v3.25.4
CONSOLIDATED INCOME STATEMENTS - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Financing revenue      
Operating leases $ 4,816 $ 4,217 $ 4,105
Retail financing 6,247 5,637 4,236
Dealer financing 2,603 2,922 2,403
Other financing 166 170 132
Total financing revenue 13,832 12,946 10,876
Depreciation on vehicles subject to operating leases (2,522) (2,482) (2,309)
Interest expense (7,133) (7,583) (6,311)
Net financing margin 4,177 2,881 2,256
Other revenue      
Insurance premiums earned (Note 11) 174 171 119
Fee based revenue and other 100 136 124
Total financing margin and other revenue 4,451 3,188 2,499
Expenses      
Operating expenses 1,689 1,395 1,360
Provision for credit losses (Note 4) 528 417 278
Insurance expenses (Note 11) 86 146 53
Total expenses 2,303 1,958 1,691
Other income/(loss), net (Note 12) 409 424 514
Income before income taxes 2,557 1,654 1,322
Provision for/(Benefit from) income taxes (Note 10) 382 398 (2)
Net income $ 2,175 $ 1,256 $ 1,324