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 Paychex (Nasdaq: PAYX). The payroll processor rang up a profit of $0.36 a share in its latest quarter. Wall Street figured that Paychex's showing would be flat with the $0.34 a share it earned a year earlier. Unemployment hasn't gotten a whole lot better over the past year, but Paychex is still finding ways to improve its bottom line.

Xyratex (Nasdaq: XRTX) is taking big steps in data storage. Profitability more than tripled to $1.20 a share on an adjusted basis, well ahead of the $1 a share the pros were expecting. Concerns that orders may be diminishing at its largest customer -- NetApp (Nasdaq: NTAP) -- are clearly being made up elsewhere.

Xyratex's shares still took a hit, as the fast-growing tech company issued an uninspiring near-term outlook. Blowing the market away is only good if investors believe that the welcome surprises will continue.

Finally, we have Walgreen (NYSE: WAG) filling Mr. Market's prescription for better than expected earnings. The drugstore chain posted a profit of $0.49 a share in its latest quarter. Analysts were only targeting net income to clock in at $0.44 a share. Positive store-level comps mirror growth at rival CVS Caremark (NYSE: CVS) and help distinguish Walgreen from struggling competitor Rite-Aid (NYSE: RAD), which has a streak of negative comps.

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.

Paychex is a Motley Fool Inside Value pick and a former Motley Fool Income Investor selection. 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. 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.