Shaft forgings are integral components used in rotating equipment and machinery across a wide range of industries, including energy, shipbuilding, aerospace, mining, and heavy machinery. These shafts transmit torque and rotational power under variable loads, speeds, and working conditions.
One of the key indicators of performance, reliability, and durability in forged shafts is hardness. The hardness of a shaft forging directly influences its wear resistance, fatigue life, toughness, and machinability. Therefore, understanding the hardness requirements for shaft forgings is crucial for engineers, manufacturers, and quality assurance teams.
In this article, we’ll explore whether there are industry requirements for hardness in shaft forgings, what factors affect those requirements, applicable standards, and how hardness testing is performed.
Hardness measures a material’s resistance to deformation, wear, and scratching. In forged shafts, it plays a vital role in:
Wear resistance: Reducing surface damage during friction or contact
Fatigue strength: Preventing crack initiation under cyclic loading
Machinability: Balancing between ease of machining and surface durability
Impact resistance: Maintaining structural integrity under shock loads
Shafts used in turbines, engines, gearboxes, and rolling mills must maintain performance under demanding operating conditions, making hardness a key performance attribute.
Yes. Most international standards specify a hardness range or minimum hardness requirement for forged shafts based on:
Material grade
Heat treatment condition
Intended application
Size and geometry
ASTM A668 – Steel forgings, general requirements
ASTM A182 – Forged stainless steel for high-temperature service
EN 10250 – Open die steel forgings
ASME SA-182 / SA-336 – Forgings for pressure vessels and piping
API 6A / 7-1 / 5CT – Oil and gas industry shaft forgings
Each of these standards outlines chemical, mechanical, and hardness requirements depending on the material and use case.
Material Grade | Condition | Hardness Range (HB or HRC) |
---|---|---|
Carbon Steel A105 | Normalized or annealed | 125–187 HB |
Alloy Steel 42CrMo4 | Quenched and tempered | 28–34 HRC |
Stainless Steel 304 | Solution annealed | ≤ 190 HB |
Stainless Steel 316L | Solution annealed | ≤ 200 HB |
17-4PH SS | H900 condition | 38–44 HRC |
Duplex SS F51 | Solution treated | 260–290 HB |
Super Duplex F55 | Solution treated | 270–310 HB |
Note: Final hardness depends on forging method, heat treatment, and product size.
When customers place orders for shaft forgings, hardness is often specified in:
Technical drawings
Material specifications
Purchase order requirements
Heat treatment instructions
Customers may request hardness in terms of:
Brinell Hardness (HBW) for large and soft forgings
Rockwell Hardness (HRC or HRB) for hardened steels
Vickers Hardness (HV) for thin sections or lab testing
sakysteel works closely with clients to ensure that shaft forgings meet the exact hardness profile needed for their application.
Several variables impact the final hardness of a forged shaft:
Higher carbon and alloy content generally leads to increased hardenability.
Annealing softens the metal
Normalizing refines grain and hardness
Quenching and Tempering increases strength and hardness
Solution Treatment used for stainless and duplex steels
Aging for precipitation-hardened grades like 17-4PH
Large-diameter shafts cool slower, resulting in lower core hardness compared to the surface.
Improper forging temperatures or uneven cooling can result in hardness variation and microstructural defects.
At sakysteel, hardness testing is a standard part of the quality assurance process. Testing is conducted according to ASTM E10, E18, or EN ISO 6506/6508 depending on customer requirements.
Brinell Hardness Test (HBW)
Used for large shaft forgings
Steel ball indentation and load
Measures surface deformation area
Rockwell Hardness Test (HRC/HRB)
Faster and more convenient for production control
Uses a steel or diamond cone indenter
Common for quenched and tempered shafts
Vickers Hardness Test (HV)
Precise and suitable for lab evaluation
Uses a diamond pyramid indenter
Often used on small or critical cross-sections
Hardness test locations:
Surface (1 to 2 mm depth)
Core section (especially for large shafts)
Near the weld joint (if applicable)
For large or heat-treated shafts, it’s important to check for hardness uniformity across different regions. Uneven hardness could indicate improper quenching, segregation, or non-uniform structure.
Hardness mapping involves taking measurements at:
Shaft ends and mid-section
Surface and core
Radial and axial directions
sakysteel provides hardness mapping reports on request, especially for critical shafts used in rotating equipment and pressure applications.
Too high hardness:
Risk of brittleness
Poor machinability
Increased risk of cracking
Too low hardness:
Poor wear resistance
Inadequate fatigue life
Failure under load
Solutions include re-heat treatment, material substitution, or process optimization. Every forged shaft at sakysteel undergoes review to ensure that it falls within acceptable hardness tolerance for its intended use.
Require balanced hardness for high torque transmission
Often hardened and tempered alloy steels
Moderate hardness, high toughness
Often stainless or duplex steels with ≤ 300 HB
High surface hardness for wear resistance
May involve surface hardening like nitriding or induction hardening
Corrosion resistance and cleanability prioritized
Low to medium hardness stainless steels (≤ 200 HB)
Yes, there are clear and often strict requirements for the hardness of shaft forgings, defined by industry standards and tailored to application needs. Hardness affects performance characteristics such as wear resistance, fatigue strength, and impact resistance.
By controlling material selection, heat treatment, and testing procedures, manufacturers can ensure that shaft forgings meet the exact hardness specifications required for reliable performance.
sakysteel delivers precision-forged shafts with guaranteed hardness compliance, backed by professional testing, certification, and decades of metallurgical experience. Whether for marine, energy, mining, or manufacturing applications, our forged shafts meet the highest standards of durability and performance.