The analysis suggests that although the healthcare sector has underperformed the S&P 500 year-to-date, it has led all sectors over the past three months. Specifically, Eli Lilly's Q2 revenue increased by 47.7% year-over-year to $22.97 billion, and the company raised its full-year 2026 revenue outlook to $85 billion-$87 billion. Johnson & Johnson is considered to have value due to its 64 consecutive years of dividend increases and a forward P/E ratio of 20x. AbbVie's strong sales growth from Skyrizi and Rinvoq products has offset the decline of Humira, supporting its record of 53 consecutive years of dividend growth.