secwatch.observer — SEC 8-K summary
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Issuer:     COVENANT LOGISTICS GROUP, INC. (CVLG)
CIK:        0000928658
Form:       8-K
Filed at:   2026-07-29T20:40:08+00:00
Accession:  0001008886-26-000201
Event type: earnings
Sentiment:  negative
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Covenant Logistics Q2 2026 EPS $0.32, adjusted $0.42; revenue up but costs pressure margins
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- Net income $8.5M ($0.32 diluted EPS) vs $9.8M ($0.36) in Q2 2025; adjusted EPS $0.42 vs $0.45.
- Total revenue $332.9M (+9.9% YoY); freight revenue ex-fuel $294.7M (+6.6%).
- Combined Truckload freight revenue per tractor per week up 5.9% to $5,870; fleet size down 8.6% YoY.
- Maintenance and insurance claims ~$0.08/share above expectations; management expects normalization.
- Managed Freight revenue up 28.4% but operating ratio worsened to 98.3% from 94.2% due to capacity cost inflation.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/928658/000100888626000201/0001008886-26-000201-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/928658/000100888626000201/form8k.htm
  HTML page:      https://secwatch.observer/filing/0001008886-26-000201

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