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 TIBCO Software (Nasdaq: TIBX). The provider of business integration management solutions earned $0.17 a share in its latest quarter, ahead of both the $0.13 a share it rang up a year ago and the $0.15 a share that the market was expecting.

Red Hat (NYSE: RHT) is another welcome overachiever in enterprise software. The company building cost-effective subscriptions on top of open-source Linux software generated a profit of $0.19 a share in its latest quarter. Wall Street was settling for net income to clock in at $0.18 a share.

Red Hat bumped its guidance higher, setting itself apart from desktop-publishing giant Adobe (Nasdaq: ADBE), which saw its stock tank after landing ahead of analyst targets but offering an uninspiring near-term outlook.

Finally, we have Nike (NYSE: NKE) just doing it. The athletic footwear and clothing behemoth ran past the pros perched at the $1.01 a share mark in projected profitability. Nike earned $1.14 a share, instead. It's a common misconception that folks avoid premium brands during soft economic times. Some of the hottest retailers -- posting sales growth of better than 50% in their latest quarters -- are lululemon athletica (Nasdaq: LULU) and Joe's Jeans (Nasdaq: JOEZ), selling pricey workout apparel and denim, respectively.

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.

Adobe Systems and Nike are Motley Fool Stock Advisor recommendations. Try any of our Foolish newsletter services free for 30 days.

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. The Fool has a disclosure policy.