General Motors GM Financial — Leased vehicle income decreased by 0.3% to $1.99B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 4.4%, from $1.90B to $1.99B. Over 4 years (FY 2021 to FY 2025), GM Financial — Leased vehicle income shows a downward trend with a -3.6% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
An increase suggests higher lease volume or improved residual value performance, while a decrease may indicate lower lease demand or weaker used vehicle pricing.
Revenue generated from leasing vehicles to customers through the captive finance arm. This reflects the income earned fr...
Similar to lease revenue reported by other captive automotive finance companies like Ford Credit or Toyota Financial Services.
gm_segment_gm_financial_leased_vehicle_income| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $2.30B | $2.25B | $2.16B | $2.07B | $1.99B | $1.91B | $1.84B | $1.82B | $1.82B | $1.82B | $1.81B | $1.80B | $1.80B | $1.83B | $1.87B | $1.90B | $1.94B | $1.97B | $1.99B | $1.99B |
| QoQ Change | — | -2.5% | -4.1% | -4.1% | -3.7% | -3.9% | -3.6% | -1.4% | +0.1% | +0.0% | -0.7% | -0.4% | +0.2% | +1.4% | +2.1% | +1.9% | +2.0% | +1.4% | +1.1% | -0.3% |
| YoY Change | — | — | — | — | -13.7% | -14.9% | -14.4% | -12.0% | -8.5% | -4.8% | -2.0% | -1.0% | -0.9% | +0.4% | +3.2% | +5.7% | +7.6% | +7.7% | +6.6% | +4.4% |