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.