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 DryShips (Nasdaq: DRYS). The dry bulk specialist made its quarterly port of call in fashion, earning $0.38 a share before a few one-time items. The pros had figured DryShips would only generate a profit of $0.25 a share.

There's more to DryShips than meets the eye. For starters, The Motley Fool's own Christopher Barker points out how the company generated more revenue from its ultra-deepwater drillships operations than its bread-and-butter dry bulk business. DryShips should also eventually complete the spinoff of its Ocean Rig subsidiary.

Home Depot (NYSE: HD) strapped on its orange apron and got the job done. The home-improvement chain earned $0.51 a share in its latest quarter, ahead of both the $0.48 a share that was expected and the $0.41 a share it rang up in net income a year earlier.

Home Depot's report came a day after Lowe's (NYSE: LOW) also clocked in ahead of the pros, though hardwood flooring leader Lumber Liquidators (NYSE: LL) got hammered when it fell well short earlier this month.

Finally, we have Canadian Solar's (Nasdaq: CSIQ) illuminating quarter. The Canadian solar energy play with a strong Asian presence earned $0.47 a share in its third quarter, comfortably ahead of the $0.43 a share that Wall Street was targeting. The industry is bouncing back. A week earlier, LDK Solar (NYSE: LDK) and SunPower (Nasdaq: SPWRA) also blew past the market's projections.

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.

Home Depot and Lowe's are Motley Fool Inside Value selections. Lumber Liquidators is a Motley Fool Rule Breakers pick. The Fool owns shares of Lowe's and Lumber Liquidators. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors.

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.