How Do Hydraulics Work? The Complete 2026 Guide to Hydraulic Systems
Last Updated: January 2026 | Reading Time: 12 minutes
Hydraulic systems power everything from massive construction equipment to the brakes in your car. Understanding how hydraulics work reveals one of engineering's most elegant solutions for transmitting power using the simple yet powerful properties of fluid under pressure. In this comprehensive guide, we'll break down exactly how hydraulic systems operate, from fundamental principles to real world applications.
What Are Hydraulics? The Foundation
Hydraulics is a technology that uses pressurized fluid typically oil or specialized hydraulic fluid to transmit power and perform work. Unlike mechanical systems that rely on gears, levers, and pulleys, hydraulic systems harness the unique properties of incompressible fluids to transfer force efficiently over distances.
The beauty of hydraulics lies in its simplicity: push on fluid in one place, and that force is transmitted to another location where it performs useful work. This principle enables everything from lifting multi ton excavator loads to providing smooth, controlled braking in vehicles.
The Science Behind Hydraulics: Pascal's Law
All hydraulic systems operate based on Pascal's Law, discovered by French mathematician Blaise Pascal in the 1600s. This fundamental principle states:
"Pressure applied to a confined fluid is transmitted equally in all directions throughout the fluid, regardless of the shape of the container."

Figure 1: Pascal's Law in Action - How a small force creates a large output
Understanding Force Multiplication
Here's where hydraulics get powerful: Pascal's Law enables mechanical advantage through different piston sizes. Consider this example:
- Small input piston: 1 square inch area
- Applied force: 10 pounds
- Resulting pressure: 10 PSI (pounds per square inch)
This 10 PSI pressure spreads equally throughout the hydraulic fluid. Now, if that fluid pushes against a larger piston:
- Large output piston: 10 square inches area
- Same pressure: 10 PSI
- Output force: 10 PSI × 10 sq in = 100 pounds!
You've just multiplied your force by 10x. This is why a single person operating a hydraulic jack can lift a car weighing thousands of pounds the system multiplies their input force through different piston areas.
How Hydraulic Systems Work: The Complete Cycle
A hydraulic system consists of several key components working together in a continuous cycle. Let's walk through how fluid moves through the system and performs work.

Figure 2: Basic Hydraulic System Schematic Components and Flow Path
The 8 Step Hydraulic Cycle
1. Fluid Storage (Reservoir) The cycle begins with hydraulic fluid stored in a reservoir. This tank serves multiple purposes:
- Stores fluid for the system
- Allows fluid to cool after working
- Lets air bubbles separate from the fluid
- Provides a place for contaminants to settle
Modern reservoirs often include baffles to improve air separation and sight glasses to monitor fluid levels.
2. Fluid Intake (Pump Suction) The hydraulic pump draws fluid from the reservoir through an inlet line. This line typically includes:
- Suction filter to catch large particles
- Check valve to prevent back flow
- Properly sized piping to prevent cavitation
3. Pressurization (Hydraulic Pump) The pump is the heart of any hydraulic system. It converts mechanical energy (usually from an electric motor or engine) into hydraulic energy by:
- Creating flow of hydraulic fluid
- Generating pressure when resistance is met
- Maintaining consistent fluid delivery
Common pump types include:
- Gear pumps: Simple, reliable, cost effective
- Vane pumps: Quieter operation, medium pressure
- Piston pumps: Highest pressure, most efficient, variable displacement options
The pump doesn't actually create pressure it creates flow. Pressure develops when that flow meets resistance (like a load on a cylinder).
4. Filtration (System Filters) Before the pressurized fluid reaches control components, it passes through filters that remove:
- Metal particles from wear
- Dirt and debris
- Degraded fluid byproducts
- Water contamination
Proper filtration is crucial contamination is the #1 cause of hydraulic system failure. Most industrial systems use filters rated at 10 microns or finer.
5. Flow Control (Control Valves) Control valves are the "brain" of the hydraulic system, directing fluid where it needs to go. These valves manage:
- Direction: Which actuator receives fluid
- Flow rate: How fast actuators move
- Pressure: Maximum force available
- Sequencing: Order of operations
Modern control valves can be:
- Manual: Operated by hand levers
- Mechanical: Actuated by cams or linkages
- Solenoid: Electrically controlled
- Proportional: Providing variable control
- Servo: Computer controlled for precision
6. Work Performance (Actuators) The actuator is where hydraulic energy converts back to mechanical force. Two main types exist:
Linear Actuators (Hydraulic Cylinders) Convert pressure into straight line motion for:
- Lifting (excavator arms, dump trucks)
- Pushing (presses, compactors)
- Pulling (tensioners, extractors)
- Clamping (vises, fixtures)
Figure 3: Hydraulic Cylinder Operation Extension and Retraction Cycles
Cylinders come in several configurations:
- Single acting: Pressure extends, spring/gravity retracts
- Double acting: Pressure works both directions
- Telescopic: Multiple stages for long stroke in compact space
- Tandem: Two pistons on one rod for increased force
Rotary Actuators (Hydraulic Motors) Convert pressure into rotational motion for:
- Driving wheels (excavators, skid steers)
- Rotating mixers (concrete trucks)
- Spinning augers (drilling equipment)
- Powering winches (cranes, hoists)
7. Fluid Return (Return Lines) After doing work, fluid returns to the reservoir through return lines. This "low side" of the system:
- Operates at low pressure (usually under 50 PSI)
- Often includes return filters
- May have cooling elements if fluid temperature is high
- Deposits fluid back in reservoir to complete the cycle
8. System Protection (Safety Components) Throughout the system, safety devices prevent damage:
- Pressure relief valves: Open when pressure exceeds safe limits, protecting components
- Accumulators: Store pressurized fluid to absorb shocks and maintain pressure during demand spikes
- Temperature sensors: Monitor fluid heat to prevent thermal breakdown
- Pressure gauges: Allow monitoring of system operating conditions
Hydraulic System Components: In Depth Look
Understanding each component helps you maintain and troubleshoot hydraulic systems effectively.

Figure 4: Complete Hydraulic System Components and Their Functions
Hydraulic Fluid: More Than Just Oil
The fluid in a hydraulic system does four critical jobs:
- Power transmission: Incompressible nature transfers force instantly
- Lubrication: Reduces wear on all moving parts
- Heat transfer: Carries heat away from working components
- Contamination removal: Transports particles to filters
Common hydraulic fluid types:
- Mineral oil based: Most common, good all around performance, economical
- Synthetic: Better temperature range, longer life, higher cost
- Water glycol: Fire resistant, used near heat sources
- Biodegradable: Environmentally friendly, for outdoor/marine use
Proper fluid selection considers:
- Operating temperature range
- Required viscosity (thickness)
- Environmental regulations
- Seal compatibility
- Fire resistance requirements
Seals: The Unsung Heroes
Seals prevent fluid leakage and maintain pressure separation. Common seal types include:
- O rings: Static sealing, most common
- Lip seals: Dynamic sealing on rods
- Piston seals: Prevent bypass across piston
- Rod wipers: Keep contaminants out
- Wear rings: Guide and support, reduce seal wear
Seal materials must match the fluid and temperature:
- Nitrile (Buna N): Standard, petroleum oils, -40°F to 250°F
- Viton: High temperature, synthetic fluids, -15°F to 400°F
- Polyurethane: Abrasion resistant, high pressure
- EPDM: Water based fluids, weather resistance
Real World Applications: Where Hydraulics Excel
Hydraulics dominate applications requiring:
- High force in compact space
- Precise control
- Reliable operation
- Linear motion
- Variable speed with constant torque
Construction Equipment
Excavators use multiple hydraulic circuits:
- Boom, stick, and bucket cylinders for digging
- Swing motor for cab rotation
- Track motors for propulsion
- Auxiliary circuits for attachments
A typical 20 ton excavator might operate at:
- System pressure: 4,500 PSI
- Bucket breakout force: 30,000+ lbs
- Fluid capacity: 50-80 gallons
- Pump flow: 60-100 GPM
Manufacturing & Industrial
Hydraulic presses use hydraulics' force multiplication:
- Metal forming and stamping
- Plastic injection molding
- Forging operations
- Compression molding
Modern presses generate forces from 50 tons to over 10,000 tons, all controlled by an operator with fingertip precision.
Injection molding machines rely on hydraulics for:
- Clamping molds (up to 6,000 tons of force)
- Injecting plastic material
- Ejecting finished parts
- Moving platens
Transportation
Aircraft depend on hydraulics for safety critical functions:
- Landing gear extension/retraction
- Brake systems
- Flight control surfaces
- Cargo doors
Commercial aircraft hydraulic systems typically operate at:
- 3,000 PSI working pressure
- Redundant (2-4) independent systems
- Fire resistant synthetic fluids
- Automatic backup systems
Automotive applications include:
- Brake systems (though many modern cars use electro hydraulic)
- Power steering (transitioning to electric)
- Suspension systems (active damping)
- Convertible top mechanisms
Agriculture
Tractors are hydraulic powerhouses:
- Three point hitch for implement control
- Remote hydraulic outlets for attachments
- Steering (on larger models)
- Loader and backhoe functions
- Transmission and clutch operation
Modern tractors may have:
- Load sensing hydraulics for efficiency
- Multiple independent circuits
- Electronic control of hydraulic functions
- Flow rates exceeding 30 GPM
Marine & Offshore
Ships and platforms use hydraulics for:
- Steering systems
- Cargo handling equipment
- Anchor windlasses
- Hatch covers
- ROV (Remotely Operated Vehicle) tools
Marine hydraulics face unique challenges:
- Corrosive salt water environment
- Wide temperature variations
- Motion and vibration
- Often biodegradable fluids required
Advantages of Hydraulic Systems
Why choose hydraulics over electric, pneumatic, or mechanical systems?
1. High Power Density
Hydraulics pack tremendous force into small packages. A 2 inch diameter cylinder at 3,000 PSI produces over 9,400 pounds of force try getting that from a comparably sized electric linear actuator!
2. Infinite Variable Speed
Simply control flow rate to adjust speed smoothly from zero to maximum, with full force available at any speed. Electric motors struggle at low speeds; pneumatics have limited control.
3. Overload Protection
Pressure relief valves provide automatic protection. If a cylinder meets an immovable object, pressure rises to the relief setting and fluid bypasses no damage to the system.
4. Reversibility
Change flow direction, and the actuator reverses instantly. No need for complicated gearboxes or directional clutches.
5. Force Multiplication
As we saw with Pascal's Law, small input forces create large outputs through different piston areas. This mechanical advantage is inherent to the system.
6. Simple Linear Motion
Want straight line force? A hydraulic cylinder is simpler than an electric motor with ball screw or a pneumatic cylinder with air being able to be compressed and causing bouncy motion issues.
7. Compact Size
Hydraulic components are typically smaller and lighter than mechanical or electric equivalents for the same force output.
8. Reliability in Harsh Environments
Hydraulic components tolerate:
- Extreme temperatures (-40°F to 400°F+ with proper fluid)
- Dirty conditions (with filtration)
- High shock and vibration
- Outdoor exposure (with corrosion protection)
Hydraulic System Maintenance: Best Practices
Proper maintenance ensures long life and reliable operation. Follow these guidelines:
Fluid Maintenance
Check fluid level regularly (weekly for hard working systems):
- Maintain proper level to prevent pump cavitation
- Never overfill fluid expands when warm
- Check when system is cool and depressurized
Change fluid on schedule:
- Typical interval: 2,000-4,000 operating hours
- More frequently in dirty/high-temp conditions
- Or when fluid analysis indicates degradation
Monitor fluid condition:
- Clear, amber color is normal
- Dark/opaque indicates oxidation or contamination
- Milky appearance means water contamination
- Metal particles suggest component wear
Filter Service
Replace filters before bypass occurs:
- Check indicators monthly
- Replace at recommended intervals (500-2,000 hours typical)
- Use OEM equivalent or better filtration
- Never clean and reuse filters
Different filter locations require different maintenance:
- Suction filters: Clean/replace every 500 hours
- Pressure filters: Replace per indicator or schedule
- Return filters: Replace every 1,000-2,000 hours
Inspection Points
Weekly checks:
- Fluid level and condition
- External leaks
- Unusual noises (whining, chattering)
- Slow or erratic operation
- Excessive heat
Monthly checks:
- Filter indicators
- Pressure gauge readings
- Cylinder rod condition
- Hose and fitting condition
- Accumulator precharge (if equipped)
Annual service:
- Complete fluid change
- All filter replacement
- Seal inspection and replacement as needed
- Pressure relief valve testing
- System pressure verification
Common Problems and Solutions
Slow operation:
- Low fluid level → Add fluid
- Clogged filter → Replace filter
- Worn pump → Rebuild or replace pump
- Internal leakage → Replace worn seals
Excessive noise:
- Cavitation (pump whine) → Check fluid level, fix suction leaks
- Air in system → Bleed air, fix suction leaks
- Loose mounting → Tighten bolts, check alignment
Overheating:
- Continuous relief → Reduce system pressure demand
- Undersized reservoir → Add cooling or larger reservoir
- Dirty fluid → Change fluid and filters
- Excessive speed → Reduce flow rate
External leaks:
- Fitting leaks → Tighten or replace fittings
- Hose leaks → Replace damaged hoses
- Seal leaks → Replace worn seals
- Damaged threads → Repair or replace component
Hydraulics vs. Other Power Transmission Methods
Hydraulics vs. Pneumatics
| Feature | Hydraulics | Pneumatics |
|---|---|---|
| Force output | Very high | Low to medium |
| Speed | Variable, controllable | Fast but less controlled |
| Precision | Excellent positioning | Difficult to position precisely |
| Power density | High | Low |
| Cost | Higher initial cost | Lower initial cost |
| Maintenance | Moderate | Lower |
| Leak impact | Messy, expensive | Clean, cheap (just air) |
| Compressibility | Incompressible (rigid) | Compressible (springy) |
| Best for | Heavy force, precision | Light force, high speed |
Hydraulics vs. Electric
| Feature | Hydraulics | Electric (Motors/Actuators) |
|---|---|---|
| Force/torque | Very high | Good but limited |
| Overload protection | Automatic (relief valve) | Requires controls/sensors |
| Size for force | Compact | Larger for same force |
| Speed control | Excellent variable | Excellent variable |
| Efficiency | 70-85% | 85-95% |
| Noise | Moderate | Low |
| Harsh environment | Excellent | Sensitive to moisture/dirt |
| Linear motion | Simple (cylinder) | Complex (screw/belt/rack) |
| Best for | High force, linear, harsh | Precision, clean, efficiency |
The Future of Hydraulics: 2026 and Beyond
Hydraulic technology continues evolving with modern innovations:
Electro Hydraulic Integration
Load sensing systems adjust pump output to match demand, reducing energy waste by 30-50%. Only the required flow and pressure are generated, rather than running full capacity all the time.
Electronic controls enable:
- Programmable motion profiles
- Automatic load compensation
- Remote monitoring and diagnostics
- Integration with machine automation
- Predictive maintenance alerts
Environmental Innovations
Biodegradable fluids protect ecosystems without sacrificing performance, critical for:
- Forestry equipment
- Agriculture machinery
- Marine applications
- Underground mining
Closed center systems reduce waste heat and improve efficiency, addressing environmental concerns while lowering operating costs.
Smart Hydraulics
IoT connected systems provide:
- Real time performance monitoring
- Predictive maintenance schedules
- Remote troubleshooting
- Usage pattern analysis
- Fleet management integration
Sensors throughout the system track:
- Pressure at multiple points
- Fluid temperature
- Flow rates
- Contamination levels
- Filter condition
- Vibration patterns
This data enables:
- Optimized performance
- Extended component life
- Reduced downtime
- Lower maintenance costs
- Better operator training
Compact, High Pressure Systems
Modern designs achieve more force in less space:
- 5,000-10,000 PSI working pressures
- Lightweight composite accumulators
- Miniature high pressure valves
- Compact servo hydraulic controls
These advances enable new applications where space and weight are critical, such as:
- Aerospace systems
- Robotic manipulators
- Medical devices
- Portable rescue equipment
Frequently Asked Questions
Q: What is Pascal's law and why is it important for hydraulics?
A: Pascal's law states that pressure applied to a confined fluid is transmitted equally in all directions. This principle is fundamental to hydraulics because it enables force multiplication a small force on a small piston can create a large force on a larger piston, all within the same system at the same pressure. This is why hydraulic systems can generate enormous forces from relatively compact components.
Q: Can hydraulic systems leak and still work?
A: While minor external leaks (dripping) won't usually stop a system from operating, they waste fluid, reduce efficiency, create mess, and indicate seal wear that will worsen. Internal leaks (bypass across seals) are more serious they reduce force output, slow operation, generate excess heat, and always indicate component wear requiring repair. Any leak should be addressed promptly to prevent further damage and maintain efficiency.
Q: Why do hydraulic systems use oil instead of water?
A: Most hydraulic systems use oil because it provides:
- Lubrication for all moving parts, reducing wear
- Rust prevention on metal components
- Better viscosity range across temperatures
- Sealing properties to help maintain pressure
- Non compressibility at high pressures
However, water based hydraulic fluids exist for applications where:
- Fire resistance is critical (die casting, steel mills)
- Environmental protection is required (underground mining)
- Cost must be minimized (large stationary systems)
These water based fluids include additives for lubrication and corrosion protection.
Q: How much pressure do hydraulic systems typically operate at?
A: Pressure varies widely by application:
- Mobile equipment (construction, agriculture): 2,500-4,500 PSI
- Industrial machinery: 1,000-3,000 PSI
- Aircraft systems: 3,000-5,000 PSI
- Specialized applications: 5,000-15,000+ PSI (ultra-high-pressure waterjet cutting uses up to 90,000 PSI!)
- Automotive power steering/brakes: 800-2,000 PSI
Higher pressure requires stronger (heavier, more expensive) components, so engineers select the minimum pressure that meets force requirements.
Q: What causes hydraulic fluid to overheat?
A: Hydraulic systems generate heat through:
- Friction in pumps, valves, and actuators
- Fluid shear when flowing through restrictions
- Pressure drop across valves and fittings
- Relief valve bypass when not doing useful work
Overheating occurs when heat generation exceeds cooling capacity, often due to:
- Undersized reservoir (less cooling surface)
- Continuous relief valve operation (wasted energy)
- Excessive system pressure
- Clogged filters (increased restriction)
- High ambient temperature
- Inadequate oil cooler capacity
- Wrong fluid viscosity (too thick)
Solutions include:
- Adding or upgrading oil coolers
- Increasing reservoir size
- Reducing maximum pressure if possible
- Improving filtration
- Using proper viscosity fluid
- Reducing unnecessary flow
Q: Can you mix different types of hydraulic fluid?
A: Generally, no. Different hydraulic fluids may be:
- Incompatible chemically, causing sludge or precipitation
- Harmful to seals, causing swelling or shrinkage
- Different viscosities, affecting system performance
- Different additive packages that interact negatively
If you must mix fluids:
- Check manufacturer compatibility charts
- Only mix the same base type (mineral to mineral, synthetic to synthetic)
- Plan to flush and fully change fluid as soon as possible
- Monitor system closely for issues
In emergencies (total fluid loss far from help), mineral based oils can sometimes be temporary mixed if no other option exists, but this should be followed by:
- Complete fluid drain
- System flush
- Filter replacement
- Refill with correct fluid
Never mix:
- Water based and petroleum fluids
- Synthetic and mineral oils (unless specifically approved)
- Automotive engine oil into hydraulic systems
- Transmission fluid into hydraulic systems (with rare exceptions)
Q: How long do hydraulic components last?
A: With proper maintenance, hydraulic components are remarkably durable:
- Pumps: 10,000-20,000 hours (some exceed 50,000 hours)
- Valves: 20,000-50,000 hours or more
- Cylinders: 15,000-30,000 hours between seal replacement
- Hoses: 5-10 years (or per manufacturer date code)
- Filters: 500-2,000 hours depending on type and conditions
These estimates assume:
- Proper fluid maintenance
- Regular filter changes
- Operating within design parameters
- Clean fluid
- Appropriate temperatures
- Good installation practices
Factors that reduce life:
- Contaminated fluid (dirt, water, metal particles)
- Operating above maximum pressure
- Excessive temperature
- Cavitation or aeration
- Improper fluid viscosity
- Shock loads
- Poor maintenance
The #1 factor in hydraulic component life is fluid cleanliness contamination causes an estimated 70-80% of all hydraulic failures.
Q: What's the difference between hydraulic flow and pressure?
A: This is a critical distinction:
Flow (measured in GPM - gallons per minute) is:
- How much fluid moves
- Determines actuator speed
- Created by the pump
- Think of it as "quantity"
Pressure (measured in PSI - pounds per square inch) is:
- How hard the fluid pushes
- Determines actuator force
- Created by resistance to flow
- Think of it as "intensity"
Analogy: Water from a garden hose
- Flow = How much water comes out (high flow fills a bucket quickly)
- Pressure = How far the stream shoots (high pressure shoots water farther)
In a hydraulic system:
- More flow = faster cylinder movement
- More pressure = stronger pushing force
- Both are needed for powerful, fast operation
Key point: The pump creates flow. Pressure only develops when that flow meets resistance (like a load on a cylinder). This is why a pump running with all valves open has lots of flow but zero pressure there's no resistance.
Q: Can hydraulic systems work in freezing temperatures?
A: Yes, but with considerations:
Challenges in cold:
- Fluid becomes thicker (higher viscosity)
- Seals may stiffen and leak
- Starting requires more power
- Flow restrictions increase
Solutions for cold operation:
- Use multi viscosity or low temperature hydraulic fluid
- Install tank heaters to warm fluid before starting
- Use synthetic fluids (better cold flow properties)
- Specify low temperature seals (polyurethane, some Vitons)
- Allow warm up time before full operation
- Insulate reservoir and lines in extreme conditions
Fluid selection for temperature:
- Standard mineral oil: Down to 0°F
- Low temp mineral oil: Down to -20°F
- Synthetic fluids: Down to -40°F or lower
- Arctic grade synthetics: Down to -65°F
Some mobile equipment regularly operates in -40°F conditions (Canadian forests, Alaska oil fields) using proper fluid and heating systems.
Q: Why do hydraulic systems need accumulators?
A: Accumulators are pressure vessels that store hydraulic fluid under pressure. They serve several important functions:
1. Energy Storage
- Provides additional fluid volume during peak demand
- Allows smaller pump to handle occasional high flow needs
- Enables emergency operation if pump fails (brake systems)
2. Shock Absorption
- Cushions pressure spikes from sudden load changes
- Protects components from damaging pressure surges
- Reduces noise and vibration
3. Pressure Maintenance
- Compensates for small leaks
- Maintains pressure when pump is off (accumulator powered systems)
- Provides consistent pressure despite flow variations
4. Thermal Expansion Compensation
- Absorbs fluid volume increase as system heats up
- Prevents over pressurization in closed systems
Common accumulator types:
- Gas charged (bladder, piston, or diaphragm): Most common, uses nitrogen gas
- Spring loaded: Simple, for low pressures
- Weighted: Large volume, constant pressure
Applications requiring accumulators:
- Emergency systems (aircraft landing gear, brakes)
- Shock intensive applications (mobile equipment, presses)
- Energy saving systems (supplement pump during peaks)
- Precision positioning (maintain constant pressure)
Conclusion: Why Hydraulics Remain Essential
After more than a century of use, hydraulic systems remain indispensable because they uniquely combine:
- Tremendous force in compact packages
- Precise control from zero to maximum speed
- Reliable operation in the harshest environments
- Simple implementation of complex motion
- Proven technology with ongoing innovation
Whether you're operating a 200 ton excavator, manufacturing precision parts, or maintaining industrial equipment, understanding how hydraulics work empowers you to:
- Troubleshoot problems more effectively
- Maintain systems properly
- Optimize performance for your applications
- Specify components correctly
- Communicate with service technicians and suppliers
From the fundamental principles of Pascal's Law to the sophisticated electronic controls of modern systems, hydraulics represent engineering excellence converting fluid pressure into the mechanical force that builds our world.
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Additional Resources
Related Articles:
- How Do Hydraulic Cylinders Work? Complete Guide
- Common Hydraulic System Problems and Solutions
- Choosing the Right Hydraulic Fluid for Your Application
- Hydraulic System Maintenance Best Practices
Technical References:
- Pascal's Law and Fluid Mechanics Fundamentals
- ISO Hydraulic Fluid Standards and Classifications
- Seal Material Selection Guide
- Hydraulic Schematic Symbol Reference
Video Tutorials:
- Basic Hydraulic System Operation (Coming Soon)
- Hydraulic Troubleshooting Tips
- Filter Replacement and Fluid Change Procedures
Author: RestoPower Technical Team
Published: January 2026
Last Updated: January 2026
Have questions about hydraulics or need help with your system? Contact our experts - we're here to help! info@restopower.com