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Covenant Logistics Group Earnings Calls
| Release date | Apr 23, 2026 |
| EPS estimate | $0.350 |
| EPS actual | $0.260 |
| EPS Surprise | -25.71% |
| Revenue estimate | 288.267M |
| Revenue actual | 307.161M |
| Revenue Surprise | 6.55% |
| Release date | Jan 22, 2026 |
| EPS estimate | $0.340 |
| EPS actual | $0.310 |
| EPS Surprise | -8.82% |
| Revenue estimate | 292.979M |
| Revenue actual | 295.374M |
| Revenue Surprise | 0.82% |
| Release date | Oct 22, 2025 |
| EPS estimate | $0.450 |
| EPS actual | $0.440 |
| EPS Surprise | -2.22% |
| Revenue estimate | 282.4M |
| Revenue actual | 296.889M |
| Revenue Surprise | 5.13% |
| Release date | Jul 23, 2025 |
| EPS estimate | $0.410 |
| EPS actual | $0.450 |
| EPS Surprise | 9.76% |
| Revenue estimate | 282.091M |
| Revenue actual | 302.854M |
| Revenue Surprise | 7.36% |
Last 4 Quarters for Covenant Logistics Group
Below you can see how CVLG performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 23, 2025 |
| Price on release | $24.28 |
| EPS estimate | $0.410 |
| EPS actual | $0.450 |
| EPS surprise | 9.76% |
| Date | Price |
|---|---|
| Jul 17, 2025 | $24.24 |
| Jul 18, 2025 | $23.55 |
| Jul 21, 2025 | $23.60 |
| Jul 22, 2025 | $24.12 |
| Jul 23, 2025 | $24.28 |
| Jul 24, 2025 | $25.19 |
| Jul 25, 2025 | $26.21 |
| Jul 28, 2025 | $26.00 |
| Jul 29, 2025 | $25.11 |
| 4 days before | 0.165% |
| 4 days after | 3.42% |
| On release day | 3.75% |
| Change in period | 3.59% |
| Release date | Oct 22, 2025 |
| Price on release | $21.88 |
| EPS estimate | $0.450 |
| EPS actual | $0.440 |
| EPS surprise | -2.22% |
| Date | Price |
|---|---|
| Oct 16, 2025 | $21.69 |
| Oct 17, 2025 | $21.43 |
| Oct 20, 2025 | $21.67 |
| Oct 21, 2025 | $21.81 |
| Oct 22, 2025 | $21.88 |
| Oct 23, 2025 | $19.96 |
| Oct 24, 2025 | $20.03 |
| Oct 27, 2025 | $20.62 |
| Oct 28, 2025 | $20.20 |
| 4 days before | 0.88% |
| 4 days after | -7.68% |
| On release day | -8.78% |
| Change in period | -6.87% |
| Release date | Jan 22, 2026 |
| Price on release | $27.07 |
| EPS estimate | $0.340 |
| EPS actual | $0.310 |
| EPS surprise | -8.82% |
| Date | Price |
|---|---|
| Jan 15, 2026 | $26.12 |
| Jan 16, 2026 | $25.89 |
| Jan 20, 2026 | $25.40 |
| Jan 21, 2026 | $26.56 |
| Jan 22, 2026 | $27.07 |
| Jan 23, 2026 | $26.59 |
| Jan 26, 2026 | $25.91 |
| Jan 27, 2026 | $25.51 |
| Jan 28, 2026 | $25.40 |
| 4 days before | 3.64% |
| 4 days after | -6.17% |
| On release day | -1.77% |
| Change in period | -2.76% |
| Release date | Apr 23, 2026 |
| Price on release | $31.20 |
| EPS estimate | $0.350 |
| EPS actual | $0.260 |
| EPS surprise | -25.71% |
| Date | Price |
|---|---|
| Apr 17, 2026 | $30.49 |
| Apr 20, 2026 | $31.10 |
| Apr 21, 2026 | $31.27 |
| Apr 22, 2026 | $31.00 |
| Apr 23, 2026 | $31.20 |
| Apr 24, 2026 | $34.02 |
| Apr 27, 2026 | $34.95 |
| Apr 28, 2026 | $34.99 |
| Apr 29, 2026 | $34.84 |
| 4 days before | 2.33% |
| 4 days after | 11.67% |
| On release day | 9.04% |
| Change in period | 14.27% |
Covenant Logistics Group Earnings Call Transcript Summary of Q1 2026
Covenant Logistics reported Q1 2026 results showing revenue growth primarily from the Star Logistics Solutions acquisition, but compressed consolidated adjusted operating income driven by a weak Expedited segment due to severe weather and higher fuel costs. Key metrics: consolidated freight revenue up 15.9% to $281.9M; adjusted operating income down to $9.6M; net indebtedness fell ~$51M to $245.3M (adjusted leverage ~1.8x); average tractor age rose to 26 months. Segment performance: Expedited had a disappointing adjusted operating ratio (99.1%) but management expects sequential improvement; Dedicated improved (95.5% AOR) and management is focusing growth on higher-return niche fleets (e.g., poultry); Managed Freight and Warehouse showed revenue growth, with Warehouse facing short-term start-up inefficiencies. Management says market dynamics are shifting from seasonal to structural: demand is improving, industry driver/truck capacity is tightening, and a stronger new-business pipeline and rate/lane improvements are taking shape — activity in March/April continued positive into Q2. Capital discipline (selling used equipment, light buying in Q1) lowered leverage, though tractor deliveries in upcoming quarters could modestly increase leverage. Management expects 2026 to be a transition year with sequential quarterly improvement in margins as new rates take hold, and they are focused on recovering double-digit adjusted operating margins over the cycle in freight segments.
