Presale Report  ·  Data as of 2024-11-22

Ford Credit Auto Owner Trust 2024-D Auto Loan prime FINAL · CLOSED 2024-11-22

Notes
$1,578.9MM
Pool
$1,683.4MM
Reserve
0.23%
AAA Sub
5.0%
Sponsor: Ford Motor Credit Company LLC  ·  Servicer: Delinquency  ·  Trustee: The Bank of New York Mellon

Capital Structure

ClassSize ($MM)% of PoolSub %CPN / SpreadWALLegal FinalS&PMoody'sFitch
Class A-1330.019.6%74.2%4.60% fxd0.292025-12-15P-1F1+
Class A-2a407.824.2%50.0%4.59% fxd1.082027-10-15AAAAaaAAA
Class A-2b125.07.4%42.5%+32 bps SOFR1.082027-10-15AAAAaaAAA
Class A-3532.831.7%10.9%4.61% fxd2.412029-08-15AAAAaaAAA
Class A-4104.46.2%4.7%4.66% fxd3.572030-09-15AAAAaaAAA
Class B47.42.8%1.9%4.88% fxd3.652030-09-15AAAa2AA
Class C31.61.9%0.0%2032-05-15

Transaction Parties

SponsorFord Motor Credit Company LLC
ServicerDelinquency
Depositor / TransferorFord Motor Credit Company LLC
Indenture TrusteeThe Bank of New York Mellon
Owner TrusteeU.S. Bank Trust National Association
Asset Rep. ReviewerClayton Fixed Income Services LLC
UnderwritersBarclays Capital, RBC Capital Markets, Credit Agricole Securities, Goldman Sachs, Drexel Hamilton, U.S. Bancorp Investments

Issuer Track Record

FCAOT 2024-DFCAOT 2024-CFCAOT 2024-BFCAOT 2024-AFCAOT 2023-CFCAOT 2023-B
Collateral (pool at cut-off)
Closing date2024-11-222024-09-202024-06-242024-03-192023-11-212023-06-26
Pool balance$1,683.4MM$1,688.8MM$1,999.5MM$1,696.7MM$1,443.4MM$1,719.4MM
WA Credit Score754−1756755756753748
WA APR4.79%−0.01pp4.74%4.65%4.80%4.92%4.80%
WA original term mo64.9+0.564.8 mo64.8 mo63.7 mo63.6 mo64.4 mo
% new vehicles94.2%93.9%93.6%92.5%91.2%89.9%
Reserve %0.23%0.23%0.23%0.23%0.23%0.23%
Geo top-3TX 16.1%
CA 8.6%
FL 8.5%
TX 16.1%
FL 8.6%
CA 8.4%
TX 16.0%
CA 8.5%
FL 8.4%
TX 16.0%
CA 9.1%
FL 8.6%
TX 16.0%
CA 9.6%
FL 8.4%
TX 16.6%
CA 9.8%
FL 8.9%
Structure (at issuance)
AAA spread+32 bps−8bps+40 bps+40 bps+36 bps+55 bps+49 bps
AAA % of pool69.5%+0.2pp69.3%70.0%70.4%68.2%66.9%
Subordination below AAA4.7%+0.1pp4.7%4.3%4.7%4.6%4.6%
OC (initial)2.00%2.00%2.00%2.00%2.00%2.00%
OC target2.00%2.00%2.00%2.00%2.00%2.00%
OC floor2.00%2.00%2.00%2.00%2.00%2.00%
YSOC6.20%6.50%7.87%5.77%7.07%6.79%
Tranches777777

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

FCAOT 2024-DHAROT 2024-4NAROT 2024-BTAOT 2024-DGMCAR 2024-4HART 2024-C
Collateral (pool at cut-off)
Closing date2024-11-222024-10-242024-10-232024-10-172024-10-162024-10-16
Pool balance$1,683.4MM$2,159.2MM$1,397.8MM$1,841.9MM$1,346.6MM$1,859.5MM
WA Credit Score754−16768783770782769
WA APR4.79%−1.04pp4.88%4.62%5.96%5.83%5.97%
WA original term mo64.9−1.861.2 mo65.4 mo69.0 mo68.0 mo
% new vehicles94.2%86.2%10.0%90.0%87.7%96.7%
Reserve %0.23%0.25%0.25%0.25%0.24%0.25%
Geo top-3TX 16.1%
CA 8.6%
FL 8.5%
CA 17.5%
TX 9.9%
FL 6.9%
TX 17.1%
FL 8.8%
CA 6.2%
TX 17.3%
CA 15.6%
PA 4.5%
TX 15.3%
FL 7.2%
MI 5.3%
TX 12.7%
FL 10.6%
CA 8.9%
Structure (at issuance)
AAA spread+32 bps−8bps+45 bps+38 bps+39 bps+40 bps+40 bps
AAA % of pool69.5%−3.3pp73.4%67.6%73.7%72.8%69.8%
Subordination below AAA4.7%+3.1pp0.0%0.0%2.4%1.6%4.6%
OC (initial)2.00%4.00%0.85%1.50%3.00%
OC target2.00%4.00%0.85%2.00%3.00%
OC floor2.00%4.00%0.85%2.00%3.00%
YSOC6.20%5.38%6.85%4.99%3.04%4.98%
Tranches745667

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 (170 series across 9 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 — FCAOT vs. prime peers0.2%0.4%0.6%0.9%M0M12M24M36M48Seasoning (months from cut-off)CNLFCAOT 2024-CFCAOT 2024-BFCAOT 2024-AFCAOT 2023-Cprime peers medianPeer IQR (fixed cohort, n=105)
Portfolio 60+ DQ — FCAOT vs. peers (calendar time)0.12%0.23%0.35%0.46%2021-112022-072023-042024-012024-10Calendar date60+ DQ rateFCAOTBMWOTGMCARHAROTHART

Ford Motor Credit Company LLC — ticker FCAOT. Peer tier: prime.
Open in Explorer ↗ for FICO sub-band and new/used stratification.