In a reciprocating piston engine, the stroke ratio, defined by either bore/stroke ratio or stroke/bore ratio, is a term to describe the ratio between cylinder bore diameter and piston stroke. This can be used for either an internal combustion engine, where the fuel is burned within the cylinders of the engine, or external combustion engine, such as a steam engine, where the combustion of the fuel takes place outside the working cylinders of the engine.
A fairly comprehensive yet understandable study of stroke/bore effects was published in Horseless Age, 1916.
Square, oversquare and undersquare engines
The following terms describe the naming conventions for the configurations of the various bore/stroke ratio:
A square engine has equal bore and stroke dimensions, giving a bore/stroke value of exactly 1:1.
Square engine examples
1967 – FIAT 125, 124Sport engine 125A000-90 hp, 125B000-100 hp, 125BC000-110 hp, 1608 ccm, DOHC, 80.0 mm × 80.0 mm (3.15 in × 3.15 in) bore and stroke.
1970 – Ford 400 had a 101.6 mm × 101.6 mm (4.00 in × 4.00 in) bore and stroke.
1987 – The Opel/Vauxhaul 2.0 L GM Family II engines are square at 86.0 mm × 86.0 mm (3.39 in × 3.39 in) bore and stroke; example as C20XE C20NE C20LET X20A X20XEV X20XER Z20LET Z20LEH Z20LER A20NHT A20NFT.
1990 – Maserati Shamal had 3,217 cc (3.2 L) biturbo V8 engine AM 479 with 80.0 mm × 80.0 mm (3.1 in × 3.1 in) bore and stroke. This engine, after modifications, was later installed in Quattroporte IV and 3200 GT.
1991 – Ford's 4.6 V8 OHC engine has a 90.2 mm × 90.0 mm (3.552 in × 3.543 in) bore and stroke. It has been the backbone of Ford V8-powered cars and trucks in different power levels and head designs for two decades.
1996 – Jaguar's AJ-V8 engine in 4.0-litre form has an 86.0 mm bore and stroke.
2000 – Mercedes-Benz 4.0-litre (3996 cc; 243.9 cu in) V8 diesel engine is an example of a square engine – with an 86.0 mm × 86.0 mm (3.39 in × 3.39 in) bore and stroke.
Honda's J30A engine has an 86.0 mm × 86.0 mm (3.39 in × 3.39 in) bore and stroke.
Suzuki AX100 engine has a 50.0 mm × 50.0 mm (1.97 in × 1.97 in) bore and stroke.
Oversquare or short-stroke engine
An engine is described as oversquare or short-stroke if its cylinders have a greater bore diameter than its stroke length, giving a bore/stroke ratio greater than 1:1.
An oversquare engine allows for more and larger valves in the head of the cylinder, higher possible rpm by lowering maximum piston ring speed and lower crank stress due to the lower peak piston acceleration for the same engine speed. Due to the increased piston and head surface area, the heat loss increases as the bore/stroke ratio is increased. Thus an excessively high ratio can lead to a decreased thermal efficiency compared to other engine geometries. Because these characteristics favor higher engine speeds, oversquare engines are often tuned to develop peak torque at a relatively high speed. The large size/width of the combustion chamber at ignition can cause increased inhomogeneity in the air/fuel mixture during combustion, resulting in higher emissions.
The reduced stroke length allows for a shorter cylinder and sometimes a shorter connecting rod, generally making oversquare engines less tall but wider than undersquare engines of similar engine displacement.
Oversquare engine examples
Oversquare engines (a.k.a. "short stroke engines") are very common, as they allow higher rpm (and thus more power), without excessive piston speed.
Examples include both Chevrolet and Ford small-block V8s. The BMW N45 gasoline engine has a bore/stroke ratio of 1.167.
Horizontally opposed, also known as "Boxer" or "flat", engines typically feature oversquare designs since any increase in stroke length would result in twice the increase in overall engine width. This is particularly so in Subaru’s front-engine layout, where the steering angle of the front wheels is constrained by the width of the engine. Although oversquare engines have a reputation for being high-strung, low-torque machines, the Subaru EJ181 engine develops peak torque at speeds as low as 3200 rpm.
Nissan's RB, VQ, VK, VH and VR38DETT engines are all oversquare. Additionally, SR16VE engine found in Nissan Pulsar VZ-R and VZ-R N1 is an oversquare engine with 86 millimetres (3.39 in) bore and 68.7 millimetres (2.70 in) stroke, giving it 175–200 horsepower (130–150 kW) but relatively small torque of 119–134 pound-feet (161–182 N⋅m; 16.5–18.5 kg⋅m)
Extreme oversquare engines are found in Formula One racing cars, where strict rules limit displacement, thereby necessitating that power be achieved through high engine speeds. Stroke ratios approaching 2.5:1 are allowed,[a] enabling engine speeds of 18,000 rpm while remaining reliable for multiple races.
Early Mercedes-Benz M116 engines had a 92 millimetres (3.62 in) bore and a 65.6 millimetres (2.58 in) stroke for a 3.5 litre V8.
Undersquare or long-stroke engine
An engine is described as undersquare or long-stroke if its cylinders have a smaller bore (width, diameter) than its stroke (length of piston travel) - giving a ratio value of less than 1:1.
At a given engine speed, a longer stroke increases engine friction and increases stress on the crankshaft due to the higher peak piston acceleration. The smaller bore also reduces the area available for valves in the cylinder head, requiring them to be smaller or fewer in number.
Undersquare engines exhibit peak torque at lower rpm than an oversquare engine due to their longer crank throw and high piston speed.
Undersquare engines have become more common lately, as manufacturers push for more and more efficient engines and higher fuel economy. Undersquare engines have a higher volume/surface area ratio,[further explanation needed] leading to reduced heat loss and higher BSFC.
Undersquare engine examples
Many inline engines, particularly those mounted transversely in front-wheel-drive cars, utilize an undersquare design. The smaller bore allows for a shorter engine that increases room available for the front wheels to steer. Examples of this include many Volkswagen, Nissan, Honda, and Mazda engines. The 1KR-FE-engine used in the Toyota Aygo, Citroën C1 and Peugeot 107 amongst others is an example of a modern long-stroke engine widely used in FF layout cars. This engine has a bore and stroke of 71 mm × 84 mm (2.8 in × 3.3 in) stroke giving it a bore/stroke ratio of 0.845:1. Some rear-wheel-drive cars that borrow engines from front-wheel-drive cars (such as the Mazda MX-5) use an undersquare design.
BMW's acclaimed S54B32 engine was undersquare with a bore and stroke of 87 mm × 91 mm (3.4 in × 3.6 in)), offering a world record torque-per-litre figure (114 N⋅m/L, 320 lb⋅ft/US gal) for normally-aspirated production engines at the time; this record stood until Ferrari unveiled the 458 Italia.
Many British automobile companies used undersquare designs until the 1950s, largely because of a motor tax system that taxed cars by their cylinder bore. This includes the BMC A-Series engine, and many Nissan derivatives. The Trojan Car used an undersquare, split piston, two stroke, two cylinder in line engine; this was partly for this tax advantage and partly because its proportions allowed flexing V-shaped connecting rods for the two pistons of each U-shaped cylinder, which was cheaper and simpler than two connecting rods joined with an additional bearing.
The Ford 5.4L Modular Engine features a bore and stroke of 90.1 mm × 105.8 mm (3.55 in × 4.17 in), which makes a bore/stroke ratio of 0.852:1. Since the stroke is significantly longer than the bore, the SOHC 16V (2-valve per cylinder) version of this engine is able to generate a peak torque of 350 lb·ft as low as 2501 rpm.
The Dodge Power Wagon used a straight-six Chrysler Flathead engine of 230 cu in (3.8 l) with a bore and stroke of 83 mm × 117 mm (3.3 in × 4.6 in), yielding a substantially undersquare bore/stroke ratio of 0.709:1.
The 292 Chevrolet I6 is also undersquare, with a bore and stroke of 98.4 mm × 104.8 mm (3.875 in × 4.125 in) in (bore/stroke ratio = 0.939:1).
Mitsubishi's 4G63T engine found primarily in many generations of Mitsubishi Lancer Evolution is an undersquare engine with a bore and stroke of 85 mm × 88 mm (3.3 in × 3.5 in).
The Jaguar XK6 engine, used in all 6-cylinder Jaguars from 1949 to 1987 was undersquare. For example, the 4.2 litre engine had a bore and stroke of 92.08 mm × 106 mm (3.63 in × 4.17 in), providing a bore/stroke ratio of 0.869:1.
Virtually all piston engines used in military aircraft were long-stroke engines. The PW R-2800, Wright R-3350, Pratt & Whitney R-4360 Wasp Major, Rolls-Royce Merlin (1650), Allison V-1710, and Hispano-Suiza 12Y-Z are only a few of more than a hundred examples.
All diesel-powered ships have massively undersquare marine engines. A Wärtsilä two-stroke marine diesel engine has a bore and stroke of 960 mm × 2,500 mm (37.8 in × 98.4 in), (bore/stroke ratio = 0.384:1).
While most modern motorcycle engines are square or oversquare, some are undersquare. The Kawasaki Z1300's straight-six engine was made undersquare to minimise engine width, more recently, a new straight-twin engine for the Honda NC700 series used an undersquare design to achieve better combustion efficiency in order to reduce fuel consumption.
- There is no actual restriction on bore:stroke ratio, but cylinder bores are limited to 98 millimetres or 3.86 inches and capacity to 2,400 cubic centimetres (150 cu in).
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