Don't settle for ordinary quarterly reports.

I take a look at three companies that beat market expectations every week, since I believe that it's the biggest factor in a stock beating the market. Leaving Wall Street's pros with stunned expressions can be a good thing. It usually means that the companies have more in the tank than analysts figured. Capital appreciation typically follows.

Let's take a look at a few companies that humbled the prognosticators over the past few trading days.

We can start with TIBCO (Nasdaq: TIBX). The enterprise software provider earned $0.16 a share in its fiscal first quarter, ahead of both the $0.12 a share that it rang up a year earlier and the $0.15 a share that the pros were expecting. It was a good week for the companies behind corporate-geared software, as Lawson (Nasdaq: LWSN) and ePocrates (Nasdaq: EPOC) also clocked in ahead of Wall Street.

Mosaic (NYSE: MOS) also cleared a high bar. Expectations ran high for the phosphates and potash giant, with analysts targeting profitability to more than double to $1.07 a share. It wasn't high enough. Mosaic's harvest sprouted a quarterly profit of $1.21 a share.

Finally, we have spice-rack staple McCormick (NYSE: MKC) peppering its bottom line. Net income of $0.57 a share in its fiscal first quarter was comfortably ahead of the $0.54 a share profit that Mr. Market was eyeing.

McCormick's spice business has proven to be a steady all-weather sprinkler over the years, affording it the ability to pay out consistent dividends for 87 years in a row.

It's important to keep watching the companies that surpass expectations. Over time, it will be a lucrative experience for investors as the market rewards the overachievers. That's the kind of surprise that we look for in the Rule Breakers newsletter service. Want in? Check out a 30-day trial subscription.

Either way, come back next Monday to learn about more stocks that blew the market away.