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 Williams (NYSE: WMB). The natural gas producer posted an adjusted quarterly profit of $0.44 a share from continuing operations. Analysts figured that Williams would match the $0.27 a share profit it delivered a year ago. It also announced well-received plans to split into two entities.

Sirius XM Radio (Nasdaq: SIRI) also landed ahead of the pros. The satellite radio provider posted a small loss, but backing out one-time items results in a profit of $0.01 a share. Wall Street was settling for breakeven results.

Finally, we have NVIDIA (Nasdaq: NVDA) destroying analyst targets. The company that invented the graphics chip earned $0.23 a share in its latest quarter, ahead of the $0.16 a share that Mr. Market was expecting.

NVIDIA joins fellow tech bellwethers Dell (Nasdaq: DELL), Aruba Networks (Nasdaq: ARUN), and NetApp (Nasdaq: NTAP) in topping market projections. Dell and NVIDIA actually landed 43% to 44% ahead of where the pros were perched. You have to like that kind of analyst-humbling performance as we hopefully head into economic expansion.

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.

NVIDIA is a Motley Fool Stock Advisor selection. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors.

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.