Weekly Recap: Q3 revenue and EPS growth and modest Q4 EPS growth outlook

Covenant Logistics Group, Inc. Class A (NYSE:CVLG) beat Q3 2026 estimates as revenue rose 19.2% and adjusted EPS increased, with Managed Freight growth and more long-term contracts offsetting Truckload disruption. The company expects modest sequential EPS growth in Q4, supported by Dedicated fleet expansion and gradual margin improvement.

Previous Week Recap

• Q3 Revenue And EPS Beat: CVLG reported Q3 2026 revenue of $353.89 million, up 19.2% year over year and above estimates. Adjusted EPS rose to $0.50 from $0.44; GAAP EPS reached $0.40.
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• Modest Q4 EPS Growth Outlook: Covenant Logistics (CVLG) expects modest sequential EPS growth in Q4 2026, with its Dedicated fleet set to grow, Expedited fleet stable, and margins gradually expanding through cost cuts.
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  Reuters
• Managed Freight Offsets Truckload Disruption: CVLG said growth in Managed Freight, aided by acquired assets, offset Truckload disruption. A larger share of its fleet under long-term contracts also supported results.
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  Reuters