Why 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 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 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 Google (NASDAQ:GOOG). The world's leading search engine reported that adjusted earnings in its latest quarter soared 33% to $6.79 a share, well ahead of Wall Street's $6.50 a share target.

Google's been extending its lead in search over Yahoo! (NASDAQ:YHOO) and Microsoft (NASDAQ:MSFT), so don't take Google's glowing performance as an indication that Yahoo! and Mr. Softy will deliver strong numbers this week.

eBay (NASDAQ:EBAY) also made a bid for attention. The PayPal and online marketplace giant posted an adjusted profit of $0.44 a share. Analysts were banking on a $0.40 a share profit, after the dot-com bellwether delivered $0.41 a share in adjusted net income a year earlier. It may not be growing as quickly as MercadoLibre (NASDAQ:MELI), but it's also trading at a substantially lower earnings multiple than its Latin American peer.

Finally, we have Intuitive Surgical (NASDAQ:ISRG) giving the "thumbs up" sign with its robotic arm. The company that is revolutionizing prostatectomies -- and now hysterectomies -- with its surgical robotics is rolling again. Intuitive Surgical's fourth-quarter earnings rose 54% to $1.95 a share. The pros were expecting $1.71 a share on the bottom line.

So, keep watching the companies that surpass expectations. Over time, it will be a rewarding 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.

Microsoft is a Motley Fool Inside Value selection. Google, Intuitive Surgical, and MercadoLibre are Motley Fool Rule Breakers recommendations. eBay is a Motley Fool Stock Advisor selection. Motley Fool Options has recommended a diagonal call strategy on Microsoft and a bull call spread on eBay. Try any of our Foolish newsletters today, 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.