Presale Report  ·  Data as of 2025-10-16

Ally Auto Receivables Trust 2025-1 Auto Loan prime FINAL · CLOSED 2025-10-16

Notes
$1,117.0MM
Pool
$1,122.0MM
Reserve
1.00%
AAA Sub
5.1%
Sponsor: Ally Bank  ·  Servicer: Ally Bank  ·  Trustee: U.S. Bank Trust Company, National Association

Capital Structure

ClassSize ($MM)% of PoolSub %CPN / SpreadWALLegal FinalS&PFitch
Class A-1260.923.3%76.3%
Class A-2326.329.1%47.2%4.03% fxd0.912028-07-17AAAAAA
Class A-3376.333.5%13.7%3.96% fxd2.122030-03-15AAAAAA
Class A-495.78.5%5.1%4.08% fxd3.362031-06-16AAAAAA
Class B23.62.1%3.0%
Class C19.61.7%1.3%
Class D14.61.3%0.0%

Transaction Parties

SponsorAlly Bank
ServicerAlly Bank
Depositor / TransferorCEO Certification
Indenture TrusteeU.S. Bank Trust Company, National Association
Owner TrusteeBNY Mellon Trust of Delaware
Asset Rep. ReviewerClayton Fixed Income Services LLC
UnderwritersBarclays Capital, BofA Securities, Wells Fargo Securities, Lloyds Securities, SMBC Nikko Securities

Issuer Track Record

AART 2025-1AART 2024-2AART 2024-1AART 2023-1AART 2022-3AART 2022-2
Collateral (pool at cut-off)
Closing date2025-10-162024-09-272024-03-132023-07-192022-12-142022-10-12
Pool balance$1,122.0MM$1,120.0MM$1,122.0MM$1,122.0MM$1,029.0MM$1,116.6MM
WA Credit Score734+4734734730729729
WA APR6.93%+1.05pp6.93%6.93%5.88%5.26%5.26%
WA original term mo70.6+0.671.0 mo71.0 mo69.4 mo70.1 mo69.4 mo
% new vehicles40.0%40.3%40.0%41.6%40.0%50.0%
Reserve %1.00%
Geo top-3TX 12.8%
FL 8.8%
CA 7.4%
TX 12.3%
FL 9.7%
CA 7.3%
TX 13.1%
FL 9.1%
CA 6.9%
TX 13.4%
FL 9.5%
CA 6.2%
TX 11.8%
CA 9.2%
FL 9.0%
TX 12.2%
CA 9.5%
FL 9.4%
Structure (at issuance)
AAA spread+42 bps+62 bps+70 bps
AAA % of pool71.1%+0.5pp73.1%70.7%72.5%69.7%69.7%
Subordination below AAA5.1%+0.2pp0.0%5.2%5.1%4.9%0.0%
OC (initial)0.45%6.03%0.45%1.61%4.37%9.38%
OC target1.30%1.30%1.30%1.30%1.30%1.30%
OC floor1.30%1.30%1.30%1.30%1.30%1.30%
YSOCn.a.n.a.n.a.n.a.n.a.n.a.
Tranches747774

OC shown net of any yield-supplement overcollateralization (YSOC); YSOC is a yield mechanism for subvented low-APR pools and is reported separately. OC target is a % of the pool balance — current (amortizing) for greater-of/sum-of structures, original (cut-off) for flat structures; OC floor is a % of the original pool balance.

Peer Set

AART 2025-1WOART 2025-DFCAOT 2025-BHART 2025-CHAROT 2025-3TAOT 2025-C
Collateral (pool at cut-off)
Closing date2025-10-162025-10-152025-09-262025-09-172025-08-122025-07-30
Pool balance$1,122.0MM$982.7MM$1,645.7MM$2,148.3MM$2,483.1MM$2,001.9MM
WA Credit Score734−35757752772769770
WA APR6.93%+1.32pp6.15%5.21%5.61%4.97%5.85%
WA original term mo70.6+4.668.6 mo66.0 mo67.9 mo61.9 mo65.7 mo
% new vehicles40.0%97.6%93.5%99.5%86.0%88.0%
Reserve %1.00%0.23%0.24%0.25%0.25%0.25%
Geo top-3TX 12.8%
FL 8.8%
CA 7.4%
FL 46.0%
GA 18.7%
NC 15.7%
TX 16.5%
CA 8.7%
FL 8.2%
TX 13.0%
FL 9.8%
CA 8.2%
CA 16.3%
TX 9.8%
PA 7.6%
CA 21.9%
TX 15.8%
IL 3.9%
Structure (at issuance)
AAA spread+31 bps+30 bps+35 bps+35 bps+30 bps
AAA % of pool71.1%+0.1pp69.9%71.7%68.9%72.5%71.0%
Subordination below AAA5.1%+0.9pp4.2%4.8%4.6%0.0%2.4%
OC (initial)0.45%2.00%3.00%0.85%
OC target1.30%0.90%2.00%3.00%0.85%
OC floor1.30%0.50%2.00%3.00%0.85%
YSOCn.a.6.55%4.06%5.09%4.77%5.09%
Tranches777756

OC shown net of any yield-supplement overcollateralization (YSOC); YSOC is a yield mechanism for subvented low-APR pools and is reported separately. OC target is a % of the pool balance — current (amortizing) for greater-of/sum-of structures, original (cut-off) for flat structures; OC floor is a % of the original pool balance.

Historical Performance Context

Anchor expectations in empirical base rates from the sponsor's prior series and FICO-tier peer set.

Left: per-series cumulative NET loss at matched seasoning 10-D (10-D servicer distribution reports). IQR band uses a fixed cohort of all peer series with ≥18 months of data (263 series across 22 issuers). Right: portfolio-level 60+ DQ rate aggregated across all active deals per issuer (calendar time, last 3 years), from ABS-EE loan-level data ABS-EE.

CNL by seasoning — AART vs. prime peers0.3%0.6%0.9%1.2%M0M12M24M36M48Seasoning (months from cut-off)CNLAART 2024-2AART 2024-1AART 2023-1AART 2022-3prime peers medianPeer IQR (fixed cohort, n=170)
Portfolio 60+ DQ — AART vs. peers (calendar time)0.53%1.07%1.60%2.14%2022-102023-062024-032024-122025-09Calendar date60+ DQ rateAARTBMWOTCAOTCOPAR

Ally Bank — ticker AART. Peer tier: prime.
Open in Explorer ↗ for FICO sub-band and new/used stratification.