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Selected Quarterly Financial Data (unaudited) (Details) - USD ($)
$ / shares in Units, $ in Millions
3 Months Ended 6 Months Ended 9 Months Ended 12 Months Ended
Dec. 31, 2024
Sep. 30, 2024
Jun. 30, 2024
Mar. 31, 2024
Dec. 31, 2023
Sep. 30, 2023
Jun. 30, 2023
Mar. 31, 2023
Jun. 30, 2024
Jun. 30, 2023
Sep. 30, 2024
Sep. 30, 2023
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Financing revenue and other interest income                              
Net depreciation expense on operating lease assets $ 220 $ 169 $ 155 $ 192 $ 213 $ 206 $ 196 $ 225         $ 736 $ 840 $ 914
Income tax (benefit) expense from continuing operations 0 67 60 40 10 (51) 96 89         167 144 627
Net income $ 108 $ 198 $ 219 $ 143 $ 62 $ 285 $ 311 $ 299 $ 362 $ 610 $ 560 $ 895 $ 668 $ 957 $ 1,714
Basic earnings per common share                              
Net income (in dollars per share) $ 0.26 $ 0.55 $ 0.63 $ 0.38 $ 0.11 $ 0.85 $ 0.93 $ 0.90         $ 1.82 [1] $ 2.79 [1] $ 5.06 [1]
Diluted earnings per common share                              
Net income (in dollars per share) $ 0.26 $ 0.55 $ 0.62 $ 0.37 $ 0.11 $ 0.84 $ 0.93 $ 0.89         $ 1.80 [1] $ 2.77 [1] $ 5.03 [1]
Comprehensive (loss) income $ (423) $ 814 $ 199 $ (30) $ 1,011 $ (617) $ 224 $ 582         $ 560 $ 1,200 $ (2,187)
Investment in operating leases, net 7,991 7,967 8,126 8,582 9,085 9,509 9,890 10,218 8,126 9,890 7,967 9,509 7,991 9,085  
Other assets 10,660 9,947 9,949 9,420 9,418 9,612 9,155 9,142 9,949 9,155 9,947 9,612 10,660 9,418  
Retained earnings 270 284 208 111 91 148 (15) (205) 208 (15) 284 148 270 91  
Operating activities                              
Net income $ 108 198 219 143 62 285 311 299 362 610 560 895 668 957 1,714
Reconciliation of net income to net cash provided by operating activities                              
Depreciation and amortization       310       316 582 608 864 912 1,199 1,227 1,327
Net change in                              
Deferred income taxes       (50)       26 (117) 51 (218) (73) (436) (81) 553
Net cash provided by operating activities       1,266       1,413 2,720 2,975 3,577 4,609 4,528 4,557 6,247
Investing activities                              
Disposals of operating lease assets       964       725 2,164 1,625 3,113 2,455 3,808 3,228 3,023
Net cash provided by (used in) investing activities       3,576       (363) 2,590 (2,435) 3,785 (4,144) $ 4,991 (7,182) $ (17,263)
As Originally Reported                              
Financing revenue and other interest income                              
Net depreciation expense on operating lease assets   201 177 204 222 212 200 226           860  
Income tax (benefit) expense from continuing operations   (124) (37) 14 (13) (68) 74 68           61  
Net income   $ 357 $ 294 $ 157 $ 76 $ 296 $ 329 $ 319 451 648 808 944   $ 1,020  
Basic earnings per common share                              
Net income (in dollars per share)   $ 1.07 $ 0.87 $ 0.42 $ 0.16 $ 0.88 $ 0.99 $ 0.96           $ 3.00  
Diluted earnings per common share                              
Net income (in dollars per share)   $ 1.06 $ 0.86 $ 0.42 $ 0.16 $ 0.88 $ 0.99 $ 0.96           $ 2.98  
Comprehensive (loss) income   $ 973 $ 274 $ (16) $ 1,025 $ (606) $ 242 $ 602           $ 1,263  
Investment in operating leases, net   8,318 8,374 8,731 9,171 9,569 9,930 10,236 8,374 9,930 8,318 9,569   9,171  
Other assets   9,907 9,853 9,348 9,395 9,601 9,153 9,144 9,853 9,153 9,907 9,601   9,395  
Retained earnings   595 360 188 154 197 23 (185) 360 23 595 197   154  
Operating activities                              
Net income   $ 357 $ 294 157 $ 76 $ 296 $ 329 319 451 648 808 944   1,020  
Reconciliation of net income to net cash provided by operating activities                              
Depreciation and amortization       322       317 616 613 930 923   1,247  
Net change in                              
Deferred income taxes       (1)       24 (44) 53 (201) (62)   (58)  
Net cash provided by operating activities       1,341       1,432 2,916 3,020 3,908 4,680   4,663  
Investing activities                              
Disposals of operating lease assets       889       706 1,968 1,580 2,782 2,384   3,122  
Net cash provided by (used in) investing activities       $ 3,501       $ (382) $ 2,394 $ (2,480) $ 3,454 $ (4,215)   $ (7,288)  
[1] Figures in the table may not recalculate exactly due to rounding. Earnings per share is calculated based on unrounded numbers.