Cylindrical Gears Calculator — Tooth Root Bending & Hertz Contact Stress (ISO 6336)
Governing standard: ISO 6336· ISO 6336-1/-2/-3:2006-based load factors, contact stress and root bending stress by ISO 6336-3 Method B (form factor YF and stress-correction factor YS from the root-fillet geometry at the outer point of single-pair contact — see FAQ for the full applied/simplified breakdown) · DIN 3990-1 Method C (KV; DIN 3962 K1 values) · AGMA 2001-D04 / Shigley §14-11 (KHβ / Km) · DIN 3960 / ISO 21771 (profile shift, involute geometry)
Page last updated
Video walkthrough (3:47)
- 0:00 SAFE, until the wheel changes
- 0:25 How a gear tooth fails: root bending and pitting
- 0:44 Step 1 — Geometry
- 1:11 Step 2 — Material, roughness and oil
- 1:38 Step 3 — Load: K_A, K_V, K_Hβ
- 2:11 Step 4 — Checks: root and contact safety
- 2:42 What if: K_A 1.5, a wider face, a C45E wheel
- 3:26 PDF report
Read the transcript
This helical gear pair is SAFE. Contact safety 1.30, against a minimum of 1.2.
Now change only the wheel, to a cheaper steel. It fails, at 0.94.
This is the MechanixCalc gear calculator, to ISO 6336. Root bending, flank pitting, and the factors in between. Let's go through it, step by step.
A gear tooth fails in two ways. It breaks at the root, in bending. Or its flank pits, under the contact stress.
ISO 6336 turns each into a safety factor: SF for the root, SH for the flank. This tool asks for 1.4 and 1.2.
Step one: the geometry. Module 3. 20 and 60 teeth. A 50 mm face, and a 15° helix. And a 0.2 profile shift on the pinion.
That gives pitch diameters of 62.12 and 186.35 mm. A centre distance of 124.82 mm. And a contact ratio of 1.535.
Step two: the material. 42CrMo4, quenched and tempered. Bending limit 300 MPa. Contact limit 800. The wheel is the same steel, for now.
Flank roughness Rz 3 µm, and a VG 220 oil. Together they set the lubrication factors: 0.953 on the permissible contact stress.
Step three: the load. 15 kW at 1500 rpm. That gives a 3075 N tooth force. At 4.88 m/s.
The application factor K_A is 1.25, for light shocks. It is an assumed default, so set it from your real machine.
Grade 7 gives the dynamic factor K_V: 1.134, by DIN 3990 Method C. The face load factor K_Hβ is 1.225.
Step four: the checks. Root stresses 116.5 and 119.7 MPa, so the root safety is 5.15 and 5.01. Far above 1.4.
Contact stress 588 MPa, contact safety 1.30, against 1.2. That is the smallest margin, so contact governs. SAFE.
And the tool flags that the assumed K_A decides it. At 1.50, it would read CHECK.
So set K_A to 1.50, moderate shocks. Contact safety drops to 1.18, below 1.2. CHECK.
Widen the face to 60 mm, and it is back to 1.28. SAFE again.
Now back to the start. Make only the wheel C45E, a normalised steel. Each gear is rated with its own material.
The pinion still reads 1.30, but the wheel's contact safety is 0.94. The wheel governs. FAIL.
What the tool does not check is listed: scuffing is only screened, micropitting and the gear body are not rated. So silence never reads as a pass.
Every input, every factor and every check goes into a PDF report. A report your reviewer can follow.
That's a gear pair, checked to ISO 6336. Try it on your own gears, on MechanixCalc.
The MechanixCalc cylindrical gear calculator sizes and verifies spur and helical gear pairs to ISO 6336, the international standard for gear-tooth fatigue (the only AGMA element used is the AGMA 2001-D04 face-load factor Km for KHβ; the tool does not rate to AGMA 2001/2101). Enter the normal module, tooth counts, face width, helix angle, profile shift coefficients, material, speed and power, and the tool returns the tooth-root bending safety factor (SF), the Hertz contact safety factor (SH), the full involute gear geometry, tangential and axial forces, operating centre distance, transverse contact ratio and mesh efficiency in one pass.
It is built for power-transmission and gearbox engineers who need a defensible, standards-cited calculation for a new gear pair or a gear-ratio verification — and who need to hand a reviewer a complete worked calculation rather than a spreadsheet. The dimensioned gear-mesh drawing, involute tooth-profile diagram, failure-mode analysis cards and tornado sensitivity chart make the results immediately interpretable for design reviews.
What this calculator does
- ISO 6336-3 Method B tooth-root bending stress — form factor YF and stress-correction factor YS from the root-fillet geometry at the outer point of single-pair contact, helix factor Yβ, size factor YX and the rim-thickness factor YB from an optional rim-thickness input — enter it for a thin-rim or web gear and the backup-ratio penalty is applied
- ISO 6336 Hertzian contact stress with zone factor ZH, elasticity factor ZE, contact-ratio factor Zε and helix factor Zβ, including single-pair tooth-contact factors ZB/ZD for spur and partial-overlap helical gears; the permissible flank stress carries the size factor ZX and the lubricant, velocity and roughness factors ZL·ZV·ZR from your oil viscosity and flank roughness
- DIN 3990-1 Method C dynamic load factor KV across quality grades Q6–Q12 (DIN 3962 / DIN 3990 Method C K1 values; the mapping to ISO 1328 grades is not verified), face-load distribution factor KHβ by ISO 6336-1 Method C (the grade's helix tolerance, crowning / end relief and assembly adjustment selectable, an overhung pinion's shaft slope when entered — never below the AGMA 2001-D04 / Shigley Eq. 14-30 enclosed-unit estimate), and bending face-load factor KFβ = KHβ^NF per ISO 6336-1
- Application factor KA as a selectable input (ISO 6336-1 Annex B / DIN 3990-1 guide table) and finite-life rating via the ISO 6336 life factors Y_NT (bending) and Z_NT (contact) — enter a required number of load cycles, or leave it for the conservative continuous-duty (endurance) design
- Profile shift analysis to ISO 6336 / DIN 3960: operating centre distance, operating pressure angle and transverse contact ratio εα computed from the involute function
- Dimensioned gear-mesh drawing with live tooth forces, involute tooth-profile diagram, and DXF export of the full-involute tooth geometry
- Sensitivity (tornado) analysis — contact safety factor SH vs ±20% variation in module, face width, power and pinion tooth count
- Rated failure modes (pitting and root fracture) with their ISO 6336 safety factors, plus clearly-badged qualitative screening indicators for scuffing, abrasive wear and noise; 7 named gear materials (typical fatigue limits calculated from hardness — verify against ISO 6336-5 / your supplier) plus a user-defined option; branded PDF engineering report
Method & formulas
Tooth-root bending stress (based on ISO 6336-3)
ISO 6336-3 evaluates tooth-root bending fatigue at the 30°-tangent section of the fillet. The nominal root stress σF₀ is the specific tangential load Ft/(b·mn) amplified by the form factor YF (which captures the lever arm from the load application point to the root), the stress-correction factor YS (which captures the stress concentration at the fillet), the helical term 1/cos³β, the helix angle factor Yβ and the rim-thickness factor YB. YB is 1.0 for a solid disc or a well-supported rim; enter a rim thickness and the tool computes the backup ratio mB = sR/hT and applies YB = 1.6·ln(2.242/mB) below mB 1.2, refusing to rate anything below mB 0.5 because the standard does not cover it. The combined load factor KF = KA · KV · KFβ · KFα then scales σF₀ to the actual operating stress. The permissible root stress σFG = σFlim · YST · YNT, where σFlim is the material's tooth-root fatigue limit (rated at the reference stress-correction factor YST = 2.0) and YNT is the life factor.
MechanixCalc computes YF and YS by ISO 6336-3 Method B — the 30°-tangent root chord sFn and the fillet radius ρF from the fixed-point iteration for the auxiliaries G, E, H and θ, and the bending arm hFe and load angle αFen at the outer point of single-pair contact of the virtual spur gear. The hob's tip radius is not an input, so the smallest standard fillet (ρfP = 0.20·mn) is assumed — a larger-radius hob only adds margin. Helical gears take the helix factor with the 1/cos³β term of the 2019 edition, the harsher of the two editions. A pointed tip, an undercut tooth or a contact ratio outside the method's range falls back to the more conservative tip-load form factor. Applying YS and the reference YST on the permissible side keeps the notch effect on both sides of the ratio.
σF = (Ft / (b · mn)) · YF · YS · (1 / cos³β) · Yβ · YB · KF · σFG = σFlim · YST · YNT · YXwhere Ft = tangential force (N); b = face width (mm); mn = normal module (mm); YF = tooth form factor and YS = stress-correction factor, both by ISO 6336-3 Method B at the outer point of single-pair contact (hob tip radius 0.20·mn assumed); 1/cos³β = the helical term of the 2019 edition (1 for spur); Yβ = helix angle factor; YB = rim factor; KF = KA · KV · KFβ · KFα (combined load factor). Where Method B is out of scope (pointed or thin tip, contact ratio outside its range) the tip-load product YFa · YSa replaces YF · YS · 1/cos³β
SF = (σFlim · YST · YNT · YX) / σF [minimum SF 1.4, DIN 3990-11 guide value]where σFlim = tooth-root fatigue limit of the material (MPa); YST = 2.0 (reference stress-correction factor, ISO 6336-3 §6.1); YNT = bending life factor (0.85 … 1.0 for continuous duty — the ISO 6336 long-life line, 0.85 critical service by default / N ≥ 3×10⁶; > 1 for a finite required life N_L); YX = size factor, 1.0 up to mn 5 mm and falling above it. ISO 6336-1 does not specify minimum safety factors — 1.4 is the DIN 3990-11 industrial guide value this tool adopts
Hertz contact stress (based on ISO 6336-2)
The contact (pitting) stress is computed at the pitch point using the Hertz formula for two cylinders in contact, then transformed to the governing single-pair contact point via the single-tooth-contact factors ZB (pinion, point B) and ZD (gear, point D). The zone factor ZH converts the pitch-point geometry into an equivalent-radius ratio, the elasticity factor ZE reflects the modulus of the gear pair (189.8 MPa^0.5 for steel–steel), the contact-ratio factor Zε shares the load across meshing teeth, and the helix factor Zβ accounts for the oblique contact line of a helical gear. For full-overlap helical meshes (εβ ≥ 1), ZB = ZD = 1; for spur and partial-overlap helical gears the single-pair factor can raise the governing flank stress by 3–13%.
σH = ZH · ZE · Zε · Zβ · √( Ft · K / (b · d1) · (u + 1) / u )where ZH = zone factor; ZE = elasticity factor (MPa^0.5); Zε = contact-ratio factor; Zβ = helix factor; Ft = tangential force (N); K = KA · KV · KHβ · KHα (combined load factor); b = face width (mm); d1 = pinion pitch diameter (mm); u = gear ratio z2/z1
SH = (σHlim · ZNT · ZL · ZV · ZR · ZX) / σH [minimum SH 1.2, DIN 3990-11 guide value]where σHlim = flank fatigue limit of the material (MPa); ZNT = pitting life factor (0.85 … 1.0 for continuous duty on the ISO 6336 long-life line, 0.85 critical service by default; > 1 for a finite required life N_L, ISO 6336-2); ZL, ZV, ZR = lubricant, velocity and roughness factors from your oil viscosity, pitch-line speed and flank roughness (ISO 6336-2 §11, each capped at 1.0 so the penalty applies but no lubrication bonus is awarded); ZX = size factor. ISO 6336-1 does not specify minimum safety factors — 1.2 is the DIN 3990-11 industrial guide value
Involute geometry and profile shift (ISO 6336 / DIN 3960)
Profile shift (addendum modification) with coefficients x1 and x2 changes the operating centre distance and operating pressure angle from their standard values. MechanixCalc solves the involute function inv(αtw) = inv(αt) + 2·tan(αn)·(x1+x2)/(z1+z2) by Newton iteration to find the exact operating transverse pressure angle αtw, then derives the operating centre distance a_w and the transverse contact ratio εα from the line-of-action geometry. Undercut is checked for each member against x_min, the larger of (z_min − z)/z_min with z_min = 17·cos³β and the exact rack limit x_min = 1 − z·sin²αt/(2·cos β); a member with x < x_min is flagged undercut, its root rating is treated as not valid and the verdict is capped at CHECK.
εα = ( √(ra1² − rb1²) + √(ra2² − rb2²) − a_w · sin(αtw) ) / p_btwhere The line-of-action (tip-circle) form, used as written whenever both involutes reach their tip circles: ra1, ra2 = tip radii of pinion and gear at the full tip diameter d + 2·mn·(1 + x), with no tip shortening (mm); rb1, rb2 = base-circle radii (mm); a_w = operating centre distance (mm); αtw = operating transverse pressure angle; p_bt = transverse base pitch = π · mt · cos(αt) (mm). When an undercut moves the start of a member's involute up the line of action, εα is instead the length of the real contact path divided by p_bt (the smaller value). The contact-ratio factor Zε takes εα limited to 1 … 2.5; below 1.0 the mesh cannot be rated and the verdict is FAIL
Worked example
Rate a spur gear pair: normal module mn = 5 mm, pinion teeth z1 = 20, gear teeth z2 = 40, face width b = 50 mm, no profile shift (x1 = x2 = 0), both gears 42CrMo4 quenched and tempered, quality grade 7, power P = 5 kW at pinion speed n1 = 960 rpm, the default application factor and continuous duty.
Given
- Normal module mn5 mm
- Pinion teeth z120
- Gear teeth z240
- Face width b50 mm
- Helix angle β0° (spur)
- Profile shift x1, x20, 0
- Material (pinion and gear)42CrMo4 QT, HB 300 — σHlim 785 MPa, σFlim 300 MPa (typical values from hardness)
- Quality grade7 (DIN 3962)
- Application factor KA1.25 (default, light shocks)
- Lifecontinuous duty, rated at 10¹⁰ cycles on the ISO 6336 critical-service line (YNT = ZNT = 0.85, assumed)
- Flank roughness / oilRz 6 µm (by material: a hobbed / shaved through-hardened pair, assumed), ISO VG 220 (default)
- Power P5 kW
- Pinion speed n1960 rpm
Result
- Pinion pitch diameter d1100 mm
- Gear pitch diameter d2200 mm
- Gear ratio i2.0
- Centre distance a150 mm
- Tangential force Ft995 N
- Pitch-line velocity v≈ 5.03 m/s
- Root safety SF1 / SF28.72 / 9.14 (minimum 1.4)
- Contact safety SH1.07 (minimum 1.2)
- VerdictCHECK — governing check: Contact (Pitting)
- For a spur gear (β = 0°) the transverse module equals the normal module: mt = mn = 5 mm.
- Pinion pitch diameter: d1 = mt · z1 = 5 × 20 = 100 mm. Gear pitch diameter: d2 = mt · z2 = 5 × 40 = 200 mm.
- Gear ratio: i = z2 / z1 = 40 / 20 = 2.0 (the gear turns at half the pinion speed: n2 = 960 / 2 = 480 rpm).
- Standard centre distance (x = 0): a = (d1 + d2) / 2 = (100 + 200) / 2 = 150 mm.
- Pinion torque: T1 = P × 9550 / n1 = 5 × 9550 / 960 = 47750 / 960 ≈ 49.74 N·m.
- Tangential force at the pitch circle: Ft = 2000 · T1 / d1 = 2000 × 49.74 / 100 ≈ 995 N.
- Pitch-line velocity: v = π · d1 · n1 / (60 × 1000) = π × 100 × 960 / 60000 ≈ 5.03 m/s.
- Load factors: KA = 1.25, dynamic factor KV = 1.279 (DIN 3990-1 Method C, grade 7 read 1.5 grades coarser — the tool's conservative reading), face-load factors KHβ = 2.472 and KFβ = 2.033 (ISO 6336-1 Method C for an unmodified flank as mounted — at this light unit load the grade's helix tolerance puts the load on part of the 50 mm face), transverse load factors by ISO 6336-1 Method B: KHα = 1.27 and KFα = 1.37 — on this lightly loaded mesh (F_tH/b ≈ 79 N/mm) KHα sits at the standard's upper limit εγ/(εα·Zε²) and KFα just below its own, εγ/(0.25·εα + 0.75) = 1.41.
- Root bending: the Method B form and stress-correction factors give σF1 = 58.5 MPa on the pinion, so SF1 = 300 × 2.0 × YNT 0.85 / 58.5 = 8.72 (gear SF2 = 9.14) — far above the minimum 1.4.
- Contact: εα = 1.635, ZH = 2.495, ZE = 189.8, Zε = 0.888 and the pinion single-pair factor ZB = 1.062 give σH1 = 546.2 MPa. The permissible stress is 785 × ZNT 0.85 × ZL·ZV·ZR (0.873) = 582.4 MPa, so SH = 582.4 / 546.2 = 1.07 — below the minimum 1.2.
Contact governs and sits just below its minimum (SH 1.07 vs 1.2) while bending is barely loaded. Two assumed factors decide it: the face-load factor KHβ (crowned flanks or a mesh adjusted at assembly lower it) and the long-life factor 0.85 for continuous duty (1.0 only with optimum material, lubrication and manufacturing). The result rests on stated assumptions — the flank roughness Rz 6 µm assumed for a hobbed / shaved through-hardened pair (ground flanks, Rz ≈ 3 µm, raise SH to 1.19), the base-pitch deviation taken as the grade-7 single-pitch tolerance in KHα / KFα, and the assumed 0.20·mn hob tip radius. Re-run with your own finish, oil and duty.
Frequently asked questions
Which ISO 6336 factors does this calculator apply, and which are simplified?
Applied in full: the stress-correction factor YSa from the ISO 6336-3 §6.4–§6.6 root-fillet geometry, the helix factors Yβ and Zβ, the contact-ratio factor Zε (including the partial-overlap blend) applied to contact stress, the single-pair tooth-contact factors ZB and ZD, the zone factor ZH, the size factors YX and ZX, the rim factor YB from your rim thickness, the lubricant, velocity and roughness factors ZL·ZV·ZR from your oil viscosity and flank roughness, the application factor KA, the dynamic factor KV by DIN 3990-1 Method C, the face-load factors KHβ and KFβ = KHβ^NF, the life factors Y_NT and Z_NT, and the mean-stress factor Y_M 0.7 when a member is an idler or the drive reverses (selectable). Simplified and stated as such everywhere: the form factor assumes the smallest standard hob fillet (ρfP = 0.20·mn, conservative) and no protuberance or grinding notch; there is no Yε contact-ratio factor in the bending path (ISO 6336-3 does not use one there — only Zε, on the contact side); the transverse load factors KHα and KFα follow ISO 6336-1 Method B with both upper limits (the base-pitch deviation taken as the grade's single-pitch tolerance, the mesh stiffness from the standard's single-stiffness form for solid blanks), or your own Method A value; KHβ follows ISO 6336-1 Method C with no shaft deflection (it rises with a coarser grade and at light unit loads), never below the AGMA enclosed-unit estimate, and you can override it; the work-hardening factor ZW is held at 1.0, which is the conservative direction; the elasticity factor ZE assumes a steel pair, which overstates the contact stress by about 9 percent for the ductile-iron option; scuffing is not rated (no ISO/TS 6336-20/21 temperature check) — only a screening indicator, which caps the verdict at CHECK when HIGH; a pointed tooth tip is refused and a tip thinner than 0.2·mn is flagged and capped at CHECK. Every one of these limits is printed in the PDF report and returned by the API.
Can it analyse a thin-rim or web gear?
Yes. Leave the rim thickness at zero for a solid disc and the rim factor YB stays at 1.0. Enter the rim thickness below the tooth root and the calculator computes the backup ratio mB = sR/hT and applies ISO 6336-3 §7: YB = 1 for mB at or above 1.2, and YB = 1.6·ln(2.242/mB) below it, which raises the root stress and lowers the bending safety factor by the same factor. Below mB 0.5 the standard gives no value, so the calculator refuses to rate the gear rather than extrapolating — that case needs an FEA of the rim and web.
Why did my safety factors change after an update?
Engine updates have moved the factors in both directions, and each one carries its own engine version, so a saved calculation shows when it was made with an older engine. The 2026-08-05 revision was conservative only: the transverse load factor no longer steps down from 1.10 to 1.05 the moment a helix angle is entered (the step had the wrong sign), the permissible root stress carries the ISO 6336-3 size factor YX (below 1 above a 5 mm module) and the permissible contact stress carries the ISO 6336-2 lubricant, velocity and roughness factors ZL·ZV·ZR. The 2026-10-04 revision went the other way for the tooth root: the form and stress-correction factors moved from the older tip-load approximation to ISO 6336-3 Method B at the outer point of single-pair contact. The tip-load form had read the root safety factor about a third too LOW on the reference mesh, so root safety factors rose; contact was not affected. Later revisions tightened the rating again where it had been too kind, for example on undercut pinions and the single-pair contact factors. To compare an old printout with a new run, re-run it on the current engine and read the PDF's substituted formulas — every factor is printed with its value.
Which standard does this cylindrical gear calculator use?
Tooth-root bending stress is evaluated using an ISO 6336-3:2006-based method (Method B form factor YF and stress-correction factor YS from the root-fillet geometry at the outer point of single-pair contact, and helix factor Yβ; no Yε contact-ratio factor, which Method B does not use in the bending path) and the contact (pitting) stress to ISO 6336-2:2006-based (Hertz formula with zone, elasticity, contact-ratio and single-pair-contact factors). The dynamic load factor KV uses the DIN 3990 / ISO 6336 simplified Method C closed-form, and the face-load distribution factor KHβ follows ISO 6336-1 Method C (the grade's helix tolerance, flank modification and assembly adjustment; never below the AGMA 2001-D04 / Shigley Eq. 14-30 enclosed-unit estimate), and you can override KHβ with your own ISO 6336-1 Method C value. The transverse load factors KHα and KFα follow ISO 6336-1 Method B — they grow for a lightly loaded or coarse-quality mesh up to the standard's limits — and a Method A value can be entered instead; the PDF prints every term. Profile shift geometry follows ISO 6336-1 / DIN 3960 / ISO 21771. The full method and every scope limit are shown in the generated PDF engineering report.
What is profile shift and how does this tool handle it?
Profile shift (addendum modification) moves the tool radially when cutting a gear, increasing the tooth thickness at the root and reducing undercut risk for low tooth-count pinions. The coefficients x1 (pinion) and x2 (gear) shift the pitch point relative to the reference circle, which changes the operating centre distance and operating pressure angle. The calculator solves the involute equation by Newton iteration to find the exact operating pressure angle αtw, derives the operating centre distance a_w and checks each member against the undercut limit x_min — the larger of the textbook (z_min − z)/z_min with z_min = 17·cos³β and the exact rack limit 1 − z·sin²αt/(2·cos β). A member below x_min is flagged undercut: its real involute starts higher, so the contact ratio is taken over the shortened path, its root rating is treated as not valid and the verdict is capped at CHECK.
What is the minimum safety factor for gear tooth-root bending and contact?
ISO 6336 does NOT specify minimum safety factors — ISO 6336-1 leaves them to agreement between manufacturer and purchaser. This calculator adopts the DIN 3990-11 industrial-gearbox guide values SF_min = 1.4 for tooth-root bending and SH_min = 1.2 for Hertz contact (pitting), and the verdict is the conjunction of both checks: a design passes only when BOTH factors clear their own minimum, and the governing mode named on screen is the one with the smallest margin relative to its own minimum. For critical or high-cycle applications a licensed engineer should confirm the safety factors are appropriate for the specific duty cycle and consequences of failure.
Can it analyse helical gears with profile shift?
Yes — the full helical-gear analysis is included: helix angle β up to 45°, transverse module mt = mn/cos β, base helix angle βb, the helical contact-ratio factor Zε (spur, partial-overlap and full-overlap branches per ISO 6336-2), helix factor Zβ, helix angle factor Yβ for bending, and overlap ratio εβ = b·sin β/(π·mn). Profile shift coefficients x1 and x2 are applied across the full involute geometry, load-factor and stress chains.
Can I set the application factor KA and rate a finite (limited) life?
Yes. The application factor KA is a selectable input following the ISO 6336-1 Annex B / DIN 3990-1 guide table (driving × driven machine shock character; default 1.25 — a value below 1.0 is refused, never silently raised). For finite-life rating, enter the required number of pinion load cycles N_L and the calculator applies the ISO 6336 life factors — Y_NT for tooth-root bending (referenced to 3×10⁶ cycles) and Z_NT for pitting — selected by the material's strength class. The slower wheel is rated for its own N_L/u cycles, and leaving N_L blank keeps the conservative continuous-duty (endurance) design used by default.
Is the cylindrical gear calculator free?
You can use it during a free 30-minute preview with no sign-up, and a free 14-day account trial unlocks every calculator with no credit card required. The branded PDF engineering report with the full calculation trail and saved calculations are included in the free 14-day trial and in every paid plan.
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