Presale Report  ·  Data as of 2025-02-12

GM Financial Automobile Leasing Trust 2025-1 Auto Lease prime FINAL · CLOSED 2025-02-12

Notes
$1,768.4MM
Pool
$2,183.2MM
WA Resid
52.5%
AAA Sub
8.9%
Sponsor: GM Financial  ·  Servicer: AmeriCredit Financial Services, Inc.  ·  Trustee: Wilmington Trust Company

Capital Structure

ClassSize ($MM)% of PoolSub %CPN / SpreadWALLegal FinalS&PFitch
Class A-1226.910.4%70.6%4.41% fxd0.292026-02-20A-1+F1+
Class A-2-A267.712.3%58.3%4.54% fxd1.162027-05-20AAAAAA
Class A-2-B365.016.7%41.6%+41 bps SOFR1.162027-05-20AAAAAA
Class A-3632.729.0%12.6%4.66% fxd1.892028-02-21AAAAAA
Class A-4108.15.0%7.7%4.70% fxd2.312029-02-20AAAAAA
Class B87.54.0%3.7%4.89% fxd2.432029-02-20AAAA
C80.53.7%0.0%2.56AA

Transaction Parties

SponsorGM Financial
ServicerAmeriCredit Financial Services, Inc.
Depositor / TransferorGMF Leasing LLC
Indenture TrusteeWilmington Trust Company
Owner TrusteeWilmington Trust Company
Asset Rep. ReviewerClayton Fixed Income Services LLC
UnderwritersBNP Paribas Securities, TD Securities, Barclays Capital, Drexel Hamilton, RBC Capital Markets, SMBC Nikko Securities

Issuer Track Record

GMALT 2025-1GMALT 2024-3GMALT 2024-2GMALT 2024-1GMALT 2023-3GMALT 2023-2
Collateral (pool at cut-off)
Closing date2025-02-122024-10-022024-05-162024-02-152023-08-162023-05-17
Pool balance$2,183.2MM$1,626.0MM$1,654.1MM
WA Lessee Credit Score7810781781781780780
WA original term mo35.0−1.036.0 mo35.0 mo36.0 mo36.0 mo37.0 mo
WA Residual % MSRP52.5%52.5%53.1%62.0%61.1%62.0%
ALG-marked residuals95.9%96.9%96.0%
WA Securitization Value$32,648$30,172$29,527$31,305$29,254
Top-3 model concentration37.9%37.7%38.5%
Geo top-3MI 27.5%
NY 15.0%
FL 9.1%
MI 29.0%
NY 16.1%
FL 8.5%
MI 29.3%
NY 16.1%
FL 8.5%
MI 31.2%
NY 15.1%
FL 7.2%
MI 29.2%
NY 16.4%
FL 8.5%
MI 29.5%
NY 15.8%
FL 9.2%
Structure (at issuance)
AAA spread+41 bps−4bps+47 bps+42 bps+45 bps+45 bps+82 bps
AAA % of pool62.9%−10.4pp62.5%63.2%78.5%73.8%73.3%
Initial OC10.00%10.00%8.00%
Target OC11.00%11.00%10.50%
Subordination below AAA7.7%−2.3pp7.7%10.0%5.1%11.9%11.8%
Total Hard CE (Initial)19.12%19.12%19.37%
Total Hard CE (Target)20.12%20.12%21.87%
Discount rate9.50%9.50%9.50%
Tranches778688

Peer Set

GMALT 2025-1FCALT 2025-ANALT 2025-ABMWLT 2024-2MBALT 2024-BWOALT 2024-A
Collateral (pool at cut-off)
Closing date2025-02-122025-01-272025-01-222024-10-072024-09-252024-04-17
Pool balance$2,183.2MM$1,560.5MM$1,914.3MM$1,468.9MM$1,135.8MM
WA Lessee Credit Score781+17764758789786747
WA original term mo35.0−2.035.1 mo37.0 mo36.0 mo42.2 mo38.3 mo
WA Residual % MSRP52.5%50.2%50.1%48.4%44.3%54.5%
ALG-marked residuals95.9%80.1%100.0%100.0%94.0%
WA Securitization Value$32,648$34,499$27,756$51,501$41,735$991,177,615
Top-3 model concentration37.9%53.6%50.5%20.7%21.6%
Geo top-3MI 27.5%
NY 15.0%
FL 9.1%
MI 38.9%
NY 10.8%
CA 7.0%
FL 11.6%
CA 11.6%
TX 7.3%
CA 19.2%
FL 13.6%
NJ 9.2%
CA 29.3%
NY 13.8%
FL 13.5%
FL 62.5%
NC 15.7%
GA 7.7%
Structure (at issuance)
AAA spread+41 bps−1bps+41 bps+42 bps+66 bps+43 bps
AAA % of pool62.9%−5.5pp68.5%65.6%71.8%42.1%81.8%
Initial OC10.00%7.00%11.60%14.90%11.50%
Target OC11.00%9.80%17.40%13.00%
Subordination below AAA7.7%+2.5pp12.9%5.2%0.0%0.0%5.4%
Total Hard CE (Initial)19.12%22.67%18.62%15.15%11.75%
Total Hard CE (Target)20.12%25.47%17.65%13.25%
Discount rate9.50%9.40%10.00%11.20%10.95%
Tranches787556

Historical Performance Context

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

60+ DPD by seasoning — GMALT recent series0.06%0.12%0.18%0.24%M0M6M12Seasoning (months from first reporting)60+ DPD rateGMALT 2026-2GMALT 2026-1GMALT 2025-3GMALT 2025-2
Lease maturity profile — GMALT 2025-11.6%3.2%4.8%6.4%2025-05: 0.25%2025-06: 0.25%2025-07: 0.28%2025-08: 0.39%2025-09: 0.35%2025-10: 0.38%2025-11: 0.63%2025-12: 0.86%2026-01: 0.92%2026-02: 1.34%2026-03: 1.46%2026-04: 2.45%2026-05: 3.41%2026-06: 3.81%2026-07: 3.75%2026-08: 5.02%2026-09: 5.52%2026-10: 5.04%2026-11: 3.90%2026-12: 3.97%2027-01: 3.73%2027-02: 4.90%2027-03: 4.93%2027-04: 4.93%2027-05: 4.86%2027-06: 4.83%2027-07: 4.78%2027-08: 4.73%2027-09: 4.75%2027-10: 4.68%2027-11: 2.24%2027-12: 2.11%2028-01: 1.58%2028-02: 0.23%2028-03: 0.20%2028-04: 0.23%2028-05: 0.42%2028-06: 0.38%2028-07: 0.30%2028-08: 0.42%2028-09: 0.45%2028-10: 0.35%2028-11: 0.01%May-25Nov-25May-26Nov-26May-27Nov-27May-28Nov-28Maturity monthBase residual maturity (%)
Latest CRR81.66%
Realized G/L (% of scheduled)-18.34%
Returned vehicles to date5,564

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