Tensile Testing as a Quality Control Method in Forging

Tensile Testing as a Quality Control Method in Forging

The strength of forged metal components can exceed that of comparable cast parts by as much as 26%. The metal is reshaped under high pressure during the forging process, resulting in an increase in strength. The process aligns the internal grain structure with the shape of the part, improving its mechanical properties. As a result, forging is often used to manufacture components for high-stress applications in the aerospace, automotive, oil and gas, and heavy machinery sectors.

Forged parts are not guaranteed to be defect-free, despite their high strength. If the process is not properly managed, cracks, voids, or inclusions may develop. If the mechanical properties of a forging do not meet the necessary standards, it may fail, regardless of its appearance. That is why quality control must take place at every stage of the forging process, from the selection of materials and the regulation of temperature to the post-forging inspections.

Tensile testing is one of the most effective methods to determine the quality of a forged part. The part's strength and ductility are directly measured by this method. It verifies whether the forging process and any heat treatment steps have achieved the desired outcomes. Focusing on the demands of forging, this article outlines how tensile testing helps detect process inconsistencies and validate that forged parts meet mechanical property requirements.

Tensile Testing: Principles and First Steps

Tensile testing is a destructive technique used to ascertain the mechanical properties of a material. A prepared specimen is pulled in a straight line until it fractures during this process. The applied load and elongation are monitored during the course of the test. Yield strength, ultimate tensile strength (UTS), elongation at break, and reduction of area are all calculated from this data.

Close-up of a universal tensile testing machine gripping a metal specimen during strength testing

These values are indicative of the material's behavior under tension, including the maximum stress it can endure and the maximum distance it can be stretched before it fails. Typically, a universal testing machine (UTM) serves to conduct the test at room temperature. The specimen's shape, the test's speed, and the measurement system are all standardized to guarantee that the results are consistent and repeatable.

Before testing begins, the material must be cut and machined into a standardized specimen. This is usually done through the use of a CNC specimen preparation machine to make sure surface quality and tight dimensional tolerances. The objective is to develop a test piece that accurately represents the material's actual structure without the introduction of any artificial defects.

In industrial environments, tensile testing is conducted on a representative sample rather than the final product. This method enables engineers to evaluate the material's performance without causing any harm to the actual component.

Why Tensile Testing Matters in Forging QA Processes

In forging, each stage—from billet selection to final heat treatment—affects the mechanical properties of the part. Tensile testing is used at the final stage to verify whether the entire process has delivered the required performance. It is more than a test; it is a control point that determines whether or not a forged component is accepted.

Material flow, die behavior, and thermal gradients are variables that are challenging to accurately monitor in real time during forging. The internal grain structure and final strength can be influenced by these factors. The part may still fail under load if the mechanical properties are inadequate, even if the dimensional tolerances are met. Tensile testing provides the direct measurement to confirm those properties.

Tensile results are used by quality control teams to assess the consistency of the process. The forging, thermal treatment, and cooling have been executed correctly when the test meets all target values. Immediate investigation is initiated in the event of a test failure, regardless of whether it is a thermal imbalance, material issue, or process deviation. This feedback loop is valuable in production, particularly when managing high volumes or safety-critical components.

Tensile testing is also a compliance requirement in many sectors. Certified reports may be requested by clients to verify that each batch meets the minimum ductility and strength standards. For instance, a forged gear may be required to satisfy a UTS of 950 MPa and 14% elongation.

Various forged automotive components used for sampling and tensile testing in production quality control

Applying Tensile Testing in Forging Production

In practical forging operations, tensile testing is not performed on every part. Instead, manufacturers implement strategic testing routines to balance quality assurance with production efficiency.

Sampling Frequency and Lot Testing

Tensile tests are generally scheduled for each heat treatment batch, alloy melt, or production lot. Tensile tests take place during each of these critical production stages to comply with standards such as ISO 15461. In open-die or ring rolling forge processes, it is common to conduct one test per melt or per heat treatment charge. Sampling plans, which are frequently statistical in nature, specify the number of samples to be tested for high-volume components such as automotive gears, typically 2–3 per 100 units.

Role of Sacrificial Forgings

When it is impractical to add test coupons on every component, manufacturers create sacrificial forgings under identical forging and thermal conditions. Some standards require materials to be tested at one-quarter thickness from the surface, with specimens reflecting the actual production geometry. This approach guarantees representativeness without causing harm to end-use components.

Managing Scrap vs. Test Yield

QA teams are obligated to maintain a balance between quality assurance and scrap cost, as tensile testing results in sample destruction. Prolongations or test lugs that can be removed after forging are frequently included into designs for large or valuable forgings. This helps preserve the value of the main component by avoiding unnecessary waste. In batch production, sacrificial specimens are allocated to minimize cost while maintaining traceability.

Integration into QA Workflows

Tensile testing forms a key part of the broader forging QA system:

  1. Process planning defines test frequency and melt validation steps.
  2. Production includes forging with provisions for coupons or sacrificial pieces.
  3. Heat treatment is documented per batch.
  4. Tensile testing follows, with specimens taken from representative sources.
  5. Results are logged and compared against specifications (e.g., UTS ≥ 900 MPa and elongation ≥ 15%).
  6. Outliers prompt investigation, leading to process adjustments or batch rejection. This creates a controlled loop that maintains production integrity even at high volume.

Tensile Testing Equipment for Forging Applications

At TensileMill CNC, we specialize in providing high-performance tensile testing equipment built to meet the rigorous demands of forged material testing. Our product line includes universal testing machines for executing tensile test procedures, CNC tensile specimen preparation systems, and polishing machines designed specifically for surface preparation of tensile samples.

If you are interested in acquiring dependable, standards-compliant equipment for testing forged materials, we invite you to explore three of our most reliable solutions below:

Servo Hydraulic Universal Testing System – TM-SHM Class A

Heavy-Duty Servo Hydraulic UTM for Tensile and Compression Testing

The Servo Hydraulic UTM Series is an excellent choice for testing forged shafts, gears, and structural parts, as it is primarily made to handle heavy-duty forged components with capacities of 600 kN and 1000 kN. This system relies on a high-precision load cell to directly measure force, surpassing oil-based systems used in lower-grade machines with an accuracy of ±0.5%. The rugged 4-column frame guarantees long-term stability, while the dual test space supports both tensile and compression procedures. It is a key element of quality control workflows due to its support for all major international standards (ASTM, ISO, JIS, BS), advanced software, and integrated safety systems.

TensileMill CNC – Classic Upgrade

TensileMill CNC Classic Upgrade for Flat Tensile and Impact Specimen Preparation

The Classic Upgrade is a hybrid CNC system that is meant to prepare flat tensile and impact specimens and is fully compliant with ASTM E8 and ASTM E23. It can process up to 8 metal samples at once and guarantees repeatability to within 0.0003” in conjunction with an industrial-grade servo motor and FANUC control system. The system is capable of accepting specimens with a hardness of up to 60 HRC and provides a rapid setup process for U- and V-notch impact samples. The Classic Upgrade is the optimal CNC solution for forging labs and production environments, as it greatly minimizes prep time and operator error due to its rugged cast iron frame, integrated specimen libraries, and automated clamping.

Automatic Longitudinal Polisher – TensilePolish GR04

Automated longitudinal polisher TensilePolish GR04 for preparing flat and round tensile specimens

The TensilePolish GR04 is a fully automated polishing system that is configured to prepare both cylindrical and flat tensile specimens for final testing. It performs longitudinal, low-stress polishing to remove surface artifacts that could affect test outcomes. The system offers the ability to adjust the polishing length, speed, and pressure to meet standards such as ASTM E466, ASTM E606, and NADCAP. To prevent surface damage, it maintains one-time contact per area and automatically switches between up to four grades of sandpaper. This unit stands out by its intuitive touchscreen interface and model adaptability for large, small, or flat samples.

Final Thoughts on Tensile Testing in Forging

Tensile testing is critically important for guaranteeing the mechanical reliability of forged components. As one of the most direct and trusted methods for validating the performance of forged parts, tensile testing is capable of identifying inconsistencies introduced during heat treatment or deformation, as well as confirming material strength and ductility.

The modern forging quality control process integrates easily into this method through precise data interpretation, controlled testing environments, and standardized specimen preparation. Whether used in high-volume automotive gear manufacturing or large-scale structural part production, tensile testing offers manufacturers the necessary data to satisfy internal specifications and external compliance requirements.

Tensile testing supports both production efficiency and safety assurance when combined with strategic sampling practices, the use of sacrificial forgings, and reliable test equipment. It facilitates the integration of material design and real-world application, enabling forged components to satisfy the rigorous requirements of contemporary industries.

Should you require any further information regarding our tensile testing equipment or require assistance in determining the optimal solution for your forging application, please do not hesitate to reach out to us. We are here to help you choose the right solution for testing.

Which Tensile Properties Should Be Checked First For Recycled Material Qualification?

Start with properties that indicate load capacity and ductility. Record modulus, 0.2% offset yield strength for metals or yield point when defined for plastics, ultimate tensile strength, and elongation at break. These values expose chain scission, contamination, or work hardening that recycled streams often show compared to virgin lots. For plastics tested to ASTM D638 or ISO 527, condition specimens at 73.4°F (23°C) and 50% RH for 40 h per ASTM D618. Use a 2 in (50 mm) extensometer gauge length and select a crosshead speed that matches the method class, for example 0.20 in/min (5 mm/min) for modulus determination. For metals per ASTM E8, use the specified gauge length, typically 2 in (50 mm), align the specimen in self-centering grips, and confirm straightness so off-axis loading does not distort yield behavior. At intake, test at least 5 specimens per lot. Compare results to the virgin baseline or drawing limits, then track coefficient of variation. If scatter grows, adjust source blending, drying, or melt filtration before downstream use. If you want to review frame capacities and controls, you can explore details on the All Tensile Testing Equipment equipment page.

Which Tensile Properties Should Labs Measure First When Qualifying Recycled And Upcycled Materials?

Recycled streams vary by batch, so start with yield strength, ultimate tensile strength, elastic modulus, and elongation at break. For plastics, ASTM D638 is commonly applied, using Type I or Type IV geometry based on thickness. For metals, ASTM E8 covers sheet, bar, and plate. Track these values against a virgin baseline to see how processing cycles affect performance. Specimen prep drives repeatability. For D638 Type I, machine to 0.500 in width and 2.000 in gauge length (12.7 mm and 50.0 mm) at 0.125 in thickness (3.2 mm). For E8 sheet, a 2.000 in (50.0 mm) gauge length is typical. Deburr and lightly polish the gauge section to about 63 µin Ra (1.6 µm). Hold straightness and parallelism within roughly 0.002 in (0.05 mm) across the gauge length. Set up the UTM to match expected loads. If the peak is near 2,000 lbf (8.9 kN), a 5,000 lbf (22 kN) load cell gives practical resolution without over-ranging. Apply a small preload around 5 lbf (22 N) to remove slack. Use a clip-on extensometer with a 1.0 in or 2.0 in gauge length (25 or 50 mm). Choose wedge or pneumatic grips with faces suited to the material and thickness. If you would like to discuss your testing requirements, you can connect with our team on the Contact Us page.

How Should Labs Plan Tensile Tests For Recycled And Upcycled Materials?

Recycled feedstock varies by source, melt history, and contamination, so test planning starts with defining the property set needed for use. Typical targets are yield and ultimate strength, modulus, and elongation. Batch variability makes lot tracking and consistent geometry essential, otherwise small shifts in section or surface act as unintended stress raisers. For plastics, machine dog-bone coupons to ASTM D638 Type I, 0.125 in (3.2 mm) thick with 2.0 in (50 mm) gauge length, and finish edges to about 32 µin Ra (0.8 µm). For metals, ASTM E8 subsize round at 0.25 in (6.0 mm) diameter with 1.0 in (25 mm) gauge length works well. Hold flow direction or rolling direction consistent across lots. Set conditioning at 73.4 F (23 C) and 50 percent RH. Use 0.2 in/min (5 mm/min) crosshead speed for many plastics per D638 materials, and about 0.05 to 0.5 in/min (1 to 13 mm/min) for metals per E8 targets. Apply a small preload, 5 to 20 lbf (22 to 89 N). Use a 1.0 to 2.0 in (25 to 50 mm) extensometer and test at least five specimens per lot. If you would like to discuss your testing requirements, you can reach our team on the Contact Us page.

How Should UTMs Be Configured for Testing Recycled Plastics and Metals?

Start with consistent specimen prep. Sort by resin or alloy lot, remove contamination, and machine coupons to the required standard. Common choices are ASTM D638 Type I for plastics and ASTM E8 subsize for metals, both with 2 in (50 mm) gauge marks. Condition plastics at 73 F and 50 percent RH. A light polish of the reduced section to about 32 µin Ra (0.8 µm) helps control strain localization on brittle blends. Set the UTM to the method rate. For D638, crosshead speed often falls between 0.2 and 20 in/min (5 to 500 mm/min) depending on modulus. For E8, run the specified strain-rate segment using a clip-on or video extensometer set to 2 in (50 mm). Use wedge or pneumatic grips with faces matched to the material. Align with an alignment fixture, then apply a small preload, for example 10 lbf (45 N), only to remove slack. Size the frame and load cell so peak load sits near 30 to 80 percent of capacity. If recycled aluminum peaks near 20,000 lbf (89 kN), a 50,000 lbf (222 kN) system provides headroom. The TM-EML Series D covers 11,240 to 224,800 lbf (50 to 1000 kN) with ±0.5 percent accuracy, fitting batches that range from polymers to structural metals. If you would like to review frame capacities and software features, you can explore details on the TM-EML Series D UTM product page.

How Does Tensile Testing Validate Recycled Plastics and Metals Before Reuse?

Start at receiving by segregating lots by source and processing history, then pick the correct method. Plastics are commonly tested to ASTM D638, metals to ASTM E8. Condition plastics for at least 24 h at 73.4 F (23 C) and 50 percent RH, then pull a minimum of 5 specimens per lot to capture variability. Dry hygroscopic grades before molding or machining to avoid inflated elongation or brittle breaks. Prepare geometry that matches the standard. A Type I D638 coupon is typically 0.5 in wide by 0.125 in thick with a 2.0 in gage length (13 mm by 3.2 mm with 50 mm gage). For E8 metals, use either a round 0.25 in diameter specimen or a flat 0.5 in wide specimen with a 2.0 in gage (6.35 mm or 13 mm with 50 mm gage). Machine smooth radii and target about 63 µin Ra (1.6 µm) to limit stress risers. On the UTM, choose a load cell that places expected peak load in the middle of its range, apply wedge grips for metals and pneumatic faces for plastics with 1 in (25 mm) jaw width, and use a 1.0 in (25 mm) extensometer. Set crosshead speed per the standard, for plastics often 0.2–20 in/min (5–508 mm/min), and use strain-rate control for E8 metals. If you would like to review frame capacities, extensometry, and control options, you can explore details on the All Tensile Testing Equipment equipment page.

Contact us today to request a quote for your tensile sample preparation equipment