Presale Report  ·  Data as of 2026-05-14

GM Financial Automobile Leasing Trust 2026-2 Auto Lease prime FINAL · CLOSED 2026-05-14

Notes
$1,250.5MM
Pool
$1,543.7MM
WA Resid
53.1%
AAA Sub
8.7%
Sponsor: GM Financial  ·  Servicer: GM Financial  ·  Trustee: Wilmington Trust Company

Capital Structure

ClassSize ($MM)% of PoolSub %CPN / SpreadWALLegal FinalS&PFitch
Class A-1167.210.8%70.2%3.83% fxd0.312027-04-20A-1+F1+
Class A-2-A300.019.4%50.7%4.12% fxd1.072028-07-20AAAAAA
Class A-2-B141.29.1%41.6%+39 bps SOFR1.072028-07-20AAAAAA
Class A-3441.228.6%13.0%4.30% fxd1.802029-03-20AAAAAA
Class A-482.05.3%7.7%4.36% fxd2.222030-05-20AAAAAA
Class B61.84.0%3.7%4.60% fxd2.342030-05-20AAAA
C57.03.7%0.0%2.47AA

Transaction Parties

SponsorGM Financial
ServicerGM Financial
Depositor / TransferorGMF Leasing LLC
Indenture TrusteeWilmington Trust Company
Owner TrusteeWilmington Trust Company
Asset Rep. ReviewerClayton Fixed Income Services LLC
UnderwritersJ.P. Morgan Securities, TD Securities, BMO Capital Markets, Credit Agricole Securities, Lloyds Securities, Loop Capital Markets

Issuer Track Record

GMALT 2026-2GMALT 2026-1GMALT 2024-3GMALT 2025-2GMALT 2025-1GMALT 2024-3
Collateral (pool at cut-off)
Closing date2026-05-142026-02-122025-08-132025-05-292025-02-122024-10-02
Pool balance$1,543.7MM$1,235.3MM$1,228.4MM$1,617.3MM$2,183.2MM$1,626.0MM
WA Lessee Credit Score780−1781781780781781
WA original term mo35.00.035.0 mo35.0 mo35.0 mo35.0 mo36.0 mo
WA Residual % MSRP53.1%64.7%52.5%51.8%52.5%52.5%
ALG-marked residuals92.9%92.7%96.9%96.0%95.9%96.9%
WA Securitization Value$35,221$37,340$30,172$30,103$32,648$30,172
Top-3 model concentration37.4%36.2%37.7%35.4%37.9%37.7%
Geo top-3MI 27.6%
NY 13.2%
FL 9.2%
MI 27.5%
NY 13.2%
FL 9.1%
MI 27.3%
NY 14.8%
FL 9.7%
MI 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%
Structure (at issuance)
AAA spread+39 bps−5bps+35 bps+50 bps+41 bps+47 bps
AAA % of pool62.5%+0.1pp62.0%62.4%61.7%62.9%62.5%
Initial OC10.00%10.00%10.00%10.00%10.00%10.00%
Target OC11.00%10.50%11.00%11.00%11.00%11.00%
Subordination below AAA7.7%+0.0pp7.7%7.7%7.7%7.7%7.7%
Total Hard CE (Initial)18.94%19.12%19.75%19.76%19.12%19.12%
Total Hard CE (Target)19.94%19.62%20.75%20.76%20.12%20.12%
Discount rate10.00%8.75%9.00%9.25%9.50%9.50%
Tranches767777

Peer Set

GMALT 2026-2BMWLT 2026-1WOALT 2026-AVWALT 2026-ANALT 2026-AFCALT 2026-A
Collateral (pool at cut-off)
Closing date2026-05-142026-04-222026-03-252026-03-242026-02-262026-01-26
Pool balance$1,543.7MM$1,727.1MM$1,994.2MM$1,299.5MM$2,068.3MM
WA Lessee Credit Score780+17792741774759763
WA original term mo35.0−1.436.0 mo37.7 mo36.0 mo36.8 mo
WA Residual % MSRP53.1%48.3%58.4%47.3%52.9%63.7%
ALG-marked residuals92.9%100.0%97.4%99.8%86.8%
WA Securitization Value$35,221$56,395$33,479$30,043$993,604,775
Top-3 model concentration37.4%20.7%48.3%42.2%55.8%
Geo top-3MI 27.6%
NY 13.2%
FL 9.2%
CA 20.8%
FL 13.9%
NY 10.1%
FL 64.9%
NC 12.7%
GA 8.7%
CA 19.6%
FL 14.3%
NY 11.8%
NY 16.7%
NJ 15.5%
FL 11.2%
MI 30.9%
NY 10.2%
CA 8.9%
Structure (at issuance)
AAA spread+39 bps−4bps+37 bps+43 bps+47 bps+45 bps+34 bps
AAA % of pool62.5%−9.9pp72.4%78.1%72.4%79.9%52.7%
Initial OC10.00%13.15%14.25%12.10%7.00%
Target OC11.00%15.65%17.75%9.00%
Subordination below AAA7.7%−0.0pp0.0%9.4%0.0%7.7%9.7%
Total Hard CE (Initial)18.94%13.40%14.50%20.52%22.67%
Total Hard CE (Target)19.94%15.90%18.00%24.67%
Discount rate10.00%10.75%9.95%10.00%8.90%
Tranches757578

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 2026-21.4%2.8%4.2%5.6%2026-11: 0.98%2026-12: 1.40%2027-01: 1.23%2027-02: 1.77%2027-03: 1.82%2027-04: 2.33%2027-05: 2.76%2027-06: 2.93%2027-07: 2.65%2027-08: 3.45%2027-09: 3.97%2027-10: 3.55%2027-11: 4.17%2027-12: 4.19%2028-01: 4.21%2028-02: 3.95%2028-03: 3.71%2028-04: 4.91%2028-05: 4.78%2028-06: 4.76%2028-07: 4.52%2028-08: 4.61%2028-09: 4.57%2028-10: 4.24%2028-11: 4.60%2028-12: 4.59%2029-01: 4.55%2029-02: 1.29%2029-03: 0.93%2029-04: 1.10%2029-05: 0.26%2029-06: 0.20%2029-07: 0.18%2029-08: 0.14%2029-09: 0.13%2029-10: 0.12%2029-11: 0.18%2029-12: 0.14%2030-01: 0.12%2030-02: 0.01%Nov-26Apr-27Oct-27Mar-28Sep-28Feb-29Aug-29Feb-30Maturity monthBase residual maturity (%)
Latest CRR32.10%
Realized G/L (% of scheduled)-67.90%
Returned vehicles to date26

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