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The article presents an analysis of the stress state of workpieces during upsetting of workpieces with an additional shear. For the analysis, the slip line method and the finite element method were used. A schematic diagram of upsetting in dies with “floating” elements, contributing to the implementation of additional shear, reduction of barreling, inhomogenous deformation and contour tensile stresses, is presented. The analysis of the research results showed that during upsetting of workpieces with additional shift forces, tensile stresses on the side surface of the workpieces decrease, which excludes the appearance of cracks on the side surface of the samples, especially when processing low-plastic alloy steels and alloys, and also reduces the barreling of the side surface.

The article analyzes the stress-strain state in the zone of plastic deformation during special caliber rolling. The principle of caliber rolling technology is described, which makes it possible to combine shear and compression deformations in the cross-section of metals, alloys, and metal-matrix composites. The analysis results of stresses and strains during shear rolling in a diamond pass, which included compressive strains that had not been considered in previous studies, revealed that localization or point inversion of stresses and strains is observed in the plastic deformation zone. Stress and strain are localized along the minor and major diagonals of the diamond pass.