Presale Report  ·  Data as of 2025-07-23

CarMax Auto Owner Trust 2025-3 Auto Loan prime FINAL · CLOSED 2025-07-23

Notes
$1,450.0MM
Pool
$1,457.3MM
Reserve
0.50%
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-1287.219.7%79.8%+13 bps0.272026-07-15A-1+F1+
Class A-2a385.126.4%53.4%+37 bps1.112028-08-15AAAAAA
Class A-2b120.08.2%45.1%+37 bps SOFR1.112028-08-15AAAAAA
Class A-3505.134.7%10.5%+46 bps2.672030-07-15AAAAAA
Class A-492.86.4%4.1%+54 bps3.892031-01-15AAAAAA
Class B30.62.1%2.0%+75 bps3.892031-03-15AAAA
Class C14.61.0%1.0%+95 bps3.892031-04-15A+A
Class D14.61.0%0.0%+130 bps3.892032-05-15A-BBB

Transaction Parties

SponsorCarMax Business Services, LLC
ServicerCarMax Business Services, LLC
Depositor / Transferor
Indenture TrusteeWilmington Trust, National Association
Owner TrusteeU.S. Bank Trust National Association
Asset Rep. ReviewerClayton Fixed Income Services LLC
UnderwritersBofA Securities, TD Securities, RBC Capital Markets, MUFG Securities Americas, Scotia Capital, Mizuho Securities

Issuer Track Record

CAOT 2025-3CAOT 2025-2CAOT 2025-1CAOT 2024-4CAOT 2024-3CAOT 2024-2
Collateral (pool at cut-off)
Closing date2025-07-232025-05-022025-01-222024-11-052024-07-302024-04-24
Pool balance$1,457.3MM$1,410.6MM$1,515.2MM$1,417.7MM$1,414.1MM$1,612.1MM
WA Credit Score758−0758759758758721
WA APR9.20%−0.34pp9.30%9.40%9.66%9.54%11.01%
WA original term mo66.5+0.266.4 mo66.2 mo66.2 mo66.0 mo65.8 mo
% new vehicles0.0%0.0%0.0%0.0%0.0%0.0%
Reserve %0.50%0.75%1.00%1.25%1.25%0.75%
Geo top-3CA 17.4%
TX 9.6%
FL 7.3%
CA 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%
Structure (at issuance)
AAA spread+37 bps−15bps+69 bps+45 bps+47 bps+58 bps
AAA % of pool75.7%+1.1pp74.6%41.7%79.8%76.5%71.9%
Subordination below AAA4.1%+0.0pp4.6%4.1%3.5%3.8%8.2%
OC (initial)0.50%0.75%1.00%1.25%1.00%0.75%
OC target0.50%0.75%1.00%1.25%1.25%0.75%
OC floor0.50%0.75%1.00%1.25%1.25%0.75%
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 2025-3GMCAR 2025-3HART 2025-BHDMT 2025-ANAROT 2025-AWOART 2025-B
Collateral (pool at cut-off)
Closing date2025-07-232025-07-162025-06-112025-05-282025-05-272025-05-14
Pool balance$1,457.3MM$974.1MM$2,188.2MM$584.4MM$1,668.5MM$1,281.8MM
WA Credit Score758−12783770752789756
WA APR9.20%+3.25pp5.70%5.95%9.86%4.46%6.49%
WA original term mo66.5−2.069.0 mo67.5 mo70.0 mo67.9 mo
% new vehicles0.0%87.9%97.5%72.8%6.9%96.4%
Reserve %0.50%0.25%0.25%0.25%0.24%
Geo top-3CA 17.4%
TX 9.6%
FL 7.3%
TX 13.7%
FL 7.4%
CA 6.4%
CA 14.3%
TX 11.9%
FL 9.3%
TX 13.4%
CA 9.4%
FL 8.7%
TX 14.8%
FL 7.3%
CA 6.7%
FL 47.7%
GA 18.7%
NC 15.4%
Structure (at issuance)
AAA spread+37 bps−9bps+30 bps+66 bps+45 bps+47 bps
AAA % of pool75.7%+5.6pp72.9%56.0%75.2%68.0%70.1%
Subordination below AAA4.1%+1.1pp3.0%4.6%0.0%1.4%4.3%
OC (initial)0.50%2.75%3.00%9.94%2.50%
OC target0.50%2.75%3.00%4.75%2.50%0.90%
OC floor0.50%2.75%3.00%4.75%2.50%0.50%
YSOCn.a.3.50%5.22%n.a.7.79%5.38%
Tranches877567

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 (239 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 peers0.2%0.4%0.6%0.8%M0M12M24M36M48Seasoning (months from cut-off)CNLCAOT 2025-1CAOT 2024-4CAOT 2024-3prime peers medianPeer IQR (fixed cohort, n=152)
Portfolio 60+ DQ — CAOT vs. peers (calendar time)0.53%1.07%1.60%2.14%2022-072023-032023-122024-092025-06Calendar date60+ DQ rateCAOTAARTBMWOTCOPAR

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