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    Tom Curran

    Senior Analyst at Seaport Research Partners

    Tom Curran is a Senior Analyst at Seaport Research Partners, specializing in coverage of the industrials and energy sectors, with specific coverage of companies such as Select Water Solutions Inc, Aspen Aerogels Inc, Helmerich & Payne, Eos Energy Enterprises, and TPI Composites. His performance metrics indicate a career success rate of approximately 36.84% and an average return of -14.48%, with a TipRanks analyst ranking of 9,682 out of over 10,000. Curran previously served as a Senior Vice President at FBR & Co. before joining Seaport Global Securities (now Seaport Research Partners), having built his research credentials since at least 2013 and participating actively in company earnings calls and sector discussions. He holds the CFA designation, reflecting his professional credentials and commitment to industry standards.

    Tom Curran's questions to ASPEN AEROGELS (ASPN) leadership

    Tom Curran's questions to ASPEN AEROGELS (ASPN) leadership • Q2 2025

    Question

    Tom Curran of Seaport Research Partners asked for more color on the Energy Industrial segment, specifically the mix between new projects and maintenance for Subsea and LNG, the nature of any demand disappointments, and typical order lead times.

    Answer

    President and CEO Don Young clarified that Subsea is entirely new project work and its recent slowdown was the primary surprise. LNG is a mix of maintenance and new projects. He detailed lead times, stating Subsea orders are typically delivered within one to two quarters, while LNG projects have longer lead times of two to four quarters.

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    Tom Curran's questions to Liberty Energy (LBRT) leadership

    Tom Curran's questions to Liberty Energy (LBRT) leadership • Q2 2025

    Question

    Tom Curran of Seaport Global Holdings LLC asked which specific completion services and diagnostic tools are most effective in gaining market share and defending pricing. He also inquired about the Altitude X partnership, asking about contract structure and similarities to the legacy PIP microgrid project.

    Answer

    CEO Ron Gusek explained that for large customers, next-gen technology and software drive efficiency gains, while smaller operators lean heavily on Liberty's engineering and frac design expertise. CFO Michael Stock detailed that the Altitude X project will use the same modular, factory-tested 'LEGO block' approach as the PIP microgrid to reduce cost and time, and confirmed the contract structure will allow for selling excess power into the wholesale market.

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