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 OYO Geospace (Nasdaq: OYOG), earnings $0.82 a share on the heels of surging demand for its seismic reservoir, seismic marine and industrial products. Wall Street was banking on a profit of $0.62 a share.

Trend watchers could have seen this coming. Three quarters ago, OYO Geospace beat estimates by 6%, followed by analyst thumpings of 18% and 72%. In other words, the pros were getting dumber, underestimating OYO Geospace's profit potential by greater margins with every passing quarter.

lululemon athletica (Nasdaq: LULU) also came up big last week. The retailer of upscale fitness apparel for women rang the registers with a profit of $0.36 a share, considerably ahead of the $0.25 a share that Mr. Market was expecting.

Here's another company that has Wall Street stumped, as lululemon athletica has beaten analyst net income targets by 25% or better in each quarter over the past year.

Then again, lululemon's success has also been evident in other big-ticket retailers appealing to well-to-do women shoppers. Between jeweler Tiffany (NYSE: TIF) raising its guidance last month and Coach's (NYSE: COH) decision to double its dividend earlier this year, consumers aren't shying away from quality brands.

Finally, we have Pall (NYSE: PLL), servicing the life sciences and industrial sectors to deliver earnings of $0.62 a share. Analysts would have been fine with a profit of $0.50 a share.

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.

OYO Geospace is a Motley Fool Hidden Gems pick. The Fool owns shares of Coach, which is a Motley Fool Stock Advisor recommendation. 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.