AI Is Starting to Pay Off. Almost 50% of Companies Now Generate Value with It.
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BOSTON, Sept. 30, 2026 /PRNewswire/ -- A year ago, the story of enterprise AI was that of a small, elite contingent pulling away from a large, struggling majority. Boston Consulting Group's 2025 research found just 5% of companies generated substantial value from AI, while most reported minimal returns. In 2026, that picture has shifted. According to BCG's new Applied AI Index 2026 , companies are moving from experimenting with AI to delivering significant value: the middle tier of the market has moved up, investment has surged, and the binding constraint is no longer whether AI creates value. It is whether companies can control and govern it. The study, based on a survey of 1,330 CxOs and senior leaders, challenges the "AI isn't paying off" narrative that has dominated 2026 coverage. The Value Is Real, and It's Broader Than the Market Believes The most advanced companies, the 7.5% that BCG classifies as future-built, are pulling far ahead - delivering 2.3 times the total shareholder return, 2.4 times the revenue growth, and 2.8 times the EBITDA growth of laggards. But the more consequential finding involves the cohort of companies beneath the future-built ones: the further 41% of companies that are actively scaling AI and also outperforming, with, for example, 1.8 times the shareholder return of laggards. Together, the future-built and scaling groups make up nearly half...
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