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Side-by-side financial comparison of COVENANT LOGISTICS GROUP, INC. (CVLG) and LendingClub Corp (LC). Click either name above to swap in a different company.
COVENANT LOGISTICS GROUP, INC. is the larger business by last-quarter revenue ($307.2M vs $252.3M, roughly 1.2× LendingClub Corp). LendingClub Corp runs the higher net margin — 20.5% vs 1.4%, a 19.0% gap on every dollar of revenue. On growth, LendingClub Corp posted the faster year-over-year revenue change (15.9% vs 14.0%). Over the past eight quarters, LendingClub Corp's revenue compounded faster (16.1% CAGR vs 3.4%).
Covenant Logistics Group, Inc. is an American company focused on truckload shipping. The company is headquartered in Chattanooga, Tennessee, and is publicly traded on the New York Stock Exchange. The company provides temperature controlled trucking, regional delivery, and longhaul team driver delivery.
LendingClub Corporation is an American financial services company headquartered in San Francisco, California. It was the first peer-to-peer lender to register its offerings as securities with the Securities and Exchange Commission (SEC), and to offer loan trading on a secondary market. At its height, LendingClub was the world's largest peer-to-peer lending platform. The company reported that $15.98 billion in loans had been originated through its platform up to December 31, 2015.
CVLG vs LC — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $307.2M | $252.3M |
| Net Profit | $4.4M | $51.6M |
| Gross Margin | — | — |
| Operating Margin | 2.0% | — |
| Net Margin | 1.4% | 20.5% |
| Revenue YoY | 14.0% | 15.9% |
| Net Profit YoY | -32.7% | 341.0% |
| EPS (diluted) | $0.17 | $0.44 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $307.2M | $252.3M | ||
| Q4 25 | $295.4M | $266.5M | ||
| Q3 25 | $296.9M | $266.2M | ||
| Q2 25 | $302.9M | $248.4M | ||
| Q1 25 | $269.4M | $217.7M | ||
| Q4 24 | $277.3M | $217.2M | ||
| Q3 24 | $287.9M | $201.9M | ||
| Q2 24 | $287.5M | $187.2M |
| Q1 26 | $4.4M | $51.6M | ||
| Q4 25 | — | — | ||
| Q3 25 | $9.1M | $44.3M | ||
| Q2 25 | $9.8M | $38.2M | ||
| Q1 25 | $6.6M | $11.7M | ||
| Q4 24 | — | — | ||
| Q3 24 | $13.0M | $14.5M | ||
| Q2 24 | $12.2M | $14.9M |
| Q1 26 | 2.0% | — | ||
| Q4 25 | -8.2% | 18.8% | ||
| Q3 25 | 2.7% | 21.5% | ||
| Q2 25 | 3.8% | 21.7% | ||
| Q1 25 | 2.8% | 7.2% | ||
| Q4 24 | 3.1% | 5.1% | ||
| Q3 24 | 5.6% | 8.9% | ||
| Q2 24 | 5.4% | 10.4% |
| Q1 26 | 1.4% | 20.5% | ||
| Q4 25 | — | — | ||
| Q3 25 | 3.1% | 16.6% | ||
| Q2 25 | 3.2% | 15.4% | ||
| Q1 25 | 2.4% | 5.4% | ||
| Q4 24 | — | — | ||
| Q3 24 | 4.5% | 7.2% | ||
| Q2 24 | 4.2% | 8.0% |
| Q1 26 | $0.17 | $0.44 | ||
| Q4 25 | $-0.68 | $0.36 | ||
| Q3 25 | $0.35 | $0.37 | ||
| Q2 25 | $0.36 | $0.33 | ||
| Q1 25 | $0.24 | $0.10 | ||
| Q4 24 | $0.25 | $0.08 | ||
| Q3 24 | $0.47 | $0.13 | ||
| Q2 24 | $0.44 | $0.13 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $407.6M | $1.5B |
| Total Assets | $1.0B | $11.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $4.9M | — | ||
| Q3 25 | $2.7M | — | ||
| Q2 25 | $143.0K | — | ||
| Q1 25 | $11.2M | — | ||
| Q4 24 | $35.6M | — | ||
| Q3 24 | $35.2M | — | ||
| Q2 24 | $1.3M | — |
| Q1 26 | — | — | ||
| Q4 25 | $261.7M | $0 | ||
| Q3 25 | $233.3M | $0 | ||
| Q2 25 | $245.8M | $0 | ||
| Q1 25 | $216.3M | $0 | ||
| Q4 24 | $221.6M | $0 | ||
| Q3 24 | $231.4M | — | ||
| Q2 24 | $235.0M | — |
| Q1 26 | $407.6M | $1.5B | ||
| Q4 25 | $404.0M | $1.5B | ||
| Q3 25 | $423.7M | $1.5B | ||
| Q2 25 | $416.9M | $1.4B | ||
| Q1 25 | $443.6M | $1.4B | ||
| Q4 24 | $438.3M | $1.3B | ||
| Q3 24 | $431.6M | $1.3B | ||
| Q2 24 | $419.4M | $1.3B |
| Q1 26 | $1.0B | $11.9B | ||
| Q4 25 | $1.0B | $11.6B | ||
| Q3 25 | $1.0B | $11.1B | ||
| Q2 25 | $1.0B | $10.8B | ||
| Q1 25 | $980.0M | $10.5B | ||
| Q4 24 | $997.6M | $10.6B | ||
| Q3 24 | $1.0B | $11.0B | ||
| Q2 24 | $995.0M | $9.6B |
| Q1 26 | — | — | ||
| Q4 25 | 0.65× | 0.00× | ||
| Q3 25 | 0.55× | 0.00× | ||
| Q2 25 | 0.59× | 0.00× | ||
| Q1 25 | 0.49× | 0.00× | ||
| Q4 24 | 0.51× | 0.00× | ||
| Q3 24 | 0.54× | — | ||
| Q2 24 | 0.56× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CVLG
| Freight revenue | $281.9M | 92% |
| Other | $25.2M | 8% |
LC
Segment breakdown not available.
