Why settle for ordinary quarterly reports?

Each week, I take a peek at three companies that beat analysts' expectations, since I believe that kind of outperformance is the biggest factor in a stock beating the market. Leaving Wall Street's pros with puzzled looks on their faces can be a good thing. It usually means that the companies have more in the tank than analysts figured. Capital appreciation often follows.

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

We can start with Google (NASDAQ:GOOG). The world's leading search engine grew its bottom line by 27% to $5.89 a share, roughly doubling the year-over-year bottom-line increase that Wall Street was expecting. Rival Yahoo! (NASDAQ:YHOO) posts tomorrow; let's see whether it can keep the search party going.

Investors banking on JPMorgan Chase (NYSE:JPM) also made out nicely. The financial services giant put up a quarterly profit of $0.82 a share, barreling past the pros perched at the $0.52-a-share target.

Finally, we have Goldman Sachs (NYSE:GS) checking in to win. Expectations were high for the investment banker. Analysts predicted $4.24 a share in its latest quarter, after Goldman scored a profit of just $1.81 a share a year earlier. Instead, Goldman rang up $5.25 a share.

JPMorgan Chase and Goldman Sachs' showings are refreshingly strong, especially since financial bellwethers Citigroup (NYSE:C) and Bank of America (NYSE:BAC) posted losses during the same three months.

Keep watching the companies that surpass expectations. Over time, it will be a profitable experience for investors, as the market rewards the overachievers. That's the kind of surprise 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.

Google is a Motley Fool Rule Breakers recommendation. Try any of our Foolish newsletter services free for 30 days.

Longtime Fool contributor Rick Munarriz is a fan of toppers. He does not own shares in any of the stocks in this column. He is also part of the Rule Breakers newsletter research team, seeking out tomorrow's ultimate growth stocks a day early. The Fool has a disclosure policy.