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Side-by-side financial comparison of COVENANT LOGISTICS GROUP, INC. (CVLG) and RAMBUS INC (RMBS). 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 $180.2M, roughly 1.7× RAMBUS INC). RAMBUS INC runs the higher net margin — 33.2% vs 1.4%, a 31.8% gap on every dollar of revenue. On growth, COVENANT LOGISTICS GROUP, INC. posted the faster year-over-year revenue change (14.0% vs 8.1%). Over the past eight quarters, RAMBUS INC's revenue compounded faster (16.8% 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.
Rambus Inc. is an American technology company that designs, develops and licenses chip interface technologies and architectures that are used in digital electronics products. The company, founded in 1990, is well known for inventing RDRAM and for its intellectual property-based litigation following the introduction of DDR-SDRAM memory.
CVLG vs RMBS — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $307.2M | $180.2M |
| Net Profit | $4.4M | $59.9M |
| Gross Margin | — | 79.7% |
| Operating Margin | 2.0% | 34.3% |
| Net Margin | 1.4% | 33.2% |
| Revenue YoY | 14.0% | 8.1% |
| Net Profit YoY | -32.7% | -7.3% |
| EPS (diluted) | $0.17 | $0.55 |
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 | $180.2M | ||
| Q4 25 | $295.4M | $190.2M | ||
| Q3 25 | $296.9M | $178.5M | ||
| Q2 25 | $302.9M | $172.2M | ||
| Q1 25 | $269.4M | $166.7M | ||
| Q4 24 | $277.3M | $161.1M | ||
| Q3 24 | $287.9M | $145.5M | ||
| Q2 24 | $287.5M | $132.1M |
| Q1 26 | $4.4M | $59.9M | ||
| Q4 25 | — | $63.8M | ||
| Q3 25 | $9.1M | $48.4M | ||
| Q2 25 | $9.8M | $57.9M | ||
| Q1 25 | $6.6M | $60.3M | ||
| Q4 24 | — | $62.2M | ||
| Q3 24 | $13.0M | $48.7M | ||
| Q2 24 | $12.2M | $36.1M |
| Q1 26 | — | 79.7% | ||
| Q4 25 | — | 78.9% | ||
| Q3 25 | — | 79.5% | ||
| Q2 25 | — | 79.8% | ||
| Q1 25 | — | 80.3% | ||
| Q4 24 | — | 80.4% | ||
| Q3 24 | — | 80.7% | ||
| Q2 24 | — | 79.7% |
| Q1 26 | 2.0% | 34.3% | ||
| Q4 25 | -8.2% | 37.2% | ||
| Q3 25 | 2.7% | 35.4% | ||
| Q2 25 | 3.8% | 36.6% | ||
| Q1 25 | 2.8% | 37.9% | ||
| Q4 24 | 3.1% | 35.9% | ||
| Q3 24 | 5.6% | 37.6% | ||
| Q2 24 | 5.4% | 30.5% |
| Q1 26 | 1.4% | 33.2% | ||
| Q4 25 | — | 33.6% | ||
| Q3 25 | 3.1% | 27.1% | ||
| Q2 25 | 3.2% | 33.6% | ||
| Q1 25 | 2.4% | 36.2% | ||
| Q4 24 | — | 38.6% | ||
| Q3 24 | 4.5% | 33.4% | ||
| Q2 24 | 4.2% | 27.3% |
| Q1 26 | $0.17 | $0.55 | ||
| Q4 25 | $-0.68 | $0.58 | ||
| Q3 25 | $0.35 | $0.44 | ||
| Q2 25 | $0.36 | $0.53 | ||
| Q1 25 | $0.24 | $0.56 | ||
| Q4 24 | $0.25 | $0.57 | ||
| Q3 24 | $0.47 | $0.45 | ||
| Q2 24 | $0.44 | $0.33 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $134.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $407.6M | — |
| Total Assets | $1.0B | $1.5B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $134.3M | ||
| Q4 25 | $4.9M | $182.8M | ||
| Q3 25 | $2.7M | $79.2M | ||
| Q2 25 | $143.0K | $87.8M | ||
| Q1 25 | $11.2M | $132.2M | ||
| Q4 24 | $35.6M | $99.8M | ||
| Q3 24 | $35.2M | $114.0M | ||
| Q2 24 | $1.3M | $124.6M |
| Q1 26 | — | — | ||
| Q4 25 | $261.7M | — | ||
| Q3 25 | $233.3M | — | ||
| Q2 25 | $245.8M | — | ||
| Q1 25 | $216.3M | — | ||
| Q4 24 | $221.6M | — | ||
| Q3 24 | $231.4M | — | ||
| Q2 24 | $235.0M | — |
| Q1 26 | $407.6M | — | ||
| Q4 25 | $404.0M | $1.4B | ||
| Q3 25 | $423.7M | $1.3B | ||
| Q2 25 | $416.9M | $1.2B | ||
| Q1 25 | $443.6M | $1.2B | ||
| Q4 24 | $438.3M | $1.1B | ||
| Q3 24 | $431.6M | $1.0B | ||
| Q2 24 | $419.4M | $1.0B |
| Q1 26 | $1.0B | $1.5B | ||
| Q4 25 | $1.0B | $1.5B | ||
| Q3 25 | $1.0B | $1.4B | ||
| Q2 25 | $1.0B | $1.5B | ||
| Q1 25 | $980.0M | $1.4B | ||
| Q4 24 | $997.6M | $1.3B | ||
| Q3 24 | $1.0B | $1.3B | ||
| Q2 24 | $995.0M | $1.3B |
| Q1 26 | — | — | ||
| Q4 25 | 0.65× | — | ||
| Q3 25 | 0.55× | — | ||
| Q2 25 | 0.59× | — | ||
| Q1 25 | 0.49× | — | ||
| Q4 24 | 0.51× | — | ||
| 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% |
RMBS
| Product revenue | $88.0M | 49% |
| Royalties | $69.6M | 39% |
| Contract and other revenue | $22.6M | 13% |
