Stephens analysts predict mostly in-line Q2 earnings for oilfield service companies (NYSEARCA:OIH) with potential upside to margins thanks to stable pricing in onshore markets, but looking ahead to H2, the industry needs to add rigs in order to meet current estimates. Onshore, Q2 margins could surprise positively at BAS, PTEN, RES and SPN. Offshore, the firm likes HERO, HLX, HOS, OII.