Presale Report  ·  Data as of 2024-07-23

Ford Credit Auto Lease Trust 2024-B Auto Lease prime FINAL · CLOSED 2024-07-23

Notes
$1,451.3MM
Pool
$1,560.5MM
WA Resid
49.2%
AAA Sub
15.4%
Sponsor: Ford Motor Credit Company LLC  ·  Servicer: Ford Motor Credit Company LLC  ·  Trustee: U.S. Bank Trust Company, National Association

Capital Structure

ClassSize ($MM)% of PoolSub %CPN / SpreadWALLegal FinalS&PMoody'sFitch
Class A-1124.07.9%85.1%5.46% fxd0.222025-08-15P-1F1+
Class A-2A183.011.7%73.3%5.18% fxd2027-02-15AAA
Class A-2B340.621.8%51.5%+40 bps SOFR2027-02-15AAA
Class A-3523.533.5%18.0%4.99% fxd1.962027-12-15AAAAaaAAA
Class A-478.95.1%12.9%4.99% fxd2.442028-01-15AAAAaaAAA
Class B56.23.6%9.3%5.18% fxd2.542028-02-15AAAa1AA
Class C70.24.5%4.8%2.672028-03-15Aa2
Class D74.94.8%0.0%2.782029-05-15A1

Transaction Parties

SponsorFord Motor Credit Company LLC
ServicerFord Motor Credit Company LLC
Depositor / TransferorFord Motor Credit Company LLC
Indenture TrusteeU.S. Bank Trust Company, National Association
Owner TrusteeThe Bank of New York Mellon
Asset Rep. ReviewerClayton Fixed Income Services LLC
UnderwritersDeutsche Bank Securities, Wells Fargo Securities, BofA Securities, TD Securities, U.S. Bancorp Investments

Issuer Track Record

Earliest Ford Credit Auto Lease Trust transaction in our coverage — no prior issuance to compare.

Peer Set

FCALT 2024-BMBALT 2024-AGMALT 2024-2WOALT 2024-A
Collateral (pool at cut-off)
Closing date2024-07-232024-05-232024-05-162024-04-17
Pool balance$1,560.5MM$1,161.6MM$1,654.1MM
WA Lessee Credit Score764−17787781747
WA original term mo35.8−2.541.6 mo35.0 mo38.3 mo
WA Residual % MSRP49.2%45.0%53.1%54.5%
ALG-marked residuals81.3%89.4%96.0%
WA Securitization Value$32,312$44,141$29,527$991,177,615
Top-3 model concentration52.8%21.7%38.5%
Geo top-3MI 38.7%
NY 11.6%
CA 6.7%
CA 29.3%
FL 14.8%
NY 13.1%
MI 29.3%
NY 16.1%
FL 8.5%
FL 62.5%
NC 15.7%
GA 7.7%
Structure (at issuance)
AAA spread+40 bps−3bps+44 bps+42 bps+43 bps
AAA % of pool72.2%−9.7pp87.8%63.2%81.8%
Initial OC7.00%12.25%8.00%
Target OC9.80%12.25%10.50%
Subordination below AAA12.9%+7.5pp0.0%10.0%5.4%
Total Hard CE (Initial)22.65%12.50%19.37%
Total Hard CE (Target)25.45%12.50%21.87%
Discount rate10.25%11.35%9.50%
Tranches8586

Historical Performance Context

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

60+ DPD by seasoning — FCALT recent series0.05%0.10%0.16%0.21%M0M6M12M18Seasoning (months from first reporting)60+ DPD rateFCALT 2026-AFCALT 2025-BFCALT 2025-A
Lease maturity profile — FCALT 2024-B2.1%4.2%6.3%8.3%2024-11: 0.01%2024-12: 0.29%2025-01: 0.71%2025-02: 0.76%2025-03: 1.06%2025-04: 1.35%2025-05: 1.36%2025-06: 1.44%2025-07: 1.50%2025-08: 1.90%2025-09: 2.03%2025-10: 2.32%2025-11: 2.62%2025-12: 3.45%2026-01: 2.63%2026-02: 2.41%2026-03: 3.05%2026-04: 4.93%2026-05: 2.47%2026-06: 2.73%2026-07: 3.42%2026-08: 3.86%2026-09: 5.10%2026-10: 3.96%2026-11: 4.50%2026-12: 4.99%2027-01: 4.21%2027-02: 4.32%2027-03: 4.89%2027-04: 7.25%2027-05: 3.06%2027-06: 3.89%2027-07: 2.43%2027-08: 0.40%2027-09: 0.39%2027-10: 0.35%2027-11: 0.47%2027-12: 0.53%2028-01: 0.40%2028-02: 0.62%2028-03: 0.79%2028-04: 1.10%2028-05: 0.03%2028-06: 0.04%2028-07: 0.00%2028-09: 0.00%Nov-24May-25Nov-25Jun-26Dec-26Jul-27Jan-28Sep-28Maturity monthBase residual maturity (%)
Latest CRR104.31%
Realized G/L (% of scheduled)4.31%
Returned vehicles to date10,950

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