Torsion of Circular Shafts

A torque applied to a circular shaft twists it. The shear stress grows linearly from zero at the center to a maximum at the surface, τ_max = Tc/J, and the shaft rotates through an angle φ = TL/(GJ). Those two formulas, plus P = Tω for power, size most drive shafts.

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How a circular shaft carries torque

Under torque, each cross-section of a circular shaft rotates as a rigid disk. Plane sections stay plane and radial lines stay straight. That makes the shear strain, and in the elastic range the shear stress, proportional to the distance ρ from the center.

The result is the torsion formula τ = Tρ/J. The largest stress is at the outer surface, where ρ = c. J is the polar moment of inertia of the cross-section: πc⁴/2 for a solid shaft, π(c_o⁴ − c_i⁴)/2 for a hollow one.

Angle of twist

The angle one end rotates relative to the other is φ = TL/(GJ), in radians, where G is the shear modulus. GJ is the torsional stiffness. If torque, material or diameter change along the shaft, add φ for each segment, keeping track of the sign of each internal torque.

Shear stress follows the same Hooke’s-law idea as axial stress and strain: τ = Gγ in the linear-elastic range.

Torque from power and speed

Motors are rated by power and speed, not torque. Power is torque times angular velocity, P = Tω, with ω in rad/s. Convert from rpm with ω = 2πn/60.

At a fixed power, a shaft that turns slower carries more torque. That is why the low-speed side of a gearbox needs a thicker shaft than the high-speed side.

Key formulas

Formulas used on this page, with the textbook each is cited from
FormulaExpressionWhereCited from
Torsion formulaτ = T·ρ / J, τ_max = T·c / JT = internal torque, ρ = radius to the point, c = outer radiusHibbeler, Mechanics of Materials
Polar moment of inertia (solid)J = π·c⁴ / 2 = π·d⁴ / 32c = radius, d = diameterGere & Goodno, Mechanics of Materials
Polar moment of inertia (hollow)J = π·(c_o⁴ − c_i⁴) / 2c_o, c_i = outer and inner radiiGere & Goodno, Mechanics of Materials
Angle of twistφ = T·L / (G·J)φ in radians, G = shear modulus, L = lengthBeer & Johnston, Mechanics of Materials
Power transmissionP = T·ω, ω = 2π·n / 60P in W, T in N·m, ω in rad/s, n in rpmHibbeler, Mechanics of Materials

Worked examples

Example: Stress and twist in a solid steel shaft

Given

  • A solid steel shaft has a diameter of 40 mm and a length of 1.2 m.
  • It carries a constant torque of 800 N·m.
  • Assume G = 77 GPa, a typical textbook value for steel.

Find

  • The maximum shear stress τ_max and the angle of twist φ in degrees.

Solution

  1. Polar moment of inertia:J = π d⁴ / 32 = π (40 mm)⁴ / 32 = 251 327 mm⁴ = 2.513 × 10⁻⁷ m⁴
  2. Maximum shear stress, at c = 20 mm. Convert T to N·mm:τ_max = T·c / J = (800 000 N·mm × 20 mm) / 251 327 mm⁴ = 63.7 MPa
  3. Angle of twist, in SI base units:φ = T·L / (G·J) = (800 N·m × 1.2 m) / (77 × 10⁹ Pa × 2.513 × 10⁻⁷ m⁴) = 960 / 19 352 = 0.0496 rad
  4. Convert to degrees:φ = 0.0496 rad × (180° / π) = 2.84°

Answer: τ_max ≈ 63.7 MPa at the surface and φ ≈ 0.0496 rad (2.84°).

Example: Sizing check on a hollow motor shaft

Given

  • A motor delivers 15 kW at 1,450 rpm through a hollow shaft.
  • The shaft’s outer diameter is 30 mm and its inner diameter is 20 mm.

Find

  • The torque in the shaft and the shear stress at its outer and inner surfaces.

Solution

  1. Angular velocity:ω = 2π n / 60 = 2π × 1450 / 60 = 151.8 rad/s
  2. Torque from power:T = P / ω = 15 000 W / 151.8 rad/s = 98.8 N·m
  3. Polar moment of inertia of the hollow section:J = π (d_o⁴ − d_i⁴) / 32 = π (30⁴ − 20⁴) / 32 = π × 650 000 / 32 = 63 814 mm⁴
  4. Shear stress at the outer surface, c_o = 15 mm:τ_max = (98 800 N·mm × 15 mm) / 63 814 mm⁴ = 23.2 MPa
  5. Stress varies linearly with radius, so at the inner surface, c_i = 10 mm:τ_min = 23.2 MPa × (10 / 15) = 15.5 MPa

Answer: T ≈ 98.8 N·m, with shear stress of about 23.2 MPa at the outside and 15.5 MPa at the bore. Hollow shafts use material efficiently because the low-stress core is removed.

Common mistakes

In industry

Frequently asked questions

Why is the shear stress zero at the center of a shaft?

Shear strain is proportional to distance from the axis, and the axis itself does not distort. So in the elastic range the stress at the center is zero and rises linearly to the surface.

What is the difference between G and E?

E relates normal stress to normal strain; G relates shear stress to shear strain. For an isotropic material they are linked by G = E / (2(1 + ν)).

Why are hollow shafts common?

Material near the center carries little stress, so removing it saves a lot of weight for a small loss in strength and stiffness.

Do these formulas work for a stepped shaft?

Yes, segment by segment. Find the internal torque, J and length of each segment, then add the angles of twist. Stress concentrations at the steps need separate treatment.

Keep learning

All Mechanics of Materials lessons · All engineering subjects

See also

Sources

  1. R. C. Hibbeler, Mechanics of Materials, Pearson
  2. J. M. Gere, B. J. Goodno, Mechanics of Materials, Cengage
  3. F. P. Beer, E. R. Johnston, J. T. DeWolf, D. F. Mazurek, Mechanics of Materials, McGraw Hill

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