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REVENUE (Tables)
 3 Months Ended
Mar. 31, 2025
Revenue from Contract with Customer [Abstract]  
Schedule of Revenue from External Customers by Geographic Areas
The following tables disaggregate our revenue recognized by primary geographical market by our reportable business segments, by FMS product line and by SCS industry.

Primary Geographical Markets
Three months ended March 31, 2025
(In millions)FMSSCSDTSEliminationsTotal
United States$1,375 $1,183 $602 $(238)$2,922 
Canada72 72 — (11)133 
Mexico— 76 — — 76 
Total revenue$1,447 $1,331 $602 $(249)$3,131 

Three months ended March 31, 2024
(In millions)FMSSCSDTSEliminationsTotal
United States$1,380 $1,151 $563 $(211)$2,883 
Canada75 71 — (11)135 
Mexico— 80 — — 80 
Total revenue$1,455 $1,302 $563 $(222)$3,098 
Schedule of Disaggregation of Revenue
Our FMS revenue disaggregated by product line is as follows:

 Three months ended March 31,
(In millions)20252024
ChoiceLease$867 $842 
Commercial rental219 231 
SelectCare and other174 178 
Fuel services revenue187 204 
Total FMS revenue
$1,447 $1,455 
Our SCS business segment included revenue from the following industries:
Three months ended March 31,
(In millions)20252024
Omnichannel retail$434 $417 
Automotive395 406 
Consumer packaged goods302 290 
Industrial and other200 189 
Total SCS revenue$1,331 $1,302 
Schedule of Deferred Revenue
The following table includes the changes in deferred revenue due to the collection and deferral of cash or the satisfaction of our performance obligation under the contract:
Three months ended March 31,
(In millions)20252024
Balance as of January 1
$600 $545 
Recognized as revenue during period from beginning balance(53)(61)
Consideration deferred during period, net65 69 
Foreign currency translation adjustment and other1 — 
Balance as of end of period$613 $553