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 stupefied 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 lululemon athletica (Nasdaq: LULU), which earned $0.30 a share when analysts were only banking on a profit of $0.24 a share.

The retailer specializes in high-end athletic apparel for women, and the chain's 31% spike in same-store sales proves that you can still move luxury goods in the iffy economic climate. There's a reason why pricey denim sellers True Religion (Nasdaq: TRLG) and Joe's Jeans (Nasdaq: JOEZ) posted double-digit revenue growth this past quarter. If a trend is hot enough, it defies the math of discretionary income.

Ciena (Nasdaq: CIEN) is also ahead of the pros. The telco networking specialist posted an adjusted quarterly loss of $0.09 a share. This may be roughly double the red ink that Ciena sported a year earlier, but Wall Street was targeting a deficit of $0.33 a share, making this loss a relative victory.

Finally, Shuffle Master (NYSE: SHFL) investors like the hand they're being dealt. The maker of automatic cash shufflers and other casino equipment earned $0.13 a share on an adjusted basis, ahead of both the $0.10 a share it posted a year ago, and the $0.12 a share that analysts were expecting.

The gaming industry took its lumps during the recession, but casino operator Las Vegas Sands (NYSE: LVS) has hit fresh 52-week highs in recent weeks, while Wynn Resorts (Nasdaq: WYNN) has come within a penny of doing so.

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.

True to its name, The Motley Fool is made up of a motley assortment of writers and analysts, each with a unique perspective; sometimes we agree, sometimes we disagree, but we all believe in the power of learning from each other through our Foolish community.

Longtime Fool contributor Rick Munarriz is a fan of toppers. He does not own shares in any of the stocks in this column, except for Joe's Jeans. He is also part of the Rule Breakers newsletter research team, seeking out tomorrow's ultimate growth stocks a day early. Try any of our Foolish newsletter services free for 30 days. The Fool has a disclosure policy.