Presale Report  ·  Data as of 2025-05-29

GM Financial Automobile Leasing Trust 2025-2 Auto Lease prime FINAL · CLOSED 2025-05-29

Notes
$1,310.0MM
Pool
$1,617.3MM
WA Resid
51.8%
AAA Sub
9.5%
Sponsor: GM Financial  ·  Servicer: AmeriCredit Financial Services, Inc.  ·  Trustee: Wilmington Trust Company

Capital Structure

ClassSize ($MM)% of PoolSub %CPN / SpreadWALLegal FinalS&PFitch
Class A-1187.011.6%69.4%4.48% fxd0.262026-05-20A-1+F1+
Class A-2-A250.015.5%54.0%4.55% fxd1.062027-07-20AAAAAA
Class A-2-B217.013.4%40.6%+50 bps SOFR1.062027-07-20AAAAAA
Class A-3466.728.9%11.7%4.58% fxd1.802028-05-22AAAAAA
Class A-464.84.0%7.7%4.64% fxd2.212029-04-20AAAAAA
Class B64.84.0%3.7%4.80% fxd2.342029-04-20AAAA
Class C59.73.7%0.0%5.04% fxd2.452029-10-22AA

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
UnderwritersBarclays Capital, Deutsche Bank Securities, Goldman Sachs, BMO Capital Markets, BofA Securities, Mizuho Securities

Issuer Track Record

GMALT 2025-2GMALT 2025-1GMALT 2024-3GMALT 2024-2GMALT 2024-1GMALT 2023-3
Collateral (pool at cut-off)
Closing date2025-05-292025-02-122024-10-022024-05-162024-02-152023-08-16
Pool balance$1,617.3MM$2,183.2MM$1,626.0MM$1,654.1MM
WA Lessee Credit Score780−1781781781781780
WA original term mo35.0−1.035.0 mo36.0 mo35.0 mo36.0 mo36.0 mo
WA Residual % MSRP51.8%52.5%52.5%53.1%62.0%61.1%
ALG-marked residuals96.0%95.9%96.9%96.0%
WA Securitization Value$30,103$32,648$30,172$29,527$31,305$29,254
Top-3 model concentration35.4%37.9%37.7%38.5%
Geo top-3MI 29.3%
NY 14.1%
FL 7.6%
MI 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%
Structure (at issuance)
AAA spread+50 bps+5bps+41 bps+47 bps+42 bps+45 bps+45 bps
AAA % of pool61.7%−1.5pp62.9%62.5%63.2%78.5%73.8%
Initial OC10.00%10.00%10.00%8.00%
Target OC11.00%11.00%11.00%10.50%
Subordination below AAA7.7%−0.0pp7.7%7.7%10.0%5.1%11.9%
Total Hard CE (Initial)19.76%19.12%19.12%19.37%
Total Hard CE (Target)20.76%20.12%20.12%21.87%
Discount rate9.25%9.50%9.50%9.50%
Tranches777868

Peer Set

GMALT 2025-2MBALT 2025-AWOALT 2025-AFCALT 2025-ANALT 2025-ABMWLT 2024-2
Collateral (pool at cut-off)
Closing date2025-05-292025-05-212025-03-122025-01-272025-01-222024-10-07
Pool balance$1,617.3MM$1,197.1MM$1,560.5MM$1,914.3MM$1,468.9MM
WA Lessee Credit Score780+16786742764758789
WA original term mo35.0−2.040.4 mo37.4 mo35.1 mo37.0 mo36.0 mo
WA Residual % MSRP51.8%44.3%56.6%50.2%50.1%48.4%
ALG-marked residuals96.0%94.0%80.1%100.0%100.0%
WA Securitization Value$30,103$45,969$34,499$27,756$51,501
Top-3 model concentration35.4%21.9%53.6%50.5%20.7%
Geo top-3MI 29.3%
NY 14.1%
FL 7.6%
CA 22.9%
FL 16.3%
NY 12.6%
FL 63.0%
NC 14.6%
GA 7.9%
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%
Structure (at issuance)
AAA spread+50 bps+8bps+52 bps+39 bps+41 bps+42 bps
AAA % of pool61.7%−10.1pp88.5%79.1%68.5%65.6%71.8%
Initial OC10.00%11.50%7.00%11.60%14.90%
Target OC11.00%13.00%9.80%17.40%
Subordination below AAA7.7%+2.5pp0.0%6.4%12.9%5.2%0.0%
Total Hard CE (Initial)19.76%11.75%22.67%18.62%15.15%
Total Hard CE (Target)20.76%13.25%25.47%17.65%
Discount rate9.25%10.80%9.40%10.00%11.20%
Tranches756875

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 2025-21.6%3.1%4.7%6.3%2025-08: 0.01%2025-09: 0.01%2025-10: 0.05%2025-11: 0.17%2025-12: 0.36%2026-01: 0.54%2026-02: 1.03%2026-03: 1.08%2026-04: 1.65%2026-05: 2.16%2026-06: 2.52%2026-07: 2.54%2026-08: 3.07%2026-09: 3.71%2026-10: 3.45%2026-11: 5.11%2026-12: 5.45%2027-01: 4.51%2027-02: 3.94%2027-03: 3.61%2027-04: 4.05%2027-05: 5.07%2027-06: 5.06%2027-07: 4.36%2027-08: 4.93%2027-09: 4.95%2027-10: 4.95%2027-11: 4.89%2027-12: 4.96%2028-01: 4.76%2028-02: 1.70%2028-03: 1.54%2028-04: 1.58%2028-05: 0.21%2028-06: 0.15%2028-07: 0.17%2028-08: 0.24%2028-09: 0.24%2028-10: 0.21%2028-11: 0.32%2028-12: 0.36%2029-01: 0.32%2029-02: 0.01%Aug-25Feb-26Aug-26Feb-27Aug-27Feb-28Aug-28Feb-29Maturity monthBase residual maturity (%)
Latest CRR86.13%
Realized G/L (% of scheduled)-13.87%
Returned vehicles to date3,223

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