Presale Report  ·  Data as of 2025-01-22

CarMax Auto Owner Trust 2025-1 Auto Loan prime FINAL · CLOSED 2025-01-22

Notes
$1,500.0MM
Pool
$1,515.2MM
Reserve
1.00%
AAA Sub
4.1%
Sponsor: CarMax Business Services, LLC  ·  Servicer: CarMax Business Services, LLC  ·  Trustee: Wilmington Trust, National Association

Capital Structure

ClassSize ($MM)% of PoolSub %CPN / SpreadWALLegal FinalS&PFitch
Class A-1268.817.7%81.3%4.41% fxd0.272026-01-15A-1+F1+
Class A-2a268.717.7%63.5%4.63% fxd2028-03-15
Class A-2b268.717.7%45.8%+43 bps SOFR2028-03-15
Class A-3537.435.5%10.3%4.84% fxd2.692030-01-15AAAAAA
Class A-494.36.2%4.1%4.95% fxd3.882030-08-15AAAAAA
Class B28.01.8%2.2%5.11% fxd3.902030-09-15AA+AA
Class C18.91.3%1.0%5.26% fxd3.902030-10-15AA-A
Class D15.21.0%0.0%5.60% fxd3.902031-07-15A+BBB

Transaction Parties

SponsorCarMax Business Services, LLC
ServicerCarMax Business Services, LLC
Depositor / Transferor
Indenture TrusteeWilmington Trust, National Association
Owner TrusteeU.S. Bank Trust National
Asset Rep. ReviewerClayton Fixed Income Services LLC
UnderwritersRBC Capital Markets, Barclays Capital, Wells Fargo Securities, TD Securities, Scotia Capital, Mizuho Securities

Issuer Track Record

CAOT 2025-1CAOT 2024-4CAOT 2024-3CAOT 2024-2CAOT 2024-1CAOT 2023-4
Collateral (pool at cut-off)
Closing date2025-01-222024-11-052024-07-302024-04-242024-01-242023-10-18
Pool balance$1,515.2MM$1,417.7MM$1,414.1MM$1,612.1MM$1,565.7MM$1,519.0MM
WA Credit Score759+38758758721719718
WA APR9.40%−1.31pp9.66%9.54%11.01%10.90%10.71%
WA original term mo66.2+0.566.2 mo66.0 mo65.8 mo65.4 mo65.4 mo
% new vehicles0.0%0.0%0.0%0.0%0.0%0.0%
Reserve %1.00%1.25%1.25%0.75%1.00%1.25%
Geo top-3CA 17.2%
TX 10.7%
FL 7.3%
CA 16.7%
TX 11.1%
FL 7.3%
CA 17.4%
TX 10.7%
FL 8.0%
CA 16.2%
TX 11.1%
FL 8.2%
CA 16.4%
TX 11.3%
FL 8.1%
CA 16.9%
TX 11.5%
FL 8.3%
Structure (at issuance)
AAA spread+45 bps+47 bps+58 bps+62 bps+80 bps
AAA % of pool41.7%−31.7pp79.8%76.5%71.9%73.4%73.3%
Subordination below AAA4.1%−3.9pp3.5%3.8%8.2%8.0%8.2%
OC (initial)1.00%1.25%1.00%0.75%1.00%1.25%
OC target1.00%1.25%1.25%0.75%1.00%1.25%
OC floor1.00%1.25%1.25%0.75%1.00%1.25%
YSOCn.a.n.a.n.a.n.a.n.a.n.a.
Tranches888888

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

CAOT 2025-1GMCAR 2025-1COPAR 2024-1VALET 2024-1FCAOT 2024-DHAROT 2024-4
Collateral (pool at cut-off)
Closing date2025-01-222025-01-152024-11-262024-11-262024-11-222024-10-24
Pool balance$1,515.2MM$1,644.9MM$1,116.1MM$1,749.4MM$1,683.4MM$2,159.2MM
WA Credit Score759−15781777774754768
WA APR9.40%+4.52pp6.08%7.56%4.68%4.79%4.88%
WA original term mo66.2+3.213.0 mo68.0 mo64.9 mo61.2 mo
% new vehicles0.0%87.9%28.6%80.0%94.2%86.2%
Reserve %1.00%0.24%0.24%0.22%0.23%0.25%
Geo top-3CA 17.2%
TX 10.7%
FL 7.3%
TX 13.9%
FL 7.0%
MI 5.6%
TX 12.5%
FL 8.3%
CA 7.9%
TX 13.9%
CA 10.6%
FL 8.3%
TX 16.1%
CA 8.6%
FL 8.5%
CA 17.5%
TX 9.9%
FL 6.9%
Structure (at issuance)
AAA spread+33 bps+32 bps+36 bps+32 bps+45 bps
AAA % of pool41.7%−29.8pp73.4%68.9%69.5%73.4%
Subordination below AAA4.1%+2.6pp3.0%0.0%4.7%0.0%
OC (initial)1.00%2.75%0.00%4.00%2.00%
OC target1.00%2.75%0.25%2.00%
OC floor1.00%2.75%0.25%2.00%
YSOCn.a.3.13%2.77%10.68%6.20%5.38%
Tranches878574

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 (226 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 — CAOT vs. prime peers0.3%0.6%0.8%1.1%M0M12M24M36M48Seasoning (months from cut-off)CNLCAOT 2024-4CAOT 2024-3CAOT 2024-2CAOT 2024-1prime peers medianPeer IQR (fixed cohort, n=139)
Portfolio 60+ DQ — CAOT vs. peers (calendar time)0.53%1.07%1.60%2.14%2022-012022-092023-062024-032024-12Calendar date60+ DQ rateCAOTAARTBMWOTCOPAR

CarMax Business Services, LLC — ticker CAOT. Peer tier: prime.
Open in Explorer ↗ for FICO sub-band and new/used stratification.