Presale Report  ·  Data as of 2025-10-15

BMW Vehicle Lease Trust 2025-2 Auto Lease prime FINAL · CLOSED 2025-10-15

Notes
$1,250.0MM
Pool
$1,439.3MM
WA Resid
48.3%
OC
15.65%
Sponsor: BMW Financial Services NA, LLC  ·  Servicer: BMW Financial Services NA, LLC  ·  Trustee: U.S. Bank Trust Company, National Association

Capital Structure

ClassSize ($MM)% of PoolSub %CPN / SpreadWALLegal FinalS&PFitch
Class A-1180.012.5%74.3%4.08% fxd0.232026-10-26A-1+F1+
Class A-2a335.023.3%51.1%3.94% fxd0.942027-11-26AAAAAA
Class A-2b143.510.0%41.1%+31 bps SOFR0.942027-11-26AAAAAA
Class A-3478.533.2%7.9%3.97% fxd1.812028-09-25AAAAAA
Class A-4113.07.9%0.0%4.03% fxd2.332029-05-25AAAAAA

Transaction Parties

SponsorBMW Financial Services NA, LLC
ServicerBMW Financial Services NA, LLC
Depositor / TransferorBMW Auto Leasing LLC
Indenture TrusteeU.S. Bank Trust Company, National Association
Owner TrusteeWilmington Trust, National Association
Asset Rep. ReviewerClayton Fixed Income Services LLC
UnderwritersBNP Paribas Securities, Barclays Capital, TD Securities, Lloyds Securities, U.S. Bancorp Investments

Issuer Track Record

BMWLT 2025-2BMWLT 2025-1BMWLT 2024-2
Collateral (pool at cut-off)
Closing date2025-10-152025-06-102024-10-07
Pool balance$1,439.3MM$1,554.4MM$1,468.9MM
WA Lessee Credit Score792+2792789
WA original term mo36.00.036.0 mo36.0 mo
WA Residual % MSRP48.3%48.0%48.4%
ALG-marked residuals100.0%100.0%100.0%
WA Securitization Value$46,784$42,435$51,501
Top-3 model concentration14.7%17.6%20.7%
Geo top-3CA 20.4%
FL 16.7%
TX 8.7%
CA 18.0%
FL 15.0%
NY 9.3%
CA 19.2%
FL 13.6%
NJ 9.2%
Structure (at issuance)
AAA spread+31 bps−9bps+39 bps+42 bps
AAA % of pool74.3%+1.6pp73.7%71.8%
Initial OC13.15%13.15%14.90%
Target OC15.65%15.65%17.40%
Subordination below AAA0.0%0.0pp0.0%0.0%
Total Hard CE (Initial)13.40%13.40%15.15%
Total Hard CE (Target)15.90%15.90%17.65%
Discount rate10.15%10.85%11.20%
Tranches555

Peer Set

BMWLT 2025-2VWALT 2025-BGMALT 2024-3NALT 2025-BFCALT 2025-BMBALT 2025-A
Collateral (pool at cut-off)
Closing date2025-10-152025-09-162025-08-132025-07-292025-07-292025-05-21
Pool balance$1,439.3MM$1,749.3MM$1,228.4MM$1,271.8MM$1,560.5MM$1,197.1MM
WA Lessee Credit Score792+11789781759764786
WA original term mo36.0+0.135.0 mo36.0 mo35.8 mo40.4 mo
WA Residual % MSRP48.3%48.5%52.5%49.5%49.8%44.3%
ALG-marked residuals100.0%97.4%96.9%100.0%85.2%94.0%
WA Securitization Value$46,784$29,605$30,172$26,224$33,269$45,969
Top-3 model concentration14.7%49.6%37.7%50.3%54.5%21.9%
Geo top-3CA 20.4%
FL 16.7%
TX 8.7%
CA 16.2%
FL 15.5%
NY 14.4%
MI 27.3%
NY 14.8%
FL 9.7%
NY 16.7%
NJ 15.5%
FL 11.2%
MI 33.4%
NY 10.5%
CA 8.4%
CA 22.9%
FL 16.3%
NY 12.6%
Structure (at issuance)
AAA spread+31 bps−8bps+37 bps+35 bps+47 bps+39 bps+52 bps
AAA % of pool74.3%+4.2pp73.6%62.4%65.8%70.2%88.5%
Initial OC13.15%14.25%10.00%11.15%7.00%11.50%
Target OC15.65%17.75%11.00%9.00%13.00%
Subordination below AAA0.0%−5.6pp0.0%7.7%5.6%12.9%0.0%
Total Hard CE (Initial)13.40%14.50%19.75%18.70%20.85%11.75%
Total Hard CE (Target)15.90%18.00%20.75%22.85%13.25%
Discount rate10.15%10.00%9.00%10.00%9.30%10.80%
Tranches557785

Historical Performance Context

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

60+ DPD by seasoning — BMWLT recent series0.20%0.40%0.60%0.80%M0M12M24Seasoning (months from first reporting)60+ DPD rateBMWLT 2024-1BMWLT 2024-2BMWLT 2025-1BMWLT 2025-2
Lease maturity profile — BMWLT 2025-21.6%3.2%4.8%6.4%2026-01: 0.64%2026-02: 0.76%2026-03: 1.35%2026-04: 1.02%2026-05: 1.33%2026-06: 1.41%2026-07: 1.77%2026-08: 2.35%2026-09: 2.46%2026-10: 2.14%2026-11: 2.73%2026-12: 4.43%2027-01: 2.30%2027-02: 2.61%2027-03: 2.91%2027-04: 2.94%2027-05: 3.36%2027-06: 2.81%2027-07: 4.64%2027-08: 4.32%2027-09: 5.32%2027-10: 4.29%2027-11: 3.83%2027-12: 4.20%2028-01: 4.80%2028-02: 5.53%2028-03: 5.22%2028-04: 5.08%2028-05: 5.26%2028-06: 4.66%2028-07: 3.23%2028-08: 0.10%2028-09: 0.10%2028-10: 0.07%Jan-26May-26Oct-26Mar-27Jul-27Dec-27May-28Oct-28Maturity monthBase residual maturity (%)
Latest CRR0.00%
Realized G/L (% of scheduled)-100.00%
Returned vehicles to date1,475

CRR = realized residual ÷ scheduled residual on returned vehicles. >100% = pool recovered above booked residuals.