Lead and pitch of a lead screw

Why lead and pitch are only the same on single-start screws, how to read screw designations, how to measure the lead, and what it does to speed, torque and self-locking.

The pitch P is the distance between two neighbouring thread flanks. The lead Ph is how far the nut travels in one turn of the screw. On a single-start screw the two are equal, on a multi-start screw the lead is a multiple of the pitch. Mixing them up gives the wrong speed, the wrong motor torque and, on vertical axes, a screw that no longer holds its load.

TorqueMath · checked against the standards listed below and the calculator’s test cases · Updated

Pitch, lead and number of starts

A screw can have one or more threads wound side by side, like the stripes of a barber's pole. Each one is a start. Between neighbouring flanks you always measure the pitch; the same thread comes round again only after all the other starts have passed.

1 startPh = P (Tr 16×4: P 4, Ph 4)PPh2 startsPh = 2 · P (Tr 16×8 P4: P 4, Ph 8)PPhP = pitch: distance between neighbouring threads · Ph = lead: axial travel in one turn
Figure 1. Single-start and two-start screw with the same pitch. On the two-start screw (two colours) the nut travels twice as far per turn.
Ph = n · P

Ph lead (mm per turn), n number of starts, P pitch (mm).

v = Ph · nrpm

Linear speed in mm/min from the lead in mm and the screw speed in rpm. Example: Ph 4 mm at 300 rpm gives 1200 mm/min = 20 mm/s.

Use the speed of the screw. If a belt drive or gearbox sits between motor and screw, screw speed = motor speed / ratio. Efficiency does not change the travel per turn: the lead is pure geometry, efficiency only affects the torque.

Reading screw designations

Trapezoidal threads to ISO 2904 / DIN 103 give the nominal diameter and the lead, with the pitch added after P when they differ. Ball screws are usually named by diameter and lead in two two-digit groups.

Common designations
DesignationTypePitch PStartsLead Ph
Tr 16×4trapezoidal, 30°4 mm14 mm
Tr 16×8 P4trapezoidal, 30°4 mm28 mm
Tr 8×8 P2trapezoidal (3D printers)2 mm48 mm
SFU 1605ball screw Ø16–see maker5 mm
SFU 1610ball screw Ø16–see maker10 mm
SFU 2005ball screw Ø20–see maker5 mm

For ball screws only the lead matters for speed and torque; the number of ball circuits is a maker's detail. For trapezoidal screws always check whether the second number is the lead or the pitch.

How to measure the lead

  1. Count the starts at the end of the screw: the number of thread ends that begin around the circumference is the number of starts.
  2. Measure the pitch with a caliper over several flanks, for example over 10 pitches, and divide by 10. A thread gauge also works for common pitches.
  3. Multiply: lead = starts × pitch.
  4. Check by turning: mark the nut, turn the screw exactly one revolution and measure the travel. This gives the lead directly and catches mistakes in counting starts.

Do not measure from one flank to the next one of the same colour on a photo or drawing without knowing the number of starts: that is the lead on a single-start screw, but it can be a fraction of the lead on a multi-start screw.

What the lead changes

For the same motor speed, a larger lead gives proportionally more linear speed, but the motor must deliver proportionally more torque and the screw is less likely to hold the load by itself.

T = F · d₂/2 · tan(λ + ρ') λ = atan(Ph / (π · d₂))

T drive torque, F axial load, d₂ pitch diameter, λ lead angle, ρ' friction angle = atan(μ / cos 15°) for a 30° trapezoidal thread. With the running friction μ = 0.12 this gives ρ' = 7.08°. For the self-locking check the calculator uses static friction μs = 1.25 × μ = 0.15, giving ρ's = 8.83°. A screw meets the calculated self-locking condition when λ is smaller than ρ's. That describes the condition under the assumed friction values, not a guaranteed holding function: shock, vibration and changed friction can make a screw creep.

steps per mm = steps per rev × microsteps / Ph

Example: 200 steps × 16 microsteps / 4 mm = 800 steps/mm. That is a commanded resolution of 1.25 µm per microstep, not a guaranteed positioning accuracy: missed steps, elastic deformation, backlash and microstep non-linearity are not included. With a belt or gearbox between motor and screw, include its ratio.

Same diameter, different lead (calculator results: 2 kN load, 300 rpm, running μ = 0.12, static μs = 0.15, support fixed–supported, 800 mm)
ScrewLinear speedDrive torqueEfficiencyCalculated self-locking?
Tr 16×41200 mm/min3.05 N·m42 %yes: λ 5.2° < ρ's 8.8°
Tr 16×8 P42400 mm/min4.39 N·m58 %no: λ 10.3°, the load needs 0.79 N·m holding torque
Ball screw 16051500 mm/min1.67 N·m95 %no: ball screws are generally not self-locking

Calculated self-locking is not a safety function. On vertical or safety-relevant axes a separately designed brake or holding function is required.

Worked example: Tr 16×4 or Tr 16×8 P4 for a 2 kN lifting axis

  1. Task: lift 2 kN at 20 mm/s or more, with a motor that runs at 300 rpm. The axis is vertical.
  2. Tr 16×4: one start, P = 4 mm, Ph = 4 mm. Speed = 4 × 300 = 1200 mm/min = 20 mm/s. The calculator gives 3.05 N·m drive torque and 42 % efficiency. The lead angle 5.20° is below the static friction angle 8.83° (μs 0.15), so in the simplified static model Tr 16×4 meets the self-locking condition. That is no guaranteed holding: on a vertical axis an independently designed holding or safety function is still required.
  3. Tr 16×8 P4: two starts, P = 4 mm, Ph = 2 × 4 = 8 mm. Speed doubles to 40 mm/s and efficiency rises to 58 %, but torque rises to 4.39 N·m and the lead angle 10.31° is above the friction angle: the load can turn the screw back, so a brake or self-locking gearbox is needed.
  4. With a stepper at 200 steps and 16 microsteps: Tr 16×4 gives 800 steps/mm, Tr 16×8 P4 gives 400 steps/mm.

Tr 16×4 reaches 20 mm/s and meets the calculated self-locking condition, Tr 16×8 P4 is twice as fast and more efficient but back-drives. On this vertical axis both need a separately designed brake or holding function; self-locking is never the safety function.

Common mistakes

Sources and standards

Check your screwEnter the diameter, lead and starts, load and speed: get the motor torque, linear speed, efficiency, self-locking, critical speed, buckling and steps per mm.
Open the calculator →

FAQ

What is the difference between lead and pitch?

Pitch is the axial distance between neighbouring thread flanks. Lead is the axial travel of the nut in one turn. Lead = number of starts × pitch, so they are equal only on single-start screws.

What does Tr 16×8 P4 mean?

A trapezoidal thread with 16 mm nominal diameter, lead 8 mm and pitch 4 mm. Since 8 / 4 = 2, it is a two-start screw: the nut travels 8 mm per turn.

What does 1605 mean on a ball screw?

16 mm nominal diameter and 5 mm lead. 1610 is 16 mm with 10 mm lead, 2005 is 20 mm with 5 mm lead.

How do I calculate the linear speed from the lead?

Speed (mm/min) = lead (mm) × screw speed (rpm). A 5 mm lead at 600 rpm gives 3000 mm/min = 50 mm/s. Check the critical speed of long screws in the lead screw calculator.

Is a trapezoidal screw always self-locking?

No. It meets the calculated self-locking condition only when the lead angle is smaller than the friction angle (with static friction). Single-start screws with a small lead usually do, multi-start screws with a large lead often do not. Even then, shock, vibration and changed friction can make it creep, so self-locking never replaces a brake on a vertical axis.