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 Qualcomm (Nasdaq: QCOM). The wireless chip giant rode the smartphone craze to deliver an adjusted profit of $0.86 a share. Wall Street was banking on net income of $0.80 a share, but what else is new? Qualcomm's bested the pros for eight consecutive quarters.

Virtualization software leader VMware (NYSE: VMW) also landed comfortably ahead of the pros by earning $0.48 a share in its latest period. Analysts figured that it would surpass last year's $0.32 a share profit with a showing of $0.42 a share. VMware's strength also helped majority stakeholder EMC (NYSE: EMC) post impressive results a day later.

Finally, we have E*TRADE (Nasdaq: ETFC) coming through with strong earnings a week after larger rival Charles Schwab (Nasdaq: SCHW) beat the Street. Wall Street figured that the discount broker would reverse last year's quarterly deficit, but the eventual $0.16-a-share profit was comfortably ahead of the $0.12 a share in net income that was being targeted.

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.

VMware is a Motley Fool Rule Breakers recommendation. Charles Schwab is a Motley Fool Stock Advisor selection. The Fool owns shares of EMC and Qualcomm. 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.