Covenant Logistics Group, Inc. (CVLG) Q2 2025 Earnings Conference Call Transcript

Core Insights - Covenant Logistics Group reported a record high revenue in Q2 2025, driven by the expansion of its dedicated fleet, strong new business awards in Managed Freight, a small acquisition, and the easing of weather and avian influenza impacts [4]. Financial Performance - Revenue rebounded to a new record high during the second quarter [4]. - Margins remain compressed in the Asset-Based Truckload segments due to inflationary costs, high claims expenses, a spike in fuel prices at quarter-end, and ongoing pressure on volume and yields in the Expedited and legacy Dedicated segments [4].