Presale Report  ·  Data as of 2025-05-02

CarMax Auto Owner Trust 2025-2 Auto Loan prime FINAL · CLOSED 2025-05-02

Notes
$1,400.0MM
Pool
$1,410.6MM
Reserve
0.75%
AAA Sub
4.6%
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-1283.220.1%79.2%+16 bps0.262026-05-15A-1+F1+
Class A-2a350.024.8%54.4%+69 bps1.172028-07-17AAAAAA
Class A-2b161.511.4%42.9%+69 bps SOFR1.172028-07-17AAAAAA
Class A-3452.132.1%10.9%+72 bps2.702030-03-15AAAAAA
Class A-489.06.3%4.6%+83 bps3.842030-11-15AAAAAA
Class B28.92.1%2.5%+115 bps3.872030-11-15AAAA
Class C21.21.5%1.0%+135 bps3.872031-01-15A+A
Class D14.11.0%0.0%+195 bps3.872031-10-15A-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
UnderwritersBarclays Capital, BofA Securities, Mizuho Securities, MUFG Securities Americas, Scotia Capital

Issuer Track Record

CAOT 2025-2CAOT 2025-1CAOT 2024-4CAOT 2024-3CAOT 2024-2CAOT 2024-1
Collateral (pool at cut-off)
Closing date2025-05-022025-01-222024-11-052024-07-302024-04-242024-01-24
Pool balance$1,410.6MM$1,515.2MM$1,417.7MM$1,414.1MM$1,612.1MM$1,565.7MM
WA Credit Score758+1759758758721719
WA APR9.30%−0.36pp9.40%9.66%9.54%11.01%10.90%
WA original term mo66.4+0.466.2 mo66.2 mo66.0 mo65.8 mo65.4 mo
% new vehicles0.0%0.0%0.0%0.0%0.0%0.0%
Reserve %0.75%1.00%1.25%1.25%0.75%1.00%
Geo top-3CA 17.8%
TX 9.9%
FL 7.6%
CA 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%
Structure (at issuance)
AAA spread+69 bps+16bps+45 bps+47 bps+58 bps+62 bps
AAA % of pool74.6%+1.2pp41.7%79.8%76.5%71.9%73.4%
Subordination below AAA4.6%+0.5pp4.1%3.5%3.8%8.2%8.0%
OC (initial)0.75%1.00%1.25%1.00%0.75%1.00%
OC target0.75%1.00%1.25%1.25%0.75%1.00%
OC floor0.75%1.00%1.25%1.25%0.75%1.00%
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 2025-2TAOT 2025-BVALET 2025-1FCAOT 2025-AHART 2025-ABMWOT 2025-A
Collateral (pool at cut-off)
Closing date2025-05-022025-04-302025-03-252025-03-252025-03-122025-02-12
Pool balance$1,410.6MM$1,988.8MM$1,427.5MM$1,668.4MM$2,188.3MM$1,897.4MM
WA Credit Score758−11769772755769784
WA APR9.30%+3.87pp6.05%5.43%4.81%5.57%3.35%
WA original term mo66.4+1.065.7 mo64.8 mo67.9 mo65.1 mo
% new vehicles0.0%88.0%79.0%94.3%96.6%70.5%
Reserve %0.75%0.25%0.23%0.24%0.25%0.25%
Geo top-3CA 17.8%
TX 9.9%
FL 7.6%
CA 20.9%
TX 16.8%
IL 4.0%
TX 16.3%
FL 8.5%
CA 7.8%
TX 15.6%
CA 8.9%
FL 8.8%
CA 12.9%
TX 12.5%
FL 9.5%
CA 14.6%
TX 14.6%
FL 11.6%
Structure (at issuance)
AAA spread+69 bps+28bps+54 bps+44 bps+41 bps+34 bps+30 bps
AAA % of pool74.6%+3.6pp71.7%69.6%71.0%67.4%73.8%
Subordination below AAA4.6%+2.2pp2.4%0.0%4.7%4.5%0.0%
OC (initial)0.75%0.85%4.00%2.00%3.00%2.50%
OC target0.75%0.85%2.00%3.00%2.50%
OC floor0.75%0.85%2.00%3.00%2.50%
YSOCn.a.4.46%8.78%5.36%6.01%5.40%
Tranches865775

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 (233 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%0.9%1.2%M0M12M24M36M48Seasoning (months from cut-off)CNLCAOT 2025-1CAOT 2024-4CAOT 2024-3CAOT 2024-2prime peers medianPeer IQR (fixed cohort, n=146)
Portfolio 60+ DQ — CAOT vs. peers (calendar time)0.53%1.07%1.60%2.14%2022-052023-012023-102024-072025-04Calendar date60+ DQ rateCAOTAARTBMWOTCOPAR

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