Don't settle for ordinary quarterly reports.

I take a look at three companies that beat market expectations every week, since I believe 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 RINO International (Nasdaq: RINO), earning $0.71 a share when analysts were banking on a profit of $0.42 a share.

RINO serves China's iron and steel industry through wastewater treatment, flue gas desulphurization, anti-oxidation, and sludge treatment systems. Wall Street doesn't have a clue here, as RINO has beaten guesstimates by at least 24% in every quarter over the past year.

Applied Materials (Nasdaq: AMAT) is also ahead of the pros. The maker of semiconductor manufacturing equipment posted an adjusted profit of $0.29 a share after backing out restructuring, impairments, and inventory-related charges. Mr. Market was targeting net income of $0.25 a share. Since few chip makers outside of Intel (Nasdaq: INTC) design and manufacture their own chips, Applied Materials should hold up well if the economy continues to recover.

Finally, we have Yingli Green Energy (NYSE: YGE) shining bright. The solar energy specialist earned $0.21 a share in its latest quarter on an 81% top-line burst. Analysts were settling for a profit of $0.19 a share.

The sector is hot again. I singled out SunPower (Nasdaq: SPWRA) in this column last week after it landed 50% ahead of the prognosticators. However, the glowing reports aren't universal among the solar panel makers. Suntech Power (NYSE: STP) stunned investors with a sharp deficit in last week's quarterly report.

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.