The U.S. airline industry is gearing up for a blockbuster year in 2025, Morgan Stanley analysts say, predicting airline companies on the brink of what could be a "perfect storm of tailwinds that essentially propels the industry to make money."

Equity analystRavi Shankerreiterated a bullish stance on the airlines industry in a Wednesday note.

TheU.S. Global Jets ETF(NYSE:JETS) has rallied 36% year-to-date, outperforming by about 9 percentage points the broader stock market as tracked by theSPDR S&P 500 ETF Trust(NYSE:SPY).

Premium Carriers Poised For Another Stellar Year

"We expect demand to...