annually, the Board of Directors receives updates on the Company’s Crisis Management Plan, which covers, among other things, potential cybersecurity incidents, data privacy and its compliance programs. To aid the Board of Directors with its cybersecurity and data privacy oversight responsibilities, the Board of Directors periodically hosts experts for presentations on these topics. For example, in 2025, the Board of Directors hosted an expert to discuss developments in the cybersecurity threat landscape and current cybersecurity trends across industries.
Cybersecurity Risk Management Positions or Committees Responsible Report to Board [Flag] true
v3.25.4
Summary of Significant Accounting Policies (Policies)
12 Months Ended
Dec. 31, 2025
Accounting Policies [Abstract]  
Cash Equivalents
Cash Equivalents
We consider all highly liquid instruments with maturities of three months or less when purchased to be cash equivalents.
Allowance for Credit Losses
Allowance for Credit Losses
We maintain allowances for credit losses. These allowances reflect our estimate of the amount of our receivables that we will be unable to collect based on historical write-off experience and, as applicable, current conditions and reasonable and supportable forecasts that affect collectibility. Our estimate could require change based on changing circumstances, including changes in the economy or in the particular circumstances of individual customers. Accordingly, we may be required to increase or decrease our allowances. Trade receivables that have contractual maturities of one year or less are written-off when they are determined to be uncollectible based on the criteria necessary to qualify as a deduction for federal tax purposes. Write-offs of such receivables require management approval based on specified dollar thresholds.
Inventory
Inventory
Inventory consists of new equipment, contractor supplies, tools, parts, fuel and related supply items. Inventory is stated at the lower of cost or market. Cost is determined, depending on the type of inventory, using either a specific identification or weighted-average method.
Rental Equipment
Rental Equipment
Rental equipment, which includes service and delivery vehicles, is recorded at cost and depreciated over the estimated useful life of the equipment using the straight-line method. The range of estimated useful lives for rental equipment is two to 20 years. Rental equipment is depreciated to a salvage value of zero to 50 percent of cost. The weighted average salvage value of our rental equipment is 12 percent of cost. Rental equipment is depreciated whether or not it is out on rent.
Property and Equipment
Property and Equipment
Property and equipment are recorded at cost and depreciated over their estimated useful lives using the straight-line method. The range of estimated useful lives for property and equipment is three to 40 years. Ordinary repair and maintenance costs are charged to expense as incurred. Leasehold improvements are amortized using the straight-line method over their estimated useful lives or the remaining life of the lease, whichever is shorter.
Acquisition Accounting
Acquisition Accounting
We have made a number of acquisitions in the past and may continue to make acquisitions in the future. The assets acquired and liabilities assumed are recorded based on their respective fair values at the date of acquisition. Long-lived assets
(principally rental equipment), goodwill and other intangible assets generally represent the largest components of our acquisitions. Rental equipment is valued utilizing either a cost, market or income approach, or a combination of certain of these methods, depending on the asset being valued and the availability of market or income data. Goodwill is calculated as the excess of the cost of the acquired business over the net of the fair value of the assets acquired and the liabilities assumed. The intangible assets that we have acquired are non-compete agreements, customer relationships and trade names and associated trademarks. The estimated fair values of these intangible assets reflect various assumptions about discount rates, revenue growth rates, operating margins, terminal values, useful lives and other prospective financial information. Non-compete agreements, customer relationships and trade names and associated trademarks are valued based on an excess earnings or income approach based on projected cash flows.
Determining the fair value of the assets and liabilities acquired can be judgmental in nature and can involve the use of significant estimates and assumptions. The judgments made in determining the estimated fair value assigned to the assets acquired, as well as the estimated life of the assets, can materially impact net income in periods subsequent to the acquisition through depreciation and amortization, and in certain instances through impairment charges, if the asset becomes impaired in the future. As discussed below, we regularly review for impairments.
When we make an acquisition, we also acquire other assets and assume liabilities. These other assets and liabilities typically include, but are not limited to, parts inventory, accounts receivable, accounts payable and other working capital items. Because of their short-term nature, the fair values of these other assets and liabilities generally approximate the book values on the acquired entities' balance sheets.
Evaluation of Goodwill Impairment
Evaluation of Goodwill Impairment
Goodwill is tested for impairment annually or more frequently if an event or circumstance indicates that an impairment loss may have been incurred. Application of the goodwill impairment test requires judgment, including: the identification of reporting units; assignment of assets and liabilities to reporting units; assignment of goodwill to reporting units; determination of the fair value of each reporting unit; and an assumption as to the form of the transaction in which the reporting unit would be acquired by a market participant (either a taxable or nontaxable transaction).
When conducting the goodwill impairment test, we are required to compare the fair value of our reporting units (which are our regions) with the carrying amount. As discussed in note 4 to our consolidated financial statements, our divisions are our operating segments. We conduct the goodwill impairment test at the reporting unit level, which is one level below the operating segment level.
Financial Accounting Standards Board (“FASB”) guidance permits entities to first assess qualitative factors to determine whether it is more likely than not that the fair value of a reporting unit is less than its carrying amount. We estimate the fair value of our reporting units using a combination of an income approach based on the present value of estimated future cash flows and a market approach based on market price data of shares of our Company and other corporations engaged in similar businesses as well as acquisition multiples paid in recent transactions. We believe this approach, which utilizes multiple valuation techniques, yields the most appropriate evidence of fair value.
In connection with our goodwill impairment test that was conducted as of October 1, 2025, we bypassed the optional qualitative assessment for each reporting unit and quantitatively compared the fair values of our reporting units with their carrying amounts. Our goodwill impairment testing as of this date indicated that all of our reporting units had estimated fair values which exceeded their respective carrying amounts by at least 32 percent.
In connection with our goodwill impairment test that was conducted as of October 1, 2024, we bypassed the optional qualitative assessment for each reporting unit and quantitatively compared the fair values of our reporting units with their carrying amounts. Our goodwill impairment testing as of this date indicated that all of our reporting units had estimated fair values which exceeded their respective carrying amounts by at least 60 percent.
Other Intangible Assets
Other Intangible Assets
Other intangible assets consist of non-compete agreements, customer relationships and trade names and associated trademarks. The non-compete agreements are being amortized on a straight-line basis over initial periods of approximately five years. The customer relationships are being amortized using the sum of the years' digits method over initial periods generally ranging from six to 15 years. The trade names and associated trademarks are being amortized using the sum of the years' digits method over initial periods of approximately three years. We believe that the amortization methods used reflect the estimated pattern in which the economic benefits will be consumed.
Long-Lived Assets
Long-Lived Assets
Long-lived assets are recorded at the lower of amortized cost or fair value. As part of an ongoing review of the valuation of long-lived assets, we assess the carrying value of such assets if facts and circumstances suggest they may be impaired. If this review indicates the carrying value of such an asset may not be recoverable, as determined by an undiscounted cash flow analysis over the remaining useful life, the carrying value would be reduced to its estimated fair value.
Translation of Foreign Currency
Translation of Foreign Currency
Assets and liabilities of our foreign subsidiaries that have a functional currency other than U.S. dollars are translated into U.S. dollars using exchange rates at the balance sheet date. Revenues and expenses are translated at average exchange rates effective during the year. Foreign currency translation gains and losses are included as a component of accumulated other comprehensive (loss) income within stockholders’ equity.
Lease Revenues (Topic 842)
Lease revenues (Topic 842)
The accounting for the significant types of revenue that are accounted for under Topic 842 is discussed below.
Owned equipment rentals: Owned equipment rentals represent revenues from renting equipment that we own. We account for such rentals as operating leases.
Re-rent revenue: Re-rent revenue reflects revenues from equipment that we rent from vendors and then rent to our customers. We account for such rentals as subleases. The accounting for re-rent revenue is the same as the accounting for owned equipment rentals described above.
Lease revenues (Topic 842)
The accounting for the types of revenue that are accounted for under Topic 842 is discussed below.
Owned equipment rentals represent our most significant revenue type (they accounted for 69 percent of total revenues for the year ended December 31, 2025) and are governed by our standard rental contract. We account for such rentals as operating leases. The lease terms are included in our contracts, and the determination of whether our contracts contain leases generally does not require significant assumptions or judgments. Our lease revenues do not include material amounts of variable payments.
Owned equipment rentals: Owned equipment rentals represent revenues from renting equipment that we own. We do not generally provide an option for the lessee to purchase the rented equipment at the end of the lease, and do not generate material revenue from sales of equipment under such options.
We recognize revenues from renting equipment on a straight-line basis. Our rental contract periods are hourly, daily, weekly or monthly. By way of example, if a customer were to rent a piece of equipment and the daily, weekly and monthly rental rates for that particular piece were (in actual dollars) $100, $300 and $900, respectively, we would recognize revenue of $32.14 per day. The daily rate for recognition purposes is calculated by dividing the monthly rate of $900 by the monthly term of 28 days. This daily rate assumes that the equipment will be on rent for the full 28 days, as we are unsure of when the customer will return the equipment and therefore unsure of which rental contract period will apply.
As part of this straight-line methodology, when the equipment is returned, we recognize as incremental revenue the excess, if any, between the amount the customer is contractually required to pay, which is based on the rental contract period applicable to the actual number of days the equipment was out on rent, over the cumulative amount of revenue recognized to date. In any given accounting period, we will have customers return equipment and be contractually required to pay us more than the cumulative amount of revenue recognized to date under the straight-line methodology. For instance, continuing the above example, if the customer rented the above piece of equipment on December 29 and returned it at the close of business on January 1, we would recognize incremental revenue on January 1 of $171.44 (in actual dollars, representing the difference between the amount the customer is contractually required to pay, or $300 at the weekly rate, and the cumulative amount recognized to date on a straight-line basis, or $128.56, which represents four days at $32.14 per day).
We record amounts billed to customers in excess of recognizable revenue as deferred revenue on our balance sheet. We had deferred revenue (associated with both Topic 842 and Topic 606) of $175 and $185 as of December 31, 2025 and 2024, respectively.
As noted above, we are unsure of when the customer will return rented equipment. As such, we do not know how much the customer will owe us upon return of the equipment and cannot provide a maturity analysis of future lease payments. Our equipment is generally rented for short periods of time (significantly less than a year). Lessees do not provide residual value guarantees on rented equipment.
We expect to derive significant future benefits from our equipment following the end of the rental term. Our rentals are generally short-term in nature, and our equipment is typically rented for the majority of the time that we own it. We additionally recognize revenue from sales of rental equipment when we dispose of the equipment.
Re-rent revenue: Re-rent revenue reflects revenues from equipment that we rent from vendors and then rent to our customers. We account for such rentals as subleases. The accounting for re-rent revenue is the same as the accounting for owned equipment rentals described above.
“Other” equipment rental revenue is primarily comprised of 1) Rental Protection Plan (or “RPP”) revenue associated with the damage waiver customers can purchase when they rent our equipment to protect against potential loss or damage, 2) environmental charges associated with the rental of equipment, 3) charges for rented equipment that is damaged by our customers and 4) charges for setup and other services performed on rented equipment.
Revenues from contracts with customers (Topic 606) and Delivery Expense
Revenues from contracts with customers (Topic 606)
The accounting for the significant types of revenue that are accounted for under Topic 606 is discussed below.
Delivery and pick-up: Delivery and pick-up revenue associated with renting equipment is recognized when the service is performed.
Sales of rental equipment, new equipment and contractor supplies are recognized at the time of delivery to, or pick-up by, the customer and when collectibility is probable.
Service and other revenues primarily represent revenues earned from providing repair and maintenance services on our customers’ fleet (including parts sales). Service revenue is recognized as the services are performed.
Delivery Expense
Equipment rentals include our revenues from fees we charge for equipment delivery. Delivery costs are charged to operations as incurred, and are included in cost of revenues on our consolidated statements of income.
We receive reimbursements for advertising that promotes a vendor’s products or services. Such reimbursements that meet the applicable criteria under U.S. generally accepted accounting principles (“GAAP”) are offset against advertising costs in the period in which we recognize the incremental advertising cost.
Revenues from contracts with customers (Topic 606)
The accounting for the types of revenue that are accounted for under Topic 606 is discussed below. Substantially all of our revenues under Topic 606 are recognized at a point-in-time rather than over time.
Delivery and pick-up: Delivery and pick-up revenue associated with renting equipment is recognized when the service is performed.
“Other” equipment rental revenue is primarily comprised of revenues associated with the consumption of fuel by our customers which are recognized when the equipment is returned by the customer (and consumption, if any, can be measured).
Sales of rental equipment, new equipment and contractor supplies are recognized at the time of delivery to, or pick-up by, the customer and when collectibility is probable.
Service and other revenues primarily represent revenues earned from providing repair and maintenance services on our customers’ fleet (including parts sales). Service revenue is recognized as the services are performed.

Receivables and contract assets and liabilities
As reflected above, most of our equipment rental revenue is accounted for under Topic 842 (such revenue represented 77 percent of our total revenues for the year ended December 31, 2025). The customers that are responsible for the remaining revenue that is accounted for under Topic 606 are generally the same customers that rent our equipment. We manage credit risk associated with our accounts receivables at the customer level. Because the same customers generate the revenues that are accounted for under both Topic 606 and Topic 842, the discussions below on credit risk and our allowance for credit losses address receivables arising from revenues from both Topic 606 and Topic 842.
Concentration of credit risk with respect to our receivables is limited because a large number of geographically diverse customers makes up our customer base. Our largest customer accounted for one percent or less of total revenues in each of 2025, 2024 and 2023. Our customer with the largest receivable balance represented approximately two percent of total receivables at December 31, 2025 and 2024. We manage credit risk through credit approvals, credit limits and other monitoring procedures.
Our allowance for credit losses reflects our estimate of the amount of our receivables that we will be unable to collect based on historical write-off experience and, as applicable, current conditions and reasonable and supportable forecasts that affect collectibility. Our estimate could require change based on changing circumstances, including changes in the economy or in the particular circumstances of individual customers. Accordingly, we may be required to increase or decrease our allowance. Trade receivables that have contractual maturities of one year or less are written-off when they are determined to be uncollectible based on the criteria necessary to qualify as a deduction for federal tax purposes. Write-offs of such receivables require management approval based on specified dollar thresholds. See the table below for a rollforward of our allowance for credit losses.
The measurement of expected credit losses is based on relevant information from past events, including historical experiences, current conditions and reasonable and supportable forecasts that affect collectibility. Trade receivables are the only material financial asset we have that is subject to the requirement to measure expected credit losses as noted above, as this requirement does not apply to receivables arising from operating lease revenues. Substantially all of our non-lease trade receivables are due in one year or less. As discussed above, most of our equipment rental revenue is accounted for as lease revenue (such revenue represented 77 percent of our total revenues for the year ended December 31, 2025), and these revenues account for corresponding portions of the $2.510 billion of net accounts receivable and the associated allowance for credit losses of $180 as of December 31, 2025.
As discussed above, most of our equipment rental revenue is accounted for under Topic 842. The customers that are responsible for the remaining revenue that is accounted for under Topic 606 are generally the same customers that rent our equipment. We manage credit risk associated with our accounts receivables at the customer level. The rollforward of our allowance for credit losses (in total, and associated with revenues arising from both Topic 606 and Topic 842) is shown below.
Year ended December 31,
202520242023
Beginning balance$186 $169 $134 
Charged to costs and expenses (1)17 20 14 
Charged to revenue (2)59 50 60 
Deductions and other (3)(82)(53)(39)
Ending balance$180 $186 $169 
_________________
(1)    Reflects bad debt expenses recognized within selling, general and administrative expenses (associated with Topic 606 revenues).
(2)    Primarily reflects credit losses associated with lease revenues that were recognized as a reduction to equipment rentals revenue (primarily associated with Topic 842 revenues).
(3)    Primarily represents write-offs of accounts, net of immaterial recoveries and other activity.
We do not have material contract assets, or impairment losses associated therewith, or material contract liabilities, associated with contracts with customers. Our contracts with customers do not generally result in material amounts billed to customers in excess of recognizable revenue. We did not recognize material revenue during the years ended December 31, 2025 and December 31, 2024 that was included in the contract liability balance as of the beginning of such periods.

Performance obligations
Most of our Topic 606 revenue is recognized at a point-in-time, rather than over time. Accordingly, in any particular period, we do not generally recognize a significant amount of revenue from performance obligations satisfied (or partially satisfied) in previous periods, and the amounts of such revenue recognized during the years ended December 31, 2025 and December 31, 2024 were not material. We also do not expect to recognize material revenue in the future related to performance obligations that were unsatisfied (or partially unsatisfied) as of December 31, 2025.

Payment terms
Our Topic 606 revenues do not include material amounts of variable consideration. Our payment terms vary by the type and location of our customer and the products or services offered. The time between invoicing and when payment is due is not significant. Our contracts do not generally include a significant financing component. For certain products or services and customer types, we require payment before the products or services are delivered to the customer. Our contracts with customers do not generally result in significant obligations associated with returns, refunds or warranties. See above for a discussion of how we manage credit risk.
Revenue is recognized net of taxes collected from customers, which are subsequently remitted to governmental authorities.

Contract costs
We do not recognize any assets associated with the incremental costs of obtaining a contract with a customer (for example, a sales commission) that we expect to recover. Most of our revenue is recognized at a point-in-time or over a period of
one year or less, and we use the practical expedient that allows us to recognize the incremental costs of obtaining a contract as an expense when incurred if the amortization period of the asset that we otherwise would have recognized is one year or less.

Contract estimates and judgments
Our revenues accounted for under Topic 606 generally do not require significant estimates or judgments, primarily for the following reasons:
The transaction price is generally fixed and stated in our contracts;
As noted above, our contracts generally do not include multiple performance obligations, and accordingly do not generally require estimates of the standalone selling price for each performance obligation;
Our revenues do not include material amounts of variable consideration, or result in significant obligations associated with returns, refunds or warranties; and
Most of our revenue is recognized as of a point-in-time and the timing of the satisfaction of the applicable performance obligations is readily determinable. As noted above, our Topic 606 revenue is generally recognized at the time of delivery to, or pick-up by, the customer.
Our revenues accounted for under Topic 842 also generally do not require significant estimates or judgments. We monitor and review our estimated standalone selling prices on a regular basis.
Advertising Expense
Advertising Expense
We promote our business through local and national advertising in various media, including television, trade publications, branded sponsorships, yellow pages, the internet, radio and direct mail. Advertising costs are generally expensed as incurred. These costs may include the development costs for branded content and advertising campaigns. Advertising expense, net of the qualified advertising reimbursements discussed below, was not material for the years ended December 31, 2025, 2024 and 2023.
We receive reimbursements for advertising that promotes a vendor’s products or services. Such reimbursements that meet the applicable criteria under U.S. generally accepted accounting principles (“GAAP”) are offset against advertising costs in the period in which we recognize the incremental advertising cost.
Insurance
Insurance
We are insured for general liability, workers’ compensation and automobile liability, subject to deductibles or self-insured retentions per occurrence. Losses within the deductible amounts are accrued based upon the aggregate liability for reported claims incurred, as well as an estimated liability for claims incurred but not yet reported. These liabilities are not discounted. We are also self-insured for group medical claims but purchase “stop loss” insurance as protection against any one significant loss.
Income Taxes
Income Taxes
We use the liability method of accounting for income taxes. Under this method, deferred tax assets and liabilities are determined based on the differences between the financial statement and tax bases of assets and liabilities and are measured using the tax rates and laws that are expected to be in effect when the differences are expected to reverse. Recognition of deferred tax assets is limited to amounts considered by management to be more likely than not to be realized in future periods. The most significant positive evidence that we consider in the recognition of deferred tax assets is the expected reversal of cumulative deferred tax liabilities resulting from book versus tax depreciation of our rental equipment fleet that is well in excess of the deferred tax assets.
We use a two-step approach for recognizing and measuring tax benefits taken or expected to be taken in a tax return regarding uncertainties in income tax positions. The first step is recognition: we determine whether it is more likely than not that a tax position will be sustained upon examination, including resolution of any related appeals or litigation processes, based on the technical merits of the position. In evaluating whether a tax position has met the more-likely-than-not recognition threshold, we presume that the position will be examined by the appropriate taxing authority with full knowledge of all relevant information. The second step is measurement: a tax position that meets the more-likely-than-not recognition threshold is measured to determine the amount of benefit to recognize in the financial statements. The tax position is measured at the largest amount of benefit that is greater than 50 percent likely of being realized upon ultimate settlement. Differences between tax positions taken in a tax return and amounts recognized in the financial statements will generally result in one or more of the following: an increase in a liability for income taxes payable, a reduction of an income tax refund receivable, a reduction in a deferred tax asset or an increase in a deferred tax liability.
We have historically considered the undistributed earnings of our foreign subsidiaries to be indefinitely reinvested, and, accordingly, no taxes were provided on such earnings prior to the fourth quarter of 2020. In 2021, we remitted the cumulative amount of identified cash in our foreign operations in excess of near-term working capital needs. In the fourth quarter of 2025, in connection with a restructuring of our international holdings, we identified $324 of distributable foreign earnings that we have determined should no longer be considered indefinitely reinvested. We expect to remit the cash that is no longer considered indefinitely reinvested in 2026, and, in the fourth quarter of 2025, we recorded immaterial taxes associated with the planned repatriation.
We continue to expect that our undistributed foreign earnings, excluding the distributable foreign earnings described above, will be indefinitely reinvested. If we determine that all or a portion of such foreign earnings are no longer indefinitely reinvested, we may be subject to additional foreign withholding taxes and U.S. state income taxes.
Use of Estimates
Use of Estimates
The preparation of financial statements in conformity with GAAP requires management to make estimates and assumptions that affect the amounts reported in the financial statements and accompanying notes. Significant estimates impact the calculation of the allowance for credit losses, depreciation and amortization, income taxes and reserves for claims. Actual results could materially differ from those estimates.
Concentrations of Credit Risk
Concentrations of Credit Risk
Financial instruments that potentially subject us to significant concentrations of credit risk include cash and cash equivalents and accounts receivable. We maintain cash and cash equivalents with high quality financial institutions. Concentration of credit risk with respect to receivables is limited because a large number of geographically diverse customers makes up our customer base (see note 3 to our consolidated financial statements for further detail). We manage credit risk through credit approvals, credit limits and other monitoring procedures.
Stock-Based Compensation
Stock-Based Compensation
We measure stock-based compensation at the grant date based on the fair value of the award and recognize stock-based compensation expense over the requisite service period. Determining the fair value of stock option awards requires judgment,
including estimating stock price volatility and expected option life. Restricted stock awards are valued based on the fair value of the stock on the grant date and the related compensation expense is recognized over the service period. Similarly, for time-based restricted stock awards subject to graded vesting, we recognize compensation cost on a straight-line basis over the requisite service period. For performance-based restricted stock units (“RSUs”), compensation expense is recognized if satisfaction of the performance condition is considered probable. We recognize forfeitures of stock-based compensation as they occur.
New Accounting Pronouncements and Accounting Guidance Adopted in 2025
New Accounting Pronouncements
Disaggregation of Income Statement Expenses. In November 2024, the FASB issued ASU 2024-03, which requires more detailed disclosures about specified categories of expenses (including employee compensation, depreciation, and amortization) included in certain expense captions presented on the face of the income statement. ASU 2024-03 is effective for fiscal years beginning after December 15, 2026, and for interim periods within fiscal years beginning after December 15, 2027, may be applied prospectively or retrospectively, and allows for early adoption. This standard is not expected to have an impact on any amounts recognized in our financial statements, but will result in more detailed disclosures addressing the categorization of expenses.
Measurement of Credit Losses for Accounts Receivable and Contract Assets. In July 2025, the FASB issued ASU 2025-05, which provides optional guidance relating to the estimation of expected credit losses on current accounts receivable and current contract assets. This guidance permits entities to apply a practical expedient when estimating credit losses that assumes that current conditions as of the balance sheet date do not change for the remaining life of the asset. ASU 2025-05 is effective for annual reporting periods beginning after December 15, 2025, and interim reporting periods within those annual reporting periods, with early adoption permitted, and should be applied prospectively. We are currently assessing the impact this guidance will have on our financial statements.
Accounting Guidance Adopted in 2025
Improvements to Income Tax Disclosures. In December 2023, the FASB issued ASU 2023-09, which requires disclosure of disaggregated income taxes paid, prescribes standard categories for the components of the effective tax rate reconciliation, and modifies other income tax-related disclosures. ASU 2023-09 is effective for fiscal years beginning after December 15, 2024 and may be applied prospectively or retrospectively. We have retrospectively adopted this guidance, which did not have an impact on our financial statements, although it did result in expanded income tax-related disclosures, which are included in note 13 to our consolidated financial statements.
v3.25.4
Revenue Recognition (Tables)
12 Months Ended
Dec. 31, 2025
Revenue from Contract with Customer [Abstract]  
Schedule of Changes in Accounting Principles
In the following table, revenue is summarized by type and by the applicable accounting standard.
Year Ended December 31, 
202520242023
Topic 842Topic 606TotalTopic 842Topic 606TotalTopic 842Topic 606Total
Revenues:
Owned equipment rentals$11,048 $— $11,048 $10,559 $— $10,559 $9,948 $— $9,948 
Re-rent revenue275275258258233233
Ancillary and other rental revenues:
Delivery and pick-up1,1531,1531,0691,069941941
Other1,0812491,3309402031,143756186942
Total ancillary and other rental revenues1,081 1,402 2,483 940 1,272 2,212 756 1,127 1,883 
Total equipment rentals12,404 1,402 13,806 11,757 1,272 13,029 10,937 1,127 12,064 
Sales of rental equipment1,4131,4131,5211,5211,5741,574
Sales of new equipment348348282282218218
Contractor supplies sales163163155155146146
Service and other revenues369369358358330330
Total revenues$12,404 $3,695 $16,099 $11,757 $3,588 $15,345 $10,937 $3,395 $14,332 
Schedule of Allowance for Doubtful Accounts Rollforward The rollforward of our allowance for credit losses (in total, and associated with revenues arising from both Topic 606 and Topic 842) is shown below.
Year ended December 31,
202520242023
Beginning balance$186 $169 $134 
Charged to costs and expenses (1)17 20 14 
Charged to revenue (2)59 50 60 
Deductions and other (3)(82)(53)(39)
Ending balance$180 $186 $169 
_________________
(1)    Reflects bad debt expenses recognized within selling, general and administrative expenses (associated with Topic 606 revenues).
(2)    Primarily reflects credit losses associated with lease revenues that were recognized as a reduction to equipment rentals revenue (primarily associated with Topic 842 revenues).
(3)    Primarily represents write-offs of accounts, net of immaterial recoveries and other activity.
SCHEDULE II—VALUATION AND QUALIFYING ACCOUNTS
UNITED RENTALS, INC.
(In millions)
Description 
Balance at
Beginning
of Period
Charged to
Costs and
Expenses
Charged to
Revenue
Deductions and Other Balance
at End
of Period
Year Ended December 31, 2025:
Allowance for credit losses$186 $17 (a)$59 (a)$82 (b)$180 
Self-insurance reserve247356338(c)265
Year Ended December 31, 2024:
Allowance for credit losses$169 $20 (a)$50 (a)$53 (b)$186 
Self-insurance reserve199318270(c)247
Year Ended December 31, 2023:
Allowance for credit losses$134 $14 (a)$60 (a)$39 (b)$169 
Self-insurance reserve177274252(c)199
 
The above information reflects the continuing operations of the Company for the periods presented. Additionally, because the Company has retained certain self-insurance liabilities associated with the discontinued traffic control business, those amounts have been included as well.
(a)    Amounts charged to cost and expenses reflect bad debt expenses recognized within selling, general and administrative expenses. The amounts charged to revenue primarily reflect credit losses associated with lease revenues that were recognized as a reduction to equipment rentals revenue.
(b)    Primarily represents write-offs of accounts, net of recoveries and other activity.
(c)    Primarily represents payments.
v3.25.4
Segment Information (Tables)
12 Months Ended
Dec. 31, 2025
Segment Reporting [Abstract]  
Schedule of Equipment rental revenue by equipment type
The following table presents the percentage of equipment rental revenue by equipment type for the years ended December 31, 2025, 2024 and 2023:
Year Ended December 31, 
202520242023
Primarily rented by our general rentals segment:
General construction and industrial equipment
39 %40 %42 %
Aerial work platforms
22 %23 %25 %
General tools and light equipment
%%%
Primarily rented by our specialty segment:
Power and HVAC equipment
11 %11 %10 %
Trench safety equipment
%%%
Fluid solutions equipment
%%%
Mobile storage equipment and modular office space
%%%
Surface protection mats (1)%%— %
 
 ___________________
(1)In March 2024, we completed the acquisition of Yak Access, LLC, Yak Mat, LLC and New South Access & Environmental Solutions, LLC (collectively, “Yak”), which was a leading provider of surface protection mats. Prior to the Yak acquisition, we did not rent material amounts of such equipment.
Schedule of Financial Information by Segment and Reconciliation to Consolidated Totals
The following table sets forth financial information by segment, and includes a reconciliation of the primary measure of segment profit (equipment rentals gross profit) to income before provision for income taxes.
Year Ended December 31, 
202520242023
General
rentals
SpecialtyTotalGeneral
rentals
SpecialtyTotalGeneral
rentals
SpecialtyTotal
Equipment rentals$9,165$4,641$13,806$8,945$4,084$13,029$8,803$3,261$12,064
Sales of rental equipment1,2161971,4131,3281931,5211,4111631,574
Sales of new equipment19914934815912328295123218
Contractor supplies sales877616387681558957146
Service and other revenues334353693263235829931330
Total revenue (1)11,0015,09816,09910,8454,50015,34510,6973,63514,332
Equipment rentals gross profit (see calculation below)3,2252,0235,2483,2321,9665,1983,2191,5954,814
Equipment rentals gross margin35.2%43.6%38.0%36.1%48.1%39.9%36.6%48.9%39.9%
Capital expenditures (2)3,4091,1594,5683,1021,0284,1303,0518133,864
Calculation of equipment rentals gross profit:
Equipment rentals9,1654,64113,8068,9454,08413,0298,8033,26112,064
Less:
Depreciation of rental equipment(2,021)(649)(2,670)(1,968)(498)(2,466)(1,989)(361)(2,350)
Significant/all other rental expenses (3):
Labor and benefits (4)(1,637)(524)(2,161)(1,576)(442)(2,018)(1,519)(377)(1,896)
Repairs and maintenance(848)(239)(1,087)(830)(211)(1,041)(827)(176)(1,003)
Delivery(514)(473)(987)(472)(350)(822)(448)(269)(717)
All other rental expenses (3)(920)(733)(1,653)(867)(617)(1,484)(801)(483)(1,284)
Equipment rentals gross profit3,2252,0235,2483,2321,9665,1983,2191,5954,814
Reconciliation of equipment rentals gross profit to income before provision for income taxes:
Gross profit from other lines of business896952999
Selling, general and administrative expenses(1,732)(1,645)(1,527)
Restructuring charge (5)(1)(3)(28)
Non-rental depreciation and amortization(438)(437)(431)
Interest expense, net(716)(691)(635)
Other income, net (6)811419
Income before provision for income taxes$3,338$3,388$3,211
December 31,
2025
December 31,
2024
December 31,
2023
General
rentals
SpecialtyTotalGeneral
rentals
SpecialtyTotalGeneral
rentals
SpecialtyTotal
Total assets (7)$21,787$8,079$29,866$21,044$7,119$28,163$20,411$5,178$25,589
 ___________________
(1)Includes immaterial intersegment revenues.
(2)The consolidated statements of cash flows include the payments for capital expenditures, while the table above reflects the gross capital expenditures. Accounts payable as of December 31, 2025, 2024 and 2023 included $117, $77 and $74, respectively, of amounts due but unpaid for purchases of rental equipment.
(3)The significant expense categories align with the segment-level information that is regularly provided to the CODM. The “all other rental expenses” category reflects the difference between equipment rentals revenue less the significant expense categories above and the primary measure of segment profit (equipment rentals gross profit), and is primarily comprised of property costs, costs associated with re-rent revenue and certain ancillary revenues (see note 3 to the consolidated financial statements for a discussion of the different types of equipment rentals revenue), and insurance costs. Intersegment expenses are included within the amounts shown.
(4)Labor and benefits includes all internal labor and benefits costs associated with equipment rentals, including labor and benefits costs associated with repairs and maintenance and delivery.
(5)Primarily reflects severance and branch closure charges associated with our restructuring programs. The restructuring charges generally involve the closure of a large number of branches over a short period of time, often in periods following a major acquisition. The amounts above primarily reflect charges associated with the restructuring program initiated following the December 2022 acquisition of Ahern Rentals. See note 5 to the consolidated financial statements for additional detail on our restructuring programs.
(6)In January 2025, we announced that we had signed a merger agreement to acquire H&E. In February 2025, the merger agreement was terminated. Other income, net for the year ended December 31, 2025 includes a break-up fee of $64 that we received following the termination of the H&E merger agreement.
(7)The increase in the specialty segment assets from December 31, 2023 to December 31, 2024 includes the impact of the Yak acquisition.
Schedule of Geographic Area Information The following table presents geographic area information for the years ended December 31, 2025, 2024 and 2023, except for balance sheet information, which is presented as of December 31, 2025 and 2024:
Domestic 
Foreign
Total 
2025
Equipment rentals$12,609 $1,197 $13,806 
Sales of rental equipment1,2881251,413
Sales of new equipment30543348
Contractor supplies sales13627163
Service and other revenues33336369
Total revenue14,6711,42816,099
Rental equipment, net14,5841,48516,069
Property and equipment, net1,0221121,134
Goodwill and other intangible assets, net$6,772$824$7,596
2024
Equipment rentals$11,919 $1,110 $13,029 
Sales of rental equipment1,3791421,521
Sales of new equipment24240282
Contractor supplies sales13124155
Service and other revenues32038358
Total revenue13,9911,35415,345
Rental equipment, net13,6341,29714,931
Property and equipment, net942921,034
Goodwill and other intangible assets, net$6,910$653$7,563
2023
Equipment rentals$11,045 $1,019 $12,064 
Sales of rental equipment1,4271471,574
Sales of new equipment16850218
Contractor supplies sales13016146
Service and other revenues29337330
Total revenue$13,063 $1,269 $14,332 
v3.25.4
Rental Equipment (Tables)
12 Months Ended
Dec. 31, 2025
Property, Plant and Equipment [Abstract]  
Schedule of Rental Equipment
Rental equipment consists of the following:
December 31,
20252024
Rental equipment
$24,825 $22,990 
Less accumulated depreciation
(8,756)(8,059)
Rental equipment, net$16,069 $14,931 
Property and equipment consist of the following:
December 31,
20252024
Land
$186 $170 
Buildings
347 310 
Non-rental vehicles
352 318 
Machinery and equipment
376 329 
Furniture and fixtures
508 463 
Leasehold improvements
678 610 
2,447 2,200 
Less accumulated depreciation and amortization
(1,313)(1,166)
Property and equipment, net
$1,134 $1,034 
v3.25.4
Property and Equipment (Tables)
12 Months Ended
Dec. 31, 2025
Property, Plant and Equipment [Abstract]  
Schedule of Property and Equipment
Rental equipment consists of the following:
December 31,
20252024
Rental equipment
$24,825 $22,990 
Less accumulated depreciation
(8,756)(8,059)
Rental equipment, net$16,069 $14,931 
Property and equipment consist of the following:
December 31,
20252024
Land
$186 $170 
Buildings
347 310 
Non-rental vehicles
352 318 
Machinery and equipment
376 329 
Furniture and fixtures
508 463 
Leasehold improvements
678 610 
2,447 2,200 
Less accumulated depreciation and amortization
(1,313)(1,166)
Property and equipment, net
$1,134 $1,034 
v3.25.4
Goodwill and Other Intangible Assets (Tables)
12 Months Ended
Dec. 31, 2025
Goodwill and Intangible Assets Disclosure [Abstract]  
Schedule of Changes in Carrying Amount of Goodwill
The following table presents the changes in the carrying amount of goodwill for each of the three years in the period ended December 31, 2025:
General rentalsSpecialtyTotal
Balance at January 1, 2023 (1)$4,980 $1,046 $6,026 
Goodwill related to acquisitions (2) (3)(209)111 (98)
Foreign currency translation and other adjustments12 
Balance at December 31, 2023 (1)4,775 1,165 5,940 
Goodwill related to acquisitions (2) (3)124 881 1,005 
Foreign currency translation and other adjustments(16)(29)(45)
Balance at December 31, 2024 (1)4,883 2,017 6,900 
Goodwill related to acquisitions (2)14 155 169 
Foreign currency translation and other adjustments10 40 50 
Balance at December 31, 2025 (1)$4,907$2,212$7,119
 
_________________
(1)    The total carrying amount of goodwill for all periods in the table above is reflected net of $1.557 billion of accumulated impairment charges, which were primarily recorded in our general rentals segment.
(2)    Includes goodwill adjustments for the effect on goodwill of changes to net assets acquired during the measurement period, which were not significant to our previously reported operating results or financial condition. Decreases in goodwill related to acquisitions above primarily reflect such measurement period adjustments.
(3)    The December 2022 acquisition of Ahern Rentals was assigned to our general rentals segment. The decrease in goodwill related to acquisitions for the general rentals segment in 2023 primarily reflected measurement period adjustments associated with the Ahern Rentals acquisition, partially offset by other acquisition activity. The March 2024 acquisition of Yak was assigned to our specialty segment and accounted for most of the goodwill related to acquisitions in 2024.
Schedule of Components of Intangible Assets
Other intangible assets were comprised of the following at December 31, 2025 and 2024:  
December 31, 2025
Weighted-Average Remaining
Amortization Period 
Gross
Carrying
Amount
Accumulated
Amortization
Net
Amount
Non-compete agreements2 years$184 $122 $62 
Customer relationships5 years$2,487 $2,074 $413 
Trade names and associated trademarks1 year$11 $$
 
December 31, 2024
Weighted-Average Remaining
Amortization Period 
Gross
Carrying
Amount
Accumulated
Amortization
 
Net
Amount
 
Non-compete agreements3 years$170 $85 $85 
Customer relationships6 years$2,674 $2,100 $574 
Trade names and associated trademarks2 years$12 $$
Schedule of Estimated Future Amortization Expense of Intangible Assets
As of December 31, 2025, estimated amortization expense for other intangible assets for each of the next five years and thereafter was as follows: 
2026$183 
2027128 
202874 
202949 
203026 
Thereafter
17 
Total
$477 
v3.25.4
Accrued Expenses and Other Liabilities and Other Long-Term Liabilities (Tables)
12 Months Ended
Dec. 31, 2025
Payables and Accruals [Abstract]  
Schedule of Accrued Expenses and Other Liabilities
Accrued expenses and other liabilities consist of the following:
December 31,
20252024
Self-insurance accruals
$137$100
Accrued compensation and benefit costs157147
Property and income taxes payable
5864
Restructuring reserves (1)1317
Interest payable
157165
Deferred revenue (2)175185
National accounts accrual
217202
 Operating lease liability317294
Other (3)235223
Accrued expenses and other liabilities
$1,466 $1,397 
_________________

(1)    Primarily relates to branch closure charges associated with our closed restructuring programs. See note 5 for additional detail.
(2)    Reflects amounts billed to customers in excess of recognizable revenue. See note 3 for additional detail.
(3)    Other includes multiple items, none of which are individually significant.
Schedule of Other Long-Term Liabilities
Other long-term liabilities consist of the following:  
December 31,
20252024
Self-insurance accruals
$128 $147 
Income taxes payable
9
Accrued compensation and benefit costs
5145
Contingent consideration (1)24
Other long-term liabilities
$188 $216 
_________________
(1)    Primarily reflects the long-term portion of the contingent consideration for the Yak acquisition.
v3.25.4
Fair Value Measurements (Tables)
12 Months Ended
Dec. 31, 2025
Fair Value Disclosures [Abstract]  
Schedule of Fair Value of Financial Instruments The estimated fair values of our other financial instruments, all of which are categorized in Level 1 of the fair value hierarchy, as of December 31, 2025 and 2024 have been calculated based upon available market information, and were as follows:  
December 31, 2025December 31, 2024
Carrying
Amount
Fair
Value 
Carrying
Amount 
Fair
Value 
Senior notes$9,819 $9,863 $8,821 $8,518 
v3.25.4
Debt (Tables)
12 Months Ended
Dec. 31, 2025
Debt Disclosure [Abstract]  
Schedule of Debt
Debt, net of unamortized original issue discounts and premiums, and unamortized debt issuance costs, consists of the following:
 
December 31, 
20252024
Accounts receivable securitization facility expiring 2026 (1)$1,459 $1,085 
$4.5 billion ABL facility expiring 2030 (1) (2)
1,6452,253
Term loan facility expiring 2031 (1)975984
5 1/2 percent Senior Notes due 2027 (2)
499
3 7/8 percent Senior Secured Notes due 2027
748747
4 7/8 percent Senior Notes due 2028 (3)
1,6691,667
6 percent Senior Secured Notes due 2029
1,4921,490
5 1/4 percent Senior Notes due 2030
747746
4 percent Senior Notes due 2030
746745
3 7/8 percent Senior Notes due 2031
1,0941,092
3 3/4 percent Senior Notes due 2032
746745
5 3/8 percent Senior Notes due 2033 (2)
1,486
6 1/8 percent Senior Notes due 2034
1,0911,090
Finance leases331263
Total debt14,22913,406
Less short-term portion (4)(1,577)(1,178)
Total long-term debt$12,652 $12,228 
 
(1)    The table below presents financial information associated with our variable rate indebtedness as of and for the year ended December 31, 2025. We have borrowed the full available amount under the term loan facility. The principal obligation
under the term loan facility is required to be repaid in quarterly installments in an aggregate amount equal to 1.0 percent per annum, with the balance due at the maturity of the facility. The average amount of debt outstanding under the term loan facility decreases slightly each quarter due to the requirement to repay a portion of the principal obligation.
ABL facilityAccounts receivable securitization facilityTerm loan facility
Borrowing capacity, net of letters of credit
$2,822 $41 $— 
Letters of credit
22 
Interest rate at December 31, 20254.7 %4.8 %5.2 %
Average month-end debt outstanding
2,027 1,366 988 
Weighted-average interest rate on average debt outstanding5.3 %5.2 %5.8 %
Maximum month-end debt outstanding
2,803 1,484 993 
(2)    In December 2025, URNA issued $1.500 billion principal amount of 5 3/8 percent Senior Notes. See below for additional detail on the issued debt. The net proceeds of the issuance were used to redeem all of the outstanding 5 1/2 percent Senior Notes due 2027 and to reduce drawings on the ABL facility.
(3)    URNA separately issued 4 7/8 percent Senior Notes in August 2017 and in September 2017. Following the issuances, URNA consummated an exchange offer pursuant to which most of the 4 7/8 percent Senior Notes issued in September 2017 were exchanged for additional notes fungible with the 4 7/8 percent Senior Notes issued in August 2017. As of December 31, 2025, the total above is comprised of two separate 4 7/8 percent Senior Notes, one with a book value of $1.665 billion and one with a book value of $4.
(4)    Short-term debt primarily reflects borrowings under the accounts receivable securitization facility and the short-term portion of our finance leases. The accounts receivable securitization facility, which expires on June 24, 2026, may be extended on a 364-day basis by mutual agreement with the purchasers under the facility. The weighted average interest rates on our short-term debt, excluding finance leases, were 4.8 percent and 5.4 percent as of December 31, 2025 and 2024, respectively. See note 12 to the consolidated financial statements for further discussion on our finance leases.
Schedule of Debt Maturity
Debt maturities (exclusive of any unamortized original issue premiums and unamortized debt issuance costs) for each of the next five years and thereafter at December 31, 2025 are as follows:
2026$1,577 
2027851 
20281,747 
20291,537 
20303,170 
Thereafter5,420 
Total$14,302 
v3.25.4
Leases (Tables)
12 Months Ended
Dec. 31, 2025
Leases [Abstract]  
Schedule of Financial Information Associated with Leases
The tables below present financial information associated with our leases as of December 31, 2025 and 2024, and for the years ended December 31, 2025, 2024 and 2023.
ClassificationDecember 31, 2025December 31, 2024
Assets
Operating lease assetsOperating lease right-of-use assets$1,395 $1,337 
Finance lease assetsRental equipment597 493 
Less accumulated depreciation(161)(141)
Rental equipment, net436 352 
Property and equipment, net:
Non-rental vehicles11 
Buildings85 71 
Less accumulated depreciation and amortization(33)(33)
Property and equipment, net56 49 
Total leased assets1,887 1,738 
Liabilities
Current
OperatingAccrued expenses and other liabilities317 294 
FinanceShort-term debt and current maturities of long-term debt108 83 
Long-term
OperatingOperating lease liabilities1,124 1,089 
FinanceLong-term debt223 180 
Total lease liabilities$1,772 $1,646 
Schedule of Lease, cost and Lease Term and Discount Rate and Other Information
Lease costClassificationYear Ended December 31, 2025Year Ended December 31, 2024Year Ended December 31, 2023
Operating lease cost (1)Cost of equipment rentals, excluding depreciation (1)$720 $647 $582 
Selling, general and administrative expenses15 14 12 
Restructuring charge (2)27 
Finance lease cost
Amortization of leased assetsDepreciation of rental equipment53 46 36 
Non-rental depreciation and amortization
Interest on lease liabilitiesInterest expense, net17 12 
Sublease income (3)(275)(258)(233)
Net lease cost$532 $465 $434 
_________________
(1)    Includes variable lease costs, which are immaterial. Cost of equipment rentals, excluding depreciation for the years ended December 31, 2025, 2024 and 2023 includes $233, $222 and $209, respectively, of short-term lease costs associated with equipment that we rent from vendors and then rent to our customers, as discussed further above. Apart from these costs, short-term lease costs are immaterial.
(2)    The amounts above primarily reflect charges associated with a restructuring program initiated following the closing of the Ahern Rentals acquisition.
(3)    Primarily reflects re-rent revenue as discussed further above.
Lease term and discount rateDecember 31, 2025December 31, 2024
Weighted-average remaining lease term (years)
Operating leases6.45.8
Finance leases5.05.8
Weighted-average discount rate
Operating leases4.8 %4.6 %
Finance leases4.8 %4.8 %
Other informationYear Ended December 31, 2025Year Ended December 31, 2024Year Ended December 31, 2023
Cash paid for amounts included in the measurement of lease liabilities
Operating cash flows from operating leases$371 $328 $304 
Operating cash flows from finance leases17 12 
Financing cash flows from finance leases100 79 64 
Leased assets obtained in exchange for new operating lease liabilities374 535 538 
Leased assets obtained in exchange for new finance lease liabilities$167 $153 $132 
Schedule of Maturity of Lease Liabilities
Maturity of lease liabilities (as of December 31, 2025)Operating leases (1)Finance leases (2)
2026$379 $119 
2027333 103 
2028280 73 
2029221 32 
2030151 
Thereafter297 47 
Total1,661 381 
Less amount representing interest(220)(50)
Present value of lease liabilities$1,441 $331 
_________________
(1)    Reflects payments for non-cancelable operating leases with initial or remaining terms of one year or more as of December 31, 2025. The table above does not include any legally binding minimum lease payments for leases signed but not yet commenced, and such leases are not material in the aggregate.
(2)    The table above does not include any legally binding minimum lease payments for leases signed but not yet commenced, and such leases are not material in the aggregate.
Schedule of Lessee, Operating Lease, Liability, Maturity
Maturity of lease liabilities (as of December 31, 2025)Operating leases (1)Finance leases (2)
2026$379 $119 
2027333 103 
2028280 73 
2029221 32 
2030151 
Thereafter297 47 
Total1,661 381 
Less amount representing interest(220)(50)
Present value of lease liabilities$1,441 $331 
_________________
(1)    Reflects payments for non-cancelable operating leases with initial or remaining terms of one year or more as of December 31, 2025. The table above does not include any legally binding minimum lease payments for leases signed but not yet commenced, and such leases are not material in the aggregate.
(2)    The table above does not include any legally binding minimum lease payments for leases signed but not yet commenced, and such leases are not material in the aggregate.
v3.25.4
Income Taxes (Tables)
12 Months Ended
Dec. 31, 2025
Income Tax Disclosure [Abstract]  
Schedule of Income Before Income Tax, Domestic and Foreign
Income before provision for income taxes for each of the three years in the period ended December 31, 2025 was as follows:
Year ended December 31,
202520242023
U.S.$3,135 $3,156 $2,926 
Foreign203 232 285 
Total$3,338 $3,388 $3,211 
Schedule of Components of the Provision (Benefit) for Income Taxes
The components of the provision (benefit) for income taxes for each of the three years in the period ended December 31, 2025 were as follows:
Year ended December 31,
202520242023
Current
U.S. federal$267 $628 $561 
U.S. state and local106140125 
Foreign666466 
Total current439832752 
Deferred
U.S. federal363 (8)
U.S. state and local39 (10)17 
Foreign(1)13 
Total deferred405 (19)35 
Total (current and deferred)
U.S. federal630 620 566 
U.S. state and local145 130 142 
Foreign69 63 79 
Total$844 $813 $787 
Schedule of Effective Income Tax Rate Reconciliation
A reconciliation of the provision (benefit) for income taxes and the amount computed by applying the statutory federal income tax rate of 21 percent to the income before provision for income taxes for each of the three years in the period ended
December 31, 2025 is as follows:
Year ended December 31,
202520242023
AmountPercentAmountPercentAmountPercent
Computed tax at statutory tax rate$701 21.0 %$712 21.0 %$674 21.0 %
State and local income taxes, net of federal tax benefit (1) (2)124 3.7 %93 2.7 %116 3.6 %
Foreign tax effects27 0.8 %14 0.4 %19 0.6 %
Effect of cross-border tax laws0.1 %(3)(0.1)%(3)(0.1)%
Tax credits(18)(0.5)%(4)(0.1)%(3)(0.1)%
Changes in valuation allowance— — %— — %(15)(0.5)%
Nontaxable or nondeductible items0.2 %(5)(0.1)%— — %
Changes in unrecognized tax benefits(1)— %0.2 %(1)— %
Total$844 25.3 %$813 24.0 %$787 24.5 %

_________________
(1)    The states that, in the aggregate, accounted for over 50 percent of the effect of the state and local income taxes shown above were: (i) for 2025, Alabama, California, Florida, Georgia, New Jersey, New York, Pennsylvania and Texas, (ii) for 2024, California, Florida, Georgia, New Jersey and New York, and (iii) for 2023, California, Florida, Georgia, New Jersey, New York and Pennsylvania.
(2)    The lower percent for 2024 primarily reflects a benefit recognized in 2024 associated with decreases to the average state tax rates. The year-over-year increase in the percent for 2025 primarily reflects the lack of a similar benefit in 2025.
Schedule of Deferred Tax Assets and Liabilities
The components of deferred income tax assets (liabilities) were as follows:
December 31, 2025December 31, 2024
Reserves and allowances$209 $209 
Debt cancellation and other1916
Net operating loss and credit carryforwards8571
Operating lease assets366343
Total deferred tax assets679639
Less: valuation allowance(4)(5)
Total net deferred tax assets675634
Property and equipment, including rental equipment(3,297)(2,893)
Operating lease liabilities(366)(343)
Intangibles(127)(81)
Interest carryforward— (2)
Total deferred tax liability(3,790)(3,319)
Total net deferred tax liability$(3,115)$(2,685)
Schedule of Unrecognized Tax Benefits Roll Forward
The following table summarizes the activity related to unrecognized tax benefits, some of which would impact our effective tax rate if recognized:
202520242023
Balance at January 1$35 $26 $16 
Additions for tax positions related to the current year223
Additions for tax positions of prior years598
Reductions for tax positions of prior years(9)— 
Lapse of statute of limitations(3)(1)— 
Settlements(2)(1)(1)
Balance at December 31$28$35$26
Schedule of Cash Flow, Supplemental Disclosures
The following table summarizes income taxes paid (net of refunds received). All jurisdictions in which income taxes paid (net of refunds received) were equal to or greater than five percent of total income taxes paid are included below (if the noted jurisdiction did not meet the five percent threshold for a particular year, the amount for that year is not included below).
Year ended December 31,
202520242023
U.S. federal$392 $771 $248 
U.S. state:
California26 
All states representing less than five percent of total136139108 
Total U.S. states136139134 
Foreign:
Canada59 71 97 
All foreign jurisdictions representing less than five percent of total15 13 14 
Total foreign74 84 111 
Total income taxes paid (1)$602 $994 $493 
_________________
(1)    Cash taxes paid in 2025 decreased from 2024 primarily due to the impact of H.R.1, which is discussed above. Cash taxes paid in 2024 increased from 2023 primarily due to a reduction in the bonus depreciation percent from 80 percent to 60 percent, increased revenue year-over-year, estimated tax overpayments from 2022 that were utilized in 2023, the deferral of a portion of 2023 federal estimated payments into 2024, and normal variability in tax attributes.
v3.25.4
Common Stock (Tables)
12 Months Ended
Dec. 31, 2025
Share-Based Payment Arrangement [Abstract]  
Schedule of Stock Option Activity and Intrinsic Value of Options Exercised
A summary of the transactions within the Company’s stock option plans follows (shares in thousands):  
SharesWeighted-Average
Exercise Price
Outstanding at December 31, 2024$80.14 
Granted— — 
Exercised(1)80.14 
Canceled— — 
Outstanding at December 31, 202580.14 
Exercisable at December 31, 2025$80.14 
The following table presents information associated with stock options as of December 31, 2025 and 2024, and for the years ended December 31, 2025, 2024 and 2023. No stock options were granted during any of the years presented below.
202520242023
Intrinsic value of options outstanding as of December 31$$
Intrinsic value of options exercisable as of December 31
Intrinsic value of options exercised
Schedule of Restricted Stock Units Activity
A summary of RSUs granted follows (RSUs in thousands):
Year Ended December 31,  
202520242023
RSUs granted149 238 179 
Weighted-average grant date price per unit$654.96 $746.86 $461.37 
A summary of RSU activity for the year ended December 31, 2025 follows (RSUs in thousands):  
Stock UnitsWeighted-Average
Grant Date Fair Value
Nonvested as of December 31, 2024257 $649.43 
Granted149 654.96 
Vested(202)596.09 
Forfeited(19)752.01 
Nonvested as of December 31, 2025185 $702.19 
v3.25.4
Quarterly Financial Information (Unaudited) (Tables)
12 Months Ended
Dec. 31, 2025
Quarterly Financial Information Disclosure [Abstract]  
Schedule of Quarterly Financial Information
First
Quarter
Second
Quarter
Third
Quarter
 
Fourth
Quarter (1)
Full
Year
For the year ended December 31, 2025:
Total revenues$3,719 $3,943 $4,229 $4,208 $16,099 
Gross profit1,356 1,533 1,665 1,590 6,144 
Operating income804 1,003 1,114 1,052 3,973 
Net income518 622 701 653 2,494 
Earnings per share—basic7.92 9.59 10.93 10.30 38.71 
Earnings per share—diluted (2)7.91 9.59 10.91 10.27 38.61 
For the year ended December 31, 2024:
Total revenues$3,485 $3,773 $3,992 $4,095 $15,345 
Gross profit1,346 1,518 1,648 1,638 6,150 
Operating income852 1,004 1,122 1,087 4,065 
Net income542 636 708 689 2,575 
Earnings per share—basic8.06 9.56 10.73 10.50 38.82 
Earnings per share—diluted (2)8.04 9.54 10.70 10.47 38.69 
 
(1)    As discussed in note 11 to the consolidated financial statements, in the fourth quarter of 2025, we issued $1.500 billion principal amount of 5 3/8 percent Senior Notes due 2033. The net proceeds of the issuance were used to redeem all $500 principal amount of our 5 1/2 percent Senior Notes due 2027 and to reduce drawings on our ABL facility. There were no unusual or infrequently occurring items recognized in the fourth quarter of 2024 that had a material impact on our financial statements.
(2)    Diluted earnings per share includes the after-tax impacts of the following:
First
Quarter
Second
Quarter
Third
Quarter
 
Fourth
Quarter
Full
Year
For the year ended December 31, 2025:
Merger related intangible asset amortization (3)$(0.52)$(0.47)$(0.45)$(0.44)$(1.89)
Impact on depreciation related to acquired fleet and property and equipment (4)(0.29)(0.29)(0.27)(0.26)(1.11)
Impact of the fair value mark-up of acquired fleet (5)(0.13)(0.08)(0.07)(0.09)(0.36)
Restructuring charge (6)(0.01)(0.01)0.01 — (0.01)
Asset impairment charge (7)— (0.03)— (0.02)(0.06)
Debt related losses— — (0.01)(0.01)(0.02)
For the year ended December 31, 2024:
Merger related intangible asset amortization (3)$(0.49)$(0.58)$(0.53)$(0.55)$(2.14)
Impact on depreciation related to acquired fleet and property and equipment (4)(0.40)(0.39)(0.38)(0.36)(1.53)
Impact of the fair value mark-up of acquired fleet (5)(0.19)(0.18)(0.15)(0.19)(0.71)
Restructuring charge (6)(0.01)(0.01)(0.01)(0.01)(0.04)
Asset impairment charge (7)(0.01)— (0.03)(0.01)(0.05)
Debt related losses(0.01)— — — (0.01)
(3)This reflects the amortization of the intangible assets acquired in the major acquisitions that significantly impact our operations (the “major acquisitions,” each of which had annual revenues of over $200 prior to acquisition).
(4)This reflects the impact of extending the useful lives of equipment acquired in certain major acquisitions, net of the impact of additional depreciation associated with the fair value mark-up of such equipment.
(5)This reflects additional costs recorded in cost of rental equipment sales associated with the fair value mark-up of rental equipment acquired in certain major acquisitions that was subsequently sold. The year-over-year decreases in 2025 primarily reflect the impact of the Ahern Rentals acquisition.
(6)This primarily reflects severance costs and branch closure charges associated with our restructuring programs. See note 5 to the consolidated financial statements for additional detail on our restructuring programs.
(7)This reflects write-offs of leasehold improvements and other fixed assets.
v3.25.4
Earnings Per Share (Tables)
12 Months Ended
Dec. 31, 2025
Earnings Per Share [Abstract]  
Schedule of Earnings Per Share The following table sets forth the computation of basic and diluted earnings per share (shares in thousands):
Year Ended December 31, 
202520242023
Numerator:
Net income available to common stockholders$2,494 $2,575 $2,424 
Denominator:
Denominator for basic earnings per share—weighted-average common shares64,43966,34568,470
Effect of dilutive securities:
Employee stock options124
Restricted stock units164 220 236 
Denominator for diluted earnings per share—adjusted weighted-average common shares64,60466,56768,710
Basic earnings per share$38.71 $38.82 $35.40 
Diluted earnings per share$38.61 $38.69 $35.28 
v3.25.4
Summary of Significant Accounting Policies (Details) - USD ($)
$ in Millions
3 Months Ended 12 Months Ended
Dec. 31, 2025
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Oct. 01, 2025
Oct. 01, 2024
Property, Plant and Equipment [Line Items]            
Fair value in excess of carrying amount (as a percent)           60.00%
Advertising reimbursements   $ 63 $ 64 $ 44    
Distributable foreign earnings $ 324          
Undistributed earnings of foreign subsidiaries amount $ 1,621 $ 1,621        
Non-compete agreements            
Property, Plant and Equipment [Line Items]            
Finite lived intangible assets life (in years) 5 years 5 years        
Trade names and associated trademarks            
Property, Plant and Equipment [Line Items]            
Finite lived intangible assets life (in years) 3 years 3 years        
Reporting units excluding Mobile Storage and Mobile Storage International            
Property, Plant and Equipment [Line Items]            
Fair value in excess of carrying amount (as a percent)         32.00%  
Sales of rental equipment            
Property, Plant and Equipment [Line Items]            
Property, plant and equipment, weighted average salvage value, percentage of cost (as a percent) 12.00% 12.00%        
Minimum | Customer relationships            
Property, Plant and Equipment [Line Items]            
Finite lived intangible assets life (in years) 6 years 6 years        
Minimum | Sales of rental equipment            
Property, Plant and Equipment [Line Items]            
Property, plant and equipment useful life (in years) 2 years 2 years        
Property, plant and equipment salvage value (as a percent) 0.00% 0.00%        
Minimum | Property and Equipment            
Property, Plant and Equipment [Line Items]            
Property, plant and equipment useful life (in years) 3 years 3 years        
Maximum | Customer relationships            
Property, Plant and Equipment [Line Items]            
Finite lived intangible assets life (in years) 15 years 15 years        
Maximum | Sales of rental equipment            
Property, Plant and Equipment [Line Items]            
Property, plant and equipment useful life (in years) 20 years 20 years        
Property, plant and equipment salvage value (as a percent) 50.00% 50.00%        
Maximum | Property and Equipment            
Property, Plant and Equipment [Line Items]            
Property, plant and equipment useful life (in years) 40 years 40 years        
v3.25.4
Revenue Recognition (Schedule of Changes in Accounting Principles) (Details) - USD ($)
$ in Millions
3 Months Ended 12 Months Ended
Dec. 31, 2025
Sep. 30, 2025
Jun. 30, 2025
Mar. 31, 2025
Dec. 31, 2024
Sep. 30, 2024
Jun. 30, 2024
Mar. 31, 2024
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Revenues:                      
Re-rent revenue, Topic 842                 $ 275 $ 258 $ 233
Revenues, Topic 842                 12,404 11,757 10,937
Revenues, Topic 606                 3,695 3,588 3,395
Total $ 4,208 $ 4,229 $ 3,943 $ 3,719 $ 4,095 $ 3,992 $ 3,773 $ 3,485 16,099 15,345 14,332
Total equipment rentals                      
Revenues:                      
Revenues, Topic 842                 12,404 11,757 10,937
Revenues, Topic 606                 1,402 1,272 1,127
Total                 13,806 13,029 12,064
Owned equipment rentals                      
Revenues:                      
Owned equipment rentals, Topic 842                 11,048 10,559 9,948
Total                 $ 11,048 $ 10,559 $ 9,948
Operating Lease, Lease Income, Statement of Income or Comprehensive Income [Extensible Enumeration]                 Total Total Total
Re-rent revenue                      
Revenues:                      
Re-rent revenue, Topic 842                 $ 275 $ 258 $ 233
Total                 275 258 233
Delivery and pick-up                      
Revenues:                      
Revenues, Topic 606                 1,153 1,069 941
Total                 1,153 1,069 941
Other                      
Revenues:                      
Other, Topic 842                 1,081 940 756
Revenues, Topic 606                 249 203 186
Total                 1,330 1,143 942
Total ancillary and other rental revenues                      
Revenues:                      
Revenues, Topic 842                 1,081 940 756
Revenues, Topic 606                 1,402 1,272 1,127
Total                 2,483 2,212 1,883
Sales of rental equipment                      
Revenues:                      
Revenues, Topic 606                 1,413 1,521 1,574
Total                 1,413 1,521 1,574
Sales of new equipment                      
Revenues:                      
Revenues, Topic 606                 348 282 218
Total                 348 282 218
Contractor supplies sales                      
Revenues:                      
Revenues, Topic 606                 163 155 146
Total                 163 155 146
Service and other revenues                      
Revenues:                      
Revenues, Topic 606                 369 358 330
Total                 $ 369 $ 358 $ 330
v3.25.4
Revenue Recognition (Narrative) (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Revenue, Initial Application Period Cumulative Effect Transition [Line Items]      
Deferred revenue $ 175 $ 185  
Accounts receivable, net 2,510 2,357  
Accounts receivable, allowance for doubtful accounts 180    
Contract with customer, asset, after allowance for credit loss 0    
Contract with customer, liability, revenue recognized 0 0  
Contract with customer, performance obligation satisfied in previous period $ 0 $ 0  
Customer concentration risk | Revenues | Largest customer      
Revenue, Initial Application Period Cumulative Effect Transition [Line Items]      
Concentration risk (as a percent) 1.00% 1.00% 1.00%
Customer concentration risk | Accounts receivable | Largest customer      
Revenue, Initial Application Period Cumulative Effect Transition [Line Items]      
Concentration risk (as a percent) 2.00% 2.00%  
Owned equipment rentals | Product concentration risk | Revenues      
Revenue, Initial Application Period Cumulative Effect Transition [Line Items]      
Concentration risk (as a percent) 69.00%    
Total equipment rentals | Product concentration risk | Revenues      
Revenue, Initial Application Period Cumulative Effect Transition [Line Items]      
Concentration risk (as a percent) 77.00%    
General rentals | Product concentration risk | Revenues      
Revenue, Initial Application Period Cumulative Effect Transition [Line Items]      
Concentration risk (as a percent) 68.00%    
UNITED STATES | Geographic Concentration Risk | Revenues      
Revenue, Initial Application Period Cumulative Effect Transition [Line Items]      
Concentration risk (as a percent) 91.00%    
v3.25.4
Revenue Recognition (Schedule of Allowance for Doubtful Accounts Rollforward) (Details) - Allowance for credit losses - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
SEC Schedule, 12-09, Movement in Valuation Allowances and Reserves [Roll Forward]      
Beginning balance $ 186 $ 169 $ 134
Charged to Costs and Expenses 17 20 14
Charged to Revenue 59 50 60
Deductions and other (82) (53) (39)
Ending balance $ 180 $ 186 $ 169
v3.25.4
Segment Information (Narrative) (Details)
12 Months Ended
Dec. 31, 2025
geographic_division
segment
Segment Reporting Information [Line Items]  
Number of reportable segments (in segment) | segment 2
General rentals  
Segment Reporting Information [Line Items]  
Number of geographic divisions entity operates in (locations) | geographic_division 4
v3.25.4
Segment Information (Schedule of Equipment rental revenue by equipment type) (Details) - Equipment rental revenue - Product concentration risk
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
General construction and industrial equipment | General rentals      
Segment Reporting Information [Line Items]      
Equipment rental revenue (as a percent) 39.00% 40.00% 42.00%
Aerial work platforms | General rentals      
Segment Reporting Information [Line Items]      
Equipment rental revenue (as a percent) 22.00% 23.00% 25.00%
General tools and light equipment | General rentals      
Segment Reporting Information [Line Items]      
Equipment rental revenue (as a percent) 9.00% 9.00% 8.00%
Power and HVAC equipment | Specialty      
Segment Reporting Information [Line Items]      
Equipment rental revenue (as a percent) 11.00% 11.00% 10.00%
Trench safety equipment | Specialty      
Segment Reporting Information [Line Items]      
Equipment rental revenue (as a percent) 5.00% 5.00% 5.00%
Fluid solutions equipment | Specialty      
Segment Reporting Information [Line Items]      
Equipment rental revenue (as a percent) 7.00% 7.00% 7.00%
Mobile storage equipment and modular office space | Specialty      
Segment Reporting Information [Line Items]      
Equipment rental revenue (as a percent) 3.00% 3.00% 3.00%
Surface protection mats | Specialty      
Segment Reporting Information [Line Items]      
Equipment rental revenue (as a percent) 4.00% 2.00% 0.00%
v3.25.4
Segment Information (Schedule of Financial Information by Segment) (Details) - USD ($)
$ in Millions
3 Months Ended 12 Months Ended
Dec. 31, 2025
Sep. 30, 2025
Jun. 30, 2025
Mar. 31, 2025
Dec. 31, 2024
Sep. 30, 2024
Jun. 30, 2024
Mar. 31, 2024
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Segment Reporting Information [Line Items]                      
Total revenues $ 4,208 $ 4,229 $ 3,943 $ 3,719 $ 4,095 $ 3,992 $ 3,773 $ 3,485 $ 16,099 $ 15,345 $ 14,332
Revenues from contract with customer                 3,695 3,588 3,395
Equipment rentals gross profit 1,590 $ 1,665 $ 1,533 $ 1,356 1,638 $ 1,648 $ 1,518 $ 1,346 6,144 6,150 5,813
Capital expenditures                 4,568 4,130 3,864
Rental expenses                 (9,955) (9,195) (8,519)
Total assets 29,866       28,163       29,866 28,163 25,589
Sales of rental equipment                      
Segment Reporting Information [Line Items]                      
Capital expenditures incurred but not yet paid                 117 77 74
H&E                      
Segment Reporting Information [Line Items]                      
Termination income                 64    
Equipment rentals                      
Segment Reporting Information [Line Items]                      
Total revenues                 13,806 13,029 12,064
Revenues from contract with customer                 $ 1,402 1,272 1,127
Equipment rentals | Revenues | Product concentration risk                      
Segment Reporting Information [Line Items]                      
Equipment rentals gross margin                 77.00%    
Sales of rental equipment                      
Segment Reporting Information [Line Items]                      
Total revenues                 $ 1,413 1,521 1,574
Revenues from contract with customer                 1,413 1,521 1,574
Sales of new equipment                      
Segment Reporting Information [Line Items]                      
Total revenues                 348 282 218
Revenues from contract with customer                 348 282 218
Contractor supplies sales                      
Segment Reporting Information [Line Items]                      
Total revenues                 163 155 146
Revenues from contract with customer                 163 155 146
Service and other revenues                      
Segment Reporting Information [Line Items]                      
Total revenues                 369 358 330
Revenues from contract with customer                 369 358 330
Equipment rentals                      
Segment Reporting Information [Line Items]                      
Equipment rentals gross profit                 5,248 5,198 4,814
Depreciation of rental equipment                 $ (2,670) $ (2,466) $ (2,350)
Equipment rentals | Revenues | Product concentration risk                      
Segment Reporting Information [Line Items]                      
Equipment rentals gross margin                 38.00% 39.90% 39.90%
Labor and benefits                      
Segment Reporting Information [Line Items]                      
Rental expenses                 $ (2,161) $ (2,018) $ (1,896)
Repairs and maintenance                      
Segment Reporting Information [Line Items]                      
Rental expenses                 (1,087) (1,041) (1,003)
Delivery                      
Segment Reporting Information [Line Items]                      
Rental expenses                 (987) (822) (717)
All other rental expenses                      
Segment Reporting Information [Line Items]                      
Rental expenses                 (1,653) (1,484) (1,284)
General rentals                      
Segment Reporting Information [Line Items]                      
Total revenues                 11,001 10,845 10,697
Capital expenditures                 3,409 3,102 3,051
Total assets 21,787       21,044       $ 21,787 21,044 20,411
General rentals | Revenues | Product concentration risk                      
Segment Reporting Information [Line Items]                      
Equipment rentals gross margin                 68.00%    
General rentals | Equipment rentals                      
Segment Reporting Information [Line Items]                      
Total revenues                 $ 9,165 8,945 8,803
General rentals | Sales of rental equipment                      
Segment Reporting Information [Line Items]                      
Revenues from contract with customer                 1,216 1,328 1,411
General rentals | Sales of new equipment                      
Segment Reporting Information [Line Items]                      
Revenues from contract with customer                 199 159 95
General rentals | Contractor supplies sales                      
Segment Reporting Information [Line Items]                      
Revenues from contract with customer                 87 87 89
General rentals | Service and other revenues                      
Segment Reporting Information [Line Items]                      
Revenues from contract with customer                 334 326 299
General rentals | Equipment rentals                      
Segment Reporting Information [Line Items]                      
Equipment rentals gross profit                 3,225 3,232 3,219
Depreciation of rental equipment                 $ (2,021) $ (1,968) $ (1,989)
General rentals | Equipment rentals | Revenues | Product concentration risk                      
Segment Reporting Information [Line Items]                      
Equipment rentals gross margin                 35.20% 36.10% 36.60%
General rentals | Labor and benefits                      
Segment Reporting Information [Line Items]                      
Rental expenses                 $ (1,637) $ (1,576) $ (1,519)
General rentals | Repairs and maintenance                      
Segment Reporting Information [Line Items]                      
Rental expenses                 (848) (830) (827)
General rentals | Delivery                      
Segment Reporting Information [Line Items]                      
Rental expenses                 (514) (472) (448)
General rentals | All other rental expenses                      
Segment Reporting Information [Line Items]                      
Rental expenses                 (920) (867) (801)
Specialty                      
Segment Reporting Information [Line Items]                      
Total revenues                 5,098 4,500 3,635
Capital expenditures                 1,159 1,028 813
Total assets $ 8,079       $ 7,119       8,079 7,119 5,178
Specialty | Equipment rentals                      
Segment Reporting Information [Line Items]                      
Total revenues                 4,641 4,084 3,261
Specialty | Sales of rental equipment                      
Segment Reporting Information [Line Items]                      
Revenues from contract with customer                 197 193 163
Specialty | Sales of new equipment                      
Segment Reporting Information [Line Items]                      
Revenues from contract with customer                 149 123 123
Specialty | Contractor supplies sales                      
Segment Reporting Information [Line Items]                      
Revenues from contract with customer                 76 68 57
Specialty | Service and other revenues                      
Segment Reporting Information [Line Items]                      
Revenues from contract with customer                 35 32 31
Specialty | Equipment rentals                      
Segment Reporting Information [Line Items]                      
Equipment rentals gross profit                 2,023 1,966 1,595
Depreciation of rental equipment                 $ (649) $ (498) $ (361)
Specialty | Equipment rentals | Revenues | Product concentration risk                      
Segment Reporting Information [Line Items]                      
Equipment rentals gross margin                 43.60% 48.10% 48.90%
Specialty | Labor and benefits                      
Segment Reporting Information [Line Items]                      
Rental expenses                 $ (524) $ (442) $ (377)
Specialty | Repairs and maintenance                      
Segment Reporting Information [Line Items]                      
Rental expenses                 (239) (211) (176)
Specialty | Delivery                      
Segment Reporting Information [Line Items]                      
Rental expenses                 (473) (350) (269)
Specialty | All other rental expenses                      
Segment Reporting Information [Line Items]                      
Rental expenses                 $ (733) $ (617) $ (483)
v3.25.4
Segment Information (Schedule of Reconciliation to Consolidated Totals) (Details) - USD ($)
$ in Millions
3 Months Ended 12 Months Ended
Dec. 31, 2025
Sep. 30, 2025
Jun. 30, 2025
Mar. 31, 2025
Dec. 31, 2024
Sep. 30, 2024
Jun. 30, 2024
Mar. 31, 2024
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Segment Reporting, Reconciling Item for Operating Profit (Loss) from Segment to Consolidated [Line Items]                      
Gross profit from other lines of business $ 1,590 $ 1,665 $ 1,533 $ 1,356 $ 1,638 $ 1,648 $ 1,518 $ 1,346 $ 6,144 $ 6,150 $ 5,813
Selling, general and administrative expenses                 (1,732) (1,645) (1,527)
Restructuring charges                 (1) (3) (28)
Non-rental depreciation and amortization                 (438) (437) (431)
Interest expense, net                 (716) (691) (635)
Other income, net                 81 14 19
Income before provision for income taxes                 3,338 3,388 3,211
Equipment rentals                      
Segment Reporting, Reconciling Item for Operating Profit (Loss) from Segment to Consolidated [Line Items]                      
Gross profit from other lines of business                 5,248 5,198 4,814
Other products and services                      
Segment Reporting, Reconciling Item for Operating Profit (Loss) from Segment to Consolidated [Line Items]                      
Gross profit from other lines of business                 $ 896 $ 952 $ 999
v3.25.4
Segment Information (Schedule of Geographic Area Information) (Details) - USD ($)
$ in Millions
3 Months Ended 12 Months Ended
Dec. 31, 2025
Sep. 30, 2025
Jun. 30, 2025
Mar. 31, 2025
Dec. 31, 2024
Sep. 30, 2024
Jun. 30, 2024
Mar. 31, 2024
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Revenues from External Customers and Long-Lived Assets [Line Items]                      
Revenues $ 4,208 $ 4,229 $ 3,943 $ 3,719 $ 4,095 $ 3,992 $ 3,773 $ 3,485 $ 16,099 $ 15,345 $ 14,332
Revenue from contract with customer, excluding assessed tax                 3,695 3,588 3,395
Goodwill and other intangible assets, net 7,596       7,563       7,596 7,563  
Total equipment rentals                      
Revenues from External Customers and Long-Lived Assets [Line Items]                      
Property and equipment, net 16,069       14,931       16,069 14,931  
Property and equipment, net                      
Revenues from External Customers and Long-Lived Assets [Line Items]                      
Property and equipment, net 1,134       1,034       1,134 1,034  
Domestic                       
Revenues from External Customers and Long-Lived Assets [Line Items]                      
Revenues                 14,671 13,991 13,063
Goodwill and other intangible assets, net 6,772       6,910       6,772 6,910  
Domestic  | Total equipment rentals                      
Revenues from External Customers and Long-Lived Assets [Line Items]                      
Property and equipment, net 14,584       13,634       14,584 13,634  
Domestic  | Property and equipment, net                      
Revenues from External Customers and Long-Lived Assets [Line Items]                      
Property and equipment, net 1,022       942       1,022 942  
Foreign                      
Revenues from External Customers and Long-Lived Assets [Line Items]                      
Revenues                 1,428 1,354 1,269
Goodwill and other intangible assets, net 824       653       824 653  
Foreign | Total equipment rentals                      
Revenues from External Customers and Long-Lived Assets [Line Items]                      
Property and equipment, net 1,485       1,297       1,485 1,297  
Foreign | Property and equipment, net                      
Revenues from External Customers and Long-Lived Assets [Line Items]                      
Property and equipment, net $ 112       $ 92       112 92  
Total equipment rentals                      
Revenues from External Customers and Long-Lived Assets [Line Items]                      
Revenues                 13,806 13,029 12,064
Revenue from contract with customer, excluding assessed tax                 1,402 1,272 1,127
Total equipment rentals | Domestic                       
Revenues from External Customers and Long-Lived Assets [Line Items]                      
Revenues                 12,609 11,919 11,045
Total equipment rentals | Foreign                      
Revenues from External Customers and Long-Lived Assets [Line Items]                      
Revenues                 1,197 1,110 1,019
Sales of rental equipment                      
Revenues from External Customers and Long-Lived Assets [Line Items]                      
Revenues                 1,413 1,521 1,574
Revenue from contract with customer, excluding assessed tax                 1,413 1,521 1,574
Sales of rental equipment | Domestic                       
Revenues from External Customers and Long-Lived Assets [Line Items]                      
Revenue from contract with customer, excluding assessed tax                 1,288 1,379 1,427
Sales of rental equipment | Foreign                      
Revenues from External Customers and Long-Lived Assets [Line Items]                      
Revenue from contract with customer, excluding assessed tax                 125 142 147
Sales of new equipment                      
Revenues from External Customers and Long-Lived Assets [Line Items]                      
Revenues                 348 282 218
Revenue from contract with customer, excluding assessed tax                 348 282 218
Sales of new equipment | Domestic                       
Revenues from External Customers and Long-Lived Assets [Line Items]                      
Revenue from contract with customer, excluding assessed tax                 305 242 168
Sales of new equipment | Foreign                      
Revenues from External Customers and Long-Lived Assets [Line Items]                      
Revenue from contract with customer, excluding assessed tax                 43 40 50
Contractor supplies sales                      
Revenues from External Customers and Long-Lived Assets [Line Items]                      
Revenues                 163 155 146
Revenue from contract with customer, excluding assessed tax                 163 155 146
Contractor supplies sales | Domestic                       
Revenues from External Customers and Long-Lived Assets [Line Items]                      
Revenue from contract with customer, excluding assessed tax                 136 131 130
Contractor supplies sales | Foreign                      
Revenues from External Customers and Long-Lived Assets [Line Items]                      
Revenue from contract with customer, excluding assessed tax                 27 24 16
Service and other revenues                      
Revenues from External Customers and Long-Lived Assets [Line Items]                      
Revenues                 369 358 330
Revenue from contract with customer, excluding assessed tax                 369 358 330
Service and other revenues | Domestic                       
Revenues from External Customers and Long-Lived Assets [Line Items]                      
Revenue from contract with customer, excluding assessed tax                 333 320 293
Service and other revenues | Foreign                      
Revenues from External Customers and Long-Lived Assets [Line Items]                      
Revenue from contract with customer, excluding assessed tax                 $ 36 $ 38 $ 37
v3.25.4
Restructuring Charges (Details)
$ in Millions
Dec. 31, 2025
USD ($)
restructuring_program
Restructuring Cost and Reserve [Line Items]  
Number of restructuring programs | restructuring_program 7
Restructuring charges incurred to date $ 384
2026 Cost Savings Restructuring Program  
Restructuring Cost and Reserve [Line Items]  
Restructuring reserve 0
2026 Cost Savings Restructuring Program | Minimum  
Restructuring Cost and Reserve [Line Items]  
Restructuring and related cost, expected cost 30
2026 Cost Savings Restructuring Program | Maximum  
Restructuring Cost and Reserve [Line Items]  
Restructuring and related cost, expected cost 60
Closed Restructuring Programs  
Restructuring Cost and Reserve [Line Items]  
Restructuring reserve $ 13
v3.25.4
Rental Equipment (Details) - Sales of rental equipment - USD ($)
$ in Millions
Dec. 31, 2025
Dec. 31, 2024
Property, Plant and Equipment [Line Items]    
Rental equipment $ 24,825 $ 22,990
Less accumulated depreciation (8,756) (8,059)
Property and equipment, net $ 16,069 $ 14,931
v3.25.4
Property and Equipment (Details) - USD ($)
$ in Millions
Dec. 31, 2025
Dec. 31, 2024
Property and equipment, net    
Property, Plant and Equipment [Line Items]    
Equipment $ 2,447 $ 2,200
Less accumulated depreciation and amortization (1,313) (1,166)
Property and equipment, net 1,134 1,034
Land    
Property, Plant and Equipment [Line Items]    
Equipment 186 170
Buildings    
Property, Plant and Equipment [Line Items]    
Equipment 347 310
Non-rental vehicles    
Property, Plant and Equipment [Line Items]    
Equipment 352 318
Machinery and equipment    
Property, Plant and Equipment [Line Items]    
Equipment 376 329
Furniture and fixtures    
Property, Plant and Equipment [Line Items]    
Equipment 508 463
Leasehold improvements    
Property, Plant and Equipment [Line Items]    
Equipment $ 678 $ 610
v3.25.4
Goodwill and Other Intangible Assets (Schedule of Changes in Carrying Amount of Goodwill) (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Goodwill [Roll Forward]      
Balance at beginning of period $ 6,900 $ 5,940 $ 6,026
Goodwill related to acquisitions 169 1,005 (98)
Foreign currency translation and other adjustments 50 (45) 12
Balance at end of period 7,119 6,900 5,940
Goodwill accumulated impairment loss 1,557 1,557 1,557
General rentals      
Goodwill [Roll Forward]      
Balance at beginning of period 4,883 4,775 4,980
Goodwill related to acquisitions 14 124 (209)
Foreign currency translation and other adjustments 10 (16) 4
Balance at end of period 4,907 4,883 4,775
Specialty      
Goodwill [Roll Forward]      
Balance at beginning of period 2,017 1,165 1,046
Goodwill related to acquisitions 155 881 111
Foreign currency translation and other adjustments 40 (29) 8
Balance at end of period $ 2,212 $ 2,017 $ 1,165
v3.25.4
Goodwill and Other Intangible Assets (Schedule of Components of Intangible Assets) (Details) - USD ($)
$ in Millions
Dec. 31, 2025
Dec. 31, 2024
Finite-Lived Intangible Assets [Line Items]    
Net Amount $ 477 $ 663
Non-compete agreements    
Finite-Lived Intangible Assets [Line Items]    
Weighted-Average Remaining Amortization Period  2 years 3 years
Gross Carrying Amount $ 184 $ 170
Accumulated Amortization 122 85
Net Amount $ 62 $ 85
Customer relationships    
Finite-Lived Intangible Assets [Line Items]    
Weighted-Average Remaining Amortization Period  5 years 6 years
Gross Carrying Amount $ 2,487 $ 2,674
Accumulated Amortization 2,074 2,100
Net Amount $ 413 $ 574
Trade names and associated trademarks    
Finite-Lived Intangible Assets [Line Items]    
Weighted-Average Remaining Amortization Period  1 year 2 years
Gross Carrying Amount $ 11 $ 12
Accumulated Amortization 9 8
Net Amount $ 2 $ 4
v3.25.4
Goodwill and Other Intangible Assets (Narrative) (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Goodwill and Intangible Assets Disclosure [Abstract]      
Amortization expense $ 238 $ 258 $ 271
v3.25.4
Goodwill and Other Intangible Assets (Schedule of Estimated Future Amortization Expense of Intangible Assets) (Details) - USD ($)
$ in Millions
Dec. 31, 2025
Dec. 31, 2024
Goodwill and Intangible Assets Disclosure [Abstract]    
2026 $ 183  
2027 128  
2028 74  
2029 49  
2030 26  
Thereafter 17  
Net Amount $ 477 $ 663
v3.25.4
Accrued Expenses and Other Liabilities and Other Long-Term Liabilities (Details) - USD ($)
$ in Millions
Dec. 31, 2025
Dec. 31, 2024
Accrued expenses and other liabilities    
Self-insurance accruals $ 137 $ 100
Accrued compensation and benefit costs 157 147
Property and income taxes payable 58 64
Restructuring reserves 13 17
Interest payable 157 165
Deferred revenue 175 185
National accounts accrual 217 202
Operating lease liability 317 294
Other 235 223
Accrued expenses and other liabilities 1,466 1,397
Other long-term liabilities    
Self-insurance accruals 128 147
Income taxes payable 9 0
Accrued compensation and benefit costs 51 45
Contingent consideration 0 24
Other long-term liabilities $ 188 $ 216
v3.25.4
Fair Value Measurements (Details) - Senior notes - Level 1 - USD ($)
$ in Millions
Dec. 31, 2025
Dec. 31, 2024
Carrying Amount    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Debt instrument $ 9,819 $ 8,821
Fair Value     
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Debt instrument $ 9,863 $ 8,518
v3.25.4
Debt (Schedule of Debt) (Details) - USD ($)
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Mar. 31, 2024
Nov. 30, 2022
Aug. 31, 2021
Aug. 31, 2020
Feb. 29, 2020
Nov. 30, 2019
May 31, 2019
Sep. 30, 2017
Aug. 31, 2017
Jun. 30, 2008
Debt Instrument [Line Items]                        
Long-term debt $ 14,302,000,000                      
Finance leases 331,000,000 $ 263,000,000                    
Total debt 14,229,000,000 13,406,000,000                    
Less short-term portion (1,577,000,000) (1,178,000,000)                    
Total long-term debt $ 12,652,000,000 $ 12,228,000,000                    
Weighted-average interest rate on average debt outstanding 4.80% 5.40%                    
Accounts receivable securitization facility expiring 2025 | Line of Credit                        
Debt Instrument [Line Items]                        
Line of credit facility, maximum borrowing capacity $ 1,500,000,000                      
Long-term debt 1,459,000,000 $ 1,085,000,000                    
Borrowing capacity, net of letters of credit $ 41,000,000                      
Interest rate at December 31, 2025 4.80%                      
Average month-end debt outstanding $ 1,366,000,000                      
Weighted-average interest rate on average debt outstanding 5.20%                      
Maximum month-end debt outstanding $ 1,484,000,000                      
Long term debt extension period 364 days                      
$4.25 billion ABL facility expiring 2027 | Line of Credit                        
Debt Instrument [Line Items]                        
Line of credit facility, maximum borrowing capacity $ 4,500,000,000                     $ 1,250,000,000
Long-term debt 1,645,000,000 2,253,000,000                    
Borrowing capacity, net of letters of credit 2,822,000,000                      
Letters of credit $ 22,000,000                      
Interest rate at December 31, 2025 4.70%                      
Average month-end debt outstanding $ 2,027,000,000                      
Weighted-average interest rate on average debt outstanding 5.30%                      
Maximum month-end debt outstanding $ 2,803,000,000                      
Term loan facility expiring 2031                        
Debt Instrument [Line Items]                        
Long-term debt $ 975,000,000 984,000,000                    
Debt repayment installment rate 1.00%                      
5 1/2 percent Senior Notes due 2027 | Senior notes                        
Debt Instrument [Line Items]                        
Stated interest (as a percent) 5.50%                      
Long-term debt $ 0 499,000,000                    
Debt instrument, face amount $ 500,000,000                      
3 7/8 percent Senior Secured Notes due 2027 | Senior notes                        
Debt Instrument [Line Items]                        
Stated interest (as a percent) 3.875%                      
Long-term debt $ 748,000,000 747,000,000                    
3 7/8 percent Senior Secured Notes due 2027 | Senior notes | Subsidiaries                        
Debt Instrument [Line Items]                        
Debt instrument, face amount               $ 750,000,000        
4 7/8 percent Senior Notes due 2028 | Senior notes                        
Debt Instrument [Line Items]                        
Stated interest (as a percent) 4.875%                      
Long-term debt $ 1,669,000,000 1,667,000,000                    
4 7/8 percent Senior Notes due 2028 | Senior notes | Subsidiaries                        
Debt Instrument [Line Items]                        
Debt instrument, face amount                     $ 925,000,000  
6 percent Senior Secured Notes due 2029 | Senior notes                        
Debt Instrument [Line Items]                        
Stated interest (as a percent) 6.00%                      
Long-term debt $ 1,492,000,000 1,490,000,000                    
Debt instrument, face amount       $ 1,500,000,000                
6 percent Senior Secured Notes due 2029 | Senior notes | Subsidiaries                        
Debt Instrument [Line Items]                        
Stated interest (as a percent)       6.00%                
5 1/4 percent Senior Notes due 2030 | Senior notes                        
Debt Instrument [Line Items]                        
Stated interest (as a percent) 5.25%                      
Long-term debt $ 747,000,000 746,000,000                    
5 1/4 percent Senior Notes due 2030 | Senior notes | Subsidiaries                        
Debt Instrument [Line Items]                        
Debt instrument, face amount                 $ 750,000,000      
4 percent Senior Notes due 2030 | Senior notes                        
Debt Instrument [Line Items]                        
Stated interest (as a percent) 4.00%                      
Long-term debt $ 746,000,000 745,000,000                    
4 percent Senior Notes due 2030 | Senior notes | Subsidiaries                        
Debt Instrument [Line Items]                        
Stated interest (as a percent)             4.00%          
Debt instrument, face amount             $ 750,000,000          
3 7/8 percent Senior Notes due 2031 | Senior notes                        
Debt Instrument [Line Items]                        
Stated interest (as a percent) 3.875%                      
Long-term debt $ 1,094,000,000 1,092,000,000                    
3 7/8 percent Senior Notes due 2031 | Senior notes | Subsidiaries                        
Debt Instrument [Line Items]                        
Debt instrument, face amount           $ 1,100,000,000            
3 3/4 percent Senior Notes due 2032 | Senior notes                        
Debt Instrument [Line Items]                        
Stated interest (as a percent) 3.75%                      
Long-term debt $ 746,000,000 745,000,000                    
Debt instrument, face amount         $ 750,000,000              
5 3/8 percent Senior Notes due 2033 | Senior notes                        
Debt Instrument [Line Items]                        
Stated interest (as a percent) 5.375%                      
Long-term debt $ 1,486,000,000 0                    
Debt instrument, face amount $ 1,500,000,000                      
6 1/8 percent Senior Notes due 2034 | Senior notes                        
Debt Instrument [Line Items]                        
Stated interest (as a percent) 6.125%                      
Long-term debt $ 1,091,000,000 $ 1,090,000,000                    
Debt instrument, face amount     $ 1,100,000,000                  
Term loan facility | Line of Credit                        
Debt Instrument [Line Items]                        
Borrowing capacity, net of letters of credit $ 0                      
Interest rate at December 31, 2025 5.20%                      
Average month-end debt outstanding $ 988,000,000                      
Weighted-average interest rate on average debt outstanding 5.80%                      
Maximum month-end debt outstanding $ 993,000,000                      
Senior Notes 4.875 Percent, One | Senior notes                        
Debt Instrument [Line Items]                        
Long-term debt 1,665,000,000                      
Senior Notes 4.875 Percent, One | Senior notes | Subsidiaries                        
Debt Instrument [Line Items]                        
Long-term debt 1,669,000,000                      
Debt instrument, face amount                   $ 750,000,000    
Senior Notes 4.875 Percent, Two | Senior notes                        
Debt Instrument [Line Items]                        
Long-term debt 4,000,000                      
Senior Notes 4.875 Percent, Two | Senior notes | Subsidiaries                        
Debt Instrument [Line Items]                        
Long-term debt $ 4,000,000                      
v3.25.4
Debt (Short Term Debt Narrative) (Details) - Line of Credit - Accounts receivable securitization facility expiring 2025
12 Months Ended
Dec. 31, 2025
USD ($)
Short-term Debt [Line Items]  
Long term debt extension period 364 days
Maximum borrowing capacity $ 1,500,000,000
Collateral amount $ 1,713,000,000
v3.25.4
Debt (Long Term Debt Narrative) (Details)
1 Months Ended 12 Months Ended
Dec. 31, 2025
USD ($)
Mar. 31, 2024
USD ($)
Nov. 30, 2022
USD ($)
Aug. 31, 2021
USD ($)
Aug. 31, 2020
USD ($)
Feb. 29, 2020
USD ($)
Nov. 30, 2019
USD ($)
May 31, 2019
USD ($)
Sep. 30, 2017
USD ($)
Aug. 31, 2017
USD ($)
Jun. 30, 2008
USD ($)
Dec. 31, 2025
USD ($)
d
Dec. 31, 2024
USD ($)
Dec. 31, 2023
USD ($)
Dec. 31, 2017
USD ($)
Debt Instrument [Line Items]                              
Long-term debt $ 14,302,000,000                     $ 14,302,000,000      
ABL Facility | Line of Credit                              
Debt Instrument [Line Items]                              
Debt instrument (in years)                     5 years        
Maximum borrowing capacity 4,500,000,000                   $ 1,250,000,000 4,500,000,000      
Long-term debt $ 1,645,000,000                     $ 1,645,000,000 $ 2,253,000,000    
Debt instrument, covenant terms, fixed charge (as a percent)                       10.00%      
Number of consecutive business (in days) | d                       5      
Term loan facility expiring 2031                              
Debt Instrument [Line Items]                              
Long-term debt, gross                         1,000,000,000.000 $ 948,000,000  
Debt instrument, annual repayment (as a percent) 1.00%                     1.00%      
Long-term debt $ 975,000,000                     $ 975,000,000 984,000,000    
5 1/2 percent Senior Notes due 2027 | Senior notes                              
Debt Instrument [Line Items]                              
Debt instrument, face amount 500,000,000                     500,000,000      
Long-term debt $ 0                     $ 0 499,000,000    
Stated interest (as a percent) 5.50%                     5.50%      
3 7/8 percent Senior Secured Notes due 2027 | Senior notes                              
Debt Instrument [Line Items]                              
Long-term debt $ 748,000,000                     $ 748,000,000 747,000,000    
Stated interest (as a percent) 3.875%                     3.875%      
4 7/8 percent Senior Notes due 2028 | Senior notes                              
Debt Instrument [Line Items]                              
Long-term debt $ 1,669,000,000                     $ 1,669,000,000 1,667,000,000    
Stated interest (as a percent) 4.875%                     4.875%      
4 7/8 percent Senior Notes due 2028, one | Senior notes                              
Debt Instrument [Line Items]                              
Long-term debt $ 1,665,000,000                     $ 1,665,000,000      
4 7/8 percent Senior Notes due 2028, two | Senior notes                              
Debt Instrument [Line Items]                              
Long-term debt 4,000,000                     4,000,000      
6 percent Senior Secured Notes due 2029 | Senior notes                              
Debt Instrument [Line Items]                              
Debt instrument, face amount     $ 1,500,000,000                        
Long-term debt $ 1,492,000,000                     $ 1,492,000,000 1,490,000,000    
Stated interest (as a percent) 6.00%                     6.00%      
Debt redemption percentage of principal amount redeemed (as a percent)     40.00%                        
6 percent Senior Secured Notes due 2029 | Senior notes | Debt Instrument, Redemption, Period Between December 15th 2023 to December 15, 2025                              
Debt Instrument [Line Items]                              
Debt redemption percentage of principal amount redeemed (as a percent)     10.00%                        
5 1/4 percent Senior Notes due 2030 | Senior notes                              
Debt Instrument [Line Items]                              
Long-term debt $ 747,000,000                     $ 747,000,000 746,000,000    
Stated interest (as a percent) 5.25%                     5.25%      
4 percent Senior Notes due 2030 | Senior notes                              
Debt Instrument [Line Items]                              
Long-term debt $ 746,000,000                     $ 746,000,000 745,000,000    
Stated interest (as a percent) 4.00%                     4.00%      
3 7/8 percent Senior Notes due 2031 | Senior notes                              
Debt Instrument [Line Items]                              
Long-term debt $ 1,094,000,000                     $ 1,094,000,000 1,092,000,000    
Stated interest (as a percent) 3.875%                     3.875%      
3 3/4 percent Senior Notes due 2032 | Senior notes                              
Debt Instrument [Line Items]                              
Debt instrument, face amount       $ 750,000,000                      
Long-term debt $ 746,000,000                     $ 746,000,000 745,000,000    
Stated interest (as a percent) 3.75%                     3.75%      
Debt redemption percentage of principal amount redeemed (as a percent)       40.00%                      
3 3/4 percent Senior Notes due 2032 | Senior notes | In the event of change of control                              
Debt Instrument [Line Items]                              
Debt redemption percentage of principal amount redeemed (as a percent)       101.00%                      
3 3/4 percent Senior Notes due 2032 | Senior notes | Debt Instrument, Redemption, Period 2026                              
Debt Instrument [Line Items]                              
Debt redemption (as a percent)       101.875%                      
3 3/4 percent Senior Notes due 2032 | Senior notes | Debt Instrument, Redemption, Period 2029                              
Debt Instrument [Line Items]                              
Debt redemption (as a percent)       100.00%                      
3 3/4 percent Senior Notes due 2032 | Senior notes | Debt Instrument, Redemption, Period On Or Up To July 30, 2024                              
Debt Instrument [Line Items]                              
Debt redemption (as a percent)       103.75%                      
5 3/8 percent Senior Notes due 2033 | Senior notes                              
Debt Instrument [Line Items]                              
Debt instrument, face amount $ 1,500,000,000                     $ 1,500,000,000      
Long-term debt $ 1,486,000,000                     $ 1,486,000,000 0    
Stated interest (as a percent) 5.375%                     5.375%      
5 3/8 percent Senior Notes due 2033 | Senior notes | In the event of change of control                              
Debt Instrument [Line Items]                              
Debt redemption (as a percent) 101.00%                            
5 3/8 percent Senior Notes due 2033 | Senior notes | Debt Instrument, Redemption, Period 2028                              
Debt Instrument [Line Items]                              
Debt redemption (as a percent) 102.688%                            
5 3/8 percent Senior Notes due 2033 | Senior notes | Debt Instrument, Redemption, Prior To November 15, 2028                              
Debt Instrument [Line Items]                              
Debt redemption percentage of principal amount redeemed (as a percent) 100.00%                            
5 3/8 percent Senior Notes due 2033 | Senior notes | Debt Instrument, Redemption, Period On Or Prior To November 15, 2028                              
Debt Instrument [Line Items]                              
Debt redemption (as a percent) 105.375%                            
Debt redemption percentage of principal amount redeemed (as a percent) 40.00%                            
5 3/8 percent Senior Notes due 2033 | Senior notes | Debt Instrument, Redemption, Period 2030                              
Debt Instrument [Line Items]                              
Debt redemption (as a percent) 100.00%                            
6 1/8 percent Senior Notes due 2034 | Senior notes                              
Debt Instrument [Line Items]                              
Debt instrument, face amount   $ 1,100,000,000                          
Long-term debt $ 1,091,000,000                     $ 1,091,000,000 $ 1,090,000,000    
Stated interest (as a percent) 6.125%                     6.125%      
Debt redemption percentage of principal amount redeemed (as a percent)   40.00%                          
6 1/8 percent Senior Notes due 2034 | Senior notes | In the event of change of control                              
Debt Instrument [Line Items]                              
Debt redemption percentage of principal amount redeemed (as a percent)   101.00%                          
6 1/8 percent Senior Notes due 2034 | Senior notes | Debt Instrument, Redemption, Period 2029                              
Debt Instrument [Line Items]                              
Debt redemption (as a percent)   103.063%                          
6 1/8 percent Senior Notes due 2034 | Senior notes | Debt Instrument, Redemption, Period 2032                              
Debt Instrument [Line Items]                              
Debt redemption (as a percent)   100.00%                          
6 1/8 percent Senior Notes due 2034 | Senior notes | Debt Instrument, Redemption, Prior to March 15, 2029                              
Debt Instrument [Line Items]                              
Debt redemption (as a percent)   100.00%                          
6 1/8 percent Senior Notes due 2034 | Senior notes | Debt Instrument, Redemption, Period On Or Prior to March 15, 2027                              
Debt Instrument [Line Items]                              
Debt redemption (as a percent)   106.125%                          
Subsidiaries | 3 7/8 percent Senior Secured Notes due 2027 | Senior notes                              
Debt Instrument [Line Items]                              
Debt instrument, face amount             $ 750,000,000                
Debt redemption (as a percent)             40.00%                
Subsidiaries | 3 7/8 percent Senior Secured Notes due 2027 | Senior notes | Debt Instrument, Redemption, Period 2022                              
Debt Instrument [Line Items]                              
Debt redemption (as a percent)             101.938%                
Subsidiaries | 3 7/8 percent Senior Secured Notes due 2027 | Senior notes | Debt Instrument, Redemption, Period 2025                              
Debt Instrument [Line Items]                              
Debt redemption (as a percent)             100.00%                
Subsidiaries | 3 7/8 percent Senior Secured Notes due 2027 | Senior notes | Debt Instrument, Redemption, Period On Or Prior To November 15, 2022                              
Debt Instrument [Line Items]                              
Debt redemption (as a percent)             103.875%                
Subsidiaries | 3 7/8 percent Senior Secured Notes due 2027 | Senior notes | In the event of change of control                              
Debt Instrument [Line Items]                              
Debt redemption (as a percent)             101.00%                
Subsidiaries | 4 7/8 percent Senior Notes due 2028 | Senior notes                              
Debt Instrument [Line Items]                              
Debt instrument, face amount                   $ 925,000,000          
Subsidiaries | 4 7/8 percent Senior Notes due 2028 | Senior notes | In the event of change of control                              
Debt Instrument [Line Items]                              
Debt redemption (as a percent)                   101.00%          
Subsidiaries | 4 7/8 percent Senior Notes due 2028 | Senior notes | Debt Instrument, Redemption, Period 2023                              
Debt Instrument [Line Items]                              
Debt redemption (as a percent)                   102.438%          
Subsidiaries | 4 7/8 percent Senior Notes due 2028 | Senior notes | Debt Instrument, Redemption, Period 2026                              
Debt Instrument [Line Items]                              
Debt redemption (as a percent)                   100.00%          
Subsidiaries | 4 7/8 percent Senior Notes due 2028, one | Senior notes                              
Debt Instrument [Line Items]                              
Debt instrument, face amount                 $ 750,000,000            
Effective interest (as a percent) 4.84%                     4.84%      
Long-term debt $ 1,669,000,000                     $ 1,669,000,000      
Subsidiaries | 4 7/8 percent Senior Notes due 2028, one | Senior notes | In the event of change of control                              
Debt Instrument [Line Items]                              
Debt redemption (as a percent)                 101.00%            
Subsidiaries | 4 7/8 percent Senior Notes due 2028, one | Senior notes | Debt Instrument, Redemption, Period 2023                              
Debt Instrument [Line Items]                              
Debt redemption (as a percent)                 102.438%            
Subsidiaries | 4 7/8 percent Senior Notes due 2028, one | Senior notes | Debt Instrument, Redemption, Period 2026                              
Debt Instrument [Line Items]                              
Debt redemption (as a percent)                 100.00%            
Subsidiaries | 4 7/8 percent Senior Notes due 2028, two | Senior notes                              
Debt Instrument [Line Items]                              
Amount exchanged for equivalent notes                             $ 744,000,000
Long-term debt $ 4,000,000                     $ 4,000,000      
Subsidiaries | 6 percent Senior Secured Notes due 2029 | Senior notes                              
Debt Instrument [Line Items]                              
Stated interest (as a percent)     6.00%                        
Subsidiaries | 6 percent Senior Secured Notes due 2029 | Senior notes | Debt Instrument, Redemption, Period 2025                              
Debt Instrument [Line Items]                              
Debt redemption (as a percent)     103.00%                        
Subsidiaries | 6 percent Senior Secured Notes due 2029 | Senior notes | In the event of change of control                              
Debt Instrument [Line Items]                              
Debt redemption (as a percent)     101.00%                        
Subsidiaries | 6 percent Senior Secured Notes due 2029 | Senior notes | Debt Instrument, Redemption, Period 2027                              
Debt Instrument [Line Items]                              
Debt redemption (as a percent)     100.00%                        
Subsidiaries | 6 percent Senior Secured Notes due 2029 | Senior notes | Debt Instrument, Redemption, Period Between December 15th 2023 to December 15, 2025                              
Debt Instrument [Line Items]                              
Debt redemption (as a percent)     103.00%                        
Subsidiaries | 6 percent Senior Secured Notes due 2029 | Senior notes | Debt Instrument, Redemption, Period On Or Prior To December 15, 2025                              
Debt Instrument [Line Items]                              
Debt redemption (as a percent)     106.00%                        
Subsidiaries | 5 1/4 percent Senior Notes due 2030 | Senior notes                              
Debt Instrument [Line Items]                              
Debt instrument, face amount               $ 750,000,000              
Debt redemption percentage of principal amount redeemed (as a percent)               40.00%              
Subsidiaries | 5 1/4 percent Senior Notes due 2030 | Senior notes | Debt Instrument, Redemption, Period 2025                              
Debt Instrument [Line Items]                              
Debt redemption (as a percent)               102.625%              
Subsidiaries | 5 1/4 percent Senior Notes due 2030 | Senior notes | In the event of change of control                              
Debt Instrument [Line Items]                              
Debt redemption (as a percent)               101.00%              
Subsidiaries | 5 1/4 percent Senior Notes due 2030 | Senior notes | Debt Instrument, Redemption, Period 2028                              
Debt Instrument [Line Items]                              
Debt redemption (as a percent)               100.00%              
Subsidiaries | 5 1/4 percent Senior Notes due 2030 | Senior notes | Debt Instrument, Redemption, On Or Prior To January 15, 2023                              
Debt Instrument [Line Items]                              
Debt redemption (as a percent)               105.25%              
Subsidiaries | 4 percent Senior Notes due 2030 | Senior notes                              
Debt Instrument [Line Items]                              
Debt instrument, face amount           $ 750,000,000                  
Debt redemption (as a percent)           101.00%                  
Stated interest (as a percent)           4.00%                  
Debt redemption percentage of principal amount redeemed (as a percent)           40.00%                  
Subsidiaries | 4 percent Senior Notes due 2030 | Senior notes | Debt Instrument, Redemption, Period 2025                              
Debt Instrument [Line Items]                              
Debt redemption (as a percent)           102.00%                  
Subsidiaries | 4 percent Senior Notes due 2030 | Senior notes | Debt Instrument, Redemption, Period 2028                              
Debt Instrument [Line Items]                              
Debt redemption (as a percent)           100.00%                  
Subsidiaries | 4 percent Senior Notes due 2030 | Senior notes | Debt Instrument, Redemption, On Or Prior To July 15, 2023                              
Debt Instrument [Line Items]                              
Debt redemption (as a percent)           104.00%                  
Subsidiaries | 3 7/8 percent Senior Notes due 2031 | Senior notes                              
Debt Instrument [Line Items]                              
Debt instrument, face amount         $ 1,100,000,000                    
Debt redemption percentage of principal amount redeemed (as a percent)         40.00%                    
Subsidiaries | 3 7/8 percent Senior Notes due 2031 | Senior notes | Debt Instrument, Redemption, Period 2025                              
Debt Instrument [Line Items]                              
Debt redemption (as a percent)         101.938%                    
Subsidiaries | 3 7/8 percent Senior Notes due 2031 | Senior notes | In the event of change of control                              
Debt Instrument [Line Items]                              
Debt redemption (as a percent)         101.00%                    
Subsidiaries | 3 7/8 percent Senior Notes due 2031 | Senior notes | Debt Instrument, Redemption, Period 2028                              
Debt Instrument [Line Items]                              
Debt redemption (as a percent)         100.00%                    
Subsidiaries | 3 7/8 percent Senior Notes due 2031 | Senior notes | Debt Instrument, Redemption, Period On Or Prior to August 15, 2023                              
Debt Instrument [Line Items]                              
Debt redemption (as a percent)         103.875%                    
v3.25.4
Debt (Schedule of Debt Maturity) (Details)
$ in Millions
Dec. 31, 2025
USD ($)
Maturity profile:  
2026 $ 1,577
2027 851
2028 1,747
2029 1,537
2030 3,170
Thereafter 5,420
Total $ 14,302
v3.25.4
Leases (Narrative) (Details)
12 Months Ended
Dec. 31, 2025
Revenues | Product concentration risk | Total equipment rentals  
Lessee, Lease, Description [Line Items]  
Equipment rental revenue (as a percent) 77.00%
Minimum  
Lessee, Lease, Description [Line Items]  
Lessee, operating lease, renewal term (in years) 1 year
Maximum  
Lessee, Lease, Description [Line Items]  
Lessee, operating lease, renewal term (in years) 5 years
v3.25.4
Leases (Schedule of Financial Information Associated with Leases) (Details) - USD ($)
$ in Millions
Dec. 31, 2025
Dec. 31, 2024
Assets    
Operating lease right-of-use assets $ 1,395 $ 1,337
Operating Lease, Liability, Current, Statement of Financial Position [Extensible List] Accrued expenses and other liabilities Accrued expenses and other liabilities
Finance Lease, Liability, Current, Statement of Financial Position [Extensible Enumeration] Short-term debt and current maturities of long-term debt Short-term debt and current maturities of long-term debt
Total leased assets $ 1,887 $ 1,738
Current    
Accrued expenses and other liabilities 317 294
Short-term debt and current maturities of long-term debt 108 83
Long-term    
Operating lease liabilities $ 1,124 $ 1,089
Finance Lease, Liability, Noncurrent, Statement of Financial Position [Extensible Enumeration] Long-term debt Long-term debt
Long-term debt $ 223 $ 180
Total lease liabilities 1,772 1,646
Property and equipment, net    
Assets    
Accumulated depreciation (33) (33)
Finance lease, right-of-use asset 56 49
Sales of rental equipment    
Assets    
Finance lease, right-of-use asset, before accumulated amortization 597 493
Accumulated depreciation (161) (141)
Finance lease, right-of-use asset 436 352
Non-rental vehicles    
Assets    
Finance lease, right-of-use asset, before accumulated amortization 4 11
Buildings    
Assets    
Finance lease, right-of-use asset, before accumulated amortization $ 85 $ 71
v3.25.4
Leases (Schedule of Lease, cost) (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Lessee, Lease, Description [Line Items]      
Sublease income $ (275) $ (258) $ (233)
Net lease cost 532 465 434
Short-term lease, cost 233 222 209
Cost of equipment rentals, excluding depreciation      
Lessee, Lease, Description [Line Items]      
Operating lease cost 720 647 582
Selling, general and administrative expenses      
Lessee, Lease, Description [Line Items]      
Operating lease cost 15 14 12
Restructuring charges      
Lessee, Lease, Description [Line Items]      
Operating lease cost 1 3 27
Depreciation of rental equipment      
Lessee, Lease, Description [Line Items]      
Finance lease cost 53 46 36
Non-rental depreciation and amortization      
Lessee, Lease, Description [Line Items]      
Finance lease cost 1 1 2
Interest expense, net      
Lessee, Lease, Description [Line Items]      
Interest on lease liabilities $ 17 $ 12 $ 8
v3.25.4
Leases (Schedule of Maturity of Lease Liabilities and Lessee, Operating Lease, Liability, Maturity) (Details) - USD ($)
$ in Millions
Dec. 31, 2025
Dec. 31, 2024
Operating leases    
2026 $ 379  
2027 333  
2028 280  
2029 221  
2030 151  
Thereafter 297  
Total 1,661  
Less amount representing interest (220)  
Present value of lease liabilities 1,441  
Finance leases    
2026 119  
2027 103  
2028 73  
2029 32  
2030 7  
Thereafter 47  
Total 381  
Less amount representing interest (50)  
Present value of lease liabilities $ 331 $ 263
v3.25.4
Leases (Schedule of Lease Term and Discount Rate) (Details)
Dec. 31, 2025
Dec. 31, 2024
Weighted-average remaining lease term (years)    
Operating leases 6 years 4 months 24 days 5 years 9 months 18 days
Finance leases 5 years 5 years 9 months 18 days
Weighted-average discount rate    
Operating leases 4.80% 4.60%
Finance leases 4.80% 4.80%
v3.25.4
Leases (Schedule of Other Information) (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Leases [Abstract]      
Operating cash flows from operating leases $ 371 $ 328 $ 304
Operating cash flows from finance leases 17 12 8
Financing cash flows from finance leases 100 79 64
Leased assets obtained in exchange for new operating lease liabilities 374 535 538
Leased assets obtained in exchange for new finance lease liabilities $ 167 $ 153 $ 132
v3.25.4
Income Taxes (Schedule of Income Before Income Tax, Domestic and Foreign) (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Income Tax Disclosure [Abstract]      
U.S. $ 3,135 $ 3,156 $ 2,926
Foreign 203 232 285
Income before provision for income taxes $ 3,338 $ 3,388 $ 3,211
v3.25.4
Income Taxes (Schedule of Components of the Provision (Benefit) for Income Taxes and Effective Income Tax Rate Reconciliation) (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Current      
U.S. federal $ 267,000 $ 628,000 $ 561,000
U.S. state and local 106,000 140,000 125,000
Foreign 66,000 64,000 66,000
Total current 439,000 832,000 752,000
Deferred      
U.S. federal 363,000 (8,000) 5,000
U.S. state and local 39,000 (10,000) 17,000
Foreign 3,000 (1,000) 13,000
Total deferred 405,000 (19,000) 35,000
Total (current and deferred)      
U.S. federal 630,000 620,000 566,000
U.S. state and local 145,000 130,000 142,000
Foreign 69,000 63,000 79,000
Amount      
Computed tax at statutory tax rate 701,000 712,000 674,000
State and local income taxes, net of federal tax benefit 124,000 93,000 116,000
Foreign tax effects 27,000 14,000 19,000
Effect of cross-border tax laws 3,000 (3,000) (3,000)
Tax credits (18,000) (4,000) (3,000)
Changes in valuation allowance 0 0 (15,000)
Nontaxable or nondeductible items 8,000 (5,000) 0
Changes in unrecognized tax benefits (1,000) 6,000 (1,000)
Provision for income taxes $ 844,000 $ 813,000 $ 787,000
Percent      
Computed tax at statutory tax rate 21.00% 21.00% 21.00%
State and local income taxes, net of federal tax benefit 3.70% 2.70% 3.60%
Foreign tax effects 0.80% 0.40% 0.60%
Effect of cross-border tax laws 0.10% (0.10%) (0.10%)
Tax credits (0.50%) (0.10%) (0.10%)
Changes in valuation allowance 0.00% 0.00% (0.50%)
Nontaxable or nondeductible items 0.20% (0.10%) 0.00%
Changes in unrecognized tax benefits 0.00% 0.20% 0.00%
Total 25.30% 24.00% 24.50%
v3.25.4
Income Taxes (Schedule of Deferred Tax Assets and Liabilities) (Details) - USD ($)
$ in Millions
Dec. 31, 2025
Dec. 31, 2024
Income Tax Disclosure [Abstract]    
Reserves and allowances $ 209 $ 209
Debt cancellation and other 19 16
Net operating loss and credit carryforwards 85 71
Operating lease assets 366 343
Total deferred tax assets 679 639
Less: valuation allowance (4) (5)
Total net deferred tax assets 675 634
Property and equipment, including rental equipment (3,297) (2,893)
Operating lease liabilities (366) (343)
Intangibles (127) (81)
Interest carryforward 0 (2)
Total deferred tax liability (3,790) (3,319)
Total net deferred tax liability $ (3,115) $ (2,685)
v3.25.4
Income Taxes (Schedule of Unrecognized Tax Benefits Roll Forward) (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Reconciliation of Unrecognized Tax Benefits, Excluding Amounts Pertaining to Examined Tax Returns, Net [Roll Forward]      
Balance at January 1 $ 35 $ 26 $ 16
Additions for tax positions related to the current year 2 2 3
Additions for tax positions of prior years 5 9 8
Reductions for tax positions of prior years (9) 0 0
Lapse of statute of limitations (3) (1) 0
Settlements (2) (1) (1)
Balance at December 31 $ 28 $ 35 $ 26
v3.25.4
Income Taxes (Narrative) (Details) - USD ($)
$ in Millions
3 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Operating Loss Carryforwards [Line Items]      
Unrecognized tax benefits, income tax penalties and interest accrued $ 0 $ 0 $ 0
Decrease in unrecognized tax benefits is reasonably possible 6    
Distributable foreign earnings 324    
Undistributed earnings of foreign subsidiaries amount 1,621    
Federal Jurisdiction      
Operating Loss Carryforwards [Line Items]      
Operating loss carryforwards 15    
Foreign Tax Jurisdiction      
Operating Loss Carryforwards [Line Items]      
Operating loss carryforwards 16    
State and Local Jurisdiction      
Operating Loss Carryforwards [Line Items]      
Operating loss carryforwards $ 224    
v3.25.4
Income Taxes (Schedule of Cash Flow, Supplemental Disclosures) (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Operating Loss Carryforwards [Line Items]      
U.S. federal $ 392 $ 771 $ 248
Total U.S. states 136 139 134
Total foreign 74 84 111
Cash paid for income taxes, net 602 994 493
California      
Operating Loss Carryforwards [Line Items]      
Total U.S. states     26
All states representing less than five percent of total      
Operating Loss Carryforwards [Line Items]      
Total U.S. states 136 139 108
Canada      
Operating Loss Carryforwards [Line Items]      
Total foreign 59 71 97
All foreign jurisdictions representing less than five percent of total      
Operating Loss Carryforwards [Line Items]      
Total foreign $ 15 $ 13 $ 14
v3.25.4
Commitments and Contingencies (Details)
$ in Millions
12 Months Ended
Dec. 31, 2025
USD ($)
plan
Dec. 31, 2024
USD ($)
Dec. 31, 2023
USD ($)
Commitments and Contingencies Disclosure [Abstract]      
Number of defined contribution 401 (k) plans | plan 2    
Defined contribution plan, contributions | $ $ 65 $ 59 $ 56
v3.25.4
Common Stock (Narrative) (Details)
$ / shares in Units, $ in Millions
12 Months Ended
Dec. 31, 2025
USD ($)
$ / shares
shares
Dec. 31, 2024
USD ($)
$ / shares
shares
Dec. 31, 2023
USD ($)
Class of Stock [Line Items]      
Common stock authorized (in shares) 500,000,000 500,000,000  
Common stock, par value (in dollars per share) | $ / shares $ 0.01 $ 0.01  
Employee stock options      
Class of Stock [Line Items]      
Common stock, capital shares reserved for future issuance (in shares) 0.0 0.0  
Restricted Stock Units (RSUs)      
Class of Stock [Line Items]      
Restricted stock units outstanding (in shares) 300,000    
Share conversion ratio 1    
Shares issued for RSUs (in shares) 129,000    
Shares paid for tax withholding (in shares) 79,000    
Compensation expense not yet recognized | $ $ 80    
Compensation expense not yet recognized, period for recognition (in years) 1 year 4 months 24 days    
Fair value of RSUs vested during the period | $ $ 121 $ 108 $ 95
Time-based Restricted Stock Units      
Class of Stock [Line Items]      
Vesting period (in years) 3 years    
Vesting period, start duration from grant date (in months) 12 months    
Long Term Incentive Plan, 2019      
Class of Stock [Line Items]      
Shares available for grant (in shares) 800,000    
v3.25.4
Common Stock (Schedule of Stock Option Activity) (Details)
shares in Thousands
12 Months Ended
Dec. 31, 2025
$ / shares
shares
Shares  
Outstanding at beginning of period (in shares) | shares 2
Granted (in shares) | shares 0
Exercised (shares) | shares (1)
Canceled (in shares) | shares 0
Outstanding at end of period (in shares) | shares 1
Exercisable (in shares) | shares 1
Weighted-Average Exercise Price  
Outstanding at beginning of period (in dollars per share) | $ / shares $ 80.14
Granted (in dollars per share) | $ / shares 0
Exercised (in dollars per share) | $ / shares 80.14
Canceled (in dollars per share) | $ / shares 0
Outstanding at end of period (in dollars per share) | $ / shares 80.14
Exercisable (in dollars per share) | $ / shares $ 80.14
v3.25.4
Common Stock (Schedule of Intrinsic Value of Options Exercised) (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Share-Based Payment Arrangement [Abstract]      
Intrinsic value of options outstanding as of December 31 $ 1 $ 1
Intrinsic value of options exercisable as of December 31 1 1
Intrinsic value of options exercised $ 1 $ 1 $ 1
v3.25.4
Common Stock (Schedule of Restricted Stock Unit Activity) (Details) - Restricted Stock Units (RSUs) - $ / shares
shares in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Stock Units      
Nonvested, beginning of period (in shares) 257    
Granted (in shares) 149 238 179
Vested (in shares) (202)    
Forfeited (in shares) (19)    
Nonvested, end of period (in shares) 185 257  
Weighted-Average Grant Date Fair Value      
Nonvested, beginning of period (in dollars per share) $ 649.43    
Granted (in dollars per share) 654.96 $ 746.86 $ 461.37
Vested (in dollars per share) 596.09    
Forfeited (in dollars per share) 752.01    
Nonvested, end of period (in dollars per share) $ 702.19 $ 649.43  
v3.25.4
Quarterly Financial Information (Unaudited) (Details) - USD ($)
$ / shares in Units, $ in Millions
3 Months Ended 12 Months Ended
Dec. 31, 2025
Sep. 30, 2025
Jun. 30, 2025
Mar. 31, 2025
Dec. 31, 2024
Sep. 30, 2024
Jun. 30, 2024
Mar. 31, 2024
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Effect of Fourth Quarter Events [Line Items]                      
Total revenues $ 4,208 $ 4,229 $ 3,943 $ 3,719 $ 4,095 $ 3,992 $ 3,773 $ 3,485 $ 16,099 $ 15,345 $ 14,332
Gross profit 1,590 1,665 1,533 1,356 1,638 1,648 1,518 1,346 6,144 6,150 5,813
Operating income 1,052 1,114 1,003 804 1,087 1,122 1,004 852 3,973 4,065 3,827
Net income $ 653 $ 701 $ 622 $ 518 $ 689 $ 708 $ 636 $ 542 $ 2,494 $ 2,575 $ 2,424
Earnings per share - basic (in dollars per share) $ 10.30 $ 10.93 $ 9.59 $ 7.92 $ 10.50 $ 10.73 $ 9.56 $ 8.06 $ 38.71 $ 38.82 $ 35.40
Earnings per share - diluted (in dollars per share) 10.27 10.91 9.59 7.91 10.47 10.70 9.54 8.04 38.61 38.69 $ 35.28
Merger related intangible asset amortization (in dollars per share) (0.44) (0.45) (0.47) (0.52) (0.55) (0.53) (0.58) (0.49) (1.89) (2.14)  
Impact on depreciation related to acquired fleet and property and equipment (in dollars per share) (0.26) (0.27) (0.29) (0.29) (0.36) (0.38) (0.39) (0.40) (1.11) (1.53)  
Impact of the fair value mark-up of acquired fleet (in dollars per share) (0.09) (0.07) (0.08) (0.13) (0.19) (0.15) (0.18) (0.19) (0.36) (0.71)  
Restructuring charge (in dollars per share) 0 0.01 (0.01) (0.01) (0.01) (0.01) (0.01) (0.01) (0.01) (0.04)  
Asset impairment charge (in dollars per share) (0.02) 0 (0.03) 0 (0.01) (0.03) 0 (0.01) (0.06) (0.05)  
Debt related losses (in dollars per share) $ (0.01) $ (0.01) $ 0 $ 0 $ 0 $ 0 $ 0 $ (0.01) $ (0.02) $ (0.01)  
Acquisition company revenue prior to acquisition $ 200               $ 200    
5 3/8 percent Senior Notes due 2033 | Senior notes                      
Effect of Fourth Quarter Events [Line Items]                      
Debt instrument, face amount 1,500               1,500    
5 1/2 percent Senior Notes due 2027 | Senior notes                      
Effect of Fourth Quarter Events [Line Items]                      
Debt instrument, face amount $ 500               $ 500    
v3.25.4
Earnings Per Share (Details) - USD ($)
$ / shares in Units, shares in Thousands, $ in Millions
3 Months Ended 12 Months Ended
Dec. 31, 2025
Sep. 30, 2025
Jun. 30, 2025
Mar. 31, 2025
Dec. 31, 2024
Sep. 30, 2024
Jun. 30, 2024
Mar. 31, 2024
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Numerator:                      
Net income available to common stockholders $ 653 $ 701 $ 622 $ 518 $ 689 $ 708 $ 636 $ 542 $ 2,494 $ 2,575 $ 2,424
Denominator:                      
Denominator for basic earnings per share—weighted-average common shares (in shares)                 64,439 66,345 68,470
Effect of dilutive securities:                      
Denominator for diluted earnings per share—adjusted weighted-average common shares (in shares)                 64,604 66,567 68,710
Basic earnings per share (in dollars per share) $ 10.30 $ 10.93 $ 9.59 $ 7.92 $ 10.50 $ 10.73 $ 9.56 $ 8.06 $ 38.71 $ 38.82 $ 35.40
Diluted earnings per share (in dollars per share) $ 10.27 $ 10.91 $ 9.59 $ 7.91 $ 10.47 $ 10.70 $ 9.54 $ 8.04 $ 38.61 $ 38.69 $ 35.28
Employee stock options                      
Effect of dilutive securities:                      
Share-based payment arrangements (in shares)                 1 2 4
Restricted stock units                      
Effect of dilutive securities:                      
Share-based payment arrangements (in shares)                 164 220 236
v3.25.4
Schedule II - Valuation and Qualifying Accounts (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Allowance for credit losses      
SEC Schedule, 12-09, Movement in Valuation Allowances and Reserves [Roll Forward]      
Beginning balance $ 186 $ 169 $ 134
Charged to Costs and Expenses 17 20 14
Charged to Revenue 59 50 60
Deductions and Other  82 53 39
Ending balance 180 186 169
Self-insurance reserve      
SEC Schedule, 12-09, Movement in Valuation Allowances and Reserves [Roll Forward]      
Beginning balance 247 199 177
Charged to Costs and Expenses 356 318 274
Charged to Revenue 0 0 0
Deductions and Other  338 270 252
Ending balance $ 265 $ 247 $ 199