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.
Key findings
- 0180% say AI improved their individual productivity, yet only about 6% are AI high performers, flat since 2025.
- 0232% decided against buying at least one software product or feature because they could build it with agentic coding tools.
- 03Smaller organizations (under $1B) scaling agents stayed flat at 22%; large ones rose from 27% to 40%.
By the numbers
What it means for you Draft
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
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


