McKinsey & Company · August 2026

The state of AI in 2026: On the road to ROI

McKinsey & Company's The state of AI in 2026: On the road to ROI (August 2026; n=1,719, fielded May 4–Jun 8, 2026) found that 37% attribute any EBIT impact to AI, essentially unchanged from last year.

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Large organizations pulled ahead in scaling AI agentsPercent of respondents whose organizations are scaling AI agents in at least one function
$1B+ revenue, 2026
40%
$1B+ revenue, 2025
27%
Under $1B revenue, 2026
22%
Source: McKinsey & Company, The state of AI in 2026: On the road to ROI, 2026, Exhibit 2.

Key findings

  1. 01
    80% say AI improved their individual productivity, yet only about 6% are AI high performers, flat since 2025.
  2. 02
    32% decided against buying at least one software product or feature because they could build it with agentic coding tools.
  3. 03
    Smaller organizations (under $1B) scaling agents stayed flat at 22%; large ones rose from 27% to 40%.

By the numbers

37%attribute any EBIT impact to AI, essentially unchanged from last year
32%decided against buying at least one software product or feature because they could build it with agentic coding tools
14%say AI reduced their workforce in the past year, versus 32% who expected reductions in last year's survey
Share of organizations scaling AI across the enterprisePercent of respondents
Source: McKinsey & Company, The state of AI in 2026: On the road to ROI, 2026, Exhibit 1.

What it means for you Draft

For executives at $10–100M companies

Individual productivity gains are real and widespread, but they are not showing up as profit for most companies, including large ones. For a smaller firm, the gap between large and small organizations is widening on agents, which argues for picking one or two workflows and redesigning them properly rather than chasing breadth. The build-versus-buy finding is worth watching before renewing niche software contracts.

Limitations

Medium trust.Large global sample, methodology and size mix disclosed; self-reported, GDP-weighted. McKinsey sells AI transformation services.

About the publisher: Sells AI strategy and implementation consulting.

The headline figure measures the “Pays off” stage of adoption (measurable profit impact).Why adoption numbers disagree

Cite the original

McKinsey & Company. "The state of AI in 2026: On the road to ROI." August 25, 2026. https://www.mckinsey.com/capabilities/quantumblack/our-insights/the-state-of-ai